投资组合 - 30/12/2010

Counter	ABP	Ratio	30/12/2010
PPB集團（PPB, 4065)	8.97	4.21%	17.26
SunReit, 5176	0.865	19.26%	1.03
Nestle,4707	44.31	10.57%	43.34
CASH	-	65.96%	-

1/01/10 ~ 30/12/10 回酬  = 9.78% （比较大市 19.34%）

投资记录：

• Share vs Cash: 34.04% vs 65.96%
• 08/12/2010 Buy PPB @ 17.00 - Price drop too deep.
• 27/12/2010 Sell PPB @ 16.7 - Lock-in profit, return when manage to see clearer pictures of prospect.
• - Lesson learn, sell when condition unclear & MUST lock-in profit as early as possible. Buy back, when condition is clear, market always there for us.