七月結

大市在六月初在26800 水平見底，七月上破不了29000。組合加了的700,2601,3883回報不錯。386,2007 捱緊。


本月组合: -2.05% 相對恆指 -2.3% 的跌幅低。

REITS 也守不住，逆減息下跌，會考慮加倉。

700 正股+Short Put 雙嬴, 2601正股Ok，2628 Short Put 平了, 1093 Short Put 平了一手。

美股方面，BABA表現OK。Store Capital 繼續Hold 同AMD 正股Short Call 也在業績後平了。

S REITS 繼續升，下次派息會用作還Margin 息。

Bonds 作出了第一次買入。

UK Reits 加了BLND

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