Tuesday, November 17, 2020

一哥月供 (第10期)

日期總數量平均買入價股價月供金額盈富股值股息
11/16/2020573HK$25.1726.54HK$14,718HK$15,207.42HK$20.79
日期總數量平均買入價股價友邦股值股息
11/16/2020191HK$75.5987.45HK$14,510.65HK$16,702.95HK$74.64

 

2020 一哥 (月供盈富、友邦)
盈富 (月供$1500)友邦 (月供$1500)
數量股價月供金額數量股價月供金額
Feb53HK$27.85HK$1,476.05Feb18HK$80.50HK$1,449.00
Mar57HK$25.75HK$1,467.75Mar20HK$72.70HK$1,454.00
Apr60HK$24.65HK$1,479.00Apr21HK$71.05HK$1,492.05
May61HK$24.45HK$1,491.45May21HK$68.90HK$1,446.90
Jun58HK$25.28HK$1,466.24Jun20HK$73.15HK$1,463.00
Jul55HK$26.54HK$1,459.70Jul19HK$75.70HK$1,438.30
Aug57HK$25.58HK$1,458.06Aug20HK$72.60HK$1,452.00
Sep59HK$25.14HK$1,483.26Sep18HK$80.65HK$1,452.00
Oct58HK$25.42HK$1,474.36Oct18HK$80.80HK$1,454.40
Nov55HK$26.58HK$1,461.90Nov16HK$88.10HK$1,409.00
DecDec
總計573HK$14,718總計191HK$14,510.65


一哥倉儲
DateSoldSymbolStockBoughtSoldLastVolumeValueGain/lose
22/08/20192800盈富基金$25.17$26.54573$15,207.42$838.19
12/10/20190012恒基地產$38.15$31.00230$7,130.00-$1,660.36
18/12/20196823香港電訊-SS$11.14$10.18250$2,545.00-$245.76
20/01/20200066港鐵公司$47.55$41.95110$4,614.50-$625.46
12/02/20201299友邦保險$75.59$87.45191$16,702.95$2,336.53
19/06/201929/01/20201928金沙$37.55$39.10100$3,910.00$140.39
13/09/201930/01/20206055中煙香港$22.95$15.60100$1,560.00-$750.20
29/01/202009/07/20201083港華燃氣$5.06$3.92800$3,136.00-$1,072.85
Stock Value:
$46,199.87
Gain/ Lose:
-$1,039.52

一哥始終未揀好,供邊隻ARK 嘅 ETF.

不過Catherine由老闆,變咗員工。投資方向、回報,會有變嗎?

Resolute to take majority ownership of ARK Investment Management


舊經濟股又開始復甦。

恒地開始見返3字頭。

不過,在中銀月供股票,實在唔抵。

友邦咁耐都冇郁動。上星期突然急升,上穿$90. 

中銀就在$88.1入貨。第二日,潛返落$83.1

我自己就在$89.5沽咗我一半嘅友邦。賺咗$16550.


反而香港電訊,仲有一蚊先返家鄉。但呢個價,總係這麼近,那麼遠。望穿秋水都唔到。

盈富基金,下個月7號起,會加入美團。又DQ咗 太古 A. 兼且會增加騰訊在恒指的比重。

咁盈富基金係咪有望唔會脫離大市太遠?


我仍然睇好新經濟股。雙11,阿里的銷售額好勁。雖然被打壓,長遠網購始終係大勢所趨。

同樣靚仔嘅係NIO, 比亞廸、TSLA. 我自己一直等緊靚位入貨。

仲有悶悶地升嘅SPLG, SPY. 

如果舊經濟股有運行,標普最強500, 一定會反映。


Anyway, 我唔敢畀投資建議一哥喇。佢會有自己的想法。

等佢決定好,我才執行。

8 comments:

  1. no doubt it's now the new economic era. However, for long term considerations on cash flow & potential growth, i think it should be balancing.

    ReplyDelete
    Replies
    1. U r right
      So he has lots of stocks from old economic era
      Their performances are disappointing though 😣

      Delete
  2. Hi, 因剛被解僱,不知可否幫忙看看resume及其收費,不知怎聯絡。

    ReplyDelete
    Replies
    1. $50
      你在留言,留email address, 我會覆你

      Delete
  3. 傻貓師姐, 我長HOLD香港電訊數年, 發覺它派息很穩定和慷慨, 所以個人不怕繼續持貨啊~
    亦因其公用性質, 其他股跌的時侯它才會逆市升。若基本面不變, 可以慢慢收住息先。

    ReplyDelete
    Replies
    1. 佢幾年嚟,都好安守本份
      現在反而涉足其他行業
      我有保留

      Delete
  4. 新經濟股/創新科技相關的都不錯, 始終未來十年都是進行緊第四次工業革命 XD
    友邦都不錯, 有比電腦更優秀的員工, 自己持有多年回報也滿意 =]

    ReplyDelete