美股認真討論區 LXXXI

1001 回覆
6 Like 1 Dislike
2019-03-29 22:07:38
開定...繼續討論...

美股入門資料請參考下面本區FB link

https://www.facebook.com/美股認真討論區-162732501014462/?modal=admin_todo_tour

**新手請先睇睇FB頭篇文章

初心者組合:

80% VTI + 20% BND



2019 1月開始20% BND -> XLP

2019-03-29 22:14:17
反反復復上上落落
近期唔得閒走位,無撚左幾個%
2019-03-29 22:57:29
岩岩喺舊Post問過
點睇AES呢間公司?
新手宜家研究緊
2019-03-29 23:12:39
lm
2019-03-31 17:27:55
2019-03-31 17:29:03
新手留明
2019-03-31 17:29:13
大陸pmi 重返50 年底又可以炒加息
2019-03-31 17:31:44
大陸pmi 重返50 年底又可以炒加息

2019-03-31 17:41:00
大陸pmi 重返50 年底又可以炒加息


理論上同買張J1等到期一樣個成本?
2019-03-31 17:42:19
大陸pmi 重返50 年底又可以炒加息


唔洗對沖啦 你cost 1.5% 你收bond 6% yen 要一年升 4.5% 你先開始輸

要睇你對yen有咩睇法
我覺得yen唔會上到102 姐係就算你今年輸下年都會開始有錢賺

對沖可以用jp equity
2019-03-31 17:46:24
大陸pmi 重返50 年底又可以炒加息


理論上同買張J1等到期一樣個成本?

2019-03-31 17:50:00
2019-03-31 17:55:44
大陸pmi 重返50 年底又可以炒加息


唔洗對沖啦 你cost 1.5% 你收bond 6% yen 要一年升 4.5% 你先開始輸

要睇你對yen有咩睇法
我覺得yen唔會上到102 姐係就算你今年輸下年都會開始有錢賺

對沖可以用jp equity

用110計,105已經打和,YEN過105已經倒輸
而且,買HYG先得5.8%,計佢6%,再扣埋30% 股息稅,先得4.2%,7除8扣之後冇咩肉食。
2019-03-31 17:59:20

理論上同買張J1等到期一樣個成本?


yes
2019-03-31 18:00:58

唔洗對沖啦 你cost 1.5% 你收bond 6% yen 要一年升 4.5% 你先開始輸

要睇你對yen有咩睇法
我覺得yen唔會上到102 姐係就算你今年輸下年都會開始有錢賺

對沖可以用jp equity

用110計,105已經打和,YEN過105已經倒輸
而且,買HYG先得5.8%,計佢6%,再扣埋30% 股息稅,先得4.2%,7除8扣之後冇咩肉食。

問題係你今年輸左 下年就唔會輸 除非yen下年又升年年升 你先會年年輸
2019-03-31 18:01:45

我用yen換usd 去買preferred share cost 1.5% 收6%
2019-03-31 18:02:59
Btw 我買左隻日本溫泉酒店reit都係收5%
2019-03-31 18:05:40
相同原理可以應用落其他野到

https://sixfigureinvesting.com/2013/04/how-does-vxx-work/

How does Barclays make money on VXXB?

Barclays collects a daily investor fee on VXXB’s assets—on an annualized basis it adds up to 0.89% per year. With current assets at $1.15 billion this fee totals around $10 million per year. That’s certainly enough to cover Barclays’ costs and be profitable. But even if it was all profit it would be a tiny 0.1% percent of Barclays’ overall net income— which was $10.5 billion in 2012.

From a public relations standpoint, VXX is a disaster. It’s frequently vilified by industry analysts and resides on multiple Worst ETF Ever lists. You’d think Barclays would terminate a headache like this or let it fade away, but they haven’t done that even though 5 reverse splits—which suggests that Barclays is making more than $10 million a year with the fund.

Unlike an Exchange Traded Fund (ETF), VXXB’s Exchange Traded Note structure does not require Barclays to specify what they are doing with the cash it receives for creating shares. The note is carried as senior debt on Barclays’ balance sheet but they don’t pay out any interest on this debt. Instead, they promise to redeem shares that the APs return to them based on the value of VXXB’s index—an index that’s headed for zero.

If Barclays wanted to fully hedge their liabilities they could hold VIX futures in the amounts specified by the index, but they almost certainly don’t because there are cheaper ways (e.g., OTC swaps) to accomplish that hedge. In fact, it seems possible that Barclays might assume some risk and not fully hedge their VXXB position. According to ETF.com’s ETF Fund Flows tool, VXX’s net inflows were at least $5.99 billion since its inception in 2009. At least $4.8 billion dollars of that asset value was lost by investors and an equivalent amount by Barclays if they were hedged at 100%. If they were hedged at say 90% they would have cleared a cool $480 million over the last 4 years in addition to their investor fees. Barclay’s affection for VXX might be understandable after all.
2019-03-31 18:16:52
Btw 我買左隻日本溫泉酒店reit都係收5%

穩唔穩陣?
2019-03-31 18:17:41
唔洗對沖啦 你cost 1.5% 你收bond 6% yen 要一年升 4.5% 你先開始輸

要睇你對yen有咩睇法
我覺得yen唔會上到102 姐係就算你今年輸下年都會開始有錢賺

對沖可以用jp equity

用110計,105已經打和,YEN過105已經倒輸
而且,買HYG先得5.8%,計佢6%,再扣埋30% 股息稅,先得4.2%,7除8扣之後冇咩肉食。

問題係你今年輸左 下年就唔會輸 除非yen下年又升年年升 你先會年年輸

唸唸
2019-03-31 18:21:25

我用yen換usd 去買preferred share cost 1.5% 收6%

2019-03-31 18:30:47
lm
2019-03-31 18:56:57
Btw 我買左隻日本溫泉酒店reit都係收5%

穩唔穩陣?

好穩定 佢酒店有錢賺就有錢派 4372jp 你可以研究下
我對日本旅遊業幾有信心
2019-03-31 19:05:42
Btw 我買左隻日本溫泉酒店reit都係收5%

穩唔穩陣?

好穩定 佢酒店有錢賺就有錢派 4372jp 你可以研究下
我對日本旅遊業幾有信心

2019-03-31 19:21:52
穩唔穩陣?

好穩定 佢酒店有錢賺就有錢派 4372jp 你可以研究下
我對日本旅遊業幾有信心


3472先岩 依個係真係老式溫泉旅館咁 唔同一般酒店 so 3472>8963
吹水台自選台熱 門最 新手機台時事台政事台體育台娛樂台動漫台Apps台遊戲台影視台講故台健康台感情台潮流台上班台財經台房屋台飲食台旅遊台學術台校園台汽車台音樂台創意台硬件台攝影台玩具台寵物台軟件台活動台電訊台直播台站務台成人台黑 洞