tag:blogger.com,1999:blog-6967727786832554285.post7200160015523164969..comments2024-03-16T04:08:03.549-07:00Comments on 自由工作者的自由投資路: CEF及其相應sector的回報比較Cherryhttp://www.blogger.com/profile/03659033270799186631noreply@blogger.comBlogger34125tag:blogger.com,1999:blog-6967727786832554285.post-33164835478232605702018-07-17T00:16:18.902-07:002018-07-17T00:16:18.902-07:00謝謝你的資訊分享!如除了expense ratio外,便不用交任何withholding tax,那...謝謝你的資訊分享!如除了expense ratio外,便不用交任何withholding tax,那確是值得考慮的收息產品。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-41949252586267859902018-07-16T19:56:18.792-07:002018-07-16T19:56:18.792-07:00市政債CEF
例如PML VGM等等
聞說是免稅市政債CEF<br />例如PML VGM等等<br />聞說是免稅Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-24301347946686903062018-07-11T23:56:57.430-07:002018-07-11T23:56:57.430-07:00Sunny你好!Floating rate嘅CEF唔係冇,但我搵到哋個股如BGT丶FRA等,長遠也傾...Sunny你好!Floating rate嘅CEF唔係冇,但我搵到哋個股如BGT丶FRA等,長遠也傾向賺息蝕價(由inception price的二十元跌至現今十多元),所以我個人就唔多推薦啦~<br /><br />不收Withholding tax的CEF我暫未找到,如有合適資料再撰文吧!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-16697217554968321322018-07-11T05:13:48.117-07:002018-07-11T05:13:48.117-07:00想請教下師姐:優先股中有浮息系及免稅系,請問cef也有這些類別的産品嗎?Tks
Sunny C想請教下師姐:優先股中有浮息系及免稅系,請問cef也有這些類別的産品嗎?Tks<br /><br />Sunny CAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-71408855719070321922018-07-10T05:03:49.115-07:002018-07-10T05:03:49.115-07:00福祿兄的分享很有道理!美股的active stocks派高息並非好事,但優先/特別股則可用另一個角度...福祿兄的分享很有道理!美股的active stocks派高息並非好事,但優先/特別股則可用另一個角度看。<br /><br />如active stocks股價食正條水大升的話,散戶可能會猶疑幾時賣貨。但持價格穩定的CEF,就可選擇持續收息,以創造現金流,這對退休人士來說尤其有用。<br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-21260472151654909052018-07-10T04:47:12.302-07:002018-07-10T04:47:12.302-07:00不遲呢70兄,頹文贈送無限沙發,不需霸的🤣
同意CEF冇乜derivatives玩,的確唔啱你呢...不遲呢70兄,頹文贈送無限沙發,不需霸的🤣<br /><br />同意CEF冇乜derivatives玩,的確唔啱你呢類高手。而扣稅後的CEF,就似隻永不會贖回的優先股。是否抵買,就真是見人見智了。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-14662908807038158522018-07-10T02:24:59.526-07:002018-07-10T02:24:59.526-07:00不客氣呢Joseph兄!我寫的只是粗略分享,風兄的詮釋有用好多👍
Joseph兄善於撰異動股,應...不客氣呢Joseph兄!我寫的只是粗略分享,風兄的詮釋有用好多👍<br /><br />Joseph兄善於撰異動股,應不需靠呢類扣稅收息產品呢🤣Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-91555955308282083102018-07-09T18:29:17.055-07:002018-07-09T18:29:17.055-07:00謝 Cherry 分析和整理!
我的看法跟 70後兄一樣,多了稅項的考慮,美股派息不是好事。感覺像...謝 Cherry 分析和整理!<br /><br />我的看法跟 70後兄一樣,多了稅項的考慮,美股派息不是好事。感覺像買馬,要先打贏馬會抽水 18% 浮番上水面再跟大市比拼,勝率大打折扣。福祿壽全https://www.blogger.com/profile/09008945207614406671noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-39159367709485661362018-07-09T09:16:48.121-07:002018-07-09T09:16:48.121-07:00我咁遲先留言, 蝕哂章~
美股CEF, 因有30% TAX, 應該點計都唔夠ETF 來.
仲有, ...我咁遲先留言, 蝕哂章~<br /><br />美股CEF, 因有30% TAX, 應該點計都唔夠ETF 來.<br />仲有, 我發現我持有的CEF 係無OPTION 做(有都唔多權金我估), 而唔少ETF 都可以做OPTION(雖然都係無乜用).LCK1028https://www.blogger.com/profile/14167298903259496691noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-88782058624700512502018-07-09T08:35:21.498-07:002018-07-09T08:35:21.498-07:00CEF真係冇留意過, 等我睇清楚晒風兄同cherry文章學下野先.
多戲cherry大方shar...CEF真係冇留意過, 等我睇清楚晒風兄同cherry文章學下野先. <br /><br />多戲cherry大方share有用資料joseph leunghttps://www.blogger.com/profile/08310440780343110808noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-48774552821379966602018-07-09T06:42:15.978-07:002018-07-09T06:42:15.978-07:00謝謝Mike兄的詳細詮釋,你講得好有道理!金融產品的性質各有不同,面對active stocks /...謝謝Mike兄的詳細詮釋,你講得好有道理!金融產品的性質各有不同,面對active stocks / preferred / bonds / CEF 的升幅,散戶的處理手法亦要調適。<br /><br />個人感覺某些CEF的走勢較erratic,與大市的聯系性不太高,所以我們還是分散投資,不要過度重倉某一隻呢。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-33649570695342148722018-07-09T06:14:19.763-07:002018-07-09T06:14:19.763-07:00Yes Sammy~Blackrock嘅CEF,有四隻我都bookmark咗,啱心水價就入。
無論...Yes Sammy~Blackrock嘅CEF,有四隻我都bookmark咗,啱心水價就入。<br /><br />無論GLD定gold CEF,搓得耐就好易蝕(因有negative carry),仲難過在逆市時玩正股。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-31734299711257125892018-07-08T22:50:58.334-07:002018-07-08T22:50:58.334-07:00我認為CEF同sector etf既最大分別在於基金本身是closed end和opened end...我認為CEF同sector etf既最大分別在於基金本身是closed end和opened end,CEF在持股大升時唔需要因為多左人買而追貨,甚至可以部份出貨獲利,特別係非指數性的基金。<br /><br />可能咁樣解釋到BST跑贏QQQ。Darth Mikehttps://www.blogger.com/profile/10045086852677758860noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-70555150325677553932018-07-08T22:41:55.398-07:002018-07-08T22:41:55.398-07:00Blackrock series有幾隻表現都唔錯....相反逢係gold嗰啲, 幾乎每隻也搵笨 XD...Blackrock series有幾隻表現都唔錯....相反逢係gold嗰啲, 幾乎每隻也搵笨 XDDSammy Lamhttps://www.blogger.com/profile/14134508204378582467noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-82571329164357467222018-07-08T06:07:50.703-07:002018-07-08T06:07:50.703-07:00不客氣!老生常談而已^^不客氣!老生常談而已^^Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-63827782967943604722018-07-08T05:21:52.191-07:002018-07-08T05:21:52.191-07:00Thanks for your gentle reminder ~!Thanks for your gentle reminder ~!Sue Szehttps://www.blogger.com/profile/16689614202021024236noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-20340899297756915712018-07-08T03:39:53.183-07:002018-07-08T03:39:53.183-07:00唉,邊個人未試過摸頂呢😂 overall portfolio(不論樓/股/債)有賺便可以了,我們不...唉,邊個人未試過摸頂呢😂 overall portfolio(不論樓/股/債)有賺便可以了,我們不用苛求每次都貼中靚位。<br /><br />我的美股倉位也少於港股,始終我最喜歡的都是十送一紅股😅Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-72228115488711595832018-07-08T01:57:05.664-07:002018-07-08T01:57:05.664-07:00小弟那有這麼神,把握到美股低吸良機。股票嘛,小弟比較精於摸頂。哈哈!
我美股倉位本來就很少,當然不會...小弟那有這麼神,把握到美股低吸良機。股票嘛,小弟比較精於摸頂。哈哈!<br />我美股倉位本來就很少,當然不會重注,絕對不用擔心。三人行https://www.blogger.com/profile/09758336556783902868noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-16230567251152379192018-07-08T00:39:07.190-07:002018-07-08T00:39:07.190-07:00Yes阿Sue,跟老美某些reits一樣,如收息股符合下面兩個條件,長遠便大機會賺息蝕價:
1. ...Yes阿Sue,跟老美某些reits一樣,如收息股符合下面兩個條件,長遠便大機會賺息蝕價:<br /><br />1. 現價低於發行價,尤其個市好仲係咁。<br />(CEF的話,可在”https://www.cefconnect.com”的”since inception”一欄查閱)<br /><br />2.年度派息逾十厘,屬較高風險類別。<br />呢個道理,港股美股都是一樣~<br /><br />當然,賺價蝕息的股份,可能overall都有盈餘,但我就覺得不應重注!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-22383518768473100852018-07-08T00:20:31.815-07:002018-07-08T00:20:31.815-07:00清風兄不客氣!我以前諗CEF咁高息,升幅及momentum應滯後其sector(否則仲有人買sect...清風兄不客氣!我以前諗CEF咁高息,升幅及momentum應滯後其sector(否則仲有人買sector ETF?),但今次見到BST呢隻exception,也驚覺美股無其不有~<br /><br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-88615629474311875352018-07-07T23:45:15.552-07:002018-07-07T23:45:15.552-07:00Yes牛腩兄,歐美的投資工具多不勝數,令人大開眼界~Yes牛腩兄,歐美的投資工具多不勝數,令人大開眼界~Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-39275911224203429362018-07-07T21:51:30.057-07:002018-07-07T21:51:30.057-07:00“宜家又有得學下野,睇下有乜買先。”
對一些新出/較不熟悉的preferred stock/CEF...“宜家又有得學下野,睇下有乜買先。”<br /><br />對一些新出/較不熟悉的preferred stock/CEF/baby bond, 我個人會考慮少量入注先,唔好一下子就重搥!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-42094952423484277172018-07-07T21:49:15.601-07:002018-07-07T21:49:15.601-07:00三人行兄太客氣了!我這些頹文不用佔沙發啦🤣
美股近日反映了貿易戰的初期戰果,同意稍前確是趁低吸納...三人行兄太客氣了!我這些頹文不用佔沙發啦🤣<br /><br />美股近日反映了貿易戰的初期戰果,同意稍前確是趁低吸納的良機👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-16514332405682789342018-07-07T20:44:36.883-07:002018-07-07T20:44:36.883-07:00唔少cef持得耐都疑似賺息蝕價,散戶真係要跟實哋:/唔少cef持得耐都疑似賺息蝕價,散戶真係要跟實哋:/Sue Szehttps://www.blogger.com/profile/16689614202021024236noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-18343216835595752672018-07-07T19:22:48.933-07:002018-07-07T19:22:48.933-07:00美股真多投資工具,有牌學美股真多投資工具,有牌學牛腩河https://www.blogger.com/profile/17019109631598247953noreply@blogger.com