星期二, 2月 28, 2017

2017年2月結: 鎮倉之寶失之交臂

今年2月底價值組合的回報率是13.32%, 同期盈富基金的回報率是8.82%, 價值組合反勝大市.
 

這個不少重倉股股價都有不錯的升幅, 不過, 價值投資者有時候即使賺錢也會心情不好. 我經過深思熟慮鐵定的鎮倉之寶, 對象是選對了, 但建倉卻受到挫折, 因為鎮倉之寶股價升得太快太急, 是我始料不及, 也超出我的步驟, 結果, 我只能買到目標倉位的3分之一. 所以, 最近心情不太好, 就不多寫了.

43 則留言:

  1. 這事在撿煙屁股時常會發生,始終我們都喜歡越平越買,如果升的話就不想買了。錢是賺不完的,找下一支股票吧 :)

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  2. 先生,想問鎮倉之寶,是哪一隻股票呢?

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  3. Alwin : Maybe 1098.HK or 610.HK ?...... But......

    P.S. I have a little 610>HK .

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    1. Student : 1098..... gogogo.....go to HK$10.98 !

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    2. Student : 1098......gogogo......go to HK$10.98

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    3. Is 610 better than 1098 ? ~ 610 holding 1098 and 240 also ?

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    4. Student: 1098.HK ~ now around HK$10.30 to HK$10.40; Book value is HK$18......so PB=10.35/18 = 0.575 while 610.HK's book value is HK$7.5, so HK$7.5 x 0.575 = HK$4.3
      Suggestion : Say 0.5 PB for 610.HK, i.e. HK$7.5 x 0.5 = HK$3.75 as the primary target seems reasonable.

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  4. 應該是216,因為雪球那邊太多觀眾了,而且有不少是炒家,建議市場先生先買入心儀股票,再寫在專欄上,如果是價值投資的讀者也會從中獲益(學習到買股票的技巧),而市場先生也可以從炒家中加快獲利

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  5. 作者已經移除這則留言。

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  6. 先生,想請教遠東發展現在仍是低估,但現價買入是否太高?還是等它回調到某個價位才買入呢?謝謝

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    1. 遠東發展現在仍是低估, 當然, 如果可以低些買就更好.

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  7. 先生有冇考慮買回242信德?壞消息盡出,澳門整體市場回暖,資產大折讓。。。

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  8. 242 is a property stock in reality

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  9. 謝謝先生提示。我找到了

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  10. 先生不說,也就不猜了,希望先生可以買到心儀的倉位。另,請問先生,可以發表一下對太古B的看法嗎?

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  11. 我在大陆也有一只镇仓之宝!

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  12. 这只镇仓之宝完全符合巴菲特先生的所有选股条件,而且世上再难找到第二只这样的好股了,先生能猜到是哪只吗?

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  13. Alwin : No any one stock could be regarded as the "Best" stock forever ...... because "time" will tell us when a stock is "better than" or "worse than" another or others. As a value investor, sometimes we have to make "stocks switching" if necessary. Do you remember :-

    1. 005.HK hit HK$150 in Oct2007 but now HK$63;
    2. 330.HK hit HK$112 in Oct2007 but now HK$6.83;

    As time goes by, a relatively "better" company may becomes a relatively "worse" company ...... my experience is that we have "always" or at least "sometimes" to make "stocks switching" in order to maximise our investment portfolio in the long run.

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    1. Alwin : My respectful Mr. Market,

      I am glad to have your recognition. May I ask for your opinion on the fact that I had sold all 005.HK and invested roughly the same amount into 900.HK recently ? ( My observation is that 900.HK has been making sound profits from 1Mar2016 to 30Nov2016 & so I expect it may declare more dividends in the future. )

      Many thanks.

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    2. Alwin : P.S. I sold 005.HK at average price of HK$66.90(net of charges but before ex. div.) and bought 900.HK at average price <HK$5.60)

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    3. Student: 900 ??? 900...900...900...90o...9oo...goo...go...go...go...go to HK$9.00 ???

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    4. Student : 900......gogogo......go to HK$9.00!

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  14. 為何找不到194的資產淨值

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  15. 可以試試去hkex查看,選擇:披露易,
    之後再選擇:最新上市公司已發行股本。

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  16. 或者間單啲登入:華富財經網址。

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  17. 作者已經移除這則留言。

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