投資理財
本週決定買入傳統產業股,如DEERE, 巴郡, 萬事達,有智慧不如趁勢,十年期債息若企穩於1.6厘,新經濟股企穩,傳統產業股仍有追落後空間。自去年十一月九日輝瑞研發疫苗成功後,大戶部署出現明顯改變,版主未能及早掌握。
本週組合上升0.24%,標普500升2.7%。買指數(道指及標普500)才是近月最佳選擇。
sell BRK.BStock Position 31.6%
Buy Trane TechnologiesStock Position 38.5%
Buy Linstock position 45%
Sell TT, Lin; buy Caterpillarstock position 38.3%
Sell MAstock position reduced to 31%
Buy JPMstock position increased to 37.6%
Buy DIA道指stock position elevated to 90%
sell JPM,DE,CAT,DIAstock position reduced to 17%
sell BRK.B
回覆刪除Stock Position 31.6%
Buy Trane Technologies
回覆刪除Stock Position 38.5%
Buy Lin
回覆刪除stock position 45%
Sell TT, Lin; buy Caterpillar
回覆刪除stock position 38.3%
Sell MA
回覆刪除stock position reduced to 31%
Buy JPM
刪除stock position increased to 37.6%
Buy DIA道指
刪除stock position elevated to 90%
sell JPM,DE,CAT,DIA
刪除stock position reduced to 17%