Tuesday, March 1, 2022

投資日誌 - 2022-02-28

 

  • 俄烏打仗, 市場表現梗係唔好
  • 香港疫情嚴峻, 今天新增確診人數已達 50000人
  • 係 IB 到 withdraw 筆錢出黎, 第一次係 IB LLC draw 錢, 因為 draw 落第三方戶口所以多花幾天, 但係so far 都非常順暢
  • 由於要 draw 左錢, 1~2 月大量賣出股票, 算係減輕打仗既影響, 但仲係成手滿倉
2022 YTD: -4.2%

Currency

Symbol

Description

Gain/Loss

% of Portfolio

HKD

700

TENCENT HOLDINGS LTD

-6%

11%

HKD

9988

ALIBABA GROUP HOLDING LTD

-15%

10%

USD

TSM

TAIWAN SEMICONDUCTOR-SP ADR

0%

9%

HKD

659

NWS HOLDINGS LTD

3%

7%

HKD

1883

CITIC TELECOM INTERNATIONAL

4%

7%

HKD

823

LINK REIT

-8%

6%

HKD

2318

PING AN INSURANCE GROUP CO-H

8%

6%

HKD

697

SHOUCHENG HOLDINGS LTD

-19%

5%

SGD

P40U

STARHILL GLOBAL REIT

-9%

4%

USD

PDI

PIMCO DYNAMIC INCOME FUND

-5%

4%

Top 10

68%

Others

31%

Cash

1%

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