tag:blogger.com,1999:blog-3892650125576209046.post5331317698303166449..comments2023-10-30T23:56:18.828+08:00Comments on 好奇投資: 2017年第三季總結早月http://www.blogger.com/profile/07447243980632486206noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-3892650125576209046.post-46834476608809920232017-10-24T23:56:47.079+08:002017-10-24T23:56:47.079+08:00很少研究港股,以後有機會看看這個。很少研究港股,以後有機會看看這個。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-15258624415018805952017-10-24T22:35:19.558+08:002017-10-24T22:35:19.558+08:00早月兄,有留意二、三線地產股九龍建業(34)嗎?早月兄,有留意二、三線地產股九龍建業(34)嗎?DieHardFanshttps://www.blogger.com/profile/00751507141784311354noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-65989698073310745002017-10-06T12:39:54.645+08:002017-10-06T12:39:54.645+08:00我那些REITs在現價來說算是白菜價,不捨得 :(
唯一例外的是STOR,不過它不算貴,而且巴菲特最...我那些REITs在現價來說算是白菜價,不捨得 :(<br />唯一例外的是STOR,不過它不算貴,而且巴菲特最近才買,所以向下的風險很低。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-62252047556372370332017-10-06T09:35:18.909+08:002017-10-06T09:35:18.909+08:00沒有令你想減少REIT在組合的比重嗎?沒有令你想減少REIT在組合的比重嗎?散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-51502270166647310202017-10-05T03:42:29.495+08:002017-10-05T03:42:29.495+08:00我沒有甚麼特別的insight。只覺得美國gdp只能維持在2%上下增長,加息或縮表會令discoun...我沒有甚麼特別的insight。只覺得美國gdp只能維持在2%上下增長,加息或縮表會令discount rate提高,股票估值降低。沒有了p/e expansion, 大市指數最多只能跟隨earnings以每年中個位數增長,兼且有下行風險(p/e contraction),值搏率低。現在加槓杆的是不智,維持槓杆的要審慎,滿倉但不用槓杆的是明智。不過對於一般打工仔在不斷有新資金注入投資而沒有短期(~3年)資金需要的情況下,我不太建議減倉。與其估市賺波幅,不如努力工作增加現金流。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-92117239053868658022017-10-04T17:36:01.789+08:002017-10-04T17:36:01.789+08:00也有感美股估值真的偏高。想知早月兄什麼評論9月提出的縮表計劃?也有感美股估值真的偏高。想知早月兄什麼評論9月提出的縮表計劃?散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-60619412500839160872017-10-04T15:26:13.342+08:002017-10-04T15:26:13.342+08:00對,它們較適合做槓杠。對,它們較適合做槓杠。早月https://www.blogger.com/profile/07447243980632486206noreply@blogger.comtag:blogger.com,1999:blog-3892650125576209046.post-979379412416108392017-10-04T14:38:40.946+08:002017-10-04T14:38:40.946+08:00早月兄的組合有好多reits,是喜歡reits派息和穩定性高?早月兄的組合有好多reits,是喜歡reits派息和穩定性高?Vision https://www.blogger.com/profile/01969723055581058146noreply@blogger.com