近日與好友赫伯特飯聚,少不了談到股票投資。筆者今年來的成績非常「一般」,赫伯特比筆者好。以下是他的總結原文:
Hi
All
The
return of my first half year is +6% while the HSI is -0.5%. The gain is mainly
from the 2800 Tracker's fund as I switched to it by selling the 0006 Power
Asset on 27 Mar 2014.
In
early July, I sold the 2800 Tracker's fund and switch to 1038 CK Infrastructure
and 0006 Power Asset already. I bet the HSI is high now.
In
my portfolio, I also have 錦江酒店, 匯賢產業信託, 雨潤食品, 南方A50but they do not contribute to the profit.
Regards
Herbert
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