蹺螃股票倉 2009/01

蹺螃股票倉

建於2006/03/01，NAV為$10
於2008/12/31，NAV為＄15.3867065

主要投資策略: 中, 長線

今年策略是低追高沽，短炒為主．哈哈，講就容易做就難，所以就算係短炒，都會以長揸都ok嘅股票為主力，例如買指數股2800，唔會因為某某(如中信泰富0267.HK)管理不善而累街坊．

Baseline:

HANG SENG INDEX
HS CHINA ENTERPRISES INDEX

2009/01 Portfolio

Investment:

Symbol	Sector	Ratio
$$CASH	Cash	62.14%
1398.HK	Finance	5.34%
0857.HK	Oil	4.44%
2800.HK	Index	4.38%
0945.HK	Finance	4.18%
0390.HK	Construction	3.51%
0753.HK	Airline	3.14%
0293.HK	Airline	2.85%
2823.HK	Index	2.73%
1055.HK	Airline	2.53%
0297.HK	Agriculture	2.45%
2020.HK	Retail	2.31%

Performance:

	2009/01/30	2008/12/31
NAV	15.29	15.39	-0.62%
HANG SENG INDEX	13278.21	14387.48	-7.71%
HS CHINA ENTERPRISES INDEX	7131.98	7891.8	-9.63%