2022年投资成绩单
2022年下半年我的投资表现并不理想,主要是因为大部份的时间都是手持50%以上的现金比重(期间现金水平更是长时间维持在70%的关口)。然而,等待的大跌并没有预期的到来,来的却是大选后的涨潮。 (我完美错过了)
组合中的Keinhin虽然开番了,CCK, Ableglob 等消费股的回酬虽然也可观,可整体回酬还是被高现金水平拖累了,下半年只录得左右约7%的回酬率,全年约28%。
然而,最让我郁闷的还是莫过于港股的投资,中国银行与农业银行虽然回升了,可是近来马币兑美元汇率涨幅却更为凌厉(从4.8涨到4.31)。真是人算不如天算啊😯
https://tengkhan.blogspot.com/2023/01/2022.html
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