實戰交易策略 24-8-2011

本週展望: Optimistic

Neutral : not much meat for the i bankers, only a few (2,000 牛熊証)
Portfolio is already badly beat up (-30% in a month).

大市喘定. The recent panic sell-off is done.

Europe Market appears to be stable and recovery

expectation : portfolio recover +20% by 7/9/2011

本週策略 :
cash Flow : Get some cash for operation 50K

組合平衡: (2009 金隅股份 To 1313 華潤水泥)

組合平衡: (2899 紫金礦業 To 1068 雨潤食品)

sell off 40K of speculation by 12/9 ( 0189 東岳集團 )

買入

2899 紫金礦業 (黃金價格上漲，相對低PE)

1068 雨潤食品 (主席繼續購買，結果走出來 17/8)
0210達芙妮國際 (低端消費,轉勢)

8058 羅欣藥業

2618 TCL通訊

交易回顧
Switch 2899 紫金礦業 To 1068 雨潤食品
Europe Markets and US markets appear to be stable