Portfolio今年+13.82% S&P+2.45% 台股 -8.9%
美股個股投資了十幾年,七八年前才開始用對的方法投資。這幾年下來一年有15%-20%投
報率。
六月開始在Beetalk群組公開買賣跟績效。在這裏跟大家分享。
六月開始買的股票追蹤:
http://caps.fool.com/player/macinthebox.aspx
http://i.imgur.com/7AcqyWt.jpg
![](https://i.imgur.com/7AcqyWt.jpg)
現有持股績效:
http://i.imgur.com/L75mRD6.jpg
![](https://i.imgur.com/L75mRD6.jpg)
這禮拜會買:ABMD AMBA SWKS SKX INBK(記得訂價錢) SEDG
賣:MELI WWAV CNI
上禮拜買了:AMBA ANET INFN INBK SKX SWIR
賣了:SAM FEYE LGF HAIN TXRH
目前建議股, 按信心:
1: SKX BOFI SWKS GILD
2: AMBA INBK INFN ABMD
可以放五年以上的話
NFLX AMZN (最近都創新高,可少量多次買進), FB, AAPL (停放現金好地方)
實驗股(低比例)ANET SEDG
財報: SEDG 8/12
對信心股持續加碼。這一個月內 SKX BOFI 會加到portfolio 7%, INBK AMBA INFN再從4%
加到5%等等。詳情可參考portfolio內容。
ABMD財報優異,漲幅蠻大,7/10到現在漲了43.65%。對它信心增強,所以加碼。INBK BOF
I也是繼續表現強勁,6/1到現在漲50.06%,37.35%。中間我加碼好幾次。
上禮拜CRTO財報不如預期,因為它們增加投資,利潤成長60%,比預期低。它們對今年財
報很樂觀,不過實際要再觀察才知道。所以先hold.ꀊ
SWIR財報也是不如預期。當天跟CRTO都跌了10%上下。SWIR是測試股。之前佔portfolio 2
%。沒那麼痛。繼續觀察。
個人感覺AAPL跌得快差不多了。想買比較穩定的股的人可以考慮。
建議每支不要超過總投資10%,假如總投資金額>$10000美金。
從頭買的話,一支最少買$350美金,以Scottrade $7交易費來算
六月開始買的股票追蹤
http://caps.fool.com/player/macinthebox.aspx
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