tag:blogger.com,1999:blog-7177962749989925788.post6228637452213618813..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 再疏理投資操作:把握第一點沽出時機You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger38125tag:blogger.com,1999:blog-7177962749989925788.post-83962022209297327552018-12-31T16:24:28.241+08:002018-12-31T16:24:28.241+08:00會找時間貼文的,2018年是很frustrating的一年.對來年的初步看法是,有機會bottom ...會找時間貼文的,2018年是很frustrating的一年.對來年的初步看法是,有機會bottom up,而港股在估值低殘下,只要不出現黑天鵝,來年是有機會有positive surprise的You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-74462876750366596042018-12-31T11:52:57.443+08:002018-12-31T11:52:57.443+08:002018快將過去, 展望2019年
期待YOU SIR對2019年的看法2018快將過去, 展望2019年<br /><br />期待YOU SIR對2019年的看法lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-8461211804958220262018-12-27T23:55:57.243+08:002018-12-27T23:55:57.243+08:00諗諗吓,都係持港股較為正路,1月月供2,3,11,12,270,384,823,1299,中資股1間...諗諗吓,都係持港股較為正路,1月月供2,3,11,12,270,384,823,1299,中資股1間起,2間止<br /><br />Edward Tamhttps://www.blogger.com/profile/11850465191726323602noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-2280758274664991862018-12-20T20:06:25.204+08:002018-12-20T20:06:25.204+08:00應該叫 Santa Claus Rally應該叫 Santa Claus RallyCheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-42438366280965254862018-12-20T18:43:32.001+08:002018-12-20T18:43:32.001+08:00要year end rally的話便早在十二月來了,而家大家都等收爐
homebuilder及科技...要year end rally的話便早在十二月來了,而家大家都等收爐<br /><br />homebuilder及科技股近數天稍為造好,可能是投資者憧憬十二月不加息,但隨著昨晚聯儲局一如預期加息,這些板塊又回落,市場仍是脆弱You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-51302224853238330072018-12-20T00:49:05.702+08:002018-12-20T00:49:05.702+08:00Defensive sectors ( utilities,staples,healthcare,R...Defensive sectors ( utilities,staples,healthcare,Reits)<br />近日也明顯回落,反而已一早大趺的Semiconductor、homebuilder守得唔錯,可能提示今轉跌浪已差不多隨時來個year end rally?Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-39960183547143812912018-12-19T19:11:14.877+08:002018-12-19T19:11:14.877+08:00美股的指數雖破底,但具領導性的科技股如Amazon及Sales Force等仍守穩在上一個底部之上,...美股的指數雖破底,但具領導性的科技股如Amazon及Sales Force等仍守穩在上一個底部之上,是稍有利好的訊號。但在現階段絶不會冒進You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-5048889105624805232018-12-19T00:34:09.140+08:002018-12-19T00:34:09.140+08:00Sell VHTSell VHTYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-50428162019819343182018-12-18T14:49:09.683+08:002018-12-18T14:49:09.683+08:00今次撤退可算是late better than none。即使目前70% cash,這兩天的捐失其實...今次撤退可算是late better than none。即使目前70% cash,這兩天的捐失其實也算輕You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-65344368980327651162018-12-18T14:46:02.426+08:002018-12-18T14:46:02.426+08:00昨晚我持有的Healthcare ETF VHT也跌破了200天線,應該要沽出了昨晚我持有的Healthcare ETF VHT也跌破了200天線,應該要沽出了You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-26958173235187637142018-12-18T07:20:51.278+08:002018-12-18T07:20:51.278+08:00唔睇新聞淨係睇圖都知幾大獲
似行緊熊市, 準備大型熊市唔睇新聞淨係睇圖都知幾大獲<br /><br />似行緊熊市, 準備大型熊市Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-1966163232051355992018-12-17T16:51:05.726+08:002018-12-17T16:51:05.726+08:00Healthcare sector 開始追跌? 上周五除了JNJ, 其他強勢藥股也跌幅大,跑輸S&a...Healthcare sector 開始追跌? 上周五除了JNJ, 其他強勢藥股也跌幅大,跑輸S&P。現在僅淨utilities 仍頂在高位Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-18295146007934221582018-12-15T23:47:57.877+08:002018-12-15T23:47:57.877+08:00In addition to MSFT and VHT, I also hold Sales For...In addition to MSFT and VHT, I also hold Sales ForceYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-40733585913355721602018-12-15T23:47:00.299+08:002018-12-15T23:47:00.299+08:00Also, I reckon emerging market have a chance to ou...Also, I reckon emerging market have a chance to outperform next year, on the ground of relative valuationYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85765051041926790922018-12-15T23:45:35.976+08:002018-12-15T23:45:35.976+08:00I think more than 70% cash now. It depends on how ...I think more than 70% cash now. It depends on how the market signal goes. But I reckon after this 10 year super bull cycle, we may have to endure a more painful and longer bear market.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-12675259511562672192018-12-15T10:45:38.703+08:002018-12-15T10:45:38.703+08:00你有多少% CASH?
只持有MSFT, VHT?
目前策略持現金觀望數個月?
謝謝你有多少% CASH?<br />只持有MSFT, VHT?<br />目前策略持現金觀望數個月?<br /><br />謝謝lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59036040497768771802018-12-14T23:23:43.539+08:002018-12-14T23:23:43.539+08:00thanks for sharingthanks for sharinglam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-66129388246353630722018-12-14T17:17:35.227+08:002018-12-14T17:17:35.227+08:00美股指數的10周線向下跌破40周線,基本上已確認熊市。買賣策略上不得不改為sell into ral...美股指數的10周線向下跌破40周線,基本上已確認熊市。買賣策略上不得不改為sell into rally(趁反彈沽出)為主。目前市況稍為企穩應是合適的沽出時機,到大插時大家心態上可能又不捨得沽出<br /><br />這幾天指數的確稍為回穩,但尤其是反映風險胃納的科技股連續數天高開低收,投資者趁高沽貨意慾明顯<br /><br />Amazon的股價反彈仍受制200天線,所以沽出。目前僅餘的持股仍在200天線之上。即使美股目前大有機會己轉牛為熊,仍打算持有少量貨底<br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-68480146542785063472018-12-14T15:30:48.792+08:002018-12-14T15:30:48.792+08:00是啊!何解?
AMZN沒跟隨12月初的大市跌浪,price pattern不算太差吧?是啊!何解?<br /><br /> AMZN沒跟隨12月初的大市跌浪,price pattern不算太差吧?Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-79545142631183267052018-12-14T10:45:05.309+08:002018-12-14T10:45:05.309+08:00為什麼? 走勢似跌定為什麼? 走勢似跌定lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-20574340850890096662018-12-14T01:24:04.515+08:002018-12-14T01:24:04.515+08:00Sell Amazon (AMZN)Sell Amazon (AMZN)You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-32937990959894606092018-12-11T14:43:15.249+08:002018-12-11T14:43:15.249+08:00己周線圖看,目前已90%有多進入熊市,無謂太多的false hope。熊市中各板塊下跌只是soone...己周線圖看,目前已90%有多進入熊市,無謂太多的false hope。熊市中各板塊下跌只是sooner or later的問題。我現金比重已逾50%,不想減持得太倉促,所以昨晚無進一步減持美股You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47123670073407428982018-12-10T20:20:07.590+08:002018-12-10T20:20:07.590+08:00今個星期焦點是看S&P會否三次試底而破,確認破了熊市便好高機會確立。
不過我仍存有希望因為...今個星期焦點是看S&P會否三次試底而破,確認破了熊市便好高機會確立。<br /><br />不過我仍存有希望因為我發現很多科技股特別是軟件類出奇地硬淨,好多仍守在10月及11月兩個低位之上,近期明顯跑贏大市Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59317881765977840802018-12-10T10:31:27.893+08:002018-12-10T10:31:27.893+08:00Sell 688 HKSell 688 HKYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-42196320618445521502018-12-08T20:06:53.908+08:002018-12-08T20:06:53.908+08:00我而家明顯地撤退緊,不過一次全部沽出又好似太倉促,即使是熊市,也想持有少量貨底我而家明顯地撤退緊,不過一次全部沽出又好似太倉促,即使是熊市,也想持有少量貨底You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.com