美債殖利率 - 投資
By Lydia
at 2023-04-06T02:27
at 2023-04-06T02:27
Table of Contents
※ 引述《mfcke (遇到低能就是黑單)》之銘言:
: 看一下自己文章跟最後自己推文
: 應該算是沒誤人子弟 沒誤人財富
: 現在看是理所當然 別忘了 當初我這種立場超逆風
: 一堆開後照鏡 堅持什麼 要升息超過通膨 升到7%
: 那期間推文 發文
: 立場我這種升到四趴五趴差不多的
: 都是被嘴 被嘲笑 但是堅持信念
: 美國不具有長期高利率的能力 僅此一條
: 單純看聯準會 財政部那資產負債表 就覺得不行
: 問我 3%以上長債還是依然能繼續購買
: 不過我最近獲利出場一些 下週要補一間預售
: 但是偏向風險比較高房產操作 就不推薦了
: ----
: Sent from BePTT on my iPhone 11
推文寫了很多分析,
但其實投資並不是在比預測的,
而是在比賺錢的
現在bnd 的 ytm 是4.2%
而S&P500的E/P是5.2%左右
算上股利還要課稅的話,
實質報酬已經與債差不多
(4/6更新,此段依據推文更新數字)
債券波動小又報酬差不多,
但債券不抗通膨,
肯定不能全配,
怎麼辦?
就是移動資產部位而已
標準可能是股債各半,
現在認為債券划算了,
就增配部位,股債可能移到4/6或3/7
看後面看對了還是看錯了,
再決定怎麼調整,
但總歸來說,
怎麼調整應該都要以會賺錢為前提
在那邊分析了一大堆,
看錯了,怎麼辦?
--
: 看一下自己文章跟最後自己推文
: 應該算是沒誤人子弟 沒誤人財富
: 現在看是理所當然 別忘了 當初我這種立場超逆風
: 一堆開後照鏡 堅持什麼 要升息超過通膨 升到7%
: 那期間推文 發文
: 立場我這種升到四趴五趴差不多的
: 都是被嘴 被嘲笑 但是堅持信念
: 美國不具有長期高利率的能力 僅此一條
: 單純看聯準會 財政部那資產負債表 就覺得不行
: 問我 3%以上長債還是依然能繼續購買
: 不過我最近獲利出場一些 下週要補一間預售
: 但是偏向風險比較高房產操作 就不推薦了
: ----
: Sent from BePTT on my iPhone 11
推文寫了很多分析,
但其實投資並不是在比預測的,
而是在比賺錢的
現在bnd 的 ytm 是4.2%
而S&P500的E/P是5.2%左右
算上股利還要課稅的話,
實質報酬已經與債差不多
(4/6更新,此段依據推文更新數字)
債券波動小又報酬差不多,
但債券不抗通膨,
肯定不能全配,
怎麼辦?
就是移動資產部位而已
標準可能是股債各半,
現在認為債券划算了,
就增配部位,股債可能移到4/6或3/7
看後面看對了還是看錯了,
再決定怎麼調整,
但總歸來說,
怎麼調整應該都要以會賺錢為前提
在那邊分析了一大堆,
看錯了,怎麼辦?
--
Tags:
投資
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