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《Jan 2023你問阿豬答》 (Patreon)

Published:
2023-01-31 15:16:32
Edited:
2024-12-13 09:52:54
Imported:
2024-12

Content

為咗持續提升Patreon嘅質素，加強我哋嘅互動，阿豬會定期做呢個Q&A，解開大家心入邊對投資嘅疑惑

大家可以喺呢個Q&A post下面留言問你想知道嘅問題，我會抽啲有價值 / 之前冇講過 / 最多人比❤️嘅問題嚟答

Comments

Hayden Cheng

Halo Ah ju! 你認為2023會唔會outperform US? 你長期投資會唔會買印度/LATAM嘅broad etf? (India好似估值好高..INDA etf 平均40x)

Henry

Hello ah ju, I got several questions to ask for: 1.How you see the depth of recession in US? 2. What do you think is the lowest point/ potential entry point of US equities? 3. For bonds, any sectors/countries you prefer most currently? 4. What is your opinion/outlook towards Europe in the near term? When you think will be a good entry point for both europe bonds and equities? Thanks!

Zeboon Bush

Hi, AhJu. Is't safe to hold TMF? will any risk in this ETF？ If yes, what risk it's？thanks.

杰倫貓

美國衰退會軟著陸？預計通脹幾時會回落到正常水平?

Charis and ✌

what's the best strategy for this year, do you think the US drop first to around 3500 on SP500 and then up, or it ready at the button now and slowly going back to 4500 on SP500

K.K.

5號仔可以上望幾多? (未見家鄉)

kit forLan

點睇一隻股票分拆完又合返埋。(AMC)🥲

Jeff

請問你對英鎊短期及中長期的看法？

ChrisK

今年投資 港/美股 邊個較睇好？

Patrick Wong

三條經濟問題 1. 點睇Michael Burry 認為一旦減息通漲會重現既睇法？ 2. 人民幣國際化對香港既經濟會利多於弊嗎 3. 日本國債如果岀現信心危險點影響到全球市場？

PC

會唔會賭日本央行加息/取消YCC？ 暫時我覺得加息/取消YCC概率都係好細，不過想知道你咩睇法

KarKar

阿豬, 我想睇多d美國科技公司的分析, 你有無website推介呢?

Pam

What are the passive income in your portfolio which can generate steady cash flow and capital gain in 2023 and 2024?

Lai Yin

想問現在應該在哪裏才能夠借到平錢？IB 除了日圓之外，基本上其他都好貴。現在這個時間你會如何做槓桿？

Li Helen

依家仲持有蝕錢嘅美股（eg Amazon)應點做？美股應幾時入市？點睇Tesla? 依家應入一d美債嗎？如係，有咩推介？

Patrick Wong

長線投資都有2條 有啲睇書學 你覺得優先股ETF同埋高息債ETF既升勢能唔能夠做到預示減息或者股市回升既先行指標？ 同埋依家好似羅家聰講依家既升浪只係虛火背後都仲係有其他因素會令risk asset翻入跌浪 如果係你前Ibanker既經驗, 大家眾說紛紜既情況下你會點佈處長線投資策略呢？

Lam

提議每星期係patreon公開你既portfolio 例如aapl佔幾多% 俾我地參考下

chy

DCF model既盲點

Kai

如果1年為時限，而家有乜嘢投資工具可以買入（ 除咗定期）？

MJOSO

阿豬，想請教交易策略，我本身有美股，之後大市跌時又加了少少SQQQ做對沖(大約60%比例)，現在大市升了很多，正股贏，但SQQQ就輸，雖然整體還是贏(因為有40%淨長倉)。如果現在沽走SQQQ去realize個loss(因為驚繼續輸)，但又未去沽正股去realise個gain，如果之後大市跌番，就會得不償失。反之亦然。請問做對沖的正確操作及心態應如何？

Berton Hu

Goldman believes that interest rate hikes are already reflected in inflation, while other ibanks believe there is a long period of uncertainty about inflation. They seem to be starting to diverge, but the market consensus is that Fed will soon cut interest rates. What is the value of Sellside's research to individual investors?

Patrick Lee

想阿豬繼續介紹一啲優質長期投資股票。近排正準備睇機會出手做啲長期投資

Leo Chanel

雖然yield curve已經保持倒掛一段日子了，但公司業績特別科技股都還算不錯，失業率都還算低，請問市場上還有什麼signal可有助證實經濟已進入衰退期？

KenCam

啊豬，可否再具體講解下長線投資需要考慮的入場和離場的策略？ 謝謝🙏.

Leo Chanel

加息了好一陣子，但請問如何判斷是soft landing 定係hard landing？ 又分別會有何影響或跡象？謝謝

Ron W

Now a days there seems to be an information overflow, can you give us some tips on how we can efficiently consolidate our source of news and research. Currently, for HK and US stocks I would browse/use IBD, market smith (HK/US), finviz, TradingView, IB, Futubull and Financial Times. I have only subscribed to tradingview so far and it doesn’t seem to make economical sense to subscribe to everything. Would be great if you can give some pointers as to which sites to subscribe/use for us to have a good overall coverage for mostly HK and US investments. Thank you very much🙏🏼

XH Z

阿豬我想build個website,可以幫到大家，有咩好提議？🙏

Travis

除左bloomberg 邊度睇fund flow?

Sun

長線投資，點分析隻股票低唔低買（P/E, 業績）？

Ron W

I set aside a portion of my investments to strictly do Sell covered calls and ELI as means of generating monthly cash flows. My analogy is that given the risks, in general, it significantly enhances the yield comparing to dividend funds. Would like your opinion if this is a “correct way” to use the above instruments to generate monthly income, and if you have other alternative suggestions that can also generate a relatively enhanced monthly yield. Thank you🙏🏼

黎兆華

請評估下最近2689玖龍紙業走勢，古古怪怪，吾識睇! 謝謝🙏

chan bill

想阿豬講下基本功實戰，如點樣分配倉位大細、讀書清單、點處理失敗投資等等

Stephen Wong

阿豬如何看待槓桿交易？例如期貨、期權、CFD, 阿豬會用這些衍生工具嗎？

Ceci Law

ur view of light holding of HK equity by major players that short squeezed HK stocks for more than 2 mths. Still agree w you HK is subject to more upside than downside tho recent correction is unavoidable. in such circumstance, do u agree “writing put”? say HSI at 20700?

Sam Lau

請問 Patreon 會員報讀你的課程會不會有discount? 課程是否會不斷更新內容。

Leslie Yeung

can you share about your algo trading? what tools you are using? how you make use the data to build your strategy. I am aware you told in your video your algotrade works not bad

ff2000

呢十年每個大國都印左好多銀紙，而且對抗病毒呢幾年更印得更多，我係呢方面睇，每個國家會行返金本位黎穩定返個貨幣，因為呢個黑洞如再落去就一定死緊，今年應該加到7里息

Martin Liu

你一條友靜雞雞去越南，做左乜野秘密任務？😎

Savannah

will you please list few of your favor companies both in consumer defensive and healthcare sector in U.S equity market 2023? i agree with your one of youtube video said the big investment company focus on these sectors, however, we want to hear more specifically from your opinion, thank you very much.

Magnolia x alba

可以教下如果set止賺和stop loss 的techniques? 有時候成日怕loss, 賺少少就走咗

Edward Lau

係加拿大應該點長線投資，呢到好重稅，你會點樣分配比例

T Li

長線投資，應否定止蝕位？

T Li

How to diversify brokerage accounts risk ? i.e. to Avoid Lehman situation.

B C

目前為止，股市走勢同幾間大行份報告完全唔一樣，點睇？

平民一個

睇番最近加息預期同PMI指數，似乎市場對2023年開始轉風？如是的話，除了技術分析之外，如何判斷係假突破定牛一？ 如果息口長期都係高企，其實對企業應該係不利因素，應該用幾多個QUARTER去睇高息對企業嘅影響有幾大？

Joyce

可唔可以介紹下加拿大點做投資？thanks

KC Y

唔好意思，我想讚你既生活片，好好睇，你有幽默感，豬女又好可愛。

HongHead

我自己一值都想整個 algo trading有得佢自己做下短線, 因為真係冇時間可以長期睇住個市, 我見Discord 同呢度都有人問過, 如果用IB, 我自己最想知係: 1. 需要乜software, 係咪一定要長期開住電腦 2. DATA 是否要做SUB, 即使我只是想做TEST 3. 會否分享PROGRAM? 如不可, 可以起邊參考下 4. 用什麼Strategy, or 邊類 Strategy 比較適合algo trading 5. 唔知呢度多唔多人都想用algo trading, 如人數多( over 100?) 可否起discord 開一個分支 以上, 可能問題較多, 但都希望答到幾多得幾多, Thank you 阿豬

Chefish

For example. US 5 years breakeven inflation rate 已到2.28，而果啲Economy calendar 嘅數據果啲CPI等等又Delay係俾市場炒，想請教正確嘅投資要Study嘅資訊或者真有用嘅數據係應該點揀？我本人係一定自己做功課才投資，希望可以跟你學野

Hiroto Mori

啊豬會唔會出片講trading 心路歷程

Brian ISHINO

豬SIR，你好，大家好。其實美股係咪可以算轉向UPTREND？好多人已在這次升浪中話美股止跌，但從MONTHLY CHART，好似仲未回復向上升勢，更有些在說2月會跌，SELL IN MAY，其實係咪仲要等？另外港股適合長線投資嗎？

BARRY

Hi, 阿豬, 我來到加拿大一年, 不太認識加拿大證券交易平台. 只知可在大銀行買賣. 可否介紹下加拿大股票交易平台呢?

Katrina

Hi Ah Ju! Thanks for always providing us high quality market analysis. May I ask your view on being a funded trader in prop trading firms? I’m wondering if those programs are trustable, or a good way to scale up our trading acct? Really appreciate your comment!

Joe Yip

有無咩SWING TRADE 留意或做緊?

iris

hi Ah Ju, may have already asked earlier, but want to know if you can suggest a reliable DeMark indicator in Tradingview.com ? many thks.

Andrew HK

Hi Ah ju. What do u think about DXY in the next 1-2 years?

L. Yip

請問你長線投資組合有沒有重大𨍭變，如有，背後的理念？例如，Meta的商業模式似乎已不適合長線投資 (用戶人數持續下降）。

Alvin

可否分享下你既資產配置組合，隨住步入人生不同階段既需要，你點樣作出調整？同埋你每年既平均回報大概幾多？

Allan Leung

請問可唔可以每日發布一下你既持倉同交易動態？買左幾多股，總amount嗰啲可以遮住，唔係想完全照跟住買，只係大家應該都會想透過觀察持倉股票，買入賣出價，持倉比例去了解更多點做正確決定。

Bon Man

hi Ah Ju, what do you foresee how AI change our world? How AI impact to different industries? Which industry will be loser and winner in the next 10 years?

Suzanne Poon

Microsoft 投資OpenAI 發展ChatGPT, 未來會否成為下一個龍頭股？可以考慮長線投資嗎？現在Microsoft股值又是否合理？還有什麼要考慮的因素？謝謝阿豬🙏🏻

阿信的故事

阿豬你好~ 我住係美國紐約, 80後, 發覺體質彷似下降, 仲有份長工同家庭。唔想係股票太多出入市波幅大。如想將20萬既倉分散到個股, ETF 同 固定收入Bond, REITS etc. 你建議比例如何分配? ETF長揸加月供邊幾只你會比較推薦? 期待你既分享解答。

Jimmy Lai

For the market structure (triangle, rectangle, cup_and handle, etc) breakout, other than volume indicator, any other parameter(s) you will check before you enter the trade? Regarding the trailing stop, this is another interesting topic ....

Patrick Wong
>>100817297

我反而唔認同 呢啲公開左好多人會跟啲唔跟啲 行內人識得自己避 萬一避唔到又瀨落呀豬到 自己學啦

YIK PO RICKY LAU

Ahju, it's time to let us take a peek at your present profolio la. Haha ^^

M

當買左一個股票目標為長倉,原本計劃持貨5年。但當佢升左一倍就會好想賣左佢。又或者好多人話未來大跌。自己就會又好想沽一部分。可能可以再未來真會大跌。可以執便宜貨。。點樣可以唔理個長倉波幅。堅持持貨5年。?個心態應點樣調節?。。。

tan

请教aju，在ca以交易为生怎么处理税务问题，有没有好的合法避税途径呢

David Wong

想問下如果中國開放加密貨幣市場，對加密貨幣市場大吾大影響 OR 都係bae on 美國市場走？

トム チャン Tom

what is the forecast of Japanese yen for this year?

ngan anson

chatGPT 火熱 , 商湯回升, AI 會否是下一浪的主題股?

Jeff

Bonds market is ready to buy this year ?

Sute

阿豬你好~ 逢星期一聽你個美股update既fund flow report覺得好有用, 見有其他留言都有問過, 你答要識人先有, 想問下散戶有冇其他辨法可以取得接近既資訊? 如果有免費或訂閱方法都可以分享下, 謝謝!

bid bid

我想找一次過找關於每隻股exactly 幾時派股息的日期，同埋派幾錢...等於資料, 請問可以在那里找? 因為一年會派幾次息的，right? 同埋，係唔係除息日之後，通常會跌番落去? 會否好大機會比收到嘅息，會損失更多? 咁應該要除完息，預咗要坐一排升到番先可以走得？(我資金好少，唔想太長揸。但又想試下收 941 CHINA MOBILE 的股息)

bid bid

我想試吓學吓點樣用期權這些工具做手持正股的對冲，但又怕好似太過炒賣，又唔係好認識，怕會好危險，招致不在預期之中的巨大損失。 除咗努力嘗試去了解和認識，仲可以惦樣幫自己過這類心理關口？

Kenny Ng

Some questions about crypto. 1/ What important indicators/data should we look at. 2/ Where can we see the fund flow in/out the crypto market. 3/ Any free/subscribed web sites that we can see the abovementioned info.

QQ

Ah Ju thank you!1) 你之前有條樓市嘅片，見你唔睇好樓市，港樓跌咗一陣又升返啲，你認為有咩指標可以作為樓市末來走勢參考？2) 如果短炒，你認為幾多嘅risk-reward比例比較合適？3）如股票繼續uptrend, 應該用咩指標take profit?

Li Helen
>>100817297

其實市面都有收費, 然後比大家睇佢每日嘅trading activity & portfolio，做得幾透明。

Arton

呀豬係加拿大點投資

Sunny

阿豬假如我想用10年時間建立一個退休組合，應該點樣做呢？

SamuelSam

12時睇好油價看法有否改變？當時所講的4個看好觀點都有實現，但油價仍不升，是否與炒衰退的勢頭角力中？請問你會選擇平倉或繼續等待？

KWOK

好多香港人在英國, 請問英國市場有無投資推介? 謝

大大

除咗sqqq，仲有乜嘢put option 又唔會好貴的nasdaq put?

田島 Bon

Hi豬，想了解係英國投資股票最好嘅慳稅方法，譬如ISA 戶口。或者有冇其他好選擇？ 另外喺英國點樣可以買到美國ETF ? 英國嘅稅務實在太複雜，會唔會可以講吓喺英國可以點樣有效累積財富同時又唔使交咁多税，可以賺到錢又儲到錢？ Thanks

Mako Έρως

$1000萬鎂 長線投資買乜好...?

Sammy Lau

Would like to know if your view on US stock market changed ，or stick to 23/1 view？

PShan

如果睇好越南未來發展，應該幾時買越南ETF？

Stanley Chan

可否定期update埋美國市場嘅watchlist

AC

Hello Ah Ju! 想問吓你點樣判斷股價調整定係shake out? 如果俾人震走咗應該點樣處理？而家交易VCP股票除咗遇到 false break out ，我反而覺得 shake out 好似仲難處理。

Nicholas So

JPC升得咁多倍係咪scam?

beeco lee

阿豬會唔會炒啲十蚊以下既細價股？

jun c

hi, Ah Ju, 我想問： 1. 如果要翻工，你建議每日用幾多時間落股市度？ 2. 可唔可以講下你的 long-term / trading 個佔比%係點分配？要做呢個balance要考慮咩條件？比如30歲出頭，有3-4年工資既portfolio，分配50/50你覺得合理嗎？ 3. 我覺得vcp和cup-and-handle唔太適合A股/港股呢種炒波幅既市場，你同意嗎？可唔可以分享你既其他strategy for其他市況？ 多謝大家點讚，貪心d問多個： 4. 學習咗trading既基礎知識(FA, TA, P/L ratio, win rate呢d...)，同經濟知識(我估大學生水平?) ，接下來可以點做，最快提高自己表現？

June C

would appreciate receiving watchlists on HK and US stocks on a regular base

JAYS

Hello ah ju 1.如何由股票市長賺第一桶金？ 2. 月供定額定期咁買同類或同隻股票好？ 定一筆過大手買入？ 3. 如以長期投資為目標， 應以幾耐檢視一次自己的投資收益同目標？

Fat Ma 747

阿朱點解會去到越南睇樓？港人點樣可以投資越南物業？

Lai

Hi Aju, with completely zero experience investing in Bitcoin, I hope you may make videos for educating how to invest in bitcoins. Thanks

Albert Yip

想問下股市和樓市會不會有一個相關係數，如果有的話是應該怎樣看？

Hygog

How is vietnam real estate, or would you consider buying in Indonesia?

Sammy Lau

呢排成日聽話大戶夾倉， 其實大戶係咪真係會咁做？ 同點解會咁做？同點樣做？

hy Chung

想學同投資相關的基礎的經濟知識🙏🏻

Jack

如果打算賣咗香港層樓再all in REITS靠收息嚟幫補移民後嘅收入你點睇？

KK

有冇得 update 多 d 美國市場同埋期權操作？而家好似好少 update, 相對覺得 subscription 貴 （每個月買到兩本書了）

Jack

想問有咩好的investment 可產生passive income作未來30年退休用？

Alpha Wong

想知你最後係越南有無買樓同埋分享下海外買樓 thanks!

A

Apart from fundamental changes to stocks, is there any other reason you would sell or rebalance your long-term investment portfolio? Is there any parameter for rebalancing your long-term investment portfolio?

Fat Ma 747

阿朱點睇未來5年香港樓市？

Spencer Lo

阿未你會點選擇係越南，定抑或泰國買物業投資？ House 定condo? 我住左係泰國清邁一年，愈來愈多香港人買樓。 Thanks in advance

Lai

Aju 點睇AI ? 可能係下一round牛市推動主題嗎？若做定功課，你會如何分析或觀察哪些公司？

Lai

Aju please share your latest long term investment stocks list (top 5 US stocks?)

Ben

Hi 阿豬 想問下喺加拿大做trade有冇野要留意 例如税務/額外費用？同香港有乜分別？ Thx

kenhui

阿豬, 請問短炒投資精讀班 有無其他內容更新? 期待新內容.

Cherry Wong

你啲video好正，你用乜嘢gif短片庫？

TAM SHING KIT

我想問一下有冇有美國或港股糧油食品股份推介？預計recession 應該有更高的需求

Devin.yuio

想請教下你點樣選長線投資的股票

P Law

2023 有咩arbitrage market 上最多人做？又會點樣影響相關股價？

Fcw

阿豬，你可唔可以講多啲恆指同美指大市回調方向或者目標位，因為我唔識買幣，只係好簡單會買美股同港股，所以比較關心大市走勢，謝謝你

coding learning

Ar Ju 想問下你會將幾多percent嘅錢擺係day trade；係day trade度賺左嘅錢有幾多係會擺翻入長期投資

Lau

ChatGPD 能否取代Google search?

Jenny

阿豬，雖然估計你唔會多睇 interactive broker 內的 “news” 但也可否請你用你專業的眼光，幫我哋揀選《乜嘢係重要嘅消息》，例如邊個source可靠？邊個 analysts 的分析會準啲？我見 news後面有d綠色和紅色的數字，嗰啲又係咩嚟㗎呢？ 謝謝你

Kyle Cheang

有無來緊個cycle的potential market leader的心水? 或者點個sector會特別炒起?

Fat Choi

Ahju 上完你的交易課程之後知道top down approach, 建立自己的mindmap是非常重要，但中學/大學時期 沒有讀過與經濟相關的課程，基礎不太好，請問ahju 有沒有一些推薦的書 / online course/ any materials 可以讓 沒有經濟底子的同學可以惡補一番，感謝🙏

Phoebe tsang

阿豬，2023年長線投資應該點樣部署？應該要買邊類ETF 或 債券？

aso

想問下如果固定收入有部份係美元，有咩方法可以對沖將來加紙可能會升，而令到變相收入減少呢個風險？

Chun Wai Ma

想問下GME 果啲memes 股，之前入左少少，認為shorter cover 嘅時候會有利可圖，但其實佢地係咪有第二啲方法唔需要cover？ （當時主要係意氣用事，諗住懲罰啲惡意short股嘅衰人）

Philip LI

可以介紹「大類資産」怎樣作細分類嗎？ 另外，在應用性和效用性上，能否對照 2004年面世的 merrill lynch investment clock和中国改良版（如中金）的美林時鐘？

Lai

Aju, is there a free way to check the Bank of America bull bear indicator on the day ?

Lai

Aju, you taught about assessing a stock if it is at stage 1,2,3,or 4; while it’s very useful as a quick overview screening, I wonder is it always going thru all 4 stages to kind of complete a cycle? Is it possible sometimes a stock just going thru stage 1,2,3 and move on to stage 1 without a significant decline stage 4?

B

Thanks for your YouTube video on chatGPT. What do you think of GOOG’s Bard PR disaster and will it catch back up? GOOG valuation seems v good now $9x, is it ok to buy for mid-long term? Thank you!

Miucheng

你好呀豬！想問下如果本金唔多（例如50萬港紙），點樣規劃自己的投資策略呢？一個二十歲同一個四五十的人又有甚麼不同的考量呢？謝謝你。

Tung Wong

阿豬，你好，我是英國isa investment account, 但我如何才能trade in VOO, 因為 IB 會說明 ‘This product requires a KID in English or in a language approved for your country. Retails clients can packaged retail products only if an appropriate KID is available. More information is an available in https://ibkr.info/nodes/4718. 請教一下你，是否要search another different code? 其實還有VUG, BTC ETH, QQQ, XLU, VCIT, VCSH, SCHO, XLU, IYW…etc 都出現同樣的問題，英國公民散戶是否不能投資這上列的產品？