tag:blogger.com,1999:blog-1491809123398979739.post4157757778490542448..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 穩健的股票投資組合股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger50125tag:blogger.com,1999:blog-1491809123398979739.post-85727223672058875252021-09-28T18:15:13.718+08:002021-09-28T18:15:13.718+08:00覺遠兄:還好,今年的回報大致持平。覺遠兄:還好,今年的回報大致持平。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-21497246458175878812021-09-28T18:13:34.350+08:002021-09-28T18:13:34.350+08:00Stephen兄:用現價去計算。Stephen兄:用現價去計算。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-50016694850560313072021-09-25T14:53:36.918+08:002021-09-25T14:53:36.918+08:00鐘sir您好,今年投資组合若没有做对冲应该负数吧!鐘sir您好,今年投資组合若没有做对冲应该负数吧!覺遠https://www.blogger.com/profile/08229709074592911667noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-56362529442511405552021-09-19T16:53:00.719+08:002021-09-19T16:53:00.719+08:00請問組合分佈既%, 應該用投資金額定現價去計算?請問組合分佈既%, 應該用投資金額定現價去計算?Stephenkwok618https://www.blogger.com/profile/09269613946266715794noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-12490433740769572902021-08-26T08:47:54.510+08:002021-08-26T08:47:54.510+08:00Thx rThx rDonald Leunghttps://www.blogger.com/profile/10567015124943718949noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75726588168375774062021-08-14T13:55:34.136+08:002021-08-14T13:55:34.136+08:00Donald兄:主要考慮建行跟工商銀行的基本面很相似,無須同時持有該兩隻股票。反而中國銀行持有中銀香...Donald兄:主要考慮建行跟工商銀行的基本面很相似,無須同時持有該兩隻股票。反而中國銀行持有中銀香港,有香港的exposure。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-12329312709746051452021-08-04T21:58:52.771+08:002021-08-04T21:58:52.771+08:00鐘sir 你好,請問點解要全數沽出工商銀行?留返中國銀行同埋建設銀行?鐘sir 你好,請問點解要全數沽出工商銀行?留返中國銀行同埋建設銀行?Donald Leunghttps://www.blogger.com/profile/10567015124943718949noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-12996745335504180462021-05-13T18:07:27.650+08:002021-05-13T18:07:27.650+08:00謝謝Ch Liu兄的補充。謝謝Ch Liu兄的補充。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-89136277258030676042021-05-11T21:10:26.807+08:002021-05-11T21:10:26.807+08:00Historical PE Ratio
https://www.hsi.com.hk/eng/ind...Historical PE Ratio<br />https://www.hsi.com.hk/eng/indexes/all-indexes/hsi<br />在這裡可以download得到1973年5月至今共48年的每月PE。<br />Historical Dividend Yield就在隔一行,也是48年。<br />可惜沒有辦法取得恆生指數自1964年8月成立以來的每一個月的資料,不然,對恆生指數整體的研究工作將更完整。<br />ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64271378020525779042021-05-11T12:22:22.561+08:002021-05-11T12:22:22.561+08:00謝謝!謝謝!CKPhttps://www.blogger.com/profile/17249694594125007169noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80939904312203811442021-05-11T11:57:30.741+08:002021-05-11T11:57:30.741+08:00Donald兄:1.可以自行計算,大概是用期內恆生指數上升了多少去計算平均每年的回報率,再加上每年的...Donald兄:1.可以自行計算,大概是用期內恆生指數上升了多少去計算平均每年的回報率,再加上每年的股息率。<br />2.因為想看看更多期的平均回報率。<br />3.可以的,但要評估一下這些數字是否合理,是否反映了投資該股的風險。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-78821918739612829612021-05-11T11:52:12.577+08:002021-05-11T11:52:12.577+08:00Zack:不客氣。Zack:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-62251850804687120482021-05-11T11:51:52.461+08:002021-05-11T11:51:52.461+08:00匿名兄:兩者都有。不做槓桿。匿名兄:兩者都有。不做槓桿。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-38938886112121868532021-05-11T11:51:02.342+08:002021-05-11T11:51:02.342+08:00不客氣。不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-52016519631808062472021-05-11T11:50:47.558+08:002021-05-11T11:50:47.558+08:00Donald兄:好的。Donald兄:好的。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-10275403432412003782021-05-11T11:48:54.897+08:002021-05-11T11:48:54.897+08:00CKP:沒有研究,沒有發言權。CKP:沒有研究,沒有發言權。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-91305265520745064002021-05-10T21:09:57.143+08:002021-05-10T21:09:57.143+08:00Edmund兄:很好,加油!Edmund兄:很好,加油!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-63393758599160522762021-05-10T21:09:25.239+08:002021-05-10T21:09:25.239+08:00CKP:恆生指數的歷史PE應該可以在恆生指數有限公司的網站看到。CKP:恆生指數的歷史PE應該可以在恆生指數有限公司的網站看到。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-32809142362146550092021-05-10T21:04:46.242+08:002021-05-10T21:04:46.242+08:00不客氣。大家一起學習。不客氣。大家一起學習。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-7424089946387632062021-05-10T21:04:23.361+08:002021-05-10T21:04:23.361+08:00謝謝Winnter買了我的書。抱歉,我對中電沒有研究,沒有發言權呢。謝謝Winnter買了我的書。抱歉,我對中電沒有研究,沒有發言權呢。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-40545778245413830512021-05-10T21:03:25.297+08:002021-05-10T21:03:25.297+08:00Kane:不客氣。Kane:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-77704381261133390222021-05-10T21:03:08.107+08:002021-05-10T21:03:08.107+08:00Duncan兄:加油!Duncan兄:加油!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-84259193511803317552021-05-10T21:00:41.448+08:002021-05-10T21:00:41.448+08:00謝謝James兄。謝謝James兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-69121233811087919192021-05-10T21:00:12.679+08:002021-05-10T21:00:12.679+08:00Alpha investing blogger:對於初學者來說,還是投資大型優質股較為穩妥。Alpha investing blogger:對於初學者來說,還是投資大型優質股較為穩妥。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-3966899919325477202021-05-10T20:58:12.722+08:002021-05-10T20:58:12.722+08:00綠魔兄:加油!綠魔兄:加油!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.com