投資理財
今週沽出了PYPL,只得微利。整體大市是大市值的表現較差,耶倫早數天話拜登加稅政策可能會逐步進行。
組合本週下跌0.29%,標普500下跌0.75%。三月大盤一向稍差的表現,目前保持審慎。
板塊輪動,NDAQ似乎不受惠,沽出Nasdaq及買入農業機械股DEEREstock 44.1%
take profit on GOOGstock 37.3%
sell DEstock 31%
Buy back DEstock 37.9%
Buy back GOOGstock 44.5%
Buy Mastercardstock 51.4%
sell MA stock 44.6%market still weak
sell GOOG stock 37.9%
sell DE stock reduced to 31%
sell TSMstock reduced to 23.7%
Buy DEstock increase to 30%
板塊輪動,NDAQ似乎不受惠,沽出Nasdaq及買入農業機械股DEERE
回覆刪除stock 44.1%
take profit on GOOG
回覆刪除stock 37.3%
sell DE
刪除stock 31%
Buy back DE
刪除stock 37.9%
Buy back GOOG
刪除stock 44.5%
Buy Mastercard
刪除stock 51.4%
sell MA stock 44.6%
刪除market still weak
sell GOOG stock 37.9%
刪除sell DE stock reduced to 31%
刪除sell TSM
回覆刪除stock reduced to 23.7%
Buy DE
刪除stock increase to 30%