tag:blogger.com,1999:blog-6967727786832554285.post1921780124411390518..comments2024-03-16T04:08:03.549-07:00Comments on 自由工作者的自由投資路: 淺談美市的Sector ETFsCherryhttp://www.blogger.com/profile/03659033270799186631noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-6967727786832554285.post-57971520428106105992017-02-18T06:16:40.463-08:002017-02-18T06:16:40.463-08:00謝謝Nick兄的不吝分享!Stockcharts功能齊全,但月費約200港元。看來較適合high f...謝謝Nick兄的不吝分享!Stockcharts功能齊全,但月費約200港元。看來較適合high frequency traders/active investors呢~Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-54540661950336954142017-02-17T20:57:24.440-08:002017-02-17T20:57:24.440-08:00可參考
https://www.relativerotationgraphs.com/
可以睇到s...可參考<br />https://www.relativerotationgraphs.com/<br /><br />可以睇到sector 的輪動,最重要是免費。正正因為免費,所以功能不及stockcharts.comNickhttps://www.blogger.com/profile/15194174482698632140noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-89324950484779774752017-01-22T19:13:12.038-08:002017-01-22T19:13:12.038-08:00塘人兄,你對美市的認識比我熟多了,伸手惟有靠你啦😅
如果我有呢哋生財方法,都留俾自己開班先, 點...塘人兄,你對美市的認識比我熟多了,伸手惟有靠你啦😅<br /><br />如果我有呢哋生財方法,都留俾自己開班先, 點會公開呢XD (just kidding)Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-14581390168551152962017-01-22T09:04:20.503-08:002017-01-22T09:04:20.503-08:00如果春花姐領悟出一D可以左手交右手, 重覆生錢既方法, 可以分享出來, 益下D伸手黨去學, 哈哈XD...如果春花姐領悟出一D可以左手交右手, 重覆生錢既方法, 可以分享出來, 益下D伸手黨去學, 哈哈XD塘人https://www.blogger.com/profile/04230180142137179194noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-58584404338310436102017-01-18T21:33:52.927-08:002017-01-18T21:33:52.927-08:00原來Steven兄成日去銀行,撞到靚女teller記住影張相😂
指數ETFs係好方便大眾,但美股...原來Steven兄成日去銀行,撞到靚女teller記住影張相😂<br /><br />指數ETFs係好方便大眾,但美股的話,要留意其expense ratio 及 witholding tax等支出。<br /><br />SPDR ETFs的expense ratio劃一為0.14%; bond ETF如LQD則為0.15%。再扣埋美股税息的30%,有時真係未必好多肉食,只能當是資產分配的一部分。<br /><br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-79146871577333613302017-01-18T20:37:16.455-08:002017-01-18T20:37:16.455-08:00池兄唔止你,好多人包括我都慢幾拍,指數etf真係最啱平民百姓,可惜人性貪婪,去親銀行都聽到班C奶討論...池兄唔止你,好多人包括我都慢幾拍,指數etf真係最啱平民百姓,可惜人性貪婪,去親銀行都聽到班C奶討論緊D小道消息。MoneyCashFlowhttps://www.blogger.com/profile/13346144934923326966noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-75025460779990592092017-01-17T21:05:07.746-08:002017-01-17T21:05:07.746-08:00Also,when we evaluate a sector ETF,we must review ...Also,when we evaluate a sector ETF,we must review its constituents. Take XLK as an example:<br /><br />http://www.sectorspdr.com/sectorspdr/sector/xlk/holdings<br /><br />Large caps like Apple and Microsoft take up a greater %, while small caps occupy 0.xx% respectively. <br /><br />A sector ETF can show the growth/demise of certain industries, but it does not dissect the situation of a particular company.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-88247719526171105532017-01-17T20:54:09.224-08:002017-01-17T20:54:09.224-08:00Thanks T.L for your insightful sharing! You should...Thanks T.L for your insightful sharing! You should have written this post instead of me=)<br /><br />Ya the sector ETFs fluctuate with current economic trends. However, while the U.S. presidency projects changes on sectors` prices, some of them are by large speculations.(Trump is not inaugurated yet)<br /><br />When some sector ETFs(eg.XLV) are oversold due to market fears, it also makes room for rebounding after the sentiments are gone.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-21052461467141842122017-01-17T20:13:51.138-08:002017-01-17T20:13:51.138-08:00Sorry悶親阿Sue同大家😂😂 放心我會調劑下,其實我講美市,主要係想拋磗引玉,因我實在太多東...Sorry悶親阿Sue同大家😂😂 放心我會調劑下,其實我講美市,主要係想拋磗引玉,因我實在太多東西不懂了。單係樓下一位長的英文留言者,我都仲度緊點覆好😅<br /><br />至於財演故仔,我要唸下再唔再寫...寫生活小品就肯定ok。<br /><br />P.S.多謝妳有心來探貓咪,我們約個weekend見吧^^<br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-80879988140207782562017-01-17T19:14:06.975-08:002017-01-17T19:14:06.975-08:00Oh sorry(>﹏<) 話説你近期成日嗡美市,幾時寫番財演故仔?Oh sorry(>﹏<) 話説你近期成日嗡美市,幾時寫番財演故仔?Sue Szehttps://www.blogger.com/profile/16689614202021024236noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-41663907556496106802017-01-17T06:28:57.026-08:002017-01-17T06:28:57.026-08:00You may consider current trends / US presidency wi...You may consider current trends / US presidency with the dynamics of these sectors. For example:<br /><br />XLB: should rally with Trump's support of infrastructures <br />XLF: I am bullish. There should be lowered taxes with Trump's corporate incentives<br />XLY and XLK: should benefit as they import goods from overseas. A strong dollar helps.<br /><br />XLU and XLP: higher rates are not beneficial for them. As they export goods, revenues will hurt when the earnings are converted back into USD<br />XLV: I am bearish, as Trump tend not to support biotechnology.<br />.......<br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-37635191639809299862017-01-17T05:43:08.703-08:002017-01-17T05:43:08.703-08:00謝謝追風兄的分享!即使係passive investing,環球市場產品都大把選擇,唔少active...謝謝追風兄的分享!即使係passive investing,環球市場產品都大把選擇,唔少active funds真係執得😂<br /><br />散户如不認同個別ETF fund内的成份股,自製ETF亦未尚不可。有了IB這個低廉買賣平台,做定期的rebalancing也很方便呢!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-68496034026371337222017-01-17T05:35:13.365-08:002017-01-17T05:35:13.365-08:00謝謝Mike兄的分享及建議!我會考慮下。我加圖主要係想篇文冇咁dry,而且箭咀的上/下趨勢,亦方便網...謝謝Mike兄的分享及建議!我會考慮下。我加圖主要係想篇文冇咁dry,而且箭咀的上/下趨勢,亦方便網友記憶。<br /><br />各etf的管理費、内含甚麼公司及比重、税收及派息資料,都可在其prospectus内找到。Blog文通常寫得一樣,就寫唔哂第二樣。所以我在文中,亦提到網友必須自行細閲prospectus。<br /><br />我絶非專家,希望大家有任何意見或回饋,隨時和我分享呢。<br /><br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-38064538882070254962017-01-17T01:48:28.646-08:002017-01-17T01:48:28.646-08:00匿名兄,相信我倆都買咗美股隊長的書。其技術分析的演繹確實精彩、清晰又易明~
之不過,我連阿隊長的分...匿名兄,相信我倆都買咗美股隊長的書。其技術分析的演繹確實精彩、清晰又易明~<br /><br />之不過,我連阿隊長的分享都未完全睇得明,咁快就讀RRG始袓的書,會否有點越級了?😅Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-62326827521686926682017-01-17T01:43:47.584-08:002017-01-17T01:43:47.584-08:00池兄波馬膽都咁勁,相信不用吼指數etf亦可呢。當然,低水如2016年1/2月時,入貨收下息都唔錯=)...池兄波馬膽都咁勁,相信不用吼指數etf亦可呢。當然,低水如2016年1/2月時,入貨收下息都唔錯=)Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-3850533496492224572017-01-17T00:57:33.020-08:002017-01-17T00:57:33.020-08:00美股ETF涵蓋確實很廣,例如除Sector ETFs外還有地域、商品、債券、策略等不同種類ETFs,...美股ETF涵蓋確實很廣,例如除Sector ETFs外還有地域、商品、債券、策略等不同種類ETFs,我個人認為遠遠好過買主動型基金。風中追風https://www.blogger.com/profile/01518501085208630672noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-61584001111306708572017-01-16T23:56:12.110-08:002017-01-16T23:56:12.110-08:00要對各個sector的週期和趨勢非常熟悉才有作用,像池某這樣做乜都慢幾拍的懶人,只有指數ETF才適合...要對各個sector的週期和趨勢非常熟悉才有作用,像池某這樣做乜都慢幾拍的懶人,只有指數ETF才適合。池裡漁https://www.blogger.com/profile/11162570051240423987noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-19312766261372061652017-01-16T23:33:23.918-08:002017-01-16T23:33:23.918-08:00你看了Julius de Kempenaer所著的《Everything is Relative S...你看了Julius de Kempenaer所著的《Everything is Relative Strength is Everything》?RRG的原理也是源自於RS。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-59872562714199382582017-01-16T19:04:20.569-08:002017-01-16T19:04:20.569-08:00這類sector etf很方便投資者看好一個sector又唔想單獨個別買一兩隻
小建議,Cherr...這類sector etf很方便投資者看好一個sector又唔想單獨個別買一兩隻<br /><br />小建議,Cherry姐下次不妨列出埋各ETF的管理費,個人認為比顯示股價走勢圖更有意義Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-74381281755201546952017-01-16T18:25:28.751-08:002017-01-16T18:25:28.751-08:00Sue姐妳呢個留言係咪擺錯post😂Sue姐妳呢個留言係咪擺錯post😂Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-55052995993492891732017-01-16T18:24:32.340-08:002017-01-16T18:24:32.340-08:00不客氣呢80兄,有資訊大家多分享=)不客氣呢80兄,有資訊大家多分享=)Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-88383694286316632112017-01-16T18:23:37.276-08:002017-01-16T18:23:37.276-08:00請問樓上的匿名兄是否親身玩過RRG?我個人認為某哋concepts(eg.rotation tail...請問樓上的匿名兄是否親身玩過RRG?我個人認為某哋concepts(eg.rotation tail diagrams)頗為複雜,不如大家交流分享下!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-62001268315116468752017-01-16T18:19:57.008-08:002017-01-16T18:19:57.008-08:00謝70兄留言!美股隊長在書中提及此9大sectors,但其股份企業及圖表資料,我都要自行再sourc...謝70兄留言!美股隊長在書中提及此9大sectors,但其股份企業及圖表資料,我都要自行再source先出到post...<br /><br />輪動互換功能,正是上述匿名兄提到的RRG。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-78755803775481253862017-01-16T18:12:47.623-08:002017-01-16T18:12:47.623-08:00Joseph兄果然係出色的contrarian!XLF及XLK雖然momentum勁,但現時高位下已...Joseph兄果然係出色的contrarian!XLF及XLK雖然momentum勁,但現時高位下已無太多溢價可賺。相反某些sectors長期被低估,市況一逆轉反而有更大的edge。<br /><br />之不過,港股與美股的操作不同,有時美股就係要敢高追才有盈利。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-68459831601328931902017-01-16T18:07:43.163-08:002017-01-16T18:07:43.163-08:00Keith兄想做long/short或pair trade?
Sectors的性質各有不同,很難直...Keith兄想做long/short或pair trade?<br /><br />Sectors的性質各有不同,很難直接比較。但你可衡量它們的momentum,即係用樓下匿名兄分享的stockcharts.com的RRG功能。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.com