買入：
領展(0823) 300股 @68.7
越秀交通基建 (1052) 4000股 @4.79
同時將尋日留有既一半港股資金放入美股，令港股股票比例為88%，美股為20%，美股會再買多D股票同債劵，直至股票有25%比例。
所以每個月都會入多股VOO，QQQ，BRK B，4個月搞定，而VCIT每個月入多5股，入足1年。
港股
現時組合太偏向地產股及公用股，風險較大，所以想將一部分資金移向其他行業。今年年尾考慮左好多唔同行業，有電訊，公路，物流等，最後都係揀左公路股，因為公路股係結構性壟斷既行業 (個人唔中意品牌壟斷既行業，就算依家做得幾壟斷都好，終有一日如果服務做得唔好，或者有新技術代替既話，護城河好易就被摧毀)，希望可以揀多一兩個行業去投資。
公路股上我會先揀越秀交通基建 (1052)，第一佢分佈比較分散，第二佢往年有穩定股息增長。但佢今年中期唔派息，有D卻步，所以唔會入得太多住，等佢全年業績恢復派息會再入返多D。
仲有中坑想慢慢將盈富所佔組合減至10%，什至更低。因為股息率比起收息股實在太低 (最多~3.5%)，我又唔覺得會有高增長，所以會揀個時間減持。
港股今年組合增長：0% (唉...)
美股今年組合增長：18% (主要因為3月大跌果時入左唔少)
Source:
https://www.madfientist.com/my-portfolio/
個blog主來自美國，係其中一個好出名既fire blogger。
依篇文其中一段值得參考，大家可以自己fune tune返：
I knew that I had $x in cash that I’d be willing to deploy and I had $y in bonds that I could sell (to buy more stocks) so I determined the max I could add to my stock portfolio as stock prices decreased and I split up my contributions.
I set up buying opportunities at -15%, -20%, -25%, -30%, -35%, and -40%. And instead of buying fewer shares as the market dropped, as I did in 2007/2008, I planned on increasing my purchases at each stage.
So I determined a value $x where I could invest $x at -15%, $1.5x at -20%, $2x at -25%, $3x at -30%, $3x at -35%, and $3x at -40%.
If the market ends up going below 40% the February highs, that’s when I start selling even more bonds to buy stocks.
