I still suggest "sophisticated individual investors"(Why not to newcomers? ... because newcomers need time to familiar with the market and individual stocks.) can hold a "long run" stocks portfolio for "long run" dividends income. But just "buy & hold" is not enough, ... it should be subject to "stocks switching" when necessary. In fact, I had sold all 005.HK(@HK57.05) on 19Feb2020, i.e. the next day it announced its 2019 full year results. I also got some losses in this deal.
Why I sold 005.HK? ... because before I didn't expect it had such significant Europe Goodwill being written off, ... and it earned just HK$2~3/share for 2019 (Though it pays dividends @HK$4/share every year, where is the money from? ... just from reserves!) ... and it disclosed it still had 100B foreign risky assets to be written off, and it have to lay off around 35,000 employees in coming 2 years, ...
I had switched the roughly same money to other high dividend yield stocks, 086.HK ,1883.HK. I expect no less than dividends from 005.HK are receivable from the laters. Though the share prices of these two stocks also went down recently, but I have much confidence in their businsesses than HSBC.
This is just my little sharing.
I am still suffered "accounting losses" in my stocks portfolio this year(2020), but my expected total annual dividends income is still going up. I always do reinvestment(i.e. buying more stocks) once I receive cash dividends from portfolio members.
大貓這件事讓我思考股票的本質,我覺得大公司的債券可能是較好的投資產品
回覆刪除債和股不同,債除非槓杆,否則難賺大$,不利累積資本.
刪除Billy Sir,
回覆刪除I still suggest "sophisticated individual investors"(Why not to newcomers? ... because newcomers need time to familiar with the market and individual stocks.) can hold a "long run" stocks portfolio for "long run" dividends income. But just "buy & hold" is not enough, ... it should be subject to "stocks switching" when necessary. In fact, I had sold all 005.HK(@HK57.05) on 19Feb2020, i.e. the next day it announced its 2019 full year results. I also got some losses in this deal.
Why I sold 005.HK? ... because before I didn't expect it had such significant Europe Goodwill being written off, ... and it earned just HK$2~3/share for 2019 (Though it pays dividends @HK$4/share every year, where is the money from? ... just from reserves!) ... and it disclosed it still had 100B foreign risky assets to be written off, and it have to lay off around 35,000 employees in coming 2 years, ...
I had switched the roughly same money to other high dividend yield stocks, 086.HK ,1883.HK. I expect no less than dividends from 005.HK are receivable from the laters. Though the share prices of these two stocks also went down recently, but I have much confidence in their businsesses than HSBC.
This is just my little sharing.
I am still suffered "accounting losses" in my stocks portfolio this year(2020), but my expected total annual dividends income is still going up. I always do reinvestment(i.e. buying more stocks) once I receive cash dividends from portfolio members.
Have lunch first. Good Luck!
^_^
P.S. My investment decisions are only responsible to myself. ^_^
刪除I agree. Your investment decisions are only responsible to yourself.
刪除我覺得通常自己蝕底時,先會諗公平,自己有好處時,係唔會諗邊個蝕左,同為他人抱不平,有既都係花生mode,或少數狂熱者。
回覆刪除如果人性如此,就算匯豐唔激佢,其他野都會,所以入場與否,唔單係選擇同計算,更類似於情緒習慣與安全感因果。
世上那有完美之事,我在股市被氣時,就會想 若我一直無炒股,現在大有可能仍要在工作,住在公屋裏.
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