至此股市收复大部失地之际, 作一次BEAN COUNTING, 准备择吉时减仓, 以下调风险
, 锁定部分所得. BTW, 减仓是个过程, 非CLICK AN ALL-OR-NONE BUTTON.
| A Share Positions As of 07/27/09 |
| |
|
| 股票名称 |
市值 |
| 江铜CWB1 |
47.5% |
| 海通证券 |
18.0% |
| 大秦铁路 |
14.4% |
| 中国神华 |
12.7% |
| 中建申购 |
0.4% |
| US Positions As of 07/27/09 |
| |
|
| Symbol |
% of Portfolio |
| DNDN |
17% |
| FXI |
15% |
| BAC |
11% |
| BX |
10% |
| CME |
9% |
| FAS |
9% |
| FSLR |
9% |
| LUFK |
8% |
| RSX |
8% |
| NSC |
8% |
| STP |
7% |
| FIG |
7% |
| BIDU |
6% |
| MMM |
6% |
| NAT |
5% |
| TEX |
5% |
| ATI |
5% |
| ACAD |
5% |
| SKS |
4% |
| LDK |
4% |
| CPX |
4% |
| PNX |
3% |
| PMCS |
3% |
| ALUAZ |
1% |
| MALHD |
0% |
| AASMF |
-2% |
|
