2012年9月28日星期五

9月份月結:穩步向上

目前組合:


China Resources Gas (1193) 10.6%
Hysan Development (14) 9.4%
SUNAC (1918) 8.9%
Towngas China (1083) 7.7%
Dow Jones US Home Construction (ITB) 7.1%
L' Occitane (973) 6.2%
Standard Chartered (2888) 6.0%
COSL (2883) 5.7%
Shimao Property (813) 5.3%
Future Bright (703) 5.1%
Anton Oilfield Services (3337) 5.1%
Singamas Container (716) 5.1%
Tianneng Power (819) 5.0%
Honghua (196) 5.0%
Anhui Conch (914) 4.8%
Cash 3.1%

9月份回報:6.5%
年初至今回報7.5%




本人近日操作上的轉變:

- 減少買賣次數(看準時機及對FA有充分信心才買、除非FATA有顯著問題,否則盡量避免沽出)
- 把個股注碼分散及減少

結果今個月的投資組合表現是平穩向上,但和大盤相比較還是差一點。其中原因是對中國經濟復甦沒太大信心,不欲買入太多周期股。不排除對組合中比重6%以下的股份作出增持,但想在觀察多一段時間才作出行動。

經過9月份的豐收後,10月份可能要注重防守多一點;QE3出了以後,能再一步推高大市的因素已不多了。


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