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
Singapore Investment
-
-
-
-
Cory Diary : Portfolio Updates13 hours ago
-
-
-
-
I have Achieved Lean FIRE!!15 hours ago
-
-
-
-
-
-
Best Fixed Deposit Rates in July 202521 hours ago
-
Bearing it all alone21 hours ago
-
-
-
-
-
-
-
-
-
The Art of Being Patient2 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20254 days ago
-
-
-
Portfolio (June 30, 2025)5 days ago
-
Portfolio (June 30, 2025)5 days ago
-
-
-
-
-
Month of June 20255 days ago
-
June 2025 Updates5 days ago
-
-
-
-
Batisht crazy!1 week ago
-
-
Will SORA crash to 1 per cent?1 week ago
-
-
Hello world!1 week ago
-
Cut back some exposure1 week ago
-
-
-
Buying an overseas home for retirement2 weeks ago
-
-
8 tips for house moving2 weeks ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio4 weeks ago
-
-
-
Thakral - Gem life deal finally coming?5 weeks ago
-
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]2 months ago
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 20249 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 202411 months ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-