週結(7.9.2020-11.9.2020)
板塊輪動日趨明顯，增長股和價值股差距於９月初超越千禧年科網狂潮水平，加上美國疫後經濟逐漸復甦，最新失業率下跌至8.4%，近日急調整市中，資金沒有明顯撤出股市，但有部份從互聯網股流出，流向有增長能力的傳統產業股。週五晚進一步減持科技股，沽出QQQ,AAPL，但買入醫療儀器股TMO。現金提升至33%。傳統產業股佔組合31.6%。
| 組合長倉持股(截至11-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至9-9-2020) | 13.62% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.21% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.42% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.56% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.64% |
| Semi General: | |
| NVIDIA Corp | 4.77% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.23% |
| Beverages - Alcohol: | |
| Brown-Forman Corp | 3.89% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.79% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.34% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.87% |
| Procter & Gamble Company | 3.08% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.95% |
| Waste Removal Svcs: | |
| Republic Services | 4.27% |
| 現金+人壽儲蓄保險 | 33.86% |
| 總倉位 | 114.7% |
| 淨倉位(長-短-現金) | 80.85% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -1.43% |
| 恆指YTD(截至11-9-2020) | -13.08% |
| 道指YTD(截至11-9-2020) | -1.86% |
| 標普500YTD(截至11-9-2020) | 3.41% |
八卦一問，請問你的現金部分是算如投資組合，還是你個人使用？
回覆刪除現金係包埋個人使用。
刪除淨倉位80%但現金不是20%而是33%？ 是個怎樣算法？
回覆刪除突出來的13%是前年年尾曾係銀行借的。
刪除