2023年上半年成绩单
2023年第2季隆股市依旧没什么看头,外资不断的抛售导致综合指数节节败退,从1422点跌到1388点,共丢失了34点或2.4%。金融股与科技股首当其冲,纷纷跌破了数年的新低,素质不好的2、3线股更是跌到怀疑人生。
我的2023年第2季度回酬率高达8%,主要是因为港股(内银股)在中特估的推动下走高,而我也搭了一次顺风船,顺利把中国银行与农业银行套利,袋袋平安;接下来就是等股息除权后再慢慢捡回来了。
至于马股方面,MBSB合并消息的助攻下也顺利在66→68分之间清完货,组合其它股如MKH、AbleGlob、3A等就没那么好运了,MKH由盈转亏,3A与Ableglob的亏损则是更没眼看了,唯一庆幸的是我没有进行摊平,不然真的会很苦了。
目前,手头上的现金从50%跌至25%,主要是5月开始逢低买入BIMB ,使它一跃成为组合中的老大了。除此之外,我也逢低加码了少少的MKH来投机它年杪MKHOP上市后以7股1方式回馈MKH股东。
接下来,我应该会继续找买入的机会直到手上的资金用完为止,然后就是静等春天的到来了。
http://tengkhan.blogspot.com/2023/06/2023.html
Singapore Investment
-
-
Finance Investment Movement 551 hour ago
-
-
-
-
Net Worth Update Mar 20254 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Legoland 20254 days ago
-
-
The CNN Fear & Greed Index6 days ago
-
-
-
-
-
-
-
-
-
-
-
-
Where Do The Rich Keep Their Money?1 week ago
-
-
-
-
-
-
Another one bites the dust1 week ago
-
-
Feb 2025 Portfolio2 weeks ago
-
Portfolio (Feb 28, 2025)2 weeks ago
-
Portfolio (Feb 28, 2025)2 weeks ago
-
Portfolio -- Feb 20252 weeks ago
-
Feb 2025 Updates2 weeks ago
-
-
-
Trading Journal As Of 21 Feb 20252 weeks ago
-
-
-
-
-
-
-
-
The Ultimate SG-JB Geo Arbitrage: Petrol3 weeks ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?1 month ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!2 months ago
-
Top 10 Highlights of 20242 months ago
-
Why do I question about life?2 months ago
-
-
-
-
Reflections for year 20243 months ago
-
My Palantir Regret3 months ago
-
2023 Trading Recap – $11,000 in profit!3 months ago
-
-
-
Union Square Residences4 months ago
-
-
-
China boom?5 months ago
-
-
STI ETF5 months ago
-
-
-
Unibet Casino Bonus Codes 20246 months ago
-
-
-
-
-
-
-
Monthly IBKR Update – June 20248 months ago
-
-
-
-
-
-
-
Breakthroughs in portfolio :)9 months ago
-
-
-
Feb 2024 Expenditure11 months ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
-
-
-
-
A New Light1 year 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 Overemployment2 years ago
-
Terra Hill Condo (former Flynn Park)2 years ago
-
Alibaba VS Tencent: The Battle Royale2 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-