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大宅

積分: 1639


21#
發表於 06-11-23 16:38 |只看該作者

Re: 檢討今年度的投資組合....

set stop gain level at certain % discount of the highest price, ...say, if you set at 5% (subject to your own preference), it would be 95% of $9.8 --> $9.3 ...etc to protect your profit...

if the highest price get higher to $10 tomorrow ....then revise stop gain level to 95% of $10 --> $9.5 ...etc


大宅

積分: 3590


22#
發表於 06-11-23 17:01 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp 寫道:
set stop gain level at certain % discount of the highest price, ...say, if you set at 5% (subject to your own preference), it would be 95% of $9.8 --> $9.3 ...etc to protect your profit...

if the highest price get higher to $10 tomorrow ....then revise stop gain level to 95% of $10 --> $9.5 ...etc


Thank you!


民房

積分: 86


23#
發表於 06-11-23 21:59 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp,

Any comment for #5?
I bought it in $133.
Some said keep it as long as possible and earn the season interest.
Some said get the profit first and buy again in lower price.
Actually, I bought and sold #5 many times. $78 in SARS period; $103, $113, $124....
Seems the price never back to such lower rate.

What should I do now? Wait OR sell it?
Please suggest.


複式洋房

積分: 243


24#
發表於 06-11-24 13:03 |只看該作者

Re: 檢討今年度的投資組合....

[quote]
dummypimp 寫道:
去年同期在此推介三大類股票, (可惜文章太舊, 巳被


複式洋房

積分: 328


25#
發表於 06-11-24 13:31 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp

另想請教857買入$8.3是否可以長期hold呢???
請問#80是什麼???


大宅

積分: 1639


26#
發表於 06-11-24 15:11 |只看該作者

Re: 檢討今年度的投資組合....

96117690 寫道:

your forecast is good
i am a new member and I like buy and hold to get the dividends. my combination is below:
since 2004 June
#688 @1.50
#857 @$3.80
#1138 @$3.90

since 2005 June
#83 @$8.00
#3328 @$2.80
#3311 @$2.00
#3339 @$1.90

since 2006 June
#11 @$95.00
#3323 @2.60
#3988 @$3.35

Any comments?


Even though you have significant buffer of floating profit, if i were you i would still gradually reduce the portfolio when the market keep going up, so that when this cycle ends, i could have enough purchasing power to buy low and enjoy another cycle....


大宅

積分: 1639


27#
發表於 06-11-24 15:21 |只看該作者

Re: 檢討今年度的投資組合....

cutiewife 寫道:
dummypimp,

Any comment for #5?
I bought it in $133.
Some said keep it as long as possible and earn the season interest.
Some said get the profit first and buy again in lower price.
Actually, I bought and sold #5 many times. $78 in SARS period; $103, $113, $124....
Seems the price never back to such lower rate.

What should I do now? Wait OR sell it?
Please suggest.


HSI went to around in 12,000 1992/93 then dropped to around 6000 in 94 ...then rose to 16,000 again in 1997 ,...and dropped to 6,700 in 1998,....rose again to 18,000 in 2000 IT bubble...but broke again to 8,000 sth in 2002/03 ...

HSI is like this, HSBC is also like this as HSBC is the constitutent of HSI....every blue chips experienced the same...UNLESS U have the view that HSI will go up in a non-stoppable manner ...and never drop

However, no one know when the peak occurs, but if u missed to realise it during high price, u may have to wait for another few years ...

Property market is also the same...


大宅

積分: 1639


28#
發表於 06-11-24 15:25 |只看該作者

Re: 檢討今年度的投資組合....

Nov媽媽 寫道:
dummypimp

另想請教857買入$8.3是否可以長期hold呢???
請問#80是什麼???


#80是邵逸夫的"邵氏",...揸住TVB
857買入$8.3可以hold, 但仍需set 止賺位以保profit ...


洋房

積分: 237


29#
發表於 06-11-24 16:25 |只看該作者

Re: 檢討今年度的投資組合....

Hi dummyimp,

You have many fans now.

Adrianmom


別墅

積分: 672


30#
發表於 06-11-24 16:39 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp:
what do you think of holding #3988 (buy @3.44) for long term, say 3-5 years? I always hear that it is not as good as other chinese bank stocks. Any comment if I transfer to #1398/#939?
[img align=left]http://www.hk-laufamily.com/_1064.gif[/img]


大宅

積分: 1639


31#
發表於 06-11-24 17:39 |只看該作者

Re: 檢討今年度的投資組合....

irenenursing 寫道:
dummypimp:
what do you think of holding #3988 (buy @3.44) for long term, say 3-5 years? I always hear that it is not as good as other chinese bank stocks. Any comment if I transfer to #1398/#939?


All PRC Banks face the same/ similar risk ... if there is market correction on PRC Bank, all of them will suffer, so there wont be any significant difference...

On-going Re-balancing is needed even for Long Term investment , i.e., we have to constantly review and re-adjust according to macro environment, macro situation is ever changing, even though we intentionally buy a stock for 3-5 years long term, we cannot just sit for the position and do not listen to what happen outside...

One more important thing is that if we have a view that the market cannot sustain for long ,say if HSI reach 21,000....no matter how good the stock is, it is going to follow the macro trend ...i.e., if HSI go down to 12,000, majority stock would go down no matter how good it is


大宅

積分: 1639


32#
發表於 06-11-24 17:40 |只看該作者

Re: 檢討今年度的投資組合....

Adrianmom 寫道:
Hi dummyimp,

You have many fans now.

Adrianmom



洋房

積分: 118


33#
發表於 06-11-25 15:46 |只看該作者

Re: 檢討今年度的投資組合....

做人真難 ...........


複式洋房

積分: 243


34#
發表於 06-11-26 08:31 |只看該作者

Re: 檢討今年度的投資組合....

Any comments?[/quote]

Even though you have significant buffer of floating profit, if i were you i would still gradually reduce the portfolio when the market keep going up, so that when this cycle ends, i could have enough purchasing power to buy low and enjoy another cycle....[/quote]

Your comments is clear and excellent. Thank you so much. I will 分段 reduce my 2004 and 2005 combinations, enlarge my cash pool and buy low at next cycle. Wish you and all intellegent investor harvest at each economic cycle.

Q. Wanna ask you a concept, 聽OUHK的投資者教育講座,信報曹仁超曾經說"Let the profit run", 此話應該怎樣理解和應用呢?


複式洋房

積分: 243


35#
發表於 06-11-26 08:35 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp 寫道:

HSI went to around in 12,000 1992/93 then dropped to around 6000 in 94 ...then rose to 16,000 again in 1997 ,...and dropped to 6,700 in 1998,....rose again to 18,000 in 2000 IT bubble...but broke again to 8,000 sth in 2002/03 ...

HSI is like this, HSBC is also like this as HSBC is the constitutent of HSI....every blue chips experienced the same...UNLESS U have the view that HSI will go up in a non-stoppable manner ...and never drop

However, no one know when the peak occurs, but if u missed to realise it during high price, u may have to wait for another few years ...

Property market is also the same...


同意你的觀點, realise the profit during high price! wise action


民房

積分: 86


36#
發表於 06-11-26 20:14 |只看該作者

Re: 檢討今年度的投資組合....

Thanks dummypimp!


大宅

積分: 1631


37#
發表於 06-11-26 22:41 |只看該作者

Re: 檢討今年度的投資組合....

hi dummyip,

您的意見相當寶貴,但是一個cycle的高低位實在難以知道。如果現在將股票套現,假如指數只回到18000-18500,這1000點內的波覆當然不足以視作再入市的機會;但指數又反覆升到套現的價位,又如何步處呢?
想請教您覺得今個cycle的頂是否已了,而會到什麼價位才再值得吸納呢?


別墅

積分: 835


38#
發表於 06-11-27 14:17 |只看該作者

Re: 檢討今年度的投資組合....

Hi dummypimp

I always want to buy to 338 in this half year, but it keep raising. I think it is quite expensive now. Do you think it is worthy to buy and keep it for long run if the price falls back to under $60?


別墅

積分: 672


39#
發表於 06-11-27 15:22 |只看該作者

Re: 檢討今年度的投資組合....

dummypimp:
Thank you for your advice. Coincidentally, there's a mild correction on PRC Bank today and all of them suffered. sigh......seems to be affected by the capital flow to the new shares
[img align=left]http://www.hk-laufamily.com/_1064.gif[/img]


大宅

積分: 1639


40#
發表於 06-11-28 10:48 |只看該作者

Re: 檢討今年度的投資組合....

96117690 寫道:
Q. Wanna ask you a concept, 聽OUHK的投資者教育講座,信報曹仁超曾經說"Let the profit run", 此話應該怎樣理解和應用呢?


Let the profit run?....買中就係囉...若唔Set止賺(e.g., 高位計跌certain % , then stop gain),...個價打回原形怎辨?

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