到年尾先有時間再做番個表出來,由於賣樓現金都注入了IB,所有差不多8成是現金,收息用來抵消租金。組合更簡化了,港股去掉了新創建,美股也只是小注加了2隻, 下年首要目標在英國買樓,因此會先專注換英鎊。
Name | Portfolio % | Chinese Name |
GBP | ||
AEWU | 0.18% | |
BATS | 0.13% | |
BLND | 0.19% | |
SMIF | 0.26% | |
SUBTOTAL % | 0.76% | |
HK | ||
1 | 1.03% | 長和 |
1038 | 2.74% | 長江基建 |
1299 | 2.21% | 友邦保險 |
1373 | 1.24% | 國際家居零售 |
2217 | 0.20% | 譚仔國際 |
6823 | 1.22% | 香港電訊 |
SUBTOTAL % | 3.36% | |
US | ||
AAPL | 4.09% | |
ATCO PRH | 0.35% | |
AWF | 0.15% | |
MSFT | 0.86% | |
NVDA | 0.38% | |
OXY | 1.09% | |
PDI | 0.68% | |
PLTR | 0.26% | |
TSLA | 1.32% | |
VUSD | 0.36% | |
VZ | 2.86% | |
VUSD | 0.30% | |
VZ | 0.59% | |
SUBTOTAL % | 13.27% | |
ENVA 8 1/2 09/01/24 8AB9 - Enova International Inc ENVA 8 1/2 09/01/24 | 1.52% | |
PKOH 6 5/8 04/15/27 7AR8 - Park-Ohio Industries Inc PKOH 6 5/8 04/15/27 | 1.43% | |
SWN 4.95 01/23/25 - Southwestern Energy Co SWN 4.95 01/23/25 | 0.75% | |
SUBTOTAL %: | 3.70% | |
Options | ||
0.00% | ||
SUBTOTAL %: | 0.00% | |
Cash | ||
GBP | 1.36% | |
HKD | 1.02% | |
USD | 76.53% | |
SUBTOTAL %: | 78.90% | |
TOTAL | 100.00% |