tag:blogger.com,1999:blog-6967727786832554285.post4938429863255794121..comments2024-03-16T04:08:03.549-07:00Comments on 自由工作者的自由投資路: 優先股的分類及市場指標比較Cherryhttp://www.blogger.com/profile/03659033270799186631noreply@blogger.comBlogger48125tag:blogger.com,1999:blog-6967727786832554285.post-86328217314876013742017-11-13T23:45:02.115-08:002017-11-13T23:45:02.115-08:00謝謝雙牛兄,太過獎了!我只是隨心寫而已。
我對withholding tax並不熟悉,而賦稅複雜的...謝謝雙牛兄,太過獎了!我只是隨心寫而已。<br /><br />我對withholding tax並不熟悉,而賦稅複雜的收息類産品,個人亦極少交易。<br /><br />加/澳/星幣的匯率volatility較大,所以相關產品我也未持有過😅Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-86272404326289697582017-11-13T17:56:31.603-08:002017-11-13T17:56:31.603-08:00您的文章很有參考價值,投資優先股著重於現金流,稅賦也很重要,優先股的稅也是十分多樣,可以考慮寫一篇優...您的文章很有參考價值,投資優先股著重於現金流,稅賦也很重要,優先股的稅也是十分多樣,可以考慮寫一篇優先股的稅賦問題。<br />過去嘗試特別股交易的經驗<br />C.PR.N他的類型是 (Trust Preferred Securities),雖然是美國特別股,但配發的是利息,也不用扣30%稅。<br />JE.PR.A是加拿大公司,隨然是外國公司特別股,配發的是股利要扣15%稅(FOREIGN TAX WITHHELD 15%)。<br />最慘烈的是LMRKO的特別股,設立型態屬於美國設立的有限合夥(PARTNERS LP ),配發的是股利要扣40%稅(NON-RES TAX WITHHELD 40%)。雙牛noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-75145644529228967672017-04-05T02:03:37.574-07:002017-04-05T02:03:37.574-07:00Joe兄不用客氣!大家互相學習而已:)
Rbs.prf應没有公開prosoectus(至少我暫未找...Joe兄不用客氣!大家互相學習而已:)<br /><br />Rbs.prf應没有公開prosoectus(至少我暫未找到),但詳細的財務資料,你可參考如下:<br />http://financials.morningstar.com/ratios/r.html?t=RBS<br /><br />它是一隻達20年歴史的優先股,近期季度派息由0.478増至0.531,致使它最近股價急升。我們需小心其溢價的風險,以免賺息蝕價。<br />Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-38443011953289428802017-04-04T23:51:24.812-07:002017-04-04T23:51:24.812-07:00Hi Cherry, thanks for your sharing, I have learned...Hi Cherry, thanks for your sharing, I have learned a lot from you.<br /><br />我也有留意 RBS.PRF,請問它是否定息? 最近三季派息都增加了。 在preferredstockchannel 又找不到 prospectus 參考。<br /><br />JoeJoehttps://www.blogger.com/profile/18341566512860159192noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-42233139217242062312017-03-24T03:04:09.995-07:002017-03-24T03:04:09.995-07:00JR你好,正常情況下,non-US holder買美股,是要收withholding tax的。C....JR你好,正常情況下,non-US holder買美股,是要收withholding tax的。C.PRN的prospectus内,已標明“may<br />be subject to a 30%”。之於個別股份是否有漏網之魚,便不得而知了。<br /><br />另blog友追風兄亦分享過:這30% tax是可claim回的: http://laxinvest.blogspot.hk/2017/01/blog-post_17.html?m=1Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-59437706311590505572017-03-23T21:22:04.763-07:002017-03-23T21:22:04.763-07:00如果跟據prospectus的P.43有關Non-US Holders,
應該是很多情況都不用收wi...如果跟據prospectus的P.43有關Non-US Holders,<br />應該是很多情況都不用收withholding tax?<br />JRJRhttps://www.blogger.com/profile/14866684459329736437noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-45898014297547424402017-03-18T01:47:41.828-07:002017-03-18T01:47:41.828-07:00不客氣呢Rovers兄~優先股中,也會有良莠不齊的成員,需多作研究及比較。
我個人則較喜歡上市較耐...不客氣呢Rovers兄~優先股中,也會有良莠不齊的成員,需多作研究及比較。<br /><br />我個人則較喜歡上市較耐、捱過金融風暴後,價格能返回常態的優先股。長期below par嗰哋,則幾高息都唔會買!Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-81050022602012490912017-03-18T01:12:18.255-07:002017-03-18T01:12:18.255-07:00thanks for your sharing
優先股似乎都係資產配置的重要工具thanks for your sharing <br />優先股似乎都係資產配置的重要工具Rovershttps://www.blogger.com/profile/06778209101366224177noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-53503626736315277002017-02-26T03:05:01.950-08:002017-02-26T03:05:01.950-08:00Hi Kunwi Ng,your comment was immensely useful...ma...Hi Kunwi Ng,your comment was immensely useful...may I know why you chose to delete it?<br /><br />It would be great if you shared your experience with other netizens too.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-53671128973569246182017-02-26T01:22:18.485-08:002017-02-26T01:22:18.485-08:00作者已經移除這則留言。kunwi.nghttps://www.blogger.com/profile/04145443788806914991noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-77211316474007136032017-02-26T00:08:58.758-08:002017-02-26T00:08:58.758-08:00Hey Malaysia Investor,thanks for your sharing!But ...Hey Malaysia Investor,thanks for your sharing!But after I review the stock`s prospectus(P.43-44: Non-United States Holders), it is said that:<br /><br />In addition, a non-United States holder that is a foreign corporation engaged in a trade or business in the United States may<br />be subject to a 30% (or, such lower rates if certain tax treaties apply) branch profits tax.<br /><br />It is a myth why some US stocks` dividends are not taxed. There are other cases like this too. For your reference,you may refer to our fellow blogger,Magician`s post here:<br /><br />https://magicianyang.blogspot.hk/2017/02/ib.html?m=1Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-38546821542626302222017-02-25T17:35:09.121-08:002017-02-25T17:35:09.121-08:00Hi All , Just sharing . I also bought C.PRN , and ...Hi All , Just sharing . I also bought C.PRN , and take 2 time preferred dividend already ( USD0.4649 31/10/16 & USD0.4586 30/1/17 ) , and no 30% withholding tax incurred.<br /><br />Also hold some exchange trade debts ( 1-3 years maturity )<br /><br />From : Malaysia Investor <br /> <br /><br />Tan Kok Kokhttps://www.blogger.com/profile/12016503172002470391noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-65504586654297789222017-02-24T04:06:39.510-08:002017-02-24T04:06:39.510-08:00賢兄的工業股咁强勢,唔少美股都收得皮啦XD
個人認為,質素好的優先股,可鼓勵身邊較少投資expos...賢兄的工業股咁强勢,唔少美股都收得皮啦XD<br /><br />個人認為,質素好的優先股,可鼓勵身邊較少投資exposure的長者/退休人士選購,派息及價格都比不少藍籌高,可作資產分配的一項。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-48376588270213049952017-02-24T02:28:24.161-08:002017-02-24T02:28:24.161-08:00雖然我未衝出香港,但睇多d知多d都好。雖然我未衝出香港,但睇多d知多d都好。胡言亂語 ver.1https://www.blogger.com/profile/05229506407396582555noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-51798143411280253282017-02-20T23:34:17.953-08:002017-02-20T23:34:17.953-08:00Thanks for your encouragement T.L! It is also my w...Thanks for your encouragement T.L! It is also my wish to write more about pragmatic stuff/technical analysis, despite my poor knowledge😂<br /><br />As mentioned above, I tend to categorise my US portfolio into “momentum stocks” and “dividend stocks”. Regarding the growth ones, I am long XLF & BAC, whose performances are coherent with the bull market. But I do not expect to hold them too long.<br /><br />For the dividend ones, I choose preferred stocks with over 7% of annual dividend yields. Their prices have less volatility compared to their common stocks, and act as the defensive part of my portfolio.Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-6266527623695761662017-02-20T23:23:37.601-08:002017-02-20T23:23:37.601-08:00謝謝追風兄的補充。美股雖收30%股息税,但在美市橫行下,基本層面總比英國銀行占優,所以分配資金購入美...謝謝追風兄的補充。美股雖收30%股息税,但在美市橫行下,基本層面總比英國銀行占優,所以分配資金購入美國普通股/優先股,也是合理的。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-49366428415803217822017-02-20T22:17:40.117-08:002017-02-20T22:17:40.117-08:00又要高息又要浮息又要唔使30%股息稅又要穩陣我真係搵唔到,世事無十全十美,Citigroup呢隻優先...又要高息又要浮息又要唔使30%股息稅又要穩陣我真係搵唔到,世事無十全十美,Citigroup呢隻優先股我都係當資產配置一部份<br />風中追風https://www.blogger.com/profile/01518501085208630672noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-56097869329435799932017-02-20T19:58:48.310-08:002017-02-20T19:58:48.310-08:00Your effort is much appreciated. Compared to ur ar...Your effort is much appreciated. Compared to ur articles a year ago,I observe some significant improvements:-)<br /><br />Just curious:does ur portfolio mainly consist of preferred stocks?Make sure u do not miss this US Bull market!<br /><br /><br /><br />T.LAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-85668427570985618502017-02-20T19:39:22.976-08:002017-02-20T19:39:22.976-08:00對呢70兄,但浮息的美國優先股,在牛市時亦有其好處~就當資產配置時,多一個選擇吧👍對呢70兄,但浮息的美國優先股,在牛市時亦有其好處~就當資產配置時,多一個選擇吧👍Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-44386226821993889212017-02-20T19:37:32.247-08:002017-02-20T19:37:32.247-08:00哈70兄經驗豐富,當然全部真人真事XD哈70兄經驗豐富,當然全部真人真事XDCherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-40439454367328865782017-02-20T19:35:47.899-08:002017-02-20T19:35:47.899-08:00喜爸爸太謙虛了~或者你寫下親子文章亦可,呢哋我都睇開😀喜爸爸太謙虛了~或者你寫下親子文章亦可,呢哋我都睇開😀Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-58581422033873507772017-02-20T19:34:10.215-08:002017-02-20T19:34:10.215-08:00不客氣呢Zero兄,大家有空多交流😄不客氣呢Zero兄,大家有空多交流😄Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-39140448282068595732017-02-20T19:33:32.413-08:002017-02-20T19:33:32.413-08:00哈哈阿Sue,我都想自己既年紀仲係“little sister”啊XD哈哈阿Sue,我都想自己既年紀仲係“little sister”啊XDCherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-90288496087535366452017-02-20T18:25:24.094-08:002017-02-20T18:25:24.094-08:00篇google translate好搞鬼,入面好多句'little sister'呵...篇google translate好搞鬼,入面好多句'little sister'呵��Sue Szehttps://www.blogger.com/profile/16689614202021024236noreply@blogger.comtag:blogger.com,1999:blog-6967727786832554285.post-66477228529496655272017-02-20T17:59:51.501-08:002017-02-20T17:59:51.501-08:00慚愧😅日後互相交流,互有裨益。慚愧😅日後互相交流,互有裨益。喜爸爸https://www.blogger.com/profile/08272981071089303208noreply@blogger.com