hi kelvin, want to find out from you, say i am bullish on a china technology stock PDD and would like to participate in it long term growth, the similar option i can apply is synthetic spread with small capital but also unlimited risk like holding stock, how to minimize the risk for downturn? what leg have to add into the strategy, please advice, thanks you
For synthetic option spread, which kind are you talking about? if you want the same upside as a stock, but limited downside, you can buy the stock and long put at the money to limit the downside.
What do you think about defined maturity bond etf vs buying bond directly? I am researching the defined maturity bond etf vs bond etf but I really can’t see a lot advantage of defined maturity bond etf
The reason why Defined Maturity Bond ETF was introduced, is to fix the disadvantage of traditional bond etf with no maturity date. However I don't think defined maturity bond etf can outperform traditional bond etf because the choice of bonds become limited. The best way to invest in fixed income I think is to create a portfolio of bonds of your own, with your own risk aversion and maturity date of your choice.
I spotted this short expiration bond, it is higher then the rest of the same company with longer term, any learning to pick up from this kind of abnormally? aep 9.81 12/07/21
Hi Bro, thanks for sharing but frankly you may be aware that REITs (whatever HK and global) were also dropped down dramatically. I doubt about whether this combined strategy can really work, any enhanced views on this?
Thanks! Actually on the REITs part, it uses the interest as capital, so you won't buy the REITs all at once, it kind of lower the risk by dollar cost averaging.
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無錯👍👍
Thanks for your great insights, learn a lot!!
Glad it was helpful!
期待之後集數
Thanks
This one is very useful. Buying a good investment is only halfway to wealth. How and when to sell is more important. Heartfelt thx!
Glad it was helpful!
可否出一集教幾 IB setting, 我只可以睇到 stock win/loss.
set唔到睇 option的 win/loss同埋 IB option平倉是否收有好似耀才的平倉鍵？
Thanks, 可以考慮下
係 option 右 click 有個 close 制可以用黎平倉
Thanks for your sharing!
My pleasure!
請問如果係IB買債
睇report係咪應該每日都會有interest accrued?
直到佢派息果日就將interest accrued轉做cash?
係呀無錯.
hi kelvin, want to find out from you, say i am bullish on a china technology stock PDD and would like to participate in it long term growth, the similar option i can apply is synthetic spread with small capital but also unlimited risk like holding stock, how to minimize the risk for downturn? what leg have to add into the strategy, please advice, thanks you
For synthetic option spread, which kind are you talking about?
if you want the same upside as a stock, but limited downside,
you can buy the stock and long put at the money to limit the downside.
@@kelvinno8643 thank you very much kelvin
👍👍👍
Kelvin 想請教下你個profolio 會有幾多隻 fix income 既 product?
我自己諗20隻, 每隻有5-6% yield，如果 touch wood 一年有一隻債 default, 個年收返的息都可以彌補到損失，如果冇 default 就一年淨袋 5-6% ，唔知咁諗有冇咩問題
我都係20隻左右
一年有一隻 default 已經係好誇張, 除非係好低評級, 正常無咁大比例
賣下廣告先, 如果想知我 portfolio 有邊幾隻, 可以去我 Patreon 度睇:
www.patreon.com/kelvinno
What do you think about defined maturity bond etf vs buying bond directly? I am researching the defined maturity bond etf vs bond etf but I really can’t see a lot advantage of defined maturity bond etf
The reason why Defined Maturity Bond ETF was introduced, is to fix the disadvantage of traditional bond etf with no maturity date. However I don't think defined maturity bond etf can outperform traditional bond etf because the choice of bonds become limited.
The best way to invest in fixed income I think is to create a portfolio of bonds of your own, with your own risk aversion and maturity date of your choice.
I spotted this short expiration bond, it is higher then the rest of the same company with longer term, any learning to pick up from this kind of abnormally? aep 9.81 12/07/21
@@yklee9951 I believe the bond you mention is a subsidiary of AEP, which is not the same as the other longer term AEP bonds.
Kelvin NO 講投資 noted, let me do more study, thanks for your reply
點睇收到幾多息? 如果睇DAILY/ MONTHLY STATEMENT又可以去邊度睇? APP睇唔睇到?
TWS 的話去返 Statement Viewer
Activity 揀返statment 日子
APP 唔清楚, 無用開
支持
Thanks!
Hi Kelvin, 請問ETD在除淨前賣出便收不到interest了？例如有隻ETD 是 6月15日 除淨，如果6月10日見價好賣出，便收不到之前3個月的利息了？優先股也是同樣情況？謝謝解答！！
係呀, 無錯, 除淨前賣就收唔到息, ETD/ 優先股都係
Thx Kelvin! 👍
您好～想問一下假設我已經收到債券或ETD利息，我想把這些利息投入REITs （沒有槓桿成份純利息投入），我是否需要重新計算Securities Gross Position Value？（即係跌幾多需要補倉的數嗎？）謝謝您！
跌幾多要補倉條數, 原則上係你收到息, 又或者買入新貨既時候就會改變.
但當然如果你只係買入少量貨, 改變唔會好大.
想請教IB 唔係可以最多槓桿5 倍？ 我自己槓桿左一倍左右，佢個表顯示已經得返好少 Buying Power, 唔該哂
要睇你買乜野產品, 唔係一定 5倍架
Hi Bro, thanks for sharing but frankly you may be aware that REITs (whatever HK and global) were also dropped down dramatically. I doubt about whether this combined strategy can really work, any enhanced views on this?
Thanks!
Actually on the REITs part, it uses the interest as capital, so you won't buy the REITs all at once,
it kind of lower the risk by dollar cost averaging.
6.04: 用債息買reits 但不用槓桿 。 在IB portfolio 不能做到只選A做槓桿 B不做。 是否指用另一個無槓桿戶口買REITS?
個意思係咁:
本身100萬買左 200萬貨, 之後當一年收左 11萬利息.
用 11萬去買 REITs (而唔係用 11萬去買 22萬 REITs)
有冇得手動決定買債券用margin ，買股票唔用margin ?
無得咁做, IB 係成個 portfolio 去計孖展
開sub-account 做？
riets即係咩？謝謝
你指 REITS? 房地產信託基金, 例如 823 領展
@@kelvinno8643 謝謝您既解釋。有時我聽到評論員講reits on ,reits off係咩？thank you
@@stevenwong6509 Risk On, Risk Off 又係另一樣野呀. 形容市況大部份人選擇冒風險定要安全保本為主
@@kelvinno8643 ok完全明白，好清楚，感恩您既幫忙
@@stevenwong6509 👍👍
Hello 我本金100萬買正股（AMZN AAPL MSFT)，另外margin 100萬買ETD，借1倍算唔算安全？
個個人風險取向唔一樣,
一半科技股一半 ETD 的話, 我未必會做到一倍槓桿
請問我買了港股借了一倍港币.，
再把负債轉到美元(利息低)，那我還利息,要轉美元嗎?
負債到美元, 利息當然會扣美元
可以將利息一路累積, 不用每個月還息
謝謝
30年前賣給美國的100條褲子換成美債後到今天能買回幾條褲子? 有人說只剩30條，有人說只剩10條，有人說只剩3條，誰能算一算?
有人話 30年前 賣100條褲子可以換到100股 TESLA, 今日已足夠買 10輛 TESLA 了
支持
Thanks!