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
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