最近很多人在講的是全球資金泛濫，加上聯繫匯率的原故，港人如死守現金不投資，購買力肯定被通脹吃掉．有道理！！但是如果在執行上出錯，會比起"死守現金不投資者"更悲慘．最近股市的表現正正在反映全球各國在選擇不同發展／自保路徑和策略時的角力．你出一招，我回一招，加上昨天港府也加入出招的行列（地產），小投資者腦筋轉數少一點也跟不上．如之前一篇文章所言，香港是亞洲最自由的資本市場，而且是中國境內唯一國際資本市場，處於風眼的中間，因此所受的影響必然最大！
在要管理好自己資產組合必先認清三個事實．．．
在要管理好自己資產組合必先認清三個事實．．．
- 股市在無論甚麼時候也是資金市，升也資金、敗也資金
- 經濟在那一個週期
- 自己性格的優點和缺點
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7 comments:
Good point. Thank you for reminding us!
應該係正常的調整！
Martin, you're welcomed!!
Anonymous，最近看起來的確像是一個正常的調整．不過，有幾個因素促使我考慮改變投資的方向和組合的成員．試驗中～
柴娃娃,
What's your suggestion after recent correction? Actions on North Korea and China tighten policy does not help the stock market at all. Any change in Profolio besides 435 and 941?
Hi Anonymous,
I don't feel optimistic for the recent North Korea issue. As I was out of town last week, I have already adjusted my stock holding to a comfortable level. Meanwhile, I will start buying few undervalued stocks and am considering to add ETFs for specific industries.
BTW, I haven't added more 945 as I have some already. Besides, 762 has just imposed an unreasonable policy for its iPhone users. Better keep an eye on it for the coming development.
柴娃娃,
你睇緊咩undervalued stocks呀?
Hi Alvin,
2722, 389, 1968, 1230, 405, 2841 are some of my picks.
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