Marketrunsintospininlastweeksorso.Itisveryscarymoment.Howeveraslongterminvestor,Iwilltakelongtermviewofmyholdings.ManyofstocksinthisportfolioreportedverystrongearningssuchasBA,AAPL,FB,DXC,AMZNetc.Thereisnoreasontochangemyviewonanyofthose.TWTRfinallydidsomethinggood.
Butgivingthatinflationeramightcome,Iwilltakethisopportunitytoadjustsomepositions.
Iclosedoutairlinesaftercoupleofyearsofstruggl...[
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2017haspassed.Itturnedouttobeanothergoodyearforstocks.Thisportfoliocontinuestodeliveralthoughtherearefewdogs.Thebiggesteventof2017istaxreform.Potentiallyithasgreateimpactonbusiness(hopefullythegoodway).Butitislikelytocausetreasuryyieldtogoup,$todepress,debtstomoveup.Ifenergypricecontinuestomoveup(forexampleto$80whichisunlikely),thenitwillhavenegativeimpacttosomestocksandmarket.Ifyieldcontinuestogo...[
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Therearesomechangesinthisportfolio.
DDmergedwithDOW,newsymbolDWDP.
WFMwasboughtbyAMZN.
FLwasclosedduetosectorproblem.
DXCandFDCweretwonewadditionstoreplaceWFMandFL.
Thisportfoliocontinuestoshineintoyearendof2017
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Theportfoliofirstbuiltin2014.http://blog.wenxuecity.com/blog/frontend.php?act=article&blogId=55169&date=201412&postId=22981
Performanceactuallyhigherthenlistedbelow.Minoradjustmentssince.Entireportfoliostillperformingwellafterthreeyears.Itshouldcontinuetoworkinto2018.
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Bestperformer:AMZN;Worstperformer:TWTR;Bestsector:tech;Worstsector:Biotech
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房市和股市之爭從開壇到今從未停過。這也不稀奇。但最大的特點是頂峰出精品。風雲人物閃電登場。嗬嗬。05-06年石頭的房子四重魔力現在成了新地主的武功秘籍。07年投壇曬財富後,貝兄的十年一千萬驚豔亮相,堪成絕品。11年米大的長篇美元為王陰謀論加peakoil霸占投壇又兩載。雖然徹底死在SD上,也算寫了個精品係列。自那之後,雖然有大量鼓吹人民幣對美元1:1的,有整BA[
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Removedafewnamesfromlastyear'sholdings.Addedafewones.ExpectaselloffinJan/Feb2015.Oncethedropisathand,itistimetobuildpositions.
Marketrallied1000pointsafterYellen's"Patient"keywords.Bepatient.Waitforpullbacks.
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Portfolio(1402)Watch
Portfolio(1401)Watch
LookingbacktwoportfoliosIthrowoutatthebeginningof2014.Hereistheresult:
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