I suggest an investor to "hold" its investment portfolio in the long run AND when chances come, do "stocks switching".
I also suggest investors to 'forget' or at least 'not to focus' on historical "buying prices" of any holding stock. Investors should decide/judge whether the present market price of a holding stock is still valuable at present level/circumstances c.f. other "same/related" field stocks, and consider whether there are other "better" stocks(even other fields) available for doing "stocks switching".
I also suggest investors to buy/sell a particular stock without "too much" consdering the Market/Index Level. There are always "relatively" cheap and valuable stocks available.
Student regrets to say, "I am talking too much ..."
I like 016.HK because it concentrates in properties and is the local "dragon head".
I control 016.HK percentage in my investment portfolio. I have been doing "stocks switching" to minimise my "holding stocks" risks, and try to maximise "expected returns and total dividends yield" in unforseeable future ... though I regard it's not easy ... but have been satisfied so far and prepared for learning more from the market.
連大笨象內銀也炒起，只剩地產股買得落手
回覆刪除雖然大象仍未算癲，但我持貨甚多。
刪除地產股已蠢蠢欲動，我開始會收手。
我現金實不算多，有條件可緩買一段。
相對，我覺得內銀仍有潛力再升。
刪除你相對現金如何？部署如何？
倉位仍保持40－50％，很鬆動，三萬五以上才再減持，價兄要留意我的季度檢討呀
刪除看來你的現金較多，應該要極惜售。
刪除買貨時選擇時有否困難？(資金簇擁)
在現市況下我傾向到達心目中的估值便賣出,未來仍然有投資機會,毋須太過惜售
刪除牛兄的組合穩健,又有大量現金支持,固然毋須怕調整
刪除我個人需維持組合有合理的股息現金流，我不敢輕舉妄動。
刪除為何小伙子兄咁肯定能買回沽出的？其他資產全部很貴，很難換馬。
好似市場沽內銀，其實佢絕對估值亦非貴，我很擔心結構性爬升。
看來牛兄現金比例咁高，調整對佢未必利淡。
刪除我不傾向一定要買回同一隻股票的, 但我認為在幾十隻優質股票之中挑選數隻估值偏低的股票並不困難, 假如中電升幅過高, 可以轉買長建, 電能, 煤氣, 新創建, 如此類推
刪除就像長建李澤鉅所言, 在收購項目時, 我們不會抱著志在必得的心態; 項目的回報率, 安全性也是重要考慮, 同樣地持有估值偏高的項目亦有不能把帳面升值套現為實實在在的資本的風險
刪除我最近亦吼實你上述講的公用股(除煤氣)。
刪除我都是善長等待機會來臨。
刪除現在放很鬆，看到對的公司，價錢岩就買了，也沒想太多，當然值得買的越來越少
刪除現金太多，令人有多餘的壓力，要買貨，又要揀擇，美股大藍籌有否港股類似情況？抑或只集中某些股份，其他還可選？
刪除941、2628
回覆刪除股價只是其中參考的因素。
刪除下次不況留個名方法交流。
你好，初黎步到，獲益良多~~
回覆刪除想請教一下，所謂選擇優質股BUY AND HOLD，是否即使牛市高漲價格再高都不沽貨獲利，不理牛市熊市，直至公司本質轉差或大環境不利企業發展?
所以高位分段獲利，是沽麼貨?
利申：有陳年175,2318及招行，獲利不俗，不知應否減持獲利…
先行謝過~~
我希望透過公司產生價值，比透過市場買賣賺錢更容易，買賣我全無把握。
刪除我會在極度旺市做點買賣，平衡組合整體估值，以及優化組合成員，令組合走得更遠。
我同樣持有平保及招行，我同樣遇到相同問題，特別是前者，我持貨不多。
Student says:
刪除I suggest an investor to "hold" its investment portfolio in the long run AND when chances come, do "stocks switching".
I also suggest investors to 'forget' or at least 'not to focus' on historical "buying prices" of any holding stock. Investors should decide/judge whether the present market price of a holding stock is still valuable at present level/circumstances c.f. other "same/related" field stocks, and consider whether there are other "better" stocks(even other fields) available for doing "stocks switching".
I also suggest investors to buy/sell a particular stock without "too much" consdering the Market/Index Level. There are always "relatively" cheap and valuable stocks available.
Student regrets to say, "I am talking too much ..."
Good Good Luck and Good Night! ^_^
我同意評估股份的價值要從多方思考。
刪除Student says:
刪除Value Sir,
Good afternoon.
Your cash level goes to 5~10% ?
Previously 0~5% ?
大概5%。
刪除其實去到10%，相對其他投資者都屬細。
Student says:
刪除Different investors have different investment attitudes ... and history tells us most investors are fallen behind ... ^_^ so do I!
最好行企業家策略，你有無見李生沽貨沽長和，避險全持現金。
刪除佢沽甲廈都是買基建。佢現金不會因升5000點變得好多，佢只會維持5-10%。（純估)
Student says:
刪除Yes ... sold office buildings and buy more infrastructures = investors do "stocks switching" instead of holding idle cash. ^_^
佢瓣數多，轉身快。
刪除好似新地，佢無得轉，唔通開1千間一田。
佢換地，買酒店，我估易計數些，叫做避險。
Student says:
刪除I like 016.HK because it concentrates in properties and is the local "dragon head".
I control 016.HK percentage in my investment portfolio. I have been doing "stocks switching" to minimise my "holding stocks" risks, and try to maximise "expected returns and total dividends yield" in unforseeable future ... though I regard it's not easy ... but have been satisfied so far and prepared for learning more from the market.
^_^
Student says:
刪除Value Sir,
Congratulations to your 173.HK!
(And a little disappointing to 016.HK!)
新地專注亦可以是好事，個個都想買新地樓，信心保障，這塊金漆招牌不易取。
刪除173，撞手神，咁多隻，必有多少得。
刪除5-10%現金不錯，或許可以待回調時買入，現價真的沒太多好選擇了。
回覆刪除稍好的多颷上來，不動的前景不足。
刪除我希望再用多些時間證實此。
依家已經買少見少好既優質股了. 全部升上了天花版.
回覆刪除只有一些次等既大落後股..
我同意。
刪除但希望有例外待發掘。