Original link: https://retire50blog.wang/invest/%E8%BA%BA.html
Because of this year’s decline, the portfolio adjustment target was approached faster than expected. The current investment portfolio is as follows: Changdian, Maotai and 300 Index each account for 30%. “Other” category, the plan is to do cash financing, but now it is 5% Tencent and 5% Guangdong B, because during the decline this year, I bought the 300 index and some Maotai with cash first. This 10% still has to be reserved in cash. Guangdong B can handle it in the first half of next year. Tencent may have to wait longer, but if…
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