8月開始,一哥的月供股票倉,會結合埋小濼言的教育/醫療/玩樂基金。
一哥的股票倉,繼續本來的操作模式,佢月供$2000, 我資助$1000, 共$3000.
小濼言基金,一哥供$5000, 我供$2000. 共$7000.
我懶得開一個濼言月供股票倉,反正投入的金額分清楚就算了。
投資標的反正也差不多,繼續月供SPY, QQQ. 有多餘錢,就買埋JEPI.
"月供" 組合 :
總數量 | 平均買入價 | 股價 | 月供金額 | 市值 | |
SPY | 7 | $417.47 | $445.92 | USD $2,922.31 | USD $3,121.44 |
QQQ | 8 | $337.42 | $368.82 | USD $2,699.33 | USD $2,950.56 |
JEPI | 1 | $59.53 | $62.19 | USD $59.53 | USD $62.19 |
月供記錄:
SPY | QQQ | |||||||
數量 | 買入價 | 金額 | 數量 | 買入價 | 金額 | |||
Dec | 1 | $365.12 | USD $365.12 | Mar | 1 | $313.05 | USD $313.05 | |
Jun | 2 | $419.00 | USD $837.99 | May | 4 | $326.73 | USD $1,306.92 | |
July | 3 | $425.76 | USD $1,277.27 | Jun | 1 | $342.63 | USD $342.63 | |
Aug | 1 | $441.93 | USD $441.93 | Aug | 2 | $368.37 | USD $736.73 | |
總計 | 7 | $417.47 | USD $2,922.31 | 總計 | 8 | $337.42 | USD $2,699.33 | |
JEPI | ||||||||
數量 | 買入價 | 金額 | ||||||
Jun | 1 | $59.53 | USD $59.53 | |||||
總計 | 1 | $59.53 | USD $59.53 |
一哥倉儲+濼言基金 | ||||||||||||
Date | Sold | Symbol | Stock | Bought | Sold | Last | Volume | Value | Gain/lose | Trading fee | Dividend | |
18/12/2019 | 6823 | 香港電訊-SS | $11.14 | $10.86 | 250 | $2,715.00 | $26.66 | 0.96% | $5.76 | $102.43 | ||
10/12/2020 | SPY | SPDR S&P 500 ETF Trust | $417.47 | $445.92 | 7 | $24,308.53 | $1,656.53 | 7.27% | $4.13 | |||
29/12/2020 | JD | 京東 | $81.21 | $69.86 | 10 | $5,414.15 | -$887.38 | -13.99% | $7.75 | |||
19/03/2021 | QQQ | Invesco QQQ Trust | $337.42 | $368.82 | 8 | $22,977.78 | $2,024.43 | 9.66% | $6.55 | |||
18/06/2021 | JEPI | JPMorgan Equity Premium Income ETF | $59.53 | $62.19 | 1 | $484.31 | $21.42 | 4.63% | $0.93 | $0.00 | ||
19/06/2019 | 29/01/2020 | 1928 | 金沙 | $37.55 | $39.10 | 100 | $3,910 | $140 | 3.72% | $14.61 | ||
13/09/2019 | 30/01/2020 | 6055 | 中煙香港 | $22.95 | $15.60 | 100 | $1,560 | -$750 | -32.47% | $15.20 | ||
29/01/2020 | 09/07/2020 | 1083 | 港華燃氣 | $5.06 | $3.92 | 800 | $3,136 | -$1,073 | -25.49% | $160.85 | ||
22/08/2019 | 14/01/2021 | 2800 | 盈富基金 | $26.00 | $28.48 | 680 | $19,366 | $2,017 | 11.34% | $107.15 | $59.79 | |
12/02/2020 | 08/02/2021 | 1299 | 友邦保險 | $79.00 | $102.10 | 221 | $22,564 | $5,176 | 29.64% | $3.75 | $74.64 | |
20/01/2020 | 25/02/2021 | 0066 | 港鐵公司 | $47.55 | $47.00 | 110 | $5,170 | -$70 | -1.34% | $9.46 | ||
17/02/2020 | 20/03/2021 | TSLA | Tesla | $782.24 | $655.35 | 5 | $25,395 | -$4,918 | -16.12% | $1.31 | ||
12/10/2019 | 03/06/2021 | 0012 | 恒基地產 | $38.15 | $36.00 | 230 | $8,280 | -$510 | -5.81% | $15.86 | ||
Available cash: | $1,820 | |||||||||||
Stock Value: | $55,899.77 | |||||||||||
Gain/ Loss: | $2,853.53 |
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