(開了facebook page, 請like及follow, 你的支持是我最大的鼓勵寫下去。)
分享一下現在組合的配置, 不是太聰明, 在慢速及快速增長之間取一個平衡。
1. Core stock: QQQ, MSFT, AAPL, V, MA (建議: 可以利用月供或定期供款買入股票，作長線投資之用)
2. Large Cap SaaS: ADBE, CRM, NOW
3. Mid to small Cap SaaS / stock:
(SaaS) ADSK, U, CRNC, VEEV
(Payment) SQ, FOUR
(Online advertising) TTD
(E-commerce) SE
(Cloud monitoring) DDOG, DT
(Cloud Security, edge computing) NET, CRWD, ZS, OKTA
(Database) MDB
(Online insurance) LMND
4. Stable Stock: AMT, SBAC, CCI, DLR, NKE (建議: 短線可低買高賣, 長線則可賺息賺價)
5. Cryptocurrency: ETH
儘量具體一點，個人投資者也可以買入自己喜愛的公司作長線投資，基本要大注保持每年10-20%回報, 都算是滿足了。
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你的組合如何? 歡迎分享及討論。
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*****facebook page 是一個新嘗試, 想將每天看到關於財經或一些資訊分享, 希望獲得大家的支持, 有支持就有繼續分享的動力。
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Thx for sharing, I sold KO and MA in recent rebound and bought in dips in TSLA, FSLY and ZM for higher potential growth. Sounds like taking higher risk and hopefully better returns.
回覆刪除That would be a chance to make the return better. Keep going and monitor all of them. Seems the more-than-expected result would be coming hopefully.
回覆刪除Why no SHOP and MELI in the e commerce category?
回覆刪除Indeed they should be included. Observed for a long time but do not buy or buy back till now.....
刪除Thx for sharing
回覆刪除I've got V, TSLA, TSM
Sold ARKK last night and considering ADBE, APPL, QQQ and SPY
Still can't make up my mind
TSLA is nice tonight
刪除All 4 stocks are good and stable. Maybe index ETF is good to buy consistently. Another individual stocks may buy when there are significant adjustment
我的組合是
回覆刪除CORE: GOOG
STABLE: MSFT, AAPL INTL
CRYPTO: ETH
多謝師兄介紹ETH, 之前低位時入了不少, 現在升幅很可觀, 長遠看好SMART CONTRACT的發展。
近期GOOGLE狀態大勇, 可能因為GOOGLE PHOTOS即將收費會為它帶來一筆收入?
除了INTC看不得懂外, 其他值得長線持有慢慢增值
刪除ETH, 其實是格爾SIR的文章有啟發性, 我也分享一下而已, 好難得看了有行動, 買多買少也沒有所謂, 這些不是defined as 價值投資來啊.....全球在看ETH2.0 是否真正帶來改變, 下月應該有少少啟示
GOOGLE 近比較強, 近歷史高位, 個人睇法GOOGLE PHOTO可能是一個原因, 另一原因可能是管理層肯修正大花筒, 將金錢回饋股東之類, 廣告收益近月一定有增無減
純個人喜好, 我沒有GOOGLE, FB, AMZN, 但有QQQ, 如看好GOOGLE 近月如TTD都急升, 另加APPS 也是手機廣告, 可以參考一下。
謝謝ED兄分析!
刪除INTC其實見佢價殘買左少少姐, 我都覺得佢前景不太看得清。
又不是分析，純資料分享一下
刪除INTC我自己看不懂所以先咁講，有底子的，又可能遲下和AMD互相倒轉