money-strategy
money-strategy
- deposit in the bank account around 60k hkd
-
- maybe first 100k in the default bank account
- the next 100% in us treasure firstly
+ howto
-
-
- 30% us equities, 30% us treasure, 15% real estate, 25% non-us equities
- rebalance use [wealthfront.com](http://wealthfront.com)
- if equities, check once every week
-
current
40k - 50k
stock
account: 3EAFBE57-C86CFF07
**# sofi hk
- 85,959k**
1
hk equities ~ 40% -> 40k
比亞迪電子 (0285.HK) -> <b><u>46.5k</u></b> -> <b><u>hkd32.55 <- sell 1000</u></b>
紫金矿业2899.HK , 股息率 <-> <b><u>10.3k</u></b> -> <b><u>hkd5.39</u></b>
阿里巴巴**9988.HK ?
- buy 100**
京东集团9618.HK
小米集团1810.HK
**平安保险
- 2318.hk**
美团3690.HK 100股
- 199.3 * 100 = 19,930.00 -> 223
联想集团992.HK
網易－Ｓ (9999.HK) <-15k
比亞迪股份 (1211.HK)
- 77.650
——————————
香港交易所 (0388.HK)
腾讯 0700.HK
平安好医生1833.HK
虎牙
收息 ~ 45% -> 30k
港灯 [2638.hk](http://2638.hk), 股息率, 5.15%
- <b><u>16.1k</u></b> ->
盈富基金 [(02800.HK)](http://www.aastocks.com/tc/stocks/quote/quick-quote.aspx?symbol=02800)
長和 **0001.HK
- 10k**
電訊盈科 0008.HK, 6.63% ->
- 4.88
2 us equities ~ 10kUSD
us equities ~ 5k - 10k USD
Pinterest US: PINS
微软
京东
理想汽车
高通公司(Qualcomm Inc., QCOM)
NVIDIA
MongoDB, Inc. (MDB)
——————————
收息 ~ 5k - 10k equities -
version US:VZ 股息率, 4.84%
- 5K
US:FB
Johnson & Johnson (JNJ) 強生公司
ETF，例如ProShares Ultra Silver（美股代號：AGQ)
艾伯維藥品 ABBV , 股息率, 4.5%
AT&T 股息率, 7.66%
房地產投資信託Medical Properties Trust（NYSE:MPW）
fund -> around 80k
simplyFund - <span style="font-family:SFUIText-Bold;"><b><u>77K</u></b></span>
恆生環球高增長基金-D類 -> 25k
恒生香港債券基金D類單位 (港元 累積) --> 20k
生環球均衡增長基金D類單位 (港元 累積) -> 32k
基金投资 - <span style="font-family:SFUIText-Bold;"><b>7093usd</b></span> -> <span style="font-family:SFUIText-Bold;"><b>54972.31HKD</b></span>
<a href="https://e-banking2.hangseng.com/1/3/!ut/p/z1/04_Sj9CPykssy0xPLMnMz0vMAfIjo8ziDdyNQ_1CDQ2CXQx8PUI8zc1MjAwgQD8crMDZ3dHDxNwHKBDm6WrgaeJkYmDq62Zo4GmsH0WMfgMcwNGASP1oCvyN4QrI0h9sRKz-4KqM-OQ8_YLc0NDQiHJFAPoE7Qc!/dz/d5/L2dJQSEvUUt3QS80TmxFL1o2XzBHM1VOVTEwU0QwTUhUSTc3NDIwMDAwMDAw/?fundCode=U42925&targetPage=OV&cmd-All_=" rel="noopener" class="external-link" target="_blank"><u>贝莱德全球基金
- 环球资产配置基金A2类股份 (美元)</u></a> <u>-</u> 5,000 usd
39,234.18
39,350.50
<a href="https://e-banking2.hangseng.com/1/3/!ut/p/z1/04_Sj9CPykssy0xPLMnMz0vMAfIjo8ziDdyNQ_1CDQ2CXQx8PUI8zc1MjAwgQD8crMDZ3dHDxNwHKBDm6WrgaeJkYmDq62Zo4GmsH0WMfgMcwNGASP1oCvyN4QrI0h9sRKz-4KqM-OQ8_YLc0NDQiHJFAPoE7Qc!/dz/d5/L2dJQSEvUUt3QS80TmxFL1o2XzBHM1VOVTEwU0QwTUhUSTc3NDIwMDAwMDAw/?fundCode=U42925&targetPage=OV&cmd-All_=" rel="noopener" class="external-link" target="_blank"><u>贝莱德全球基金
- 环球资产配置基金A2类股份 (美元)</u></a> <u>-</u> 2383.4usd
<a href="https://e-banking2.hangseng.com/1/3/!ut/p/z1/04_Sj9CPykssy0xPLMnMz0vMAfIjo8ziDdyNQ_1CDQ2CXQx8PUI8zc1MjAwgQD8cosAgzMfSycDUy8LAzNDbz8vNzACmIAqL_iBDdP1oCvyNjfDpx7QfTUGwEWn6nd0dPUzMfYACYZ6uBp4mTiYGpr5uhgaexkTajwM4ErQ_uCojPjlPvyA3FAgiygENCjie/dz/d5/L2dJQSEvUUt3QS80TmxFL1o2XzBHM1VOVTEwU0QwTUhUSTc3NDIwMDAwMDAw/?fundCode=U42410&targetPage=OV&cmd-All_=" rel="noopener" class="external-link" target="_blank"><u>贝莱德全球基金
- 世界矿业基金A2类股份 (美元)</u></a> <u>- 2616.6 usd</u>
富兰克林科技基金A类 (美元 累积)
- 1,112USD + 981USD = <span style="font-family:SFUIText-Bold;"><b><u>2093USD</u></b></span>
1,084.21USD,
- 8,403,13HKD
credit card - 11,049.58
12 個月 x 港元 916.7 + 一筆過手續費 港元 240
- 916.7 - 20 = -936.7
- <span style="font-family:SFUIText-Bold;"><b>1706.67</b></span> for 20k