tag:blogger.com,1999:blog-6819677764981712111.post16708760642702376..comments2024-03-07T18:30:21.175+08:00Comments on Starman 投資世界 : 投資心法篇︰「貪心」與「知足」的藝術Starman 投資世界http://www.blogger.com/profile/09024792862799384723noreply@blogger.comBlogger59125tag:blogger.com,1999:blog-6819677764981712111.post-19005978093689690952020-04-04T01:01:33.845+08:002020-04-04T01:01:33.845+08:00starman 師兄,現在市況適合買債卷嗎,想進行你說的那套reits+債卷玩法
starman 師兄,現在市況適合買債卷嗎,想進行你說的那套reits+債卷玩法<br /><br />tonyhttps://www.blogger.com/profile/13166406985418476719noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-71962014191783338822018-02-18T03:59:49.425+08:002018-02-18T03:59:49.425+08:00其實黃金去年也升13%
現在應買金定買REITS 及債?其實黃金去年也升13%<br /><br />現在應買金定買REITS 及債?Anonymoushttps://www.blogger.com/profile/13115554281766907970noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-78437718928058012042017-12-17T11:00:55.378+08:002017-12-17T11:00:55.378+08:00如果說Leveraging 不能長久,因為资產價格波動不知何時到來, 所以由-開始就慢慢deleve...如果說Leveraging 不能長久,因為资產價格波動不知何時到來, 所以由-開始就慢慢deleverage portfolio.....那倒不如開發-些方法去試圖predict price volatility 幾時會來, 然後以9秒9 的方法deleverage or hedging.Anonymoushttps://www.blogger.com/profile/01871973681192361608noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-11482572761111801982017-09-29T23:41:40.475+08:002017-09-29T23:41:40.475+08:00Starman 兄, 您好! 可否分享先前提及REITS 分期、可融資証券行? 入門直債的PB? T...Starman 兄, 您好! 可否分享先前提及REITS 分期、可融資証券行? 入門直債的PB? Thanks! My email: evetfleung@hotmail.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-90345208653999485062017-08-11T22:07:00.595+08:002017-08-11T22:07:00.595+08:00呢兩日HY Bond多數都跌價,我個portfolio有廿幾隻HY Bonds,做緊兩倍槓桿,其實一...呢兩日HY Bond多數都跌價,我個portfolio有廿幾隻HY Bonds,做緊兩倍槓桿,其實一路都monitor住,只要有關公司唔defualt甚至執粒就ok。<br /><br />債券有個難度就係credit rating好唔代表佢唔會爆,反之亦然。所以我睇佢財務報表之餘亦分析大勢。<br /><br />好似石油能源之類的最壞時候已過同好多都開始有錢賺,當然現金流都好重要。電訊之類如果做網絡供應之類應該都可以有穩定現金流。反而零售之類要小心,好多都做唔掂,被網購改變咗成個行業生態。Mortgage同Reits bonds我都有買,自2008年以後房貸應該質素好咗,同美國經濟現時都尚可,預計特朗普政府都唔會玩死本土經濟,話打仗都似係口水戰居多。<br /><br />純粹個人分析,有錯就請指導一下,想學多d嘢。謝謝大家!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-26632983905509673422017-07-19T08:34:41.162+08:002017-07-19T08:34:41.162+08:00Doesnt matter what strategy one's using, the e...Doesnt matter what strategy one's using, the entry price must be low to have margin of safety and sustainable return. I also just opened an IB a/c but found the bonds all very expensive. Thus I just sit on my hands. Many investor forget that "waiting" is also one of the strategies.RChttps://www.blogger.com/profile/14228946004395947595noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-24792223459313847872017-07-17T12:02:28.084+08:002017-07-17T12:02:28.084+08:00最近的也稱不上是債市風暴吧最近的也稱不上是債市風暴吧Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-58255869876401599122017-07-17T12:00:17.707+08:002017-07-17T12:00:17.707+08:00謝謝﹗ 筆者喜歡看的書都與投資無關,反而哲學類或其他書籍所獲啟發更多。投資類的話,筆者subscri...謝謝﹗ 筆者喜歡看的書都與投資無關,反而哲學類或其他書籍所獲啟發更多。投資類的話,筆者subscribe的blog也很有營養,值得參考。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-51774851171681619722017-07-17T11:57:47.763+08:002017-07-17T11:57:47.763+08:00投資講求心理素質,心態相當重要。投資講求心理素質,心態相當重要。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-90596514919720456722017-07-17T11:57:00.435+08:002017-07-17T11:57:00.435+08:00You're welcome Vivian!^^You're welcome Vivian!^^Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-24138989964082920202017-07-17T11:56:05.161+08:002017-07-17T11:56:05.161+08:00筆者提出的「REITs+Bond」只是一個例子,最重要是明白背後的rationale。每位投資者建立...筆者提出的「REITs+Bond」只是一個例子,最重要是明白背後的rationale。每位投資者建立自己的portfolio時都會因應自己的risk preference去設定。不論債券/美股優先股,在美國都是比較common,它的特性在債券與股票之間,當然也是一個選擇。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-63388133351531197292017-07-08T23:06:26.635+08:002017-07-08T23:06:26.635+08:00starman兄:近期債市風暴,會否是入市良機?可否評論一下。starman兄:近期債市風暴,會否是入市良機?可否評論一下。Anonymoushttps://www.blogger.com/profile/02854722621338452007noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-3142841124627929772017-07-04T11:26:43.103+08:002017-07-04T11:26:43.103+08:00By the way, 講緊美股優先股. HK優先股冇成交By the way, 講緊美股優先股. HK優先股冇成交Raymond云https://www.blogger.com/profile/07748344307260657621noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-21487130565553720862017-07-02T14:14:42.439+08:002017-07-02T14:14:42.439+08:00Hi Starman, thanks for writing another good articl...Hi Starman, thanks for writing another good article and reminding us the proper way of using leverage - that it can magnify gains just as much as loss. I like the three criteria you laid down for leveraging. It's helpful.<br /><br />In addition to your book, what will be your top 3 (or 5) must-read books to get good at investing?<br /><br />Thanks! Michaelhttps://www.blogger.com/profile/02734415413819243571noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-11226862685645410842017-07-02T13:53:32.895+08:002017-07-02T13:53:32.895+08:00風和日麗時要降低回報要求,正是很好的提醒,謝謝!風和日麗時要降低回報要求,正是很好的提醒,謝謝!自由一千萬https://www.blogger.com/profile/15886409270425599792noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-42777025988514780622017-07-02T08:18:08.065+08:002017-07-02T08:18:08.065+08:00Hi Starman,
Thanks for sharing your information an...Hi Starman,<br />Thanks for sharing your information and knowledge of investment information with us🤝💐<br />I look forward to seeing you next book 📚 <br /><br />Best regards Vivianhttps://www.blogger.com/profile/17050768686733551793noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-23871201116348969512017-06-30T16:47:53.808+08:002017-06-30T16:47:53.808+08:00你好, 留意到你用"手法", 本blog都講得幾detail. 你著作剛剛買了,...你好, 留意到你用"手法", 本blog都講得幾detail. 你著作剛剛買了, 是下一本開始閱讀書籍.<br /><br />想問問, 你是以直債加適量leverage作為定息工具收息. 如果用優先股,或部分轉用價先股, 會否有問題? 好像blog沒有提過優先股.<br /><br />謝謝Raymond云https://www.blogger.com/profile/07748344307260657621noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-60139675137011894852017-06-30T14:07:35.733+08:002017-06-30T14:07:35.733+08:00Starman此刻賣出債券是有更好的投資選擇?或是先增加現金比例等機會?Starman此刻賣出債券是有更好的投資選擇?或是先增加現金比例等機會?Davidnoreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-46110219233146511172017-06-28T19:12:27.615+08:002017-06-28T19:12:27.615+08:00莊家股下跌的內情原因是某莊旗下的資金周轉出現問題所致,一隻爆call margin,火燒連環船。香港...莊家股下跌的內情原因是某莊旗下的資金周轉出現問題所致,一隻爆call margin,火燒連環船。香港股市從來都有一個「炒殼」市場,參與者都要食得鹹魚抵得渴。<br /><br />對於REITs價格的升跌,筆者從來不會去嘗試解釋每天股價的升跌原因,這是沒有意義的事情。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-27483046725650997742017-06-28T19:08:11.470+08:002017-06-28T19:08:11.470+08:00我的意思是香港證券行部份債券需要PI才能購買,這是監管機構的要求。我的意思是香港證券行部份債券需要PI才能購買,這是監管機構的要求。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-64601239252920879652017-06-28T19:06:47.616+08:002017-06-28T19:06:47.616+08:00以為已學懂「招式」的朋友要注意,切勿陷入極大化ROC回報的狀態,靠槓桿出來的回報率會帶來不確定性,長...以為已學懂「招式」的朋友要注意,切勿陷入極大化ROC回報的狀態,靠槓桿出來的回報率會帶來不確定性,長遠並非optimal的狀態。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-74092671457705438802017-06-28T19:04:50.660+08:002017-06-28T19:04:50.660+08:00世上沒有免費午餐,做任何事包括投資都需要付出時間去了解、認識。世上沒有免費午餐,做任何事包括投資都需要付出時間去了解、認識。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-74613436465952363832017-06-28T19:02:49.661+08:002017-06-28T19:02:49.661+08:00謝謝﹗ 寫文章分享已成為我的興趣,能整理自己思路之餘,希望同時亦能帶給讀者朋友一些啟發。謝謝﹗ 寫文章分享已成為我的興趣,能整理自己思路之餘,希望同時亦能帶給讀者朋友一些啟發。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-26761494798781020022017-06-28T11:11:26.853+08:002017-06-28T11:11:26.853+08:00謝謝您的分享! 我剛開始閱讀《現金流為王》, 初哥我亦慢慢開始觀察REITs 的走勢。經過昨日的莊家...謝謝您的分享! 我剛開始閱讀《現金流為王》, 初哥我亦慢慢開始觀察REITs 的走勢。經過昨日的莊家爆破之役, 以及今天很多股票都下跌, 但405卻一直站住腳, 不跌反升, 就連823,778都有跌, 我十分好奇這個現象, 想請教Starman固中原因, 謝謝。MAYnoreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-80945797228885095522017-06-27T18:07:29.618+08:002017-06-27T18:07:29.618+08:00Starman 你好,
記得你講過 有部份回報優質嘅債券只供 專業投資者 買賣,
想知當中原因...Starman 你好, <br /><br />記得你講過 有部份回報優質嘅債券只供 專業投資者 買賣, <br />想知當中原因, 是否要避免"散戶風險" ?Jasonnoreply@blogger.com