| Counter | ABP | Ratio | 30/11/2010 |
|---|
| PPB集團（PPB, 4065) | 15.18 | 24.67% | 17.88 |
| 大眾銀行（PBBANK,1295) | 11.67 | 0.00% | 12.80 |
| SunReit, 5176 | 0.865 | 18.34% | 1.01 |
| Nestle,4707 | 44.31 | 10.21% | 43.10 |
| CASH | - | 47.45% | - |
1/1/10 ~ 30/11/10 回酬 = 10.87% （比较大市 16.69%）
- Share vs Cash: 52.55% vs 47.45%
- 08/11/2010 Sell PPB @ 19.22 - Time to adjust share vs cahs ratio
- 10/11/2010 Sell PBB @ 12.80 - Time to adjust share vs cahs ratio
- 10/11/2010 Sell PPB @ 19.36 - Wilmar Quarter report drop 60%++
- 11/11/2010 buy PPB @ 18.20 - Wilmar Quarter report drop 60%++
- 23/11/2010 Sell PBB @ 12.78 - Wish to adjust share vs cahs ratio & time to learn sell high(own emotion chocie), buy back if wrong decision in 3-6 months
- DIV SunREIT Ex:24/11/2010; PD:30/12/2010
