股息投资组合@组合变动
今天股市非常旺盛,但是我有两只股不是不涨,就是大跌。是我的投资选择错了吗?
在这样的状况之下,通常都会有人问:
1. 不涨的股,是不是不够好?(不涨就不好?那样长期投资肯定不是好的选择。)
2. 暴跌的股,公司出现问题了?(每次跌多,生意就出问题?那样应该没人要做生意了。)
你问我,我通常都没有答案给你。如果有,我也许就是那个庄家,更加不能告诉你!
投资最好是做到简单化:看生意,看估值,看风险。但,大部分投资者把简单的东西做复杂化。
很久没买股了,股息组合,理论上不能持有现金太高。虽然明年上半年股市好像还有些风险,但今天还是决定提高持股比率,留适当的现金就好。
股息投资组合记录:(Y2K Dividend Portfolio)
1. 加码 REDONE 300,000 @ RM0.51
2. 加码 OFI 200,000 @ RM1.17
(现金水平还有大概35%,刚好剩下1/3资本。这笔现金,将作为明年的后备现金,或者加码3A,或者买入第5只股息股,过后才打算。)
加码REDTONE的原因:
点击这里:LINK
加码OFI的原因:
要讲的,近期的贴都讲了。硬硬要我给原因:为面子,不能输!😖
(如果没猜错,今天抛售OFI股票的卖家,应该是本地基金。为何我这样猜?呵呵~这些无厘头的东西,还是不要告诉你们~也不懂他们为何要卖?今年亏太多,套现给明年的投资策略?)
👇
向上加码,可以的吗?风险不高吗?其实我也不晓得如何回答,因为公司的生意每隔一段时间都会变,可以渐渐变得更好,也可以变得更差。时间长了,资信多了,我对公司的了解也更深入。所以,我只看生意和估值做决策,再把风险控制好。这次的举动,现在没答案,但未来就有咯。大家只需耐心等待,也许有机会嘲笑我的无知~
最后,也许有些人会好奇问,为什么这个股息组合,有些股的股息还比FD低?有没有搞错?!
给你“股”到我,我就不会有今天啦!投资要比人厉害,就必须创造自己的一套投资方式!虽然很多人叫我虫大,但我可不是一条跟屁虫!
迟点才告诉你们我这个不怎特别的特别原因~
Follow FB Page @ https://www.facebook.com/Y2K.Invest4Living/
https://whytoocare-y2k.blogspot.com/2022/12/blog-post.html
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