Greentown China (3900) | 12.0% |
Hysan Development (14) | 7.6% |
Ping An (2318) | 6.7% |
China Resources Gas (1193) | 6.5% |
Towngas China (1083) | 6.2% |
Poly Property (119) | 6.1% |
China Oilfield Services (2883) | 6.0% |
Dow Jones US Home Construction (ITB) | 5.8% |
Biostime (1112) | 5.7% |
Luk Fook (590) | 5.5% |
Great Eagle (41) | 5.4% |
Brilliance Automative (1114) | 5.0% |
Citic Securities (6030) | 4.7% |
Haitong Securities (6837) | 4.3% |
Cash | 12.5% |
- 大盤的累積升幅已高,且感受到升勢開始不繼,早前已把現金水平略為提高。但除非有明顯跡象顯示出現牛市中期調整,牛市中須持續保持在高持股水平
- 跌破支持位/止蝕位/止賺位沽出法在牛市中未能奏效。除非基本因素出現明顯問題,否則在跌穿這些所謂技術點後沽出,很容易被震走,以明燈收場。即使手上持股表現欠理想,但在牛市中只要給予些耐性,總可在一個相對較高的價位沽出
- 在牛市中想減持以鎖定利潤及控制風險:要盡量保持手頭上的最強勢股、如上段所言,對於手頭上相對弱勢股要給予耐性,即使要沽出也可以等一個較好價錢、最適宜的開刀對象,是手頭上處超買區,惟在組合內的相對走勢屬次強,且基本因素的賣點相對不太強的股票
- 目前仍密切留意買入對象。假若經濟周期有較明確復甦,不少周期股的估值尚有吸引上升空間
你好! 看了你的Blog很久了, 獲益良多!
回覆刪除我非常有興趣想購買美國房產ETF, 看到你買的ITB, 今年已升了70%以上, 但美國樓宇只升20%左右, 所以怕股價太貴不敢追入! 我看到有6種美國房產ETF (IYR, XHB, ITB, ICF, PSR, PKB),但詳細資料卻找不到,請問在哪裏可找到呢?
另很想知道你對ITB的看法, 可分享嗎? 謝!
Rita
多謝捧場,其實我對美國home builder股的ETF認識不深。去年中的經濟數據確認美國樓市復甦後,在眾多ETF選了ITB只是因它的走勢最佳。我買入時它應該剛上破了自2008年的大圓底頸線阻力;在TA及FA上是有信心的
刪除建議你可到google或yahoo的美股報價,且看會不會找到它們的參考資料
刪除YOU SIR,
回覆刪除我最近很想买入1036,主要是考虑她的母公司万科会否借壳来香港上市,加上B股资产转为H股的催化剂。但鉴于此股实在如同妖股,十分难 于操作,故此迟迟不敢下手。相信未来大陆房地产还有一定的炒作空间,加上万科始终是大陆房地产的龙头,我现在想请教一下,是否可以把仓内的1171($13买入,$14没有卖出),煤炭股一直都是死气沉沉,上涨空间狭小。把1171换入1036如何呢?希望您可以指教一下。
RABIT
這個可以考慮,況且目前煤炭價格的前景並非太樂觀
刪除buy 1133 and 2314
回覆刪除You sir 買2314是因為公司回購?
刪除對,還有經濟周期見底及以市帳率計股價尚有不俗上升空間也是原因
刪除add 6030
回覆刪除buy 884
回覆刪除sell 119
刪除buy 604
回覆刪除此留言已被作者移除。
回覆刪除You sir 買604是因為炒深圳前海概念? 這會是新興強勢板塊嗎?
回覆刪除不是最主要原因,主要是看中剛從母公司落實注資;不過看來買入時機不算好
刪除sell 14
回覆刪除yes. 604 has potential, but not the right time
回覆刪除Dear You Sir,
回覆刪除感谢之前的提点,我把1171换入1036,可惜贪心过度,没有及时获利,错失良机。
还想请教的是:如果万科B转H成功,1036会不会失去投资价值呢?我之前的理解错误,以为万科把B股资产转入1036?1036作为海外万科,在香港或者海外又岂能和一众地头蛇竞争呢?
RABIT
1036是有機會作為萬科的香港發展平台
刪除由於其國內的規模及實力,萬科若在香港發展,相信仍能惹來投資者憧憬的
sell 590
回覆刪除add 884 and 2314
HK A/D ratio weakened
回覆刪除HKD weakened
In general small stocks were relatively weak
Seems better play a bit more defensive 1st
Reserve some cash and wait until potential correction to tell us strong stocks seems a good move
注意到這些觀察,但牛市中傾向以個股調配多於提高現金以應對風險
刪除況且,組合中大部分持股的走勢也對板,沒有沽出的需要。當然,有些持股走勢是較令人失望;但不欲在跌至超賣區時沽出
為甚麽選884而不加注3900, 或買1918,2868,832等內房呢?
回覆刪除- dennis
主要是比較同業884的未來增長較快速,且在適合時機上市,降低公司的負債比重
刪除Thanks, you sir.
刪除- dennis
906, 2380 are interesting
回覆刪除Both defensive and relatively immune to (or even benefit from) potential correction, supporting recent breakout.
Any comments?
Decent idea. I'm relatively more interested in 2380 coz 906 is a packaging manufacturer with revenue relying on key customers. So this kind of stock cannot deserve a too high PE valuation.
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