投資理財
今週組合加入了AAPL, HD,組合提升至半倉水平。大市呈個別發展,大價股表現較好,中小型股走勢動力久奉,需要有強勁季績支持個股才會大升,創52週新低的股票數目開始高於創新高的,電子支付版塊疑似進入熊走勢,除了AMZN暫停英國發行Visa作payment外,未清楚其它不利起因,有可能股價行先,壞消息之後出爐。聯儲局開始減少買債,資金較集中追捧績優股,不再全線上升。金融及工業版塊走弱。去年的疫情受惠股今年表現亦較差。
sell MSFTstock position 44%
sell HDstock position trimmed to 36.9%
sell ECLstock position trimmed to 29.7%
sell AAPLstock position further trimmed to 22.4%
Buy AAPLstock position slightly increased to 29.5%
sell AAPLstock position further trimmed to 22%
Buy PGstock position slightly increased to 29%
sell MSFT
回覆刪除stock position 44%
sell HD
刪除stock position trimmed to 36.9%
sell ECL
刪除stock position trimmed to 29.7%
sell AAPL
刪除stock position further trimmed to 22.4%
Buy AAPL
刪除stock position slightly increased to 29.5%
sell AAPL
刪除stock position further trimmed to 22%
Buy PG
刪除stock position slightly increased to 29%