워렌버펫,벤저민그레이엄 연구모임 | 8월 포트 정리.. - Daum 카페

<xhtml xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns="http://www.w3.org/TR/REC-html40"> <head>     <link rel=File-List href="./8월%20BOMB%20FUND%20요약%20정리.files/filelist.xml"> <title>8월 BOMB FUND 요약 정리</title>  <style>  </style> </head> <xbody lang=KO style='tab-interval:40.0pt'> <div class=Section1 style='layout-grid:18.0pt'> <p class=MsoNormal><b><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'>8월 BOMB FUND 요약 정리..<o:p></o:p></span></b></p> <p class=MsoNormal><b><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></b></p> <table border=1 cellspacing=0 cellpadding=0 style='border-collapse:collapse; border:none;mso-border-alt:solid windowtext .5pt;mso-padding-alt:0cm 4.95pt 0cm 4.95pt'> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>종목<span lang=EN-US><o:p></o:p></span></span></b></p> </td> <td width=96 style='width:71.8pt;border:solid windowtext .5pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>수량<span lang=EN-US><o:p></o:p></span></span></b></p> </td> <td width=96 style='width:72.25pt;border:solid windowtext .5pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>평균매입단가<span lang=EN-US><o:p></o:p></span></span></b></p> </td> <td width=98 style='width:73.15pt;border:solid windowtext .5pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>현재가<span lang=EN-US>(8/29)<o:p></o:p></span></span></b></p> </td> <td width=96 style='width:72.25pt;border:solid windowtext .5pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>수익율<span lang=EN-US><o:p></o:p></span></span></b></p> </td> <td width=98 style='width:73.15pt;border:solid windowtext .5pt;border-left: none;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><b><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>FUND비중<o:p></o:p></span></b></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>동서<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>200<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8,933<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8,750<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-2.0%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15.5%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>한일시멘트<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>30<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>45,209<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>56,900<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>25.9%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15.1%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>대신증권<span lang=EN-US>(우)<o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>150<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8,307<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>9,600<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15.6%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>12.7%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>아세아시멘트<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>40<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>31,500<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>34,900<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>10.8%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>12.4%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>일성신약<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>60<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15,077<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>18,250<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>21.0%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>9.7%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>남양유업<span lang=EN-US>(우)<o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>10<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>87,840<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>96,000<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>9.3%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8.5%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>혜인<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>600<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>1,527<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>1,565<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>2.5%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8.3%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>아이디스<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>40<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15,670<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>15,600<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-0.1%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>5.5%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>한기평<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>40<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8,335<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>8,200<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-1.6%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>2.9%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>삼테크<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>40<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>3,975<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>3,900<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-1.9%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>1.4%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>한국신용평가<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>1<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>31,150<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>27,800<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-10.8%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>0.2%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>디피아이<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>10<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>2,784<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>2,660<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>-4.5%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>0.2%<o:p></o:p></span></p> </td> </tr> <tr> <td width=97 style='width:72.5pt;border:solid windowtext .5pt;border-top: none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>현금<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:71.8pt;border-top:none;border-left:none;border-bottom: solid windowtext .5pt;border-right:solid windowtext .5pt;mso-border-top-alt: solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>847,000<o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><![if !supportEmptyParas]> <![endif]><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'><o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><![if !supportEmptyParas]> <![endif]><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'><o:p></o:p></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><![if !supportEmptyParas]> <![endif]><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'><o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>7.5%<o:p></o:p></span></p> </td> </tr> <tr> <td width=386 colspan=4 style='width:289.7pt;border:solid windowtext .5pt; border-top:none;mso-border-top-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>원금 대비 누적 수익율<span lang=EN-US><o:p></o:p></span></span></p> </td> <td width=96 style='width:72.25pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'>10.3%<o:p></o:p></span></p> </td> <td width=98 style='width:73.15pt;border-top:none;border-left:none; border-bottom:solid windowtext .5pt;border-right:solid windowtext .5pt; mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt'> <p class=MsoNormal align=center style='text-align:center'><![if !supportEmptyParas]> <![endif]><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size:12.0pt;font-family:돋움'><o:p></o:p></span></p> </td> </tr> </table> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>일부 종목의 변동이 있었습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>시멘트주의 실적이 대폭 향상될 것으로 예상하여 아세아시멘트를 신규 매수하였습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>일성신약과 혜인은 추가 매수를 하였고<span lang=EN-US>, 디피아이는 10주만 남기고 전부 매도하였습니다…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>아이디스 역시 비중을 축소하였는데<span lang=EN-US>…개인적으로는 애착도 많이 가고 후회도 많이 되는 종목입니다…<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>디피아이는 내심 기대를 많이 했던 종목이었습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>기대가 크면 실망도 큰 법일까여<span lang=EN-US>…추가매수까지 했던 종목이었는데…아쉽게 던질 수 밖에 없었습니다…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>사실 아세아시멘트와 디피아이의 저평가 수준은 비슷합니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>즉 두 종목의<span lang=EN-US> PER 및 PBR값이 거의 차이가 없습니다…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>하지만 두 기업의 실적은 엄연한 차이가 있었습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>같은 저평가라도 저에게는 아세아시멘트가 훨씬 매력적으로 다가왔습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>따라서 디피아이를 팔고 아세아시멘트를 매수한 것이지여<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>일성신약과 혜인의 비중도 조금 늘렸습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>두 기업 역시 나름대로 잘 커주고 있어서 비중을 늘린 경우입니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>이외에 한국기업평가와 한국신용정보평가 및 삼테크를 소액 편입시켰습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>아직은 이들 기업에 대해서 잘 모릅니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>소액매수는 기업에 대한 관찰 및 분석을 위하여 미리 포석을 한 것입니다<span lang=EN-US>..<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>아이디스는 조금 아쉬운 경우입니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>나름대로 산정한 적정주가에 도달했음에도 매도를 못하고 들고 있다가 다시 주가가 빠져버렸습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>사실 아이디스를 보면서 기업의 성장모델을 절실히 느끼고 있습니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>성장 초기에는 매출과 이익의 증가가 거의<span lang=EN-US> 2배 이상으로 급격히 팽창하다가…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>주위에 다른 기업들과 경쟁이 심화되면서 차츰 매출과 이익이 정체되는 경우입니다<span lang=EN-US>…<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>지금의 아이디스가 딱 그러하지여<span lang=EN-US>..^^..<o:p></o:p></span></span></p> <p class=MsoNormal><span style='font-size:9.0pt;mso-bidi-font-size:12.0pt; font-family:돋움'>일단<span lang=EN-US> 3분기 보고서가 나온 다음에 계속 들고 갈 것인지의 여부를 결정할 것입니다…<o:p></o:p></span></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'>8월에는 펀드의 비중 상위 종목들이 수익을 많이 내줘서 수익율이 조금 늘었습니다…ㅎㅎ<o:p></o:p></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'><![if !supportEmptyParas]> <![endif]><o:p></o:p></span></p> <p class=MsoNormal><span lang=EN-US style='font-size:9.0pt;mso-bidi-font-size: 12.0pt;font-family:돋움'>9월에도 좋은 결과가 있을 것으로 예상합니다..^^</span><span lang=EN-US style='font-size:8.0pt;mso-bidi-font-size:12.0pt'><o:p></o:p></span></p> </div> </xbody> </xhtml>

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나의 포트폴리오 8월 포트 정리..

여름하늘 추천 0 조회 103 03.08.29 16:28 댓글 5

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여름하늘
작성자 03.08.29 16:47

첫댓글 아..그리고 저도 모르는 사이에 제 계좌로 돈이 들어와서 알아보았더니..ㅋㅋ..우리사주에 대한 배당금이었습니다...첨으로 받아보는 배당금...공돈이란 느낌이 강하게 오더군여...이를 다시 투자금에 보탰습니다...^^/ 처음 받아보는 배당금이었습니다..ㅋㅋ..
에스테반
03.08.29 23:33

버펫님의 책에 이런글이 있더군요.'사람들은 너무 조급증에 시달려있다.한 분기보고서를 보고 맘이 바뀌니 말이다..'ㅋㅋ 저희는 한분기 아니라 한순가도 맘이 바뀌는데..그분은 한 분기를 기준으로 삼으셨더군요...^^ 여름하늘님..좋은 투자 하시는것 같아 무척 부럽습니다.좋은 투자자가 되세요~~
터프
03.08.29 23:48

좀 많이 늘었네요 감당하실 능력이 되리라 믿습니다.^^건강하시죠^^?
peterfan
03.08.29 23:53

자신이 가장 잘 아는 종목에서의 투자 성과..정말 기분 좋은 일이죠.. 시멘트주에서의 평가 이익 정말.. 기분 좋으시겠습니다...
여름하늘
작성자 03.08.30 08:57

과연 소외된 기업의 가치가 시장에 드러날까 하는 의문이 항상 마음속에 있었습니다...그런면에서 시멘트주는 이런 저의 의문에 답을 준 경우라고 생각합니다...한동안 시멘트주는 소외되었었지여..^^;(그렇다고 지금도 인기가 많은 것은 아니지만..)기업의 가치는 결국 시장에서 드러난다는 것을 알려주었습니다..^^;

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