美債殖利率 - 投資

By Yuri
at 2023-04-23T21:15
at 2023-04-23T21:15
Table of Contents
※ 引述《djo (cder)》之銘言:
: ※ 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
最近再考慮更換
我2021年9月進場,vti+vxus+bnd,配置...
看看現在3檔平均報酬率-15%
想賣掉vti,bnd換vglt
畢竟美股也算高了,升息成5.25%持續一段時間,應該也會回檔
bnd跌15%,若當時買vglt會賠30%...
至於vxus,持股其中的中國股是低檔,其他亞歐股也算高檔....
乾脆全賣換vglt
這樣就全留債....好像也怪怪的
還在想
: 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?
投資有風險,賺賠自負全責
--
: ※ 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
最近再考慮更換
我2021年9月進場,vti+vxus+bnd,配置...
看看現在3檔平均報酬率-15%
想賣掉vti,bnd換vglt
畢竟美股也算高了,升息成5.25%持續一段時間,應該也會回檔
bnd跌15%,若當時買vglt會賠30%...
至於vxus,持股其中的中國股是低檔,其他亞歐股也算高檔....
乾脆全賣換vglt
這樣就全留債....好像也怪怪的
還在想
: 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?
投資有風險,賺賠自負全責
--
Tags:
投資
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