tag:blogger.com,1999:blog-13638514165540800.post8034924220549284801..comments2024-03-08T09:11:00.243+08:00Comments on 快活谷小子財自之路: 槓桿債基快活谷小子財自之路http://www.blogger.com/profile/10810812369461625838noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-13638514165540800.post-7981486097289668742018-04-13T22:57:17.839+08:002018-04-13T22:57:17.839+08:00買長債真係死得人...買長債真係死得人...財自有方https://www.blogger.com/profile/11078657563302190063noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-10880234433499834142018-04-13T22:55:04.128+08:002018-04-13T22:55:04.128+08:00我見佢 7,800,000.01 - 780,000,000 的 interest rate 係 1...我見佢 7,800,000.01 - 780,000,000 的 interest rate 係 1.5%,真係平到好得人驚 ^_^財自有方https://www.blogger.com/profile/11078657563302190063noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-20823323348198136902018-04-13T22:25:46.842+08:002018-04-13T22:25:46.842+08:00我D BOND 都打算到期就唔買了.我D BOND 都打算到期就唔買了.LCK1028https://www.blogger.com/profile/14167298903259496691noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-45003820324925955312018-04-13T22:25:20.969+08:002018-04-13T22:25:20.969+08:00可以行文介紹下D 細碼入門PB, 成日有人問. (風險自負)
我用IB, 借港元, 一千萬HKD約...可以行文介紹下D 細碼入門PB, 成日有人問. (風險自負)<br /><br />我用IB, 借港元, 一千萬HKD約2厘.LCK1028https://www.blogger.com/profile/14167298903259496691noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-44643466840341153062018-04-13T16:47:31.144+08:002018-04-13T16:47:31.144+08:00REITs減咗管理費同利息, 其實都要最少200% leverage才做到8% net return...REITs減咗管理費同利息, 其實都要最少200% leverage才做到8% net return<br />(assume zero DPU growth)Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-61106910498785304862018-04-13T16:46:58.220+08:002018-04-13T16:46:58.220+08:00作者已經移除這則留言。Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-72889047574149384972018-04-13T16:45:20.955+08:002018-04-13T16:45:20.955+08:00海航除外LOL海航除外LOLMurciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-77265741038270723702018-04-13T16:32:22.582+08:002018-04-13T16:32:22.582+08:00「係時候收起狂妄, 對市場先生謙卑一點」實在太太認同小子兄這句statement
「係時候收起狂妄, 對市場先生謙卑一點」實在太太認同小子兄這句statement <br />本熊https://www.blogger.com/profile/14162220663784352024noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-59237813993227705152018-04-13T11:25:19.252+08:002018-04-13T11:25:19.252+08:00呢家買D 364 DAYS 仲有數圍
好多364 BONDS 係因早前NDRC 唔批海外長債所以先出...呢家買D 364 DAYS 仲有數圍<br />好多364 BONDS 係因早前NDRC 唔批海外長債所以先出住先, 個YTM 同長年期相差無幾, 可以考慮<br />快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-32737434474342499412018-04-13T11:23:43.263+08:002018-04-13T11:23:43.263+08:00要8% 我不如買405 或者SG REITS
犯不著做咁大槓桿要8% 我不如買405 或者SG REITS<br />犯不著做咁大槓桿快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-83415449775020254782018-04-13T10:59:11.145+08:002018-04-13T10:59:11.145+08:00收到, 8% after leverage好marginal了, 美息升債價跌再爆槓杠, 的確可以係...收到, 8% after leverage好marginal了, 美息升債價跌再爆槓杠, 的確可以係風險源頭。唐樓仔成長手記https://www.blogger.com/profile/07228031954510654394noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-83033550717975147482018-04-13T10:32:48.989+08:002018-04-13T10:32:48.989+08:00而家債券只係for泊錢,絕不考慮3年以上的債券。
我最近甚至conservative到連1.5年以...而家債券只係for泊錢,絕不考慮3年以上的債券。<br /><br />我最近甚至conservative到連1.5年以上都hesitate...Murciélago@Australiahttps://www.blogger.com/profile/12939611886859828188noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-75394505503909030372018-04-13T10:10:24.643+08:002018-04-13T10:10:24.643+08:00用IB 的話, 聽聞3厘幾息了....
小子無IB, 唔敢亂吹 (公司唔俾開)用IB 的話, 聽聞3厘幾息了....<br />小子無IB, 唔敢亂吹 (公司唔俾開)快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-75053695301521930792018-04-13T10:09:19.267+08:002018-04-13T10:09:19.267+08:00CITIGOLD 1.5M HKD 已係入場 (其實小子唔認為係PB囉)
JPM UBS MS 好...CITIGOLD 1.5M HKD 已係入場 (其實小子唔認為係PB囉)<br /><br />JPM UBS MS 好似USD 2M - 5M 入場不等<br />如果JULIU BAAR 就USD 2M<br /><br />不過入左場如果SINGLE BOND 係唔可以做LEVERAGE, 因為CONCENTRATED PRODUCT<br />預5M - 10M 會合理地有人睬下 (好離地....)<br />只因係公司戶口快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-88514590832455430662018-04-13T10:06:46.963+08:002018-04-13T10:06:46.963+08:00因為我唔會借5倍, 好易CALL MARGIN
同埋息係3% (借HKD LOAN 輸FX條數都係差...因為我唔會借5倍, 好易CALL MARGIN<br />同埋息係3% (借HKD LOAN 輸FX條數都係差唔多)<br />5% X 3 = 15% - (3% X 2) = 9% (FOR 3X)<br />但係一加息一碼的話3--> 3.25% ETC<br />BALL PARK係8% 啦 (如果你計埋賺頭蝕尾), OR 更少<br /><br />但你的RISK 係超過你本金...並唔係"無風險"<br />係可以一舖收皮快活谷小子財自之路https://www.blogger.com/profile/10810812369461625838noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-72446270058612024872018-04-13T09:59:00.691+08:002018-04-13T09:59:00.691+08:00小子兄,有冇 d 好 PB 介紹下我呢? 我上次去間中資比個經理嫌我窮灑走我... (我估佢 d 客...小子兄,有冇 d 好 PB 介紹下我呢? 我上次去間中資比個經理嫌我窮灑走我... (我估佢 d 客個個億億聲)財自有方https://www.blogger.com/profile/11078657563302190063noreply@blogger.comtag:blogger.com,1999:blog-13638514165540800.post-32576463972236104302018-04-13T09:43:01.579+08:002018-04-13T09:43:01.579+08:00小子兄, 當越秀直債5% coupon, 100蚊本leverage 5倍到500, 息2.5%
咁...小子兄, 當越秀直債5% coupon, 100蚊本leverage 5倍到500, 息2.5%<br />咁每年收: 500x5% = 25<br /> 息: 500x2.5% = 12.5<br />咁本金計唔係都有12.5% 回報? 點解話借到盡都係8%?<br /><br />如果問左啲on9 問題希望見諒。謝謝! 唐樓仔成長手記https://www.blogger.com/profile/07228031954510654394noreply@blogger.com