As of 8/6/2018; 以倉位為序

【1/1/2018】2018年大市. 一月中至月底或有短期調整。對策：第二周減倉；如果走出預期3%至5%，買進回調；如無回調，視季報市場反應決定；

Q4季報結束（二月下旬）與Q1季報（四月底）之間應該有一次5%回調。對策：Q4季報減倉觀望。

【6/14/2018】2018H2大市. 七月底或為升勢轉折。預期下周會有一次短期回調，已作減倉對應。如果走出預期3%至5%，買進回調至七月底減持。之後考慮適度亥吉至十月。

滄海2018股票池 (2017-12-19 14:17:18)

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