The learning curve is not easy. I invest 50% of my money on funds before. I found the Value Partners ABH fund which invest in China ABH shares drops 20% in the last two wee...
I have buy some 2628 China Life at 28.55. The close price is 27.65 today. I still believe it is the right decision to buy good quality stock like 2628. It is more expensive but ...
隨笈 2008-04-22 11:42
巴郡算是穩健的投資,但未必能戰勝其他股票,尤其是新興市場。
巴郡的size開始變巨象,我們很難預期一隻巨象繼續高速增長,尤其是他的資產規模甚大,它要投資的公司必定要有一定規模,這樣會令巴郡投資有困難。另一個極大的風險因素是曼格和巴菲特的退休。跑了那麼多年,千里馬也會有跑累的時刻。
這是個人意見。。。。。。我認為blog 界分析和選股能力最強的人是 albert, wing, 維斯, ckm001, 黃師傅等人(他們都有我blog中有連結)。。。。。。你可以多和他們交流。
隨笈 2008-04-21 17:42
Good portfolio but BRK-B.....
how's the weighing of different stocks?
Big Ox2008-04-21 19:14
The weighting is :
5 50%
BRK-B 20%
2628 18%
2318 12%
Why you don't like BRK-B ? I think a lot of BLOG friend like it. e.g. Mr. Fire, Brother ET ? Any recommendation ?