| 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FA或TA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。
只可惜少了2333, 不然回報...嘿!嘿!嘿!
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