【2017】鸡年交易记录

bondzh

SilverRanger 发表于 2017-8-30 16:12
继续相信足迹反向指标，long SLR @ 0.435, short RSG @ 1.19

今天做这样的对冲会好一点。空rsg和多slr。
要多slr的同学得等他哪天放量拉了，再冲进去

dragonballz

nis5 发表于 2017-9-4 15:39
养老金转过去免费的吧？另外是不是也有几种不同的投资组合，特别的投资选项才可以买卖股票？ ...

Switching from other funds is usually free. Switching out will depend on super fund policy.

==================
They have lots of choices. I choose indexed balance as well because its fee is only 0.02%, very low

SilverRanger

bondzh 发表于 2017-9-4 15:40
今天做这样的对冲会好一点。空rsg和多slr。
要多slr的同学得等他哪天放量拉了，再冲进去 ...

我等收市决定加不加仓， 空RSG, 多RRL或SLR

122725635

CBA当天入当天出了...可能下面还有空间，补了NAB

SilverRanger

SilverRanger 发表于 2017-7-27 18:13
Long , short

差点忘了, HVN业绩当天4.2位破了其实就该顺势单做空，可惜了

Long JBH @ 25.67, close @ 22.86, +0.46 div, down 9.2%
short HVN @ 4.3, close @ 3.87, up 10%

Overall up 0.8% (算上杂费应该是亏的....)

bondzh

dragonballz 发表于 2017-9-4 15:43
Switching from other funds is usually free. Switching out will depend on super fund policy.

===== ...

你应该向hostplus收推广费，新财年单单足迹转过去的估计都上百万了。

dragonballz

Which one should I pick up today, RHC ($65) or CBA ($75)? both of them reached my target

really dilemma

经济解释

CBA好像$73左右了，
长期来看两个都可以入了。CBA我等它72就接些当定期存款了。

122725635

dragonballz 发表于 2017-9-5 10:39
Which one should I pick up today, RHC ($65) or CBA ($75)? both of them reached my target

reall ...

CBA觉得目前空头还是多，掉头向上再追都来得及

dragonballz

It seems RHC directors are rushing to increase their holding at presentSo it gives me more incentive to get more on RHC.

Probably wait for CBA dropping more as the money laundry scandal is still hot under collar

dragonballz

122725635 发表于 2017-9-5 10:42
CBA觉得目前空头还是多，掉头向上再追都来得及

I cannot agree with you more.

My gut feeling is CBA has been hit very hard this time and $60s price may not be a dream for it. So I downgraded my target to CBA @$65-68 as buying point (I may rush to buy it if drops to $70-72)

maybeming

dragonballz 发表于 2017-9-5 11:04
I cannot agree with you more.

My gut feeling is CBA has been hit very hard this time and $60s pri ...

RHC dropped as it goes ex-div today 0.815 fully franked

xhtdr

RSG要比SLR好
SLR就是死水一滩啊

122725635

没什么重大变故今天银行股收绿，应该会止跌了的感觉

dragonballz

$65.90 bought RHC back

I sold them last time when needed money to buy new car @74

So I got a new  car and still have some money left

dragonballz

now next step is watching how CBA goes. as mentioned before, target price $68, but will consider buy at 70 as well

maybeming

dragonballz 发表于 2017-9-5 12:28
now next step is watching how CBA goes. as mentioned before, target price $68, but will consider buy ...

要是昨天买rhc赚了div今天还涨，就爽了，可惜我又差几毛钱没买到

dragonballz

maybeming 发表于 2017-9-5 13:00
要是昨天买rhc赚了div今天还涨，就爽了，可惜我又差几毛钱没买到

It was not too late today if you could buy RHC at low $65. I had to clear BYD in Hongkong market for money so that I missed the low dip today.

Anyway, in long run, it doesn't matter for $1 or 2 difference.

bondzh

dragonballz 发表于 2017-9-5 11:04
I cannot agree with you more.

My gut feeling is CBA has been hit very hard this time and $60s pri ...

应该会去70，70是强支持，可以博个反弹。
rhc65以下也是强支持，也是博反弹。目前这两个都没见底迹象。
目前4大就nab还在上升通道中，可以考虑，其他已经跌破了。不排除nab之后也被拉下来的可能，到时候再看图说话

xhtdr

dragonballz 发表于 2017-9-5 12:15
$65.90 bought RHC back

I sold them last time when needed money to buy new car @74

顺便可以去车版发一贴

maybeming

bondzh 发表于 2017-9-5 13:16
应该会去70，70是强支持，可以博个反弹。
rhc65以下也是强支持，也是博反弹。目前这两个都没见底迹象。
目 ...

鸭神能不能帮忙看看wpl多少可以加仓啊

bondzh

maybeming 发表于 2017-9-5 13:27
鸭神能不能帮忙看看wpl多少可以加仓啊

你如果要博个短线反弹，止损放在今日低点现在就可以买，长线还没好。
org图形更好，止损还是放在今日低点就ok

maybeming

bondzh 发表于 2017-9-5 13:33
你如果要博个短线反弹，止损放在今日低点现在就可以买，长线还没好。
org图形更好，止损还是放在今日低点 ...

之前买早了，被套住了，哎呀

bondzh

maybeming 发表于 2017-9-5 13:41
之前买早了，被套住了，哎呀

没事，机会多得是，去看其他的。今年上半年交易太差，bpt tpm rsg和slr都买的很不好套死死，导致资金动不了，错过了a2，bal之类的好多机会，有时候感觉错过了一个亿。下半年重新开始就是了，机会照样到处都是。

maybeming

bondzh 发表于 2017-9-5 14:01
没事，机会多得是，去看其他的。今年上半年交易太差，bpt tpm rsg和slr都买的很不好套死死，导致资金动不 ...

带头大哥回来了就安心了

papayabu

122725635 发表于 2017-9-5 11:53
没什么重大变故今天银行股收绿，应该会止跌了的感觉

Too early to tell..

122725635

papayabu 发表于 2017-9-5 14:08
Too early to tell..

多头还是蛮多啊，NAB现在翻绿了，DT可以再走一波还要给砸下来一次

dragonballz

bondzh 发表于 2017-9-5 13:16
应该会去70，70是强支持，可以博个反弹。
rhc65以下也是强支持，也是博反弹。目前这两个都没见底迹象。
目 ...

NAB has lowest P/E, 12.5, among major 4s. CBA currently is highest with 13.5, which is another reason it may drop as well.

tiansen90904

问个小白问题，RHC8月30日出的两个dividend的公告，有什么联系？我们是按哪个算的

bondzh

try最近感觉庄在托，估计还有的涨。但量太小，大家小心