Yuantou firm offer weekly record 20220627

1 Trading this week

• Trading this week :6.30 Yuan to buy focus

2 Current position

Current position ： tencent 70% , yanghe 15%, beauty 4% , Divide public 5% , Comview 3% , Dahua Co., Ltd 2%, Shaanxi coal industry 2%

notes ： In the following table, in addition to the current share price and percentage , The unit of other subjects is RMB 100 million .

This week, ：

Last week, ：

notes ：

• Enterprises valued by Schiller P / E ratio , Do not estimate the valuation after three years ;

• Shareholding ratio = Market value of positions / Total account value . In a non trading state , This proportion will also change slightly due to the fluctuation of individual stocks .

• The total position may occasionally be 99% or 101%, The reason is that the shareholding ratio is rounded off .

4 earnings

2022 The income during the year was -8%（ rounding ）, Up from last week 3.5%.

Strong statement ： This article is a yuan's personal investment record , Any operation and opinion in this article are full of personal prejudice and mistakes . Never rely on data as a buying and selling decision . Please think independently .

5 read

Reading this week 《 The first line of code, the Third Edition 》《 Boiling for 15 years 》《 An investor's 20 year 》

6 motion

Take a walk this week , altogether 8 km .

7 Sentiment

Busy work this week , Almost every day until twoorthree in the morning . But I am tired and happy every day . Sometimes I know what I am doing , Fighting for one's own interests is a happy thing . So busy that many kuakuaqun buildings forget to climb .

I received the dividend from Yanghe this week , It was added to focus together with the previous dividend . At this point, the focus share has been increased to 5%.

This week, sister Xiao Jue and I ,668 The wechat reading group formed by big brother has reached 120 branch , Lit up all the rewards of wechat reading . Next, the reading group should be upgraded to lv2. At that time, I hope more friends who love reading will join our team .

This week I read from the light black technology official account 《 Tencent threw a nail on the chessboard of fate 》 One article . I admire the great brother's writing and detailed narration in history . At the same time, I also admire the protagonists of the article , The mainstays of Tencent . Own shares in such a company , Very reassuring . They always work silently with their heads down , Save against a rainy day , Always be humble and awed , Constantly push the product to perfection . Such partners , I don't think anyone would refuse .

This week, I planned to visit Yunnan in the middle of July with my friends , Go straight to Dali first , In a daze by the Erhai Lake , Self driving to Dali , Lijiang , A trip to shangri la , And finally to Kunming , Spend a few days playing the west mountain, Dianchi Lake and green lake . Eat some local food . Enjoy the leisure of life , Let yourself slow down from time to time , Savor life carefully . Everyone is looking forward to and happy . I even bought some green mushrooms , So I said that you should cook it three times , The types of mushrooms should be cooked , Mushrooms should be cooked , Be familiar with the way to the hospital . Looking forward to tasting poisonous mushrooms tomorrow , Ha ha ha .

OK, let's start here , I have to go to kuakuaqun to ask for a leave when I leave , I don't want to be asked to be the happiest because of my inactivity , High level , Nice looking , And talented , Boast group with money .

Really only write here , I'm going to keep working . Bye-bye ！