2017年4月25日 星期二

Thomas Kahn - 相反理論

價值投資本來就是一種持相反理論 (Contrarian) 的策略, 因為價值投資者總是購入不受注目的股票, 然後等待它在最後變成熱門股票. 這就好像你在盛行迷你裙的日子裡, 在平價商店買入一條長裙, 或在夏季時購買暖風機, 在冬季時購買冷氣機一樣.

投資的定義是為你的資本尋找增值機會, 並不是單純找有增長機會的企業; 有時候沒有增長的企業亦能為你增值財富!

Thomas Kahn

2017年4月11日 星期二

股票期權 Apr 2017

係 IB 做 SP 真係幾方便, 唔駛担心按金變動同接貨所需既錢, 只要 margin cover 到就 ok, 所以上月再 open 多兩轉.

Open DateStockStrikeMonthCall / PutPriceQtyOptionCommissionNet OptionOpen PositionTotal Open Position
3 Mar 2017562.5Apr 2017SP1.1510$4,600$28$4,572$250,000
20 Mar 2017562.5May 2017SP1.5910$6,360$28$6,332$250,000
22 Mar 2017562.5May 2017SP1.8410$7,360$28$7,332$250,000$750,000

註: 接晒貨要七十五萬.

月供 5 滙豐控股 Apr 2015 - Apr 2017


DateCostShare PriceNo. of SharesPEYield
2015-16$104,283.05$58.161,79310.667.37
2017-01-11$4,993.40$63.807813.295.94
2017-02-13$4,963.90$66.857412.676.23
2017-03-13$4,973.90$63.5578117.246.24
2017-04-11$4,985.60$63.7078116.926.26
Unit CostAvg PEAvg Yield
Total$124,199.85$59.112,10154.166.41
2015-16$5,408.31Dividend
2017-04-06$3,172.35US$0.21 (Fin Div)
$8,580.66
Total (with Div)$115,619.19$55.032,101

月供 2800 盈富基金 Jul 2013 - Apr 2017


DateCostShare PriceNo. of SharesHSI PEHSI Yield
2013-16$299,327.71$22.9613,03810.094.01
2017-01-11$9,990.60$23.0543211.323.62
2017-02-13$9,978.45$23.8541711.693.5
2017-03-13$9,996.20$23.9541612.823.32
2017-04-11$9,996.00$24.6040513.913.52
Unit CostAvg PEAvg Yield
Total$339,288.96$23.0714,70811.973.59
2013-15$17,167.69Dividend
$17,167.69
Total (with Div)$322,121.27$21.9014,708

2017年3月23日 星期四

沒有生不逄時 只有技不如人

最近睇黃國英 d 書,<沒有生不逄時 只有技不如人 > 呢兩句真係好啱聽,如其怨天由人,不如檢討和做好自己,有好多野唔去學唔去試係唔知結果會點,當然係投資路上一定要控制風險。

2017年3月15日 星期三

月供 5 滙豐控股 Apr 2015 - Mar 2017


DateCostShare PriceNo. of SharesPEYield
2015-16$104,283.05$58.161,79310.667.37
2017-01-11$4,993.40$63.807813.295.94
2017-02-13$4,963.90$66.857412.676.23
2017-03-13$4,973.90$63.5578117.246.24
Unit CostAvg PEAvg Yield
Total$119,214.25$58.932,02338.466.44
2015-16$5,408.31Dividend
$5,408.31
Total (with Div)$113,805.94$56.262,023

月供 2800 盈富基金 Jul 2013 - Mar 2017


DateCostShare PriceNo. of SharesHSI PEHSI Yield
2013-16$299,327.71$22.9613,03810.094.01
2017-01-11$9,990.60$23.0543211.323.62
2017-02-13$9,978.45$23.8541711.693.5
2017-03-13$9,996.20$23.9541612.823.32
Unit CostAvg PEAvg Yield
Total$329,292.96$23.0214,30311.483.61
2013-15$17,167.69Dividend
$17,167.69
Total (with Div)$312,125.27$21.8214,303