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% |
