[標的] 債券(美債 公司債 金融債) 長期多
標的:
00679B 元大美債20年
00720B 元大投資級公司債
00933B 國泰10Y+金融債
分類:多/空/討論/心得
長期多
分析/正文:
00679B 元大美債20年
目前殖利率
0.345*4/31.88=4.3%
00720B 元大投資級公司債
目前殖利率
0.52*4/37.54=5.5%
00933B 國泰10Y+金融債
目前殖利率
0.075*12/17.65=5%
基本上債息都會比借貸的利息高很多 可以互相cover
未實現單
債券資金來源 信貸+質借再質借再質借 無本套利
https://i.imgur.com/Cj5VAcg.jpeg
建倉快三個月 已領兩個月債息 躺者領
曾經未實現一度賠到7萬 但已知要領債息等降息循環 所以who care
心法:如果想躺者賺債息 就不要一直進出
如果想搶短線價差 那一定比不過正二
但正二沒有利息 很難讓投資人睡得安穩
短線和長線要分開看和做
投資有風險 無法預知美國會不會有天倒債
進退場機制:
等美國利率降到快2.5%就考慮出清
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