2022年上半年成绩单 | 糊涂投资网
2022年的第二季是这一年半来最俱挑战的季度了,期间KLCI指数从1600点跌到1444点或9.7%。期间,外资与本地基金都是卖多买少,成交量也不断的在萎缩着,市场哀鸿遍野。
种植股更是随着印尼恢复出口上演了滑铁卢,股价下杀的速度之快得出乎了我的意料,我无法理解但我还是选择不与市场硬抗,回调10%我就果断止损离场了(保本为上)。
随后,我就跟随外资的脚步,把手头上的股票逐步脱手,越卖就是越麻木,在5月尾时已把现金比例提高到70%左右,上个月依旧是卖多买少,目前的现金水平已高达80%了。
此外,我的中国银行也在3.12的水平套利了,打算在股息除权后再买回来以避开香港的10%股息税。以2.63的买入点来计算的话,赚幅已高达18%。
若算上港股的话,我第二季度的投资回酬约0.5%左右,也就是说2022年上半年的投资回酬是21.3%。
目前组合的股票比重不到20%,因此也没有所谓的主力股,绝大部份的票都是逢低买入来交易的,占的比例都是很小,因此就略过不提了。
http://tengkhan.blogspot.com/2022/07/2022.html
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