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[转贴] 大马股神的管理组合大公开 - xiaofu

Tan KW
Publish date: Sat, 15 Aug 2015, 11:02 PM
Tan KW
0 503,254
Good.

2015年8月15日星期六

 
先声明哦,
以下资料我是在年报获得的,
绝对是合情合法的,
哈哈哈哈哈哈哈哈

大马股神的管理组合:

 

 

http://2.bp.blogspot.com/--1mAVr0oG6E/Vc6tUtfwpjI/AAAAAAAAAOs/HKzlT4pTjNg/s1600/share.png












大马股神对当今现况的点评:
 

 

 

 

 



(注:所有资料都在ICAP年报获得的。)

以上就是大马股神陈鼎武先生,
管理的ICAP现在的持股项目及数量,
以及他对当今投资环境的看法。

没错的话,
ICAP好像自2014年开始到现在就没买过任何股了,
然后只有卖一点股继续增加ICAP基金的现金。
为什么呢?
可能他要等熊来,
再一次过出手吧。

今天,
1600点破了,
终于给他等到了吗?

大马股神,
你是不是很快又要重出股湖了?!

(*^__^*)


 

 

Discussions
1 person likes this. Showing 9 of 9 comments

saltedflsh

股神?nah!

2015-08-15 23:44

bsngpg

笨人投资法:在大家看好大巿时,多卖少买。在大家恐惧时,多买少卖。也不一定须懂得太多,只须分散买入公认的折价好股比如马银行,GAB,DlGl等。长期持有,赢面一般会高于在牛巿追逐价值投资或技术投资。
问题是有多少人有自律做笨人?我雖懂却做不到五成,所以在股市多年了,却还在浮沉。

2015-08-16 09:15

inwest88

Hi bsngpg, it's been a long time. Good strategy in slowly collecting the fundamentally sound counters. You will surely reap the benefits once the market recovers. Have a pleasant day !

2015-08-16 10:26

bsngpg

Hi inwest88: thks for your nice greeting. I too wish you great health and doing great in Bursa. It is not easy to have long term survival in Bursa who is rational in thinking process yet willing to contribute in i3investor like you. Thks to have you in i3.

2015-08-16 11:36

bsngpg

I miss TonyLim. Where are you bro? Wishing great health and great luck.

2015-08-16 11:41

kakashit

竟然用巴菲特来做挡箭牌,掩饰自己守了五年一半现金的无能,简直是无耻。

2015-08-16 12:08

kakashit

而且中文翻译有够烂,不知所云,食屎哦饭

2015-08-16 12:09

Ultramen

parkson, padini...这些收皮了吧

2015-08-17 10:22

paperplane3

yes! This self-proclaimed Warren Buffett of Malaysia is a joker only!

2015-08-17 13:45

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