1. HS Index can be easily down 1,000 points if 700.HK(and 2018.HK), 005.HK(and 2388.HK and 011.HK), 1299.HK(and 2628.HK) + Those "big" Mainland China Banks ...... together dropped by 5%, maybe <5% is already targeted !
2. If you are optimistic and want to add "high-tech" stocks in your portfolio, I think you should buy 700.HK(which you have none now) instead of 2800.HK.
3. Your last paragraph point out that you have more "new" money ...... but do you really want to "add more" money to your "stocks investment portfolio"? ...... now that the HK Index is still over 27,000!
I always suggest friends to do "stocks switching" instead of adding new money, especially for those with limited experience investors. (because experience can be accumulated for beginners while money lost are not easy to get back for losers.)
只要有適當現金和股票比例，進可攻退可守，靜觀大市變化。
回覆刪除同意，現時可作風險防範的部署。
刪除Student says :
回覆刪除Value Sir,
1. HS Index can be easily down 1,000 points if 700.HK(and 2018.HK), 005.HK(and 2388.HK and 011.HK), 1299.HK(and 2628.HK) + Those "big" Mainland China Banks ...... together dropped by 5%, maybe <5% is already targeted !
2. If you are optimistic and want to add "high-tech" stocks in your portfolio, I think you should buy 700.HK(which you have none now) instead of 2800.HK.
3. Your last paragraph point out that you have more "new" money ...... but do you really want to "add more" money to your "stocks investment portfolio"? ...... now that the HK Index is still over 27,000!
I always suggest friends to do "stocks switching" instead of adding new money, especially for those with limited experience investors. (because experience can be accumulated for beginners while money lost are not easy to get back for losers.)
1.我非同意這些指數股的影響力，當然它們跌，亦不代表其他不升。
刪除2. 我覺現時非強力介入騰訊的時候。
刪除當然，我清楚這想法令我處於極被動，但我仍無奈接受。
3. 現水平，我覺得可逐步累積現金，不應過度買貨。
刪除你最近有沒有做一些較明顯的個股Switching？
刪除請問價值兄，債市應如何分析，以及對環球債市基金有何睇法？
回覆刪除格老已告之，你是否踏綱線，是一個自身問題，是一個風險評估的問題。
刪除我是一個審慎派。
多謝價值兄，因公司一直幫員工買公積金，其中一部分是債券，亦發覺自己對其不了解，找了不小資料，知道應如何選擇，多謝
回覆刪除現在真遇到困難，全世界資產炒起來，但無論如何，慢慢縮期，我相信是大趨勢。
刪除投放大型企業，兼有強勁現金流永遠是最安心。