星期一, 1月 16, 2017

我的價值組合5大持股

我的價值組合5大持股以及比重:


經過幾年運作之後, 尤其是隨著股價升幅以及資產折讓輪動之後, 現在價值組合各成員的比重平均了很多. 發現越來越難靠個別股票去拉升整體業績.

20 則留言:

  1. 最大持股都係9.3%, 組合入面好多隻股票呢!~~~~~~

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  2. Don't you think 635 HK is a value trap? its core toy business is mediocre at best and its Toy House is most likely dead money.

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    1. It is always hard to tell whether a stock is a value trap, that is why it is imperative to diversify your portfolio. Historically, there are no signs that 635 is a scam, it just remains discounted for a long time, at least the stock price is on a long term uptrend, which is what matters to investors.

      P

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    2. 635,請問市場先生又睇幾多呢?

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  3. #966先生是否放在一邊等收成???

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  4. 92支股票?比之前70多支股票又增加了。。。

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  5. 我是新讀者,早前參考閣下意見後購入中華汽車, 請問是否應於$106水平先行獲利.

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  6. 26..
    Mr market you are so strong, i am holder too

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  7. 先生,找不到373的舊文章分析!有空的話,可否再分析此股,及有何原因吸引先生長期持有?謝謝!

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  8. 市場先生你好,好奇你選資產折讓股時會唔會要求有上升嘅催化劑?

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