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2018年5月1日 星期二

持股更新

今次應該係round 3
暫時持有以下,等候獲利
12@49.1
16@121.9
1@92.9

剩餘40% cash , 想入平保或吉利但再入就冇cash flow,要考慮下
另外,在新股熱潮下有2隻蝕$- 8507 & 8151, 但可幸的是大數都是錄得有盈利.

P.S. 發現跟DAVID WEBB 持某D收息股是吾錯, 原來有幾隻已被各blogger 介紹過, 你們的推介勁過好多財演,多謝各高手。

1 則留言:

  1. Hi William,

    Just noted in Forest's Blog of your message left yesterday.
    ...

    There is nothing special in my investment portfolio.

    But I am afraid if I show you my portfolio members here, items by items, at his moment and do not follow up their future "ins and outs" and later "add-in" members, I regard this is not a responsible manner.

    Actually you may find out easily some of my portfolio members from some bloggers' blogs, e.g. Forest Capital, Value Investor, Billy Ho, ... through our communication.

    My "game rules" of making stocks investment, which "may" have differences from "some", if not all, bloggers, are that:

    1. I decide to maintain my portfolio almost in full load,
    i.e. cash < 2%, since last year.

    2. I often(if not "always") do "stocks switching", e.g. sell a member but "buy another" or "buy others" in "same time/same day/1~2 days".

    3. No matter tomorrow HS Index may drop 5,000 points or go up 5,000 points, I am prepared to hold my portfolio members in the long run, receiving dividends and making re-investment ... but all members are subject to "stocks switching".

    These rules may not be suitable to you. (because making investments is not just copying.)

    At last, I must say "Student learns from the market".

    I hope you will be more successful!

    Good Good luck!

    ^_^

    (P.S. David Webb also has 5% shareholding of 282.HK. I suggest to focus in individual stocks fundamentals, making comparison of stocks in same field and asking yourself "which is better?" to make your best decision. ^_^)

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