2012年3月23日 星期五

杂记 2

整理一下自己的组合现况,目前持有股票70%,现金30%。
仍然保存的马股还是PBB , ZHULIAN , PLENITUDE , TDM 及刚加入的BREM.

至于港股还有国寿,胜利管道,瑞安房产,置富等。其中组合内的阿里巴巴将被私有化,预计可获利26%。

但却少了一只千里马。

无论如何,机会永远存在,现在马股等候的是大选效应,港股则是等待回调至2万点以下。

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