第三组合2022年成绩单
第三组合在2022年表现逊色,账目亏损达19.17%;股息殖利率为4.77%。虽然这一年的三笔卖出操作都有盈余,奈何大多数的股项价格下跌拖累整体表现,尤其是Cypark、VS Industry以及DNeX,全年分别下滑37.15%、35.77%和28.57%。组合里头共有11档股项,仅有YTL Power升值,全年上涨16.26%,然而其投资比例仅占整体资产之5%左右而已,无法推动整体组合规模成长。以下是个别类型绩效:
零成本股票 - 资金 = 14.22%;账目亏损 = -16.93%
稳定成长股 - 资金 = 63.67%;账目亏损 = -13.97%
快速成长股 - 资金 = 22.11%;账目亏损 = -34.29%
我把Cypark和DNeX归类为快速成长股,这也解释了为什么这一组亏损最高也直接影响了组合的整体表现。
另一方面,2022年也完成三笔收购动作,分别是增持Cypark,以及两次买进DNeX。这样的操作有点不大符合我的投资原则,因为他们俩都不是高息股,对股息收入的贡献甚微。另外,这两间公司在2022年因不利消息冲击导致股价暴跌,因此在买进之前也再三犹豫,但是经过风险评估后却认为当时候的股价已经反映全部不利因素,而且始终看好他们的长期获利前景。有趣的是最近新任地方政府发展部长倪可敏就宣布百日新政目标,其中竟然就包括确保Cypark的全马首个废物转化能源 (WTE) 发电厂投入运作,倒是出乎人们意料之外。既然有部长背书保证,相信已经多次展延的废物转能源厂房应该不会再让投资人失望吧。
本地投行预测今年马股有望冲高至1600点之上,因为国内政局趋稳、中国重新开放,以及美联储升息政策逆转。然而,全球经济衰退、通膨比预期中持久以及地缘政治冲突恶化,都可能牵动马股走势。个人认为,在适当的时机采取套利策略和持续吸纳被低估的优质股来强化组合的安全水平,有助于抵御市场的短期波动。可以确定的是,低利率和资金宽松的大环境已经一去不回头,今天投资股市必须要更加小心谨慎。想要赚取令人满意的投资回报,应该建立在企业的长期盈利和现金流而不是市场的资本流动性。
https://investalone.blogspot.com/2023/01/Sister-Portfolio-2022-performance.html
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