記錄一下
最近大市氣氛轉好, 不計已實現損失, 組合帳面損失由-30% 減至-15%
好多人話呢個只係死貓彈, 我自己都同意, 因為基本面同之前無分別
如果話之前係擔心疫情, 咁而家歐美跟本無緩和
如果話驚全球經濟衰退, 咁而家亦睇唔到各國有咩新措拖去救經濟, 除左美國無限QE
要趁反彈時減倉嗎? 應該會, 但之前自己一再打破已布局的組合平衡, 點樣減, 減幾多, 要留意下
最傷的長和, 我反而無擔憂, 仍在我加倉之列, 我相信每人都有一D 係自己有信心的股, 係其他人眼中可能係廢係千係妖, 但有D 人只可以係呢D 股上賺錢, 我經驗係呢D 股未必賺得最多, 但係坐貨坐得最舒服, 對於我, 都只係長和同1883
當然, 回想番係80時睇長和同而家47睇長和, 其實我睇唔到本質上的不同? :P
不過我傾向相信係我問題而不是市場的錯,因為市場永遠只有正確一面, 所以証明是我能力問題
今次大跌市創造了歷史, 我亦有幸持倉硬生生迎接呢個歷史刻
希望今次之後找回自己投資的初心
其實我只係想係股市有系統地累積財富, 而唔係想發達
你的自信返嗮来啦！可喜可贺！
回覆刪除未返黎呀...仲未搵到條路....迷芒中....
刪除作者已經移除這則留言。
回覆刪除長和5大業務之外冇增長點，而3大本業（零售，石油，港口）又不斷被削弱，另外基建，電訊業務持平。總括是前景向下，難怪被市場慢慢放棄
回覆刪除的確係, 市場而家肯定不愛長和系...股價証明了 :P
刪除買1113，唔好要1啦
回覆刪除1113 我諗起HK 有少少擔心...
刪除作者已經移除這則留言。
回覆刪除001.HK is an world class enterprise.
回覆刪除1113.HK's 2019 results is better than 012.HK.
1038.HK's 2019 results is better than 003.HK.
All of them have very low P/E and low PB, especially 001.HK and 1038.HK also with dividend yields 6~7%p.a.
I place Li's Family the richest Hongkonger family.
In medium to long run, I believe Wong Sir would be rewarded!
Sleeping well at nights and Good Luck!
^_^
thanks student bro, just thinking what should be stay for my investment, cannot just do do do without reason..will lost myself
刪除Recently I have bought more 001.HK by selling some other portfolio stocks. My expected overall portfolio dividend yield should be higher now.
刪除We believe our feelings!
^_^
我都覺得係死貓彈，基本條件根本無變過，生產停晒又有好多手停口停的人要申請失業救濟。而家只係因估價(比起之前)極度低殘，再借放水消息炒起個市佢。
回覆刪除呢兩日我只敢趁住個升勢 day trade，因為無乜信心所以起碼賺少7成。過兩日公佈失業數字唔知又會發生咩事了...
睇埋今晚美國係咪真係過到個救濟政策, 如果係都可以玩多一兩日
刪除No need to worry much!
刪除Maybe HK individual investors can only buy 001.HK at <HK$50 in these few days!!!
^_^
P.S. Maybe today is the last day. (now 3:58p.m.)
刪除hahaha...50 is done...
刪除1883之前是整個板塊集體被斬倉，對老王兄這種長線持有的，最多影響心情。
回覆刪除2.26, 2.4 都忍唔住加了注....說好的鎖倉嗎....
刪除我真係一個無紀律的投資人:P
你應該請我飲酒，我經常留言支持
刪除請你飲酒實無問題...:)
刪除不過你一隻Tesla賺成三十粒...要個負數到只敢玩ETF 的人請:(
呢啲市況真係買完閂咗報價算...賤物鬥窮人呢
回覆刪除係呀...死都唔信3 年後仲係呢D 價....
刪除