2022 投资策略

 2022 年将是美国回归正常经济。FED缩表与升息预期将更加鹰派。

投资策略将重点大型盈利公司。可以用少量资金布局成长盈利性成长股。

我将在今年交易策略改变成ETF持股，我自认没有很强能力选优质个股，和打败大盘。

以下ETF我会做适量的配置：

Code	ETF	Expense %
VOO	Vanguard S&P 500 ETF	0.03
VUG	Vanguard Growth ETF	0.04
VT	Vanguard Total World Stock ETF	0.08
VXUS	Vanguard Total International Stock ETF	0.08
ESGV	Vanguard ESG U.S. Stock ETF	0.09
VGT	Vanguard Information Technology ETF	0.10
VNQ	Vanguard Real Estate ETF	0.12
QQQ	Invesco QQQ Trust	0.20

 

如何配置可以使用免费回测网页来评估你的喜好与风险。

https://www.portfoliovisualizer.com/backtest-portfolio

 

 *以上为作者想法记录不构成投资建议。投资有风险，多空自行判断承担。

 

美股投资组合报告（Oct-2020)

 十月份美股投资组合报告

买入：

    Exxon mobile (XOM) : 理由是当时原油库存有下滑与油价也相较低档。需要耐心等待中期布局.

    AT&T (T) : 技术字标有超卖迹象；5G普及与5G新换机潮；计划卖掉DirectTV传统电视业务；>7% DY 。

卖出：

     Apple (APPL): 可能反垄断法被分割业务风险，EpicGame 联盟对抗30%抽成app. Iphone12-5G面世，可以注意预售成绩，如短期有修正会短线炒作。

*以上为作者想法记录不构成投资建议。投资有风险，多空自行判断承担。

自疫情影响美股暴涨后首次大幅修正

 这次修正基本原因是科技股获利了结。也可能美股大选即将展开，市场波动极大。

 这次我买入七月才刚ipo上市的nCino NCNO。 主要为银行机构提供云端库银行软体,向客户收取3~5年的订阅费用与提供专业服务例如培训。目前公司营收持续增长，profit margin 多达60%。不过目前一直烧钱没获利 。要注意。

买入主要原因：

Covid19 新冠型肺炎确诊病例 vs 各国股票指数反应

疫情已跨大全世界。
中国近期已宣布解除封城，人民恢复自由活动，不过还是要遵守特定规则。
反观美国与欧洲即一发不可收拾。
新加坡也实行“短路机制”，没必要都要待在家中，出门搭公共交通都必须戴上口罩。

分享一些国家疫情与下滑迹象的国家股票表现（数据截至12/04/2020）
1. 中国
中国是首的国家发现疫情地区，现已出现少量确诊病例。

2020 - 踏入美股之路

美股拥有超过3000 家上市公司，交易量也是很够力的。

 很多身边的知名品牌都出现在我们的生活周遭。例如Mcdonald，Starbucks，P&G..

 2019年底部分broker都没收取交易费，主打 zero commission.也因此我决定在2020来接触美股。 我的策略主要是以股息股为主。很多公司的股息每年都会增加，长期周息率会很客观。

不过要注意美股股息是需要上报30%税务。当你收到股息都已经被扣掉了。

 我开的是firstrade, 提款需要支付$50服务费。 入金的话我是用POSB的Remit。（试过一次没有服务费,下午执行，晚上开市~1小时就入账了）。 话说firstrade内的美股公司财政报告我觉得OK。 这2星期内就交易了VXX 类似VIX指数，美国伊朗互炸都没在此捞到一笔.疯狂

IPO_SGX:Cromwell Reit (S$0.885)

Cromwell Reit's assets were in Denmark, France, Germany, Italy, the Netherlands and Poland at the time, and included a mix of fully and partially-owned freehold and leasehold properties with differing structures in different jurisdictions.

The IPO proceeds will be used to acquire 60 properties in Denmark, France, Germany and the Netherlands from funds managed by Cromwell Property Group for third-party investors, and 14 Italian properties from independent third parties.

IPO_SGX: No Signboard (S$0.28)

Seafood restaurant chain and brewery business group – No Signboard Holdings is seeking a Catalist listing to raise up to $35mil. Based on preliminary information, this could potentially value the company at approximately $130mil.

The offering price values No Signboard at $129.5 million, and represents 13.9 times the company's earnings per share for the year ended September 2016.

IPO_SGX: MINDCHAMPS PRESCHOOL LIMITED (S$0.83)

The company is the first pre-school operator here to be listed on the Singapore exchange. It is offering 30.4 million shares at S$0.83 each and the company valued at S$200.5 million.

As at Oct 30, MindChamps has sold a total of 109 licences under unit franchise agreements and master franchise arrangements. Its preschool franchise licence fees in Singapore have increased from S$55,000 in 2008 to S$150,000 - which is “an endorsement by the market of the value of the MindChamps franchise”, the company said.
 

 

Counter: MCHAMPS
Offer price: S$0.83

IPO_SGX: RE&S Holdings Limited (S$0.22)

Japanese restaurant group RE&S Holdings has priced its initial public offering of 38 million shares at 22 Singapore cents a share.

RE&S is offering 38 million shares, with 35 million shares being placed and three million shares for public subscription.

The group, which owns and operates 72 food and beverage outlets in Singapore and five in Malaysia, has a portfolio of 20 brands including Ichiban Boshi, Ichiban Sushi and Sumiya, across full-service restaurants as well as quick-service ones and convenience.

Counter code: 1G1
Offer Price: S$0.22
-update- first day trade
Open: $0.355 (+ 61.4%)
Close: $0.31( +40.9%)

IPO_KLSE: Kejuruteraan Asastera (RM0.25)

Counter : KAB
Offer Price: RM0.25

-Update- First trade day
Open : RM0.305 (+22%)
Close: RM0.300 (+20%)