| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| 2014-03-11 | $5,000.00 | $22.50 | 220 | 10.73 / 3.43 |
| 2014-04-11 | $4,997.95 | $23.45 | 211 | 10.74 / 3.55 |
| 2014-05-13 | $4,999.40 | $22.60 | 219 | 10.43 / 3.66 |
| 2014-05-30 | -$321.00 | 0.015 (Int Div) | ||
| 2014-06-11 | $4,926.60 | $23.70 | 208 | 10.81 / 3.54 |
| Unit Cost | ||||
| Total | $63,919.85 | $23.03 | 2775 |
2014年7月13日 星期日
月供 2800 盈富基金 Jul 2013 - Jul 2014
2014年6月12日 星期四
月供 2800 盈富基金 Jul 2013 - Jun 2014
| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| 2014-03-11 | $5,000.00 | $22.50 | 220 | 10.73 / 3.43 |
| 2014-04-11 | $4,997.95 | $23.45 | 211 | 10.74 / 3.55 |
| 2014-05-13 | $4,999.40 | $22.60 | 219 | 10.43 / 3.66 |
| Unit Cost | ||||
| Total | $58,975.85 | $22.96 | 2569 |
2014年5月15日 星期四
月供 2800 盈富基金 Jul 2013 - May 2014
| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| 2014-03-11 | $5,000.00 | $22.50 | 220 | 10.73 / 3.43 |
| 2014-04-11 | $4,997.95 | $23.45 | 211 | 10.74 / 3.55 |
| Unit Cost | ||||
| Total | $54,370.25 | $23.03 | 2361 |
2014年4月22日 星期二
月供 2800 盈富基金 Jul 2013 - Apr 2014
| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| 2014-03-11 | $5,000.00 | $22.50 | 220 | 10.73 / 3.43 |
| 2014-04-11 | $4,997.95 | $23.45 | 211 | 10.74 / 3.55 |
| Unit Cost | ||||
| Total | $49,370.85 | $23.05 | 2142 |
2014年4月1日 星期二
604 深圳控股 2013 年度業績
深圳控股（００６０４）公布截至去年底止年度業績，盈利２７﹒３８億元，增２７％，每股基本賺５８﹒９７仙，派息１２仙。期內，營業額為９７﹒７９億元，升１７﹒６％。
係大幅攤薄下, 每股盈利仍可維持, 派息增加少許, 繼續人棄我取買入收息.
現價 $2.49, PE 4.22, 息率 7.64
係大幅攤薄下, 每股盈利仍可維持, 派息增加少許, 繼續人棄我取買入收息.
現價 $2.49, PE 4.22, 息率 7.64
2014年3月13日 星期四
月供 2800 盈富基金 Jul 2013 - Mar 2014
| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| 2014-03-11 | $5,000.00 | $22.50 | 220 | 10.73 / 3.43 |
| Unit Cost | ||||
| Total | $44,372.90 | $22.98 | 1931 |
2014年3月10日 星期一
536 貿易通又創新高
呢排少左人吹噓, 反而不斷爆上, 再創新高, 又一次應驗強者越強, 貿易通今次食正電子支付條水, 如入無人之境, 升到依家都仲有四厘息, 真係比同類股優質好多.
現價 2.69, Yield 4.037
現價 2.69, Yield 4.037
2014年3月6日 星期四
1088 中國神華
1088 中國神華, 現價 $20.55, PE 6.62, Yield 5.876, 2012 年度 ROE 20.156%, 2013 年度預期息率為 5.286, 現價偏低, 人棄我取, 繼續換馬, 賣出低息股, 換入高息股, 守都守得開心 d.
| 財政年度 | 事項 | 派送日 |
| Dec-12 | 末期息人民幣９６分或１﹒２０８５２港元 | 02/08/2013 |
| Dec-11 | 末期息人民幣９０分或１﹒１０６４９４港元 | 06/07/2012 |
| Dec-10 | 末期息人民幣７５分或８９﹒７６８８港仙 | 29/06/2011 |
| Dec-09 | 末期息人民幣５３分 | 20/07/2010 |
| Dec-08 | 末期息人民幣４６分 | 30/06/2009 |
| Dec-07 | 特別股息人民幣３１﹒７６分 | -- |
| Dec-07 | 末期息人民幣１８分 | -- |
| Dec-07 | 特別股息人民幣９２.８６３分 | 07/12/2007 |
| Dec-06 | 末期息人民幣３４分 | 20/06/2007 |
| Dec-05 | 末期息人民幣１２﹒５分 | 30/05/2006 |
註: 後來賣晒轉馬 1038, 點知無耐就話派兩個幾特別股息 :(
2014年2月25日 星期二
股神巴菲特 醒您五大投資心法
雜誌《財富》獲得了「股神」巴菲特每年一次致股東的信函摘錄，提出了五大投資準則，掌中投醒投資者應把股票投資當成物業投資，注重長期盈利潛力，而不是短期價格波動。巴菲特又引用恩師Ben Graham名句 “Investment is most Intelligent when it is most businesslike”作為信函的開場白。
1. 「你不需要成為專家，來實現滿意的投資回報。」巴菲特還警告，投資者應認識到其局限，別把事情搞複雜。
You don't need to be an expert in order to achieve satisfactory investment returns. But if you aren't, you must recognize your limitations and follow a course certain to work reasonably well. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no."
2. 「關注你所考慮投資的未來生產力。」巴菲特指，沒人能夠完美預測一項投資的未來盈利性。「無所不知沒有必要的，你只要理解你採取的行動。」
Focus on the future productivity of the asset you are considering. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. No one has the ability to evaluate every investment possibility. But omniscience isn't necessary; you only need to understand the actions you undertake.
3. 「若你相反去盯著一項投資的預期價格變動，你是在投機。」巴菲特並不反對價格投機，但他強調，重要的是分清對資產生產力的投資和投資於資產價格變動期望的不同。
If you instead focus on the prospective price change of a contemplated purchase, you are speculating. There is nothing improper about that. I know, however, that I am unable to speculate successfully, and I am skeptical of those who claim sustained success at doing so. Half of all coin-flippers will win their first toss; none of those winners has an expectation of profit if he continues to play the game. And the fact that a given asset has appreciated in the recent past is never a reason to buy it.
4. 「考慮到我的兩次小型投資，我在乎的只是資產將會創造出什麼，根本不在乎其每日價格波動。比賽輸贏是由注意力集中於賽場的人決定的，而不是目不轉睛盯著記分牌的家伙。如果你能夠享受周末，不去查看股價，你就該試試交易日也這麼做。」總之就是關注長期。
With my two small investments, I thought only of what the properties would produce and cared not at all about their daily valuations. Games are won by players who focus on the playing field -- not by those whose eyes are glued to the scoreboard. If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.
5. 「形成宏觀觀點，或聽其他人對宏觀或市場的看法，都是浪費時間。實際上，這是危險的，因為這或影響你看待真正重要的事實。」
Forming macro opinions or listening to the macro or market predictions of others is a waste of time. Indeed, it is dangerous because it may blur your vision of the facts that are truly important. (When I hear TV commentators glibly opine on what the market will do next, I am reminded of Mickey Mantle's scathing comment: "You don't know how easy this game is until you get into that broadcasting booth.")
1. 「你不需要成為專家，來實現滿意的投資回報。」巴菲特還警告，投資者應認識到其局限，別把事情搞複雜。
You don't need to be an expert in order to achieve satisfactory investment returns. But if you aren't, you must recognize your limitations and follow a course certain to work reasonably well. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no."
2. 「關注你所考慮投資的未來生產力。」巴菲特指，沒人能夠完美預測一項投資的未來盈利性。「無所不知沒有必要的，你只要理解你採取的行動。」
Focus on the future productivity of the asset you are considering. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. No one has the ability to evaluate every investment possibility. But omniscience isn't necessary; you only need to understand the actions you undertake.
3. 「若你相反去盯著一項投資的預期價格變動，你是在投機。」巴菲特並不反對價格投機，但他強調，重要的是分清對資產生產力的投資和投資於資產價格變動期望的不同。
If you instead focus on the prospective price change of a contemplated purchase, you are speculating. There is nothing improper about that. I know, however, that I am unable to speculate successfully, and I am skeptical of those who claim sustained success at doing so. Half of all coin-flippers will win their first toss; none of those winners has an expectation of profit if he continues to play the game. And the fact that a given asset has appreciated in the recent past is never a reason to buy it.
4. 「考慮到我的兩次小型投資，我在乎的只是資產將會創造出什麼，根本不在乎其每日價格波動。比賽輸贏是由注意力集中於賽場的人決定的，而不是目不轉睛盯著記分牌的家伙。如果你能夠享受周末，不去查看股價，你就該試試交易日也這麼做。」總之就是關注長期。
With my two small investments, I thought only of what the properties would produce and cared not at all about their daily valuations. Games are won by players who focus on the playing field -- not by those whose eyes are glued to the scoreboard. If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.
5. 「形成宏觀觀點，或聽其他人對宏觀或市場的看法，都是浪費時間。實際上，這是危險的，因為這或影響你看待真正重要的事實。」
Forming macro opinions or listening to the macro or market predictions of others is a waste of time. Indeed, it is dangerous because it may blur your vision of the facts that are truly important. (When I hear TV commentators glibly opine on what the market will do next, I am reminded of Mickey Mantle's scathing comment: "You don't know how easy this game is until you get into that broadcasting booth.")
2014年2月12日 星期三
月供 2800 盈富基金 Jul 2013 - Feb 2014
| Date | Cost | Share Price | No. of Shares | HSI PE / Yield |
| 2013-07-11 | $4,988.10 | $21.85 | 226 | 10.42 / 3.48 |
| 2013-08-13 | $4,984.25 | $22.95 | 215 | 10.96 / 3.31 |
| 2013-09-11 | $4,990.00 | $23.75 | 208 | 11.22 / 3.25 |
| 2013-10-11 | $4,980.25 | $24.05 | 205 | 11.36 / 3.21 |
| 2013-11-12 | $4,979.00 | $23.25 | 212 | 11.21 / 3.26 |
| 2013-11-29 | -$495.00 | $0.058 (Fin Div) | ||
| 2013-12-11 | $4,976.60 | $23.80 | 207 | 11.44 / 3.2 |
| 2014-01-13 | $4,980.95 | $23.15 | 213 | 11.22 / 3.26 |
| 2014-02-11 | $4,988.75 | $21.95 | 225 | 10.78 / 3.4 |
| Unit Cost | ||||
| Total | $39,372.90 | $23.01 | 1711 |
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