tag:blogger.com,1999:blog-3886431187196458619.post1990271566944687461..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 讓資產跟負債跑馬仔止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger30125tag:blogger.com,1999:blog-3886431187196458619.post-64097313468731832992014-04-02T23:58:33.391+08:002014-04-02T23:58:33.391+08:00對,內銀需要被徵10%的股息稅。對,內銀需要被徵10%的股息稅。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-35069670976580041752014-04-02T23:18:35.813+08:002014-04-02T23:18:35.813+08:000.33才是正確的股息, 因為有10%的股息稅0.33才是正確的股息, 因為有10%的股息稅Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-16635061402576783752014-04-02T17:18:12.947+08:002014-04-02T17:18:12.947+08:00多謝你的建議,不過期權我也不熟悉,還是少沾為妙。多謝你的建議,不過期權我也不熟悉,還是少沾為妙。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-5339939472548811952014-04-02T17:13:30.647+08:002014-04-02T17:13:30.647+08:00上凡兄,股票期貨我就不贊成,最大問題係市場深度不足。或許你可考慮用股票期權,每月沽出超價外認購期權當...上凡兄,股票期貨我就不贊成,最大問題係市場深度不足。或許你可考慮用股票期權,每月沽出超價外認購期權當收息,我有長期持有內銀的朋友這樣做的胡井尊noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-50657920748154460572014-04-02T13:38:46.662+08:002014-04-02T13:38:46.662+08:00經過cleverpeople兄講完,更加信心大增,多謝替大家分析。經過cleverpeople兄講完,更加信心大增,多謝替大家分析。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-75480015265971333922014-04-02T12:27:25.822+08:002014-04-02T12:27:25.822+08:00版主的做法的值博率都幾高的,,
只要資產跑胜負債就可以了,,
1)市況好時:資產有機會番一番,,隨...版主的做法的值博率都幾高的,,<br />只要資產跑胜負債就可以了,,<br /><br />1)市況好時:資產有機會番一番,,隨時賺一百幾十個,,<br />2)市況平穩:資產提供的現金足以抵銷利息且賺突,,有多余錢袋落袋,,<br />3)市況差時:資產提供的現金可以幫供突,,若持續二十年後,,負債就沒有了,,<br /> 而資產卻繼續為您提供現金,,<br /><br />正式做定舌就一半,,賺就一倍,,中間仲可以賺息差,,<br />只要好好控制資產及負債的操作,,<br />就可以開始慢慢讓錢為我們工作,,<br />慢慢踏上財務自由,,<br />這又好像買樓收租似的,,<br />其實每個年頭都可以有好多機會的,,<br />但只係您能否睇到及把握,,<br />互勉之...<br />cleverpeople...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-36284248636954672082014-04-02T07:46:06.064+08:002014-04-02T07:46:06.064+08:00公司變質了,好像曾經在這裡寫過中人壽與瑞房的沽售前討論。另外,如果股價升至泡沫境界都會考慮沽售獲利,...公司變質了,好像曾經在這裡寫過中人壽與瑞房的沽售前討論。另外,如果股價升至泡沫境界都會考慮沽售獲利,而沒有發生這些條件的話,永遠持有也沒有問題。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-89050904580271561262014-04-02T01:05:04.794+08:002014-04-02T01:05:04.794+08:00請問止凡兄在判斷賣出股票時,會因為該公司甚麼條件而實行呢?請問止凡兄在判斷賣出股票時,會因為該公司甚麼條件而實行呢?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-83080728479889970372014-04-01T22:30:36.774+08:002014-04-01T22:30:36.774+08:00同意Jeffery所言,知己能力,按能力操作,自然事半功倍。同意Jeffery所言,知己能力,按能力操作,自然事半功倍。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-56077137872642153942014-04-01T21:56:37.001+08:002014-04-01T21:56:37.001+08:00用借貸來買股票或做其他投資活動 , 會增加自己的心理壓力及錯誤機會 , 好多時會想着何時要還本金及利...用借貸來買股票或做其他投資活動 , 會增加自己的心理壓力及錯誤機會 , 好多時會想着何時要還本金及利息 , 令自己會迷茫 .<br /><br />當然如有良好的財務管理能力 , 那借貸就會加快財務自由之路 .<br /><br />小弟都是抽新股才會使用孖展 , 其他做法未試過因知道自己未有能力 Jeffery1013https://www.blogger.com/profile/09174441356792085970noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-38532055406187616062014-04-01T14:18:09.340+08:002014-04-01T14:18:09.340+08:00其實近年已經很少運用孖展操作,只會利用其靈活性。我運用孖展的考慮時間跟其他人可能有所分別,多會在超抵...其實近年已經很少運用孖展操作,只會利用其靈活性。我運用孖展的考慮時間跟其他人可能有所分別,多會在超抵買甚至股災時運用,是利用孖展的購買力把握時機,平日很少運用,有時間再分享多一點。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-43332159312302720542014-04-01T13:49:04.696+08:002014-04-01T13:49:04.696+08:00買賣價差的確是一個問題, 建行的買賣價差的確不太好
現時四, 五, 六月報價都是5.40/5.43,...買賣價差的確是一個問題, 建行的買賣價差的確不太好<br />現時四, 五, 六月報價都是5.40/5.43, 即每轉一次倉蝕0.03<br />假設每2個月轉一次倉, 一年6次總共就要蝕0.18, 化作百份比便是0.18/5.40=3.33%<br />加上經紀費, 的確可能跟借孖展差不多, 但我相信還是比借孖展的6.5%便宜一點點<br />如果換作另一些成交較高買賣價差較窄的股票, 省回來的成本會更明顯<br /><br />至於sam問題, 股息的金額已經公佈了, 自然會"locked-up", 假設建行升至$6, 那9月的期貨自然會升上$6 - $0.32 = $5.68<br />手持15手期貨跟15手正股, 對價格升跌的風險是一樣的<br /><br />其實十分驚訝著重現金流的止凡會使用6.5%的孖展, 建行的股息率也只是7%, 只是為了0.5%的息差犯不著要借孖展, 止凡可否分享一下你在何時會用到孖展?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-58628268695832017372014-04-01T10:49:48.008+08:002014-04-01T10:49:48.008+08:00就好像金舖的買入賣出價,利用這差價已經賺走不少投資者的買賣成本,跟收取借貸利息差不多。就好像金舖的買入賣出價,利用這差價已經賺走不少投資者的買賣成本,跟收取借貸利息差不多。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-59773023390764075252014-04-01T10:41:27.943+08:002014-04-01T10:41:27.943+08:00除了經紀費外,期貨不斷轉倉還要蝕買賣價差,期貨的成交少,價差也會較大,如現在建行四月買賣報價5.41...除了經紀費外,期貨不斷轉倉還要蝕買賣價差,期貨的成交少,價差也會較大,如現在建行四月買賣報價5.41/5.43,六月報價5.41/5.44,九月沒有報價。追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-54081371337833361852014-04-01T10:37:51.112+08:002014-04-01T10:37:51.112+08:00又要用期貨之餘又利用除淨賺股息,聽起來都見風險處處,還是簡單直接買正股較適合我。又要用期貨之餘又利用除淨賺股息,聽起來都見風險處處,還是簡單直接買正股較適合我。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-87693705809243172602014-04-01T10:33:45.054+08:002014-04-01T10:33:45.054+08:00my friend,
just from my pt of view, the so-calle...my friend, <br /><br />just from my pt of view, the so-called dividend is "discounted" already at the very beginning. also, when we consider the cost to brokers (overnight Future contract seems cost more that day-traded one) and the cost of rolling. i doubt if the player could earn fully 0.32 by this method (by contrary the owner of 939 share could receive 0.37 directly minus the custody fees +).<br /><br />second, what if 939 rise in this 3-4 months when i hv already "locked-up" your discounted dividend at the first place. probably, you lose the potential $$$. of coz, if 939 drops, the Long-side Future player will lose $ as well.<br /><br />bro, just my thought, pls share more abt the operation of future.<br /><br />sam.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-30612713640847603742014-04-01T09:28:41.225+08:002014-04-01T09:28:41.225+08:00買賣期貨,會十分受市場價位上落而影響。買賣期貨,會十分受市場價位上落而影響。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-78160885733755206852014-04-01T09:26:14.587+08:002014-04-01T09:26:14.587+08:00本身我對期貨沒有研究,今日聽大家討論完,算是多了認識,始終覺得不是我杯茶,正如史路比所言,重點在現金...本身我對期貨沒有研究,今日聽大家討論完,算是多了認識,始終覺得不是我杯茶,正如史路比所言,重點在現金流部份。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-86641913235716004692014-04-01T09:23:17.776+08:002014-04-01T09:23:17.776+08:00匯豐普通孖展戶為P+2.25。
Premier就P+1.5。
P為5%。匯豐普通孖展戶為P+2.25。<br />Premier就P+1.5。<br />P為5%。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-48214259736929993172014-04-01T09:21:30.091+08:002014-04-01T09:21:30.091+08:00sam兄,我也同意你對期權操作的說法,至於孖展操作方面,今天匯豐孖展利息沒有以前般便宜,增加不少風險...sam兄,我也同意你對期權操作的說法,至於孖展操作方面,今天匯豐孖展利息沒有以前般便宜,增加不少風險。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-85571165928412361662014-04-01T09:19:03.400+08:002014-04-01T09:19:03.400+08:00塘人兄,多謝支持。塘人兄,多謝支持。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-13188455379595327932014-04-01T09:18:26.724+08:002014-04-01T09:18:26.724+08:00期貨的第一個操作需要抵押股票,好像有欠靈活,而第二個操作就似在賭升跌,以小博大,不是我杯茶。無論如何...期貨的第一個操作需要抵押股票,好像有欠靈活,而第二個操作就似在賭升跌,以小博大,不是我杯茶。無論如何,多謝你詳盡分享。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-45354551732768547652014-04-01T08:13:48.067+08:002014-04-01T08:13:48.067+08:00用股票期貨一樣是有"股息"收的
以昨日收市價計, 4月的建行期貨收市價為5.43...用股票期貨一樣是有"股息"收的<br />以昨日收市價計, 4月的建行期貨收市價為5.43, 但9月期貨的收市價為5.11, 相差0.32, 這0.32的價差就是反映了在7月的除淨<br />只要一轉倉, 以5.43沽出4月期貨, 5.11買入9月期貨, 便等於將0.32的價差(即股息)袋袋平安<br /><br />0.32 比實際股息0.37低, 估計是市場比較看漲建行在9月前的表現 (所謂高水), 在貼近除淨日6月底才轉倉價差應該會較貼近實際股息0.37Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-10630486639635052022014-04-01T01:03:41.899+08:002014-04-01T01:03:41.899+08:00對於建議耐銀用股票期貨方式持有,例如939的價格07,08,都是曾是5.4。以07到2014年是7年...對於建議耐銀用股票期貨方式持有,例如939的價格07,08,都是曾是5.4。以07到2014年是7年時間,期間無任何股息收入,萬一未來3年後都是一樣的價格,試問這個939期貨的利潤在那裡?止凡兄買實股持有,本錢都已經在股息那裡賺回來了。而買939期貨的就10年來要一直忙個不停地轉倉供養經紀,唉·················開源道https://www.blogger.com/profile/18349689542941661404noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-9553225899200205912014-04-01T00:31:33.839+08:002014-04-01T00:31:33.839+08:00孖展是幾多釐利息孖展是幾多釐利息Rexhhttps://www.blogger.com/profile/12482432218678705251noreply@blogger.com