到這一刻，我仍未分得出現在是熊市或牛市，唯有與牛熊共舞。
以上類似的說話，我好像說了半年。
恆指是否只見底，感覺上言之尚早，應該要用2020年下半年來驗證。
8月份已按原定計劃增持了6隻ETF，也增持了少量港股，繼續保持一定現金
9月份又重新買入逆向ETF，暫未有沽出和買入股票。趨勢上不落觀，尤其港股。
夢爸組合 (截至31/8/2020收市)
*綠色是賬面獲利，紅色是賬面虧損的夢爸組合 (截至31/8/2020收市)
現金 Total 29%
HKD 29%
股票 Total 55.49%
阿里巴巴 5.34%
中電 4.79%
石藥集團 4.77%
香港電訊 3.49%
中國建材 2.74%
藍光嘉寶 2.78%
領展 2.72%
石藥集團 4.77%
香港電訊 3.49%
中國建材 2.74%
藍光嘉寶 2.78%
領展 2.72%
長建 2.58%
中信國際電訊 2.54%
QQQ 2.59%
MGK 2.58%
IPAY 2.48%
SOXX 2.40%
夢爸組合 +5.92% (2020年1月至8月，已包括各項費用及已收股息/利息)
雅生活 2.52%
利亞零售 2.51%
利亞零售 2.51%
網易 1.96%
中國聯塑 1.82%
越秀交通 1.74%
粵海投資 1.52%
粵海投資 1.52%
舜宇光學 1.45%
長實 1.32%
Aeon信貸 1.30%
中國鐵塔 0.93%
ETF Total 15.51%
QQQ 2.59%
MGK 2.58%
IPAY 2.48%
SOXX 2.40%
VOO 2.04%
你真厲害
回覆刪除21號已睇出股市趨勢不樂觀
這幾天，美國大型tech股回調，港股今日亦收跌
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