2020 仲有幾個交易日, 都要再整單BABA, 只怪自己之前對阿里雲太看好, 其實一早知政策唔會咁就完, 陸續有來
之前255 已沽到淨番300, 可惜250又加番, 而家一褲都係, 最後229/220 沽淨100 股看戲
BABA曾為我帶黎6位數利潤, 可惜估到開頭估唔到結局
暫時持倉輸最甘係內房535, 好彩派息同埋中間寶龍幫補左, 內房都係保持一成倉位算了
今年持倉按升幅計最多係長城pton 小米同埋年中賣出的銀城都補番唔少血, 係今年唔洗輸錢的重要功臣, 可惜全部倉位不大, 感覺就似係無被重用的良將
反觀倉位最大的幾隻, 1883, 941, 535, 都係吃塵中, 感覺就似係被重用的太監, 659叫做好少少, 亦反映我的選股能力真係弱得一B
年尾比BABA 把亂我計劃, 真係可惜, 沽左BABA D 錢仲未諗到點用, 可能等機會買番700, 或者加941, 未諗到, 暫時就咁吧, 繼續好好生活去
2020 回報 +5% ~7%
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後記, 買左100 700 + 200 3690
買得紅底就預左貢獻啦哈哈
回覆刪除一定會嗎？
刪除哈哈, 暐楠兄問得好, 匿名兄解釋下?
刪除700 3690 9988 我都覺得唔錯~
回覆刪除同一時間大家都跌6-8%, 700 3690 少了點政策風險
刪除700 3690 為何會少了點政策風險?
刪除只是單純的看中央對馬暈, 馬化疼同王兄的態度....
刪除6位數利潤, wow...jealous
回覆刪除BABA早係美股還未升上100美元時我已經有買，只係賺得唔多。今次問題比較複雜，減持觀望，無可厚非。
政治本身比基本面仲難睇....換去風險低少少的希望可以煩少樣野
刪除傳左咁多絕世武功比你都學唔好, 無計啦
回覆刪除大哥...學緊架啦...比多少少時間細佬...
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