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只求4%不需買股票?全壓債券即可?!

這篇文章歷經兩年多
在2018年債券利率還不錯,但2020沒利率了,所以全壓某種資產都是必敗的。
這二年的債券光資本利得就賺翻了~~XD
http://www.flickr.com/photos/rybchen/
單壓一注風險本來就高,如何組合出報酬度跟波動度都能接受的配置就看個人決定了。
在這樓出沒的大大應該不會只有單一性質資產,,,
gklin1 wrote:
這篇文章歷經兩年多在...(恕刪)
xpotter wrote:
有個觀念想不太清楚,...(恕刪)


4%的債券,已經算高風險了,
如果不認真追蹤,
還是有幾率出問題。

通膨約1-2%,
匯率風險,流動性的問題,
別忘了算~
gklin1 wrote:
這篇文章歷經兩年多在...(恕刪)

還好阿只是現在不適合買了,這幾年下來買的債券本金已經賺到了阿,買債券有啥風險,我最多就是輸給買股票的人。
風暴之影 wrote:
還好阿只是現在不適合(恕刪)


+1,說不定本週就會追上股票的進度
順便刺激一下樓主賣掉的AT&T 價格來到111%了(報價不含配息報酬)

參考看看El-Erian的高見,我個人是挺認同的.
此外,上一次2003 SARS肆虐之前,股市已經有過大幅下跌的底部淬鍊.

這一次,全球股市走了十多年的多頭,派對是該結束了.

https://www.cnbc.com/2020/02/25/mohamed-el-erian-continues-to-warn-against-buying-coronavirus-dips.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Disruptions to corporate earnings and economic growth from “shock” events such as the coronavirus tend to stick around longer than more fundamental downturns, said El-Erian.

“We’re going to have a lot of risk-aversion on the part of economic actors. It’s going to take time,” he said, before the stock market open. “Economic sudden stops are hard to restart.”

On Feb. 3, El-Erian first warned investors not to buy market drops as they might have in the past. He said at the time that the coronavirus is going to “paralyze China,” adding that it will “cascade throughout the global economy.”

That’s exactly what’s happening.

The spike of coronavirus cases beyond China, specifically in South Korea and Italy, sparked concerns about a prolonged global slowdown due to the outbreak and erased $1.7 trillion in global stock market values Monday.

不過,我是意志堅定的死多頭.
建議子彈不多,意志不夠堅定,持有能力不強者,還是旁觀.
免得黎明到來之前,你已經陣亡了.


而我依舊是一句話, "有跌就買一點".
明天要除末期息了.

Nuke worker wrote:
+1,說不定本週就會(恕刪)


最近美金定存利率實在低到存不下去了,看了一陣子債劵也漲到下不了手,看到蠻多人買HSBC,昨晚買了300股USD35的HSBC,如有機會再跌,再分批向下接,把HSBC當台灣的兆豐金存一些股來配息.
今天也買一下等除息1515151515151515
Katong wrote:
參考看看El-Eri...(恕刪)
Ruby2012 wrote:
最近美金定存利率實在(恕刪)


+1
我有HSBC的債券,如果能夠神到在完美時機換成HSBC股票的話,就是人生一大美事

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