Sunday, September 12, 2021

一哥月供 (第17期) -- 沽JD, 月供SPY, QQQ

 JD升返去買入價,勁人谷嘅谷友仲有貨,但係一哥話沽咗先。
所以平手離場。

之前諗住合併一哥月供倉、濼言教育基金。
後來覺得太混亂,唯有獨立處理。
濼言基金,改為家庭基金,以備不時之需,用途亦可更靈活。

一哥個倉,仍然佢月供$2000, 我資助$1000, 共$3000.

倉位:

總數量平均買入價股價月供金額市值
SPY7$418.73$445.44USD $2,931.12USD $3,118.08
QQQ8$338.92$376.59USD $2,711.38USD $3,012.72
JEPI1$59.53$61.59USD $59.53USD $61.59

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
Aug0Aug1$368.37USD $368.37
Sept1$450.74USD $450.74Sept1$380.42USD $380.42
總計7$418.73USD $2,931.12總計8$338.92USD $2,711.38
JEPI
數量買入價金額
Jun1$59.53USD $59.53
總計1$59.53USD $59.53

月供記錄:

一哥倉儲
DateSoldSymbolStockBoughtSoldLastVolumeValueGain/lose
18/12/20196823香港電訊-SS$11.14$10.70250$2,675.00$419.0915.00%
10/12/2020SPYSPDR S&P 500 ETF Trust$418.73$445.447$24,282.36$1,562.096.83%
19/03/2021QQQInvesco QQQ Trust$338.92$376.598$23,461.86$2,415.0011.47%
18/06/2021JEPIJPMorgan Equity Premium Income ETF$59.53$61.591$479.64$16.753.62%
19/06/201929/01/20201928金沙$37.55$39.10100$3,910$1403.72%
13/09/201930/01/20206055中煙香港$22.95$15.60100$1,560-$750-32.47%
29/01/202009/07/20201083港華燃氣$5.06$3.92800$3,136-$1,073-25.49%
22/08/201914/01/20212800盈富基金$26.00$28.48680$19,366$2,01711.34%
12/02/202008/02/20211299友邦保險$79.00$102.10221$22,564$5,17629.64%
20/01/202025/02/20210066港鐵公司$47.55$47.00110$5,170-$70-1.34%
17/02/202020/03/2021TSLATesla$782.24$655.355$25,395-$4,918-16.12%
12/10/201903/06/20210012恒基地產$38.15$36.00230$8,280-$510-5.81%
29/12/202007/09/2021JD京東$81.21$81.4510$6,312.46$15.970.25%
Available cash:
$7,968
Stock Value:
$50,898.86
Gain/ Loss:
$4,440.75

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