大戶又來1次fake人技倆,利用紐交所、羅素2000指數及中線市寬不協調營造大調整風雨欲來的感覺,看來市寬指標不能單一運用,年初中線市寬80%,近日跌至40%,不一定是大調整的先兆,還須觀察更多其它因素。版主上週三曾沽出VOO,昨晚買回相若倉位,一來一回跑輸標普500指數 0.54%回報。版主2019年及之前在港股買賣,習慣炒炒波幅就離場,港股的那套買賣方法在美股完全行不通,目前仍有點水土不服,尚需時間在美股適應,在長線持有及高位減持之間要好好拿揑。離場不是最困難,最困難是如何找尋時機轉守為攻,版主發現調整數天至數十天後,最佳入貨時機可能是底位出現9-1大升日,大部份板塊上揚的那一天,然後再開多一兩天陽燭,最好是三個白武士,每一天的開市價都高於前一天的收市價,代表動能充足。
sell VOO; will buy back later.
回覆刪除Global market volatile seems become bigger.
Buy ASML
刪除net stock position 28.1%
Buy NDAQ
刪除net stock position 35%
sell NDAQ
刪除net stock position 28.2%
Buy ACN
刪除net portfolio position increase to 34.8%
sell ACN
刪除Buy SCI
net portfolio position 34.6%
sell ASML
刪除net portfolio position 28%
Buy RSG
刪除net portfolio position 34.6%
sell RSG
刪除net position 28%
sell SCI
刪除net position 21.5%
Buy UNH
刪除net position 27.7%
Buy ASML
刪除net position 33.9%
sell UNH; buy GOOG
刪除net position 35%
sell GOOG
刪除net position 27.7%
Buy MSFT
刪除net position 36.2%
sell ASML
刪除net position 29.8%
Buy GOOG
刪除net position 37.3%
Buy AAPL
刪除net position 44%
Buy ASML
刪除net position 50.6%
sell GOOG
刪除net position 43%
sell MSFT
刪除net position reduced to 35.8%
sell ASML
刪除net position reduced to 29.5%
sell AAPL
刪除net position 22.7%
Buy ASML
刪除net position 29.6%
sell ASML net position 22.7%
刪除Buy MCD net position 30.4%
刪除Buy ICE net position 37.9%
刪除