Saturday, August 14, 2021

一哥月供 (第16期) -- 月供SPY, QQQ

 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
SPY7$417.47$445.92USD $2,922.31USD $3,121.44
QQQ8$337.42$368.82USD $2,699.33USD $2,950.56
JEPI1$59.53$62.19USD $59.53USD $62.19

月供記錄:

SPYQQQ
數量買入價金額數量買入價金額
Dec1$365.12USD $365.12Mar1$313.05USD $313.05
Jun2$419.00USD $837.99May4$326.73USD $1,306.92
July3$425.76USD $1,277.27Jun1$342.63USD $342.63
Aug1$441.93USD $441.93Aug2$368.37USD $736.73
總計7$417.47USD $2,922.31總計8$337.42USD $2,699.33
JEPI
數量買入價金額
Jun1$59.53USD $59.53
總計1$59.53USD $59.53

一哥倉儲+濼言基金
DateSoldSymbolStockBoughtSoldLastVolumeValueGain/loseTrading feeDividend
18/12/20196823香港電訊-SS$11.14$10.86250$2,715.00$26.660.96%$5.76$102.43
10/12/2020SPYSPDR S&P 500 ETF Trust$417.47$445.927$24,308.53$1,656.537.27%$4.13
29/12/2020JD京東$81.21$69.8610$5,414.15-$887.38-13.99%$7.75
19/03/2021QQQInvesco QQQ Trust$337.42$368.828$22,977.78$2,024.439.66%$6.55
18/06/2021JEPIJPMorgan Equity Premium Income ETF$59.53$62.191$484.31$21.424.63%$0.93$0.00
19/06/201929/01/20201928金沙$37.55$39.10100$3,910$1403.72%$14.61
13/09/201930/01/20206055中煙香港$22.95$15.60100$1,560-$750-32.47%$15.20
29/01/202009/07/20201083港華燃氣$5.06$3.92800$3,136-$1,073-25.49%$160.85
22/08/201914/01/20212800盈富基金$26.00$28.48680$19,366$2,01711.34%$107.15$59.79
12/02/202008/02/20211299友邦保險$79.00$102.10221$22,564$5,17629.64%$3.75$74.64
20/01/202025/02/20210066港鐵公司$47.55$47.00110$5,170-$70-1.34%$9.46
17/02/202020/03/2021TSLATesla$782.24$655.355$25,395-$4,918-16.12%$1.31
12/10/201903/06/20210012恒基地產$38.15$36.00230$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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