月供股票 Mar 2020

剛月供完又再大插  -_-

257	光大國際
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,997.06	$6.02	828	6.95	4.20
2020-01-13	$4,996.16	$5.94	839	6.96	4.19
2020-02-11	$4,996.70	$5.85	852	6.69	4.36
2020-03-11	$4,999.86	$4.88	1,022	5.34	5.46

1109	華潤置地
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,971.90	$36.20	137	9.44	3.42
2020-01-13	$4,966.75	$37.25	133	9.43	3.40
2020-02-11	$4,996.50	$35.60	140	9.23	3.50
2020-03-11	$4,973.60	$35.95	138	8.76	3.67

1816	中廣核電力
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,998.18	$2.03	2,456	9.51	4.17
2020-01-13	$4,999.13	$2.07	2,409	9.73	4.05
2020-02-11	$4,999.31	$2.01	2,481	9.28	4.28
2020-03-11	$4,998.32	$1.89	2,638	8.54	4.63

3968	招商銀行
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,977.20	$37.05	134	10.70	2.87
2020-01-13	$4,961.40	$40.90	121	11.73	2.60
2020-02-11	$4,998.10	$38.95	128	11.16	2.76
2020-03-11	$4,983.90	$37.10	134	10.20	3.00

股票期權 Feb 2020

美股終於都跌返低過港股, SC 又 call 唔走, 好在無乜點做 SP.

Open Date	Stock	Strike	Month	Call / Put	Price	Qty	Option	Comm	Net Option
13 Dec 2019	388	270	Feb 2020	SC	3.08	6	$1,848	24	$1,824
28 Nov 2019	3968	36	Mar 2020	SP	1.28	20	$12,800	45.6	$12,754
6 Feb 2019	1816	1.95	Mar 2020	SC	0.06	20	$12,000	44	$11,956

註: 所有 SC 都係 covered call

月供股票 Feb 2020

係疫情依然嚴重下, 估唔到股票市場又回彈返唔少.

257	光大國際
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,997.06	$6.02	828	6.95	4.20
2020-01-13	$4,996.16	$5.94	839	6.96	4.19
2020-02-11	$4,996.70	$5.85	852	6.69	4.36

1109	華潤置地
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,971.90	$36.20	137	9.44	3.42
2020-01-13	$4,966.75	$37.25	133	9.43	3.40
2020-02-11	$4,996.50	$35.60	140	9.23	3.50

1816	中廣核電力
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,998.18	$2.03	2,456	9.51	4.17
2020-01-13	$4,999.13	$2.07	2,409	9.73	4.05
2020-02-11	$4,999.31	$2.01	2,481	9.28	4.28

3968	招商銀行
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,977.20	$37.05	134	10.70	2.87
2020-01-13	$4,961.40	$40.90	121	11.73	2.60
2020-02-11	$4,998.10	$38.95	128	11.16	2.76

股票期權 Jan 2020

投資市場真係變得好快, 一片歌舞昇平下, 竟然來一個武漢肺炎, 搞到要接了 1816@1.95, 另外 AJBU 的買盤亦在農曆期間成交了, 天災一定會過去的, 人禍就真係唔知要搞幾耐.

Open Date	Stock	Strike	Month	Call / Put	Price	Qty	Option	Comm	Net Option
30 Oct 2019	3968	36	Jan 2020	SP	1.02	20	$10,200	40.4	$10,160
4 Nov 2019	1816	1.95	Jan 2020	SP	0.04	20	$8,000	80	$7,920
12 Dec 2019	17	11	Jan 2020	SC	0.13	20	$2,600	38	$2,562
13 Dec 2019	388	270	Feb 2020	SC	3.08	6	$1,848	24	$1,824
28 Nov 2019	3968	36	Mar 2020	SP	1.28	20	$12,800	45.6	$12,754

註: 所有 SC 都係 covered call

月供股票 Jan 2020

2020 一開始, 港股就牛氣沖天, 全靠大陸股, 本地股都係無乜運行.

257	光大國際
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,997.06	$6.02	828	6.95	4.20
2020-01-13	$4,996.16	$5.94	839	6.96	4.19

1109	華潤置地
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,971.90	$36.20	137	9.44	3.42
2020-01-13	$4,966.75	$37.25	133	9.43	3.40

1816	中廣核電力
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,998.18	$2.03	2,456	9.51	4.17
2020-01-13	$4,999.13	$2.07	2,409	9.73	4.05

3968	招商銀行
Date	Cost	Share Price	No. of Shares	PE	Yield
2019-12-11	$4,977.20	$37.05	134	10.70	2.87
2020-01-13	$4,961.40	$40.90	121	11.73	2.60

2019 埋單計數

等 IB 計埋上個月既利息支出, 終於可以總結 2019 年投資表現, 加埋再投入, NAV 都只係增長了十六個巴仙, 實在太差勁了, 可喜既係股息扣除利息支出後有接近十二巴仙增長, 寄望 2020 繼續有雙位數增長, 諗起有息收真開心, 原來今個月已收香港寬頻幾皮嘢 ^_^

Year	NAV	NAV Change	Net Dividend	Net Dividend Change
2012	100	0%	100	0%
2013	136.12	36.12%	141.72	41.72%
2014	183.98	35.16%	187.56	32.34%
2015	208.53	13.34%	271.32	44.66%
2016	249.62	19.71%	320.49	18.12%
2017	405.14	62.30%	438.02	36.67%
2018	392.79	-3.05%	691.68	57.91%
2019	458.76	16.80%	773.67	11.85%