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26日 星期三
2017年4月12日 星期三
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 Date | Stock | Strike | Month | Call / Put | Price | Qty | Option | Commission | Net Option | Open Position | Total Open Position |
| 3 Mar 2017 | 5 | 62.5 | Apr 2017 | SP | 1.15 | 10 | $4,600 | $28 | $4,572 | $250,000 | |
| 20 Mar 2017 | 5 | 62.5 | May 2017 | SP | 1.59 | 10 | $6,360 | $28 | $6,332 | $250,000 | |
| 22 Mar 2017 | 5 | 62.5 | May 2017 | SP | 1.84 | 10 | $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
| Date | Cost | Share Price | No. of Shares | PE | Yield |
| 2015-16 | $104,283.05 | $58.16 | 1,793 | 10.66 | 7.37 |
| 2017-01-11 | $4,993.40 | $63.80 | 78 | 13.29 | 5.94 |
| 2017-02-13 | $4,963.90 | $66.85 | 74 | 12.67 | 6.23 |
| 2017-03-13 | $4,973.90 | $63.55 | 78 | 117.24 | 6.24 |
| 2017-04-11 | $4,985.60 | $63.70 | 78 | 116.92 | 6.26 |
| Unit Cost | Avg PE | Avg Yield | |||
| Total | $124,199.85 | $59.11 | 2,101 | 54.16 | 6.41 |
| 2015-16 | $5,408.31 | Dividend | |||
| 2017-04-06 | $3,172.35 | US$0.21 (Fin Div) | |||
| $8,580.66 | |||||
| Total (with Div) | $115,619.19 | $55.03 | 2,101 |
月供 2800 盈富基金 Jul 2013 - Apr 2017
| Date | Cost | Share Price | No. of Shares | HSI PE | HSI Yield |
| 2013-16 | $299,327.71 | $22.96 | 13,038 | 10.09 | 4.01 |
| 2017-01-11 | $9,990.60 | $23.05 | 432 | 11.32 | 3.62 |
| 2017-02-13 | $9,978.45 | $23.85 | 417 | 11.69 | 3.5 |
| 2017-03-13 | $9,996.20 | $23.95 | 416 | 12.82 | 3.32 |
| 2017-04-11 | $9,996.00 | $24.60 | 405 | 13.91 | 3.52 |
| Unit Cost | Avg PE | Avg Yield | |||
| Total | $339,288.96 | $23.07 | 14,708 | 11.97 | 3.59 |
| 2013-15 | $17,167.69 | Dividend | |||
| $17,167.69 | |||||
| Total (with Div) | $322,121.27 | $21.90 | 14,708 |
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