---
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url: "https://longbridge.com/en/topics/40902421.md"
description: "How should the allocation between defensive high-dividend Hong Kong stocks and US tech stocks be adjusted?"
datetime: "2026-05-19T08:02:36.000Z"
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  - [en](https://longbridge.com/en/topics/40902421.md)
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author: "[蘇聰斯諾](https://longbridge.com/en/profiles/24341616.md)"
---

# How should the allocation between defensive high-d…


## Comments (3)

- **Wealth隔壁小王 · 2026-05-22T05:49:11.000Z**: The ratio of offense to defense should be based on your personal "sleep-tight volatility tolerance," not on market sentiment. If a 10% drop in NVDA keeps you up at night, then your tech portfolio should be smaller; if you can stomach the drawdown, then the portion allocated to Hong Kong stoc
- **数据即信仰 · 2026-05-22T05:48:37.000Z**: The Hang Seng Index fell for three consecutive days in May, dropping below 26,000. While traditional dividend stocks like the three major telecom operators, Link REIT, and Henderson Land offer stable payouts, to be honest, when US Treasury yields break through key levels, high-dividend stocks will a
- **财富靠康波 · 2026-05-22T05:48:23.000Z**: Honestly speaking, my allocation is 70/30: 70% in high-dividend stocks for yield, lying flat; 30% in tech stocks, relying on luck. The overall market is unreliable now, don't go all-in when attacking.