7月28,29號日日跌成千點,以為全部short put 要接貨,食哂要成百幾萬,好彩最後只係食咗3隻(1398,2328,12),少咗一半錢。我覺得可以睇一兩個月,說不定這3隻好似之前1113今,升返上去。
不過,今個月跌咗不少TWR(YTD) 由22%跌到17.9%,斷崖式下跌😭。希望安全過渡。星股表現平穩,美股叫做升返!
年年難過年年過,頂住😤。
Stock (in HKD$)
868 $2480
BND $113
1848 $7400
TLT $108
883 $2500
AGNC $1397
TSM $415
960 $1247
813 $2200
Sub-total (Stock) = $17,876
Bond (in HKD$)
NAVI 06/14/26 $194
EQM 0715/48 $7321
Sub-total (Bond) = $5039 (已扣除利息支出)
Option (in HKD$)
Sept $21,280
Oct $21,820
Nov $-16,915
Dec $19,990
Jan $26,880
Feb $28,820
Mar $23,200
Apr $25,378
May $18,995
Jun $18,060
Jul $21,258
July Total (Interest + Dividends + Options) = HKD$ 44,173 (已扣除利息支出)