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楼主: 夜孩子

夜孩子专区: 发达投资法 - FATA Investing

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发表于 2010-11-2 01:59 | 显示全部楼层
2647# 尔齐

then tat  is my advise for u.

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 楼主| 发表于 2010-11-2 02:00 | 显示全部楼层
虽然如果盈利和股息成长,拿到已成长的股息后,能再投资与同样的股价是好事,但机会是很少的。

但如果 Nestle 的 DY 年年都保持在那个范围,我想应该不会影响你的再投资策略吧?就好像如果 Nestle 股息 RM4,股价已经 RM90 时,难道你就不会用 RM4 的股息再投资在 RM90 的 Nestle 吗?

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发表于 2010-11-2 02:02 | 显示全部楼层
2648# tan81

  Market Timing

Tan, are you able to share Market Timing vs Buying Strategy?

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 楼主| 发表于 2010-11-2 02:02 | 显示全部楼层
2648# tan81


我不是在抓 market timing。我的意思是,如果 Nestle 派息 RM4,股价 RM90,我还是会买的。但如果 Nestle 股息 RM4,股价已经超过 RM120 了,那我会保留股息,或找其它的投资了。

我不会抓 Nestle 股息 RM4,股价 RM50 的 timing 的。当然,能遇到是好事。

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 楼主| 发表于 2010-11-2 02:06 | 显示全部楼层
股息几乎是固定或能够掌握的事情,就是多数会拿到的。但至少我们还能选择避免在严重高估的时候 re-invest 吧?

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发表于 2010-11-2 02:08 | 显示全部楼层
2651# 尔齐

actually u r doing it. remember ur experience.
i am talking abt condo investment.
we all know now is the property sky high timing.
tats the reason we hard to get a good buy,but does this mean we are not buying and wait?
tats the losers doing.

we have to change our strategy from getting away the trouble of market timing.
we do something on a piece of land without considering or affected by market timing.
see how important of investment strategy? it is always not market timing is important.

back to share, u can use strategy to reduce timing effects.
i just told u, getting more borrowings (capital) , buy in stages.
this is an example, but i still believe there are more ways to doing it.
like creating more derivatives and different classes of derivatives, switch them around when timing comes.
it will be always better than those who just rely on share timing itself.

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发表于 2010-11-2 02:09 | 显示全部楼层
2653# 夜孩子

tats the losers doing.

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 楼主| 发表于 2010-11-2 02:11 | 显示全部楼层
2654# tan81


认同,特别是 derivatives。

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 楼主| 发表于 2010-11-2 02:13 | 显示全部楼层
本帖最后由 夜孩子 于 2010-11-2 02:14 编辑

2655# tan81


哈哈,没办法,毕竟我还没有创造 Derivatives 的能力,所以就只能暂时用这种老套方法咯。

Derivatives 方面,还在学习当中....

你的方式,只有那些懂得制造 derivatives 的人适合使用。

对于那些只是买股票 re-invest 的,难道你会建议他们这么做吗?高价都加码/买进?

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发表于 2010-11-2 02:13 | 显示全部楼层
2654# tan81

I am doing it!

Capital gain in property is a bonus. Right timing in share investment is a bonus.

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发表于 2010-11-2 10:16 | 显示全部楼层
本帖最后由 ckwong8086 于 2010-11-2 10:19 编辑
2638# 夜孩子

我的Nestle投资计划是18年。
如果没有新资金的加入,我唯一要做的事情,就是每年2次,把股息转换为更多Nestle的票。

如果当初的本钱有30K,价格是每股 RM30。那么我持 ...
tan81 发表于 2010-11-2 01:37

ok, i also share my ways.
it is similar to tan's.
just that i will have 2 set of nestle, 1st set i wont sell it, another set is i will sell when it reach "high" price.
so when i earn money from selling second set of nestle, i will use to avg down set1 nestle.
but when i got dividend from counter in my portfolio, i will save it to buy not only nestle, but LPI and wilmar/ppb.

my bottom line is, i can buy low sell high, but i must still maintain certain number of share in my portfolio, i wont sell all.
so even now u saw i am selling lpi, but i will still keep quite large number of LPI share.
so if later lpi up like bird, i am still fine, but if lpi drop, i also ok.
if lpi doesn't move, i still can waiting for dividend

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发表于 2010-11-2 10:19 | 显示全部楼层
buy in stages = 分批买进

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发表于 2010-11-2 10:34 | 显示全部楼层
buy in stages = 分批买进
fighter00101 发表于 2010-11-2 10:19

yes. i think so.

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发表于 2010-11-2 11:10 | 显示全部楼层
yes. i think so.
ckwong8086 发表于 2010-11-2 10:34


thx

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发表于 2010-11-2 21:25 | 显示全部楼层
因没统计今年那只股涨最多,而无花才他的记录里有几次说没计算红股已经50%以上了把QL摆上桌。
esj_joo 发表于 2010-11-1 15:42

不要摆我上台!

我的记录不算红股是39.7%。

算了红股就67.6%

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发表于 2010-11-2 22:17 | 显示全部楼层
不要摆我上台!

我的记录不算红股是39.7%。

算了红股就67.6%
无花 发表于 2010-11-2 21:25


呵呵。。。没法子啊,想到QL就想到你啊。

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 楼主| 发表于 2010-11-2 22:20 | 显示全部楼层
呵呵。。。没法子啊,想到QL就想到你啊
esj_joo 发表于 2010-11-2 22:17


所以,要发达,买无花!

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发表于 2010-11-3 01:03 | 显示全部楼层
2638# 夜孩子

我看到股价上涨而高兴的人,是准备要卖的人。
不准备要卖的人,没有理由喜欢股价上涨的。
尤其是要把股息重复投资的人。

如果你是准备要卖的人,你最好设立好什么情形下要卖,
不然担心你会在股价大幅波动的时候,做错事情。
tan81 发表于 2010-11-2 01:37


这就是投资者与投机型投资者的差别了

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发表于 2010-11-3 01:21 | 显示全部楼层
2638# 夜孩子
。。。。
看到股价上涨而高兴的人,是准备要卖的人。
不准备要卖的人,没有理由喜欢股价上涨的。

尤其是要把股息重复投资的人。
。。。。tan81 发表于 2010-11-2 01:37


说得好。。。。我最近也在烦恼着为什么股价一直上。。。。

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发表于 2010-11-3 12:21 | 显示全部楼层
2640# tan81

How We Think About Market Fluctuations

       A short quiz: If you plan to eat hamburgers throughout your life and are not a cattle producer, should you wish for higher or lower prices for beef? Likewise, if you are going to buy a car from time to time but are not an auto manufacturer, should you prefer higher or lower car prices? These questions, of course, answer themselves.

       But now for the final exam: If you expect to be a net saver during the next five years, should you hope for a higher or lower stock market during that period? Many investors get this one wrong. Even though they are going to be net buyers of stocks for many years to come, they are elated when stock prices rise and depressed when they fall. In effect, they rejoice because prices have risen for the "hamburgers" they will soon be buying. This reaction makes no sense. Only those who will be sellers of equities in the near future should be happy at seeing stocks rise. Prospective purchasers should much prefer sinking prices.

[snipe]
......
[snipe]

       So smile when you read a headline that says "Investors lose as market falls." Edit it in your mind to "Disinvestors lose as market falls -- but investors gain." Though writers often forget this truism, there is a buyer for every seller and what hurts one necessarily helps the other. (As they say in golf matches: "Every putt makes someone happy.")

Source: Berkshire 1997 Chairman's Letter, http://www.berkshirehathaway.com/letters/1997.html

--
当你有越来越多票时,你就可能发现 Buffett 这名句越难明白

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