星期三, 5月 31, 2017

2017年首五月小結

價值組合今年頭5個月的回報率是 27.63%.

第一大持股 建業實業 (216.HK) 今年升幅 106.94%

大持股香港建設 (190.HK) 今年升幅 48.03%

大持股廖創興企業 (194.HK) 今年升幅 19.27%

再次證明, 有資產就有希望. 買得便宜才是硬道理.

後會有期..........

36 則留言:

  1. 感謝先生多年來的分享, 還望再回來再寫寫, 到時先生應該已財務自由, 最後祝你身體健康

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  2. Student says :

    Our respectful Mr. Market,

    You are the best!

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  3. 多謝市場先生,把小弟已知施洛斯法,教曉了學以至用的運用在港股之上

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  4. 祝你身體健康, 生活愉快!

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    1. 芒格說得好,以實至名歸回應質疑,
      市場兄做到了!

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  5. 先生你好,我不是挑釁,不過我想講,個人認為你很認叻,好大喜功,你再寫不寫網誌雖然不太關我事,但我經過看到你的文章,想說一句:我一隻愛股127華置,靜係收息已經跑贏你個價值組合,當然我也有股息再投資咁零成本咁持有不少穩定收息股:港燈、808、3988,分享是美德,但我感覺到你只是教人分散投資,從而邊隻升就讚邊隻,邊隻跌就再等再買入

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    1. Student says :

      Can you disclose how much you had been invested in 127.HK (and the weighted average cost) ?
      Can you also tell us total amount of your today's investment portfolio (including 127.HK) ?

      ......so that we can have some ideas about your investment performance.
      Just few words as abovementioned is not enough !

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    2. 投資成績不需要每人都知道,難道我網上up幾句就是事實嗎?其實只需要分享正面信息罷了

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    3. Student says :

      Please consider the following three hypotheses :

      1. Total investment portfolio HK$100,000 ... of which HK$70,000 is 127.HK .

      2. Total investment portfolio HK$1,000,000 ... of which HK$700,000 is 127.HK .

      3. Total investment portfolio HK$10,000,000 ... of which HK$7,000,000 is 127.HK .

      In all cases, 127.HK occupying 70% of total investment portfolio . But apparently it needs significant mental ability to manage hypothesis 3.

      I just want to know what level you are and want you to share your positive investment attitude with us readers.

      Thanks.

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    4. 很好,我覺得你的態度很好,我的總投資額102萬,當中70萬是127.Hk..我的投資成本是43萬...已收127.Hk $9 股息 28000股..所有股息分成三份投資2638,808,3988。最近增加了1288

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    5. 我不是作比較,但我認為賺了錢不用寫文章和比意見人地選股票,但感覺這個blog 已經成為了跟炒跟買blog ...賺就大家好,若有一隻重注蝕了便人人怪罪市場先生,自找麻煩的事情

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    6. Student says :

      Mr. Anonymous Sir,

      I am understanding now. Many thanks for your honestly reply.
      It seems that you have been investing 127.HK for less than 2 years and the result proved successful. Congratulations!

      I like communication. Can you leave a blog name for us ?

      Thanks a lot.

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    7. 跟買冇問題,但要再次指出先生的回報是憑成個組合去贏,要跟,一定要一籃子買入(唔買晒都買20-30隻)!

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    8. I made over 50 million trading HK stocks. However, I still learn a lot from Mr Market's blog. I appreciate his honesty and generosity for sharing his valuable experience and views. Comparing a single stock's performance with a portfolio doesn't make good sense. For your investment return, it's a single one-time event, and your portfolio isn't diversified enough. As you may know, 99% of time you cannot make money trading Mr. Lau's companies. However, this time is different since he is dying and have to make special arrangements for his family. Anyways, good luck trading.

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    9. Student says :

      A Good comment.

      If all local individual bloggers and readers can honestly, generously and peacefully share their trading experience and views, the market will be much rationalized.

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    10. 做了50 million hk stocks的那位,我的組合是不多元化的,你說得對,但若是我制定出多元化組合的話,那我需要動用更大的資本本金,來達至平衡分散,那麼假設一隻跑贏50%,一隻蝕50%,一隻贏20%,一隻蝕10%...每隻投資金額一樣,組合總值100萬元,那組合賬面只是賺了10%。即賺10萬元。
      那我個人操作寧願買兩隻心水股,即總投資金額50萬元,每隻25萬,假設兩隻一賺一蝕打左個和,我都仲有50萬本金用下

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    11. 同埋其實我都會有錢分散來投資樓市、人民幣存款、儲蓄保險、甚至自己操作小量金融市場,所以在你看到我不分散投資股票的角度,我已經分散了投資方式,更可以說不從單一市場投資來導致更平衡組合,所以我在這裏更要祝你好運,你有50million 的身家,但仍然要上blog跟人學習投資股市,真的要好好用心學習了。

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    12. 因為若是我有5000萬投資金額,15%稅新政策前,我會買9間屋(每間500萬)fullpay不按揭,然後9間全用於收租,仲有500萬拎來買4大內銀、2800、2828,收番20幾萬息用黎租樓住...變相又冇負債(因樓是fullpay),只會不斷有租金和股息收...仲要上網學習投資理財嗎?後代都應該不用學投資,只是學理財便可

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    13. Student says :

      Mr. Anonynous Sir,

      I think just said 'what we would invest if we had HK$50M' is meaningless.

      I agree with "Mr.50M Sir" of the stocks diversification portfolio and the difficulties of investing in Mr. Lau's companies several years ago.

      It's true that once your investment portfolio pool becomes bigger, you may have different ideas and make other decisions.

      I hope all of us will be successful in the future.

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    14. 條條大路通羅馬,不用比較

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    15. Student says :

      Thanks for your comment.
      Please share with us any smart thought or idea in this blog in the future.
      I hope all of us will be successful.

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  6. 先生,別人講別人的話,自己走自己的路,反正如果你是「明燈」的話,就算分享也不會有人理會。別動氣,保重身體,祝幸福安康。

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  7. 市場先生,十分感謝你多年來的無私分享,祝身體健康,後會有期。

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  8. 先生关博的话,我就没地方抄先生的作业了。。小伤心

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  9. 終於來到最後一篇了,blog界從此少了一位有質素的blogger,百感交集,祝市場先生生活安康,後會有期。

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  10. 事實已經証明一切! 在此多謝先生多年來分享!

    祝先生身體健康, 生活幸福!



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  11. 一路以來感謝市場先生 我有部份持股都是先生比意見後才有信心買入 成績十分不錯 有很多沒有先生意見自己根本冇膽買 所以感謝先生多年分享 祝心想事成 一路順風

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  12. 後會有期,祝身體健康。

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  13. 希望先生有時間得閒就係度留下言, 指點下迷津, 畢竟呢度睇左你好多年, 有感情, 希望唔好消失....*_*

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  14. 多謝市場先生的分享!
    祝身體健康,背部少d痛
    新生活過得越來越好

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  15. all the best with you Mr. Market of HK.

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  16. 多谢市场总一路关照,好人一生平安快乐!

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  17. 多謝先生多年來無私的分享,我獲益良多,祝先生身體健康,幸福滿載
    小馬

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  18. 多謝先生多年來無私的分享,我獲益良多,祝先生身體健康,幸福滿載
    小馬

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