
Re: [請益] 債券的操作策略

年份,年平均匯率(TWD/USD)
2005,31.8465
2006,32.0350
2007,32.7695
2008,32.3586
2009,33.3695
2010,31.8658
2011,29.1105
2012,29.9900
2013,29.1000
2014,30.1357
2015,31.6385
2016,33.4332
2017,31.6458
2018,29.4005
2019,30.8080
2020,30.0200
2021,28.0061
2022,27.6720
2023,30.3865
2024,32.1064
2025(截至5月21日),約30.14
20年來匯率都蠻穩定的
但是現在美國想把製造拉回去
可能有軍火製造或是某些考量
日本 dram 的故事也是類似
那美國就是把匯率關稅用到極致
但是債券(直債)風險就剩匯率
TLT 完全死了
https://i.imgur.com/CT3fYUx.jpeg

另外一個是機會成本
所有的投資都是為了賺錢
美國當然高機率一直強下去
未來也當然會有股災
平均攤平買就好
SPY 漲那麼多,跟原始成本比,匯率差異就越來越小了
美債(直債)匯率就還是要講究
目前操作策略建議分期停損轉股票
花個三年處理
抵銷掉可能的大變動
會比凹20年好
債蛙贏了一時爭辯輸了錢何必
大家都那麼多錢投資了生活會過不去嗎
顧現金流顧到整體投資報酬率變低不會怪嗎
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 42.75.167.116 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1747844248.A.669.html
→
05/22 00:21,
2周前
, 1F
05/22 00:21, 1F
→
05/22 00:22,
2周前
, 2F
05/22 00:22, 2F
推
05/22 00:31,
2周前
, 3F
05/22 00:31, 3F

推
05/22 00:39,
2周前
, 4F
05/22 00:39, 4F
→
05/22 00:42,
2周前
, 5F
05/22 00:42, 5F
推
05/22 00:49,
2周前
, 6F
05/22 00:49, 6F
→
05/22 00:49,
2周前
, 7F
05/22 00:49, 7F
推
05/22 00:51,
2周前
, 8F
05/22 00:51, 8F
→
05/22 00:56,
2周前
, 9F
05/22 00:56, 9F
→
05/22 01:01,
2周前
, 10F
05/22 01:01, 10F
→
05/22 01:03,
2周前
, 11F
05/22 01:03, 11F
→
05/22 01:04,
2周前
, 12F
05/22 01:04, 12F
→
05/22 01:05,
2周前
, 13F
05/22 01:05, 13F
→
05/22 01:07,
2周前
, 14F
05/22 01:07, 14F
→
05/22 01:08,
2周前
, 15F
05/22 01:08, 15F
推
05/22 01:08,
2周前
, 16F
05/22 01:08, 16F
推
05/22 01:12,
2周前
, 17F
05/22 01:12, 17F
→
05/22 01:12,
2周前
, 18F
05/22 01:12, 18F

→
05/22 01:13,
2周前
, 19F
05/22 01:13, 19F
推
05/22 01:13,
2周前
, 20F
05/22 01:13, 20F
→
05/22 01:13,
2周前
, 21F
05/22 01:13, 21F
→
05/22 01:13,
2周前
, 22F
05/22 01:13, 22F
→
05/22 01:17,
2周前
, 23F
05/22 01:17, 23F
→
05/22 01:17,
2周前
, 24F
05/22 01:17, 24F
→
05/22 01:19,
2周前
, 25F
05/22 01:19, 25F
推
05/22 01:19,
2周前
, 26F
05/22 01:19, 26F
→
05/22 01:19,
2周前
, 27F
05/22 01:19, 27F
→
05/22 01:19,
2周前
, 28F
05/22 01:19, 28F
→
05/22 01:20,
2周前
, 29F
05/22 01:20, 29F
→
05/22 01:21,
2周前
, 30F
05/22 01:21, 30F
→
05/22 01:21,
2周前
, 31F
05/22 01:21, 31F
→
05/22 01:22,
2周前
, 32F
05/22 01:22, 32F
→
05/22 01:23,
2周前
, 33F
05/22 01:23, 33F
推
05/22 01:35,
2周前
, 34F
05/22 01:35, 34F
推
05/22 01:46,
2周前
, 35F
05/22 01:46, 35F
→
05/22 01:47,
2周前
, 36F
05/22 01:47, 36F
→
05/22 01:47,
2周前
, 37F
05/22 01:47, 37F
推
05/22 01:57,
2周前
, 38F
05/22 01:57, 38F
→
05/22 01:58,
2周前
, 39F
05/22 01:58, 39F

還有 57 則推文
→
05/22 03:41,
2周前
, 97F
05/22 03:41, 97F
→
05/22 03:41,
2周前
, 98F
05/22 03:41, 98F
推
05/22 04:17,
2周前
, 99F
05/22 04:17, 99F

推
05/22 05:09,
2周前
, 100F
05/22 05:09, 100F
→
05/22 05:09,
2周前
, 101F
05/22 05:09, 101F
推
05/22 05:37,
2周前
, 102F
05/22 05:37, 102F
→
05/22 05:43,
2周前
, 103F
05/22 05:43, 103F
→
05/22 05:43,
2周前
, 104F
05/22 05:43, 104F
推
05/22 06:13,
2周前
, 105F
05/22 06:13, 105F
→
05/22 06:13,
2周前
, 106F
05/22 06:13, 106F
→
05/22 06:13,
2周前
, 107F
05/22 06:13, 107F
→
05/22 06:15,
2周前
, 108F
05/22 06:15, 108F
→
05/22 06:16,
2周前
, 109F
05/22 06:16, 109F
→
05/22 06:16,
2周前
, 110F
05/22 06:16, 110F
推
05/22 06:17,
2周前
, 111F
05/22 06:17, 111F
→
05/22 06:17,
2周前
, 112F
05/22 06:17, 112F
→
05/22 06:19,
2周前
, 113F
05/22 06:19, 113F
→
05/22 06:19,
2周前
, 114F
05/22 06:19, 114F
→
05/22 06:19,
2周前
, 115F
05/22 06:19, 115F
推
05/22 06:26,
2周前
, 116F
05/22 06:26, 116F
→
05/22 06:26,
2周前
, 117F
05/22 06:26, 117F
→
05/22 06:26,
2周前
, 118F
05/22 06:26, 118F
→
05/22 06:26,
2周前
, 119F
05/22 06:26, 119F
推
05/22 07:03,
2周前
, 120F
05/22 07:03, 120F
推
05/22 07:11,
2周前
, 121F
05/22 07:11, 121F
推
05/22 07:13,
2周前
, 122F
05/22 07:13, 122F
→
05/22 07:13,
2周前
, 123F
05/22 07:13, 123F
→
05/22 07:13,
2周前
, 124F
05/22 07:13, 124F
→
05/22 07:17,
2周前
, 125F
05/22 07:17, 125F
→
05/22 07:17,
2周前
, 126F
05/22 07:17, 126F
→
05/22 07:17,
2周前
, 127F
05/22 07:17, 127F
噓
05/22 08:18,
2周前
, 128F
05/22 08:18, 128F
推
05/22 08:20,
2周前
, 129F
05/22 08:20, 129F
→
05/22 08:20,
2周前
, 130F
05/22 08:20, 130F
推
05/22 09:31,
2周前
, 131F
05/22 09:31, 131F
推
05/22 15:21,
2周前
, 132F
05/22 15:21, 132F
→
05/22 15:21,
2周前
, 133F
05/22 15:21, 133F
→
05/22 15:22,
2周前
, 134F
05/22 15:22, 134F
→
05/22 15:22,
2周前
, 135F
05/22 15:22, 135F
→
05/22 15:23,
2周前
, 136F
05/22 15:23, 136F
討論串 (同標題文章)
Stock 近期熱門文章
444
975
PTT職涯區 即時熱門文章