YTD +7.3%
- 半年結, 暫時繼續跑輸 S&P, DOW (+~14%), 好過 HSI 少少 (+~3.5%)
- 6月份最偉大的事, 係零 trade, WFH 期間掛住打機, 享受生活😋
- 睇住兩位師姐 (細胞+傻貓)既 record, 不得不佩服佢地既行動力, 二當家自覺很廢
- 係同路人激發下, 好, 我7月份開一張期權合約, 踏出第一步
- HSI PE17, Div Rate 2.26
- Dow Jones PE 29
- HIBOR 1Month 0.098
- 中原指數 188 (+1.6%)
- FED 開完會, 吹緊 2023加息, 2023 既事, 邊個知?
- 反而加 IOER 同 ORRP 我對市場既反應更感興趣
- 我既理解係 FED RATE (貸款利息) 係借貸成本, IOER (Fed的存款利息)同RRP(隔夜回購)係最安全風險回報既參考值, 用黎吸引閒置資金
- 美联储这波操作，到底几个意思？_利率 (sohu.com)
- 聯儲局將超額準備金利率（IOER）上調5個基點至0.15%，將隔夜逆回購協議利率由零上調至0.05%。分析指，上調IOER應會將隔夜聯邦基金利率拉高5個基點，從而對一般抵押品回購利率帶來上升壓力，但相關回購利率卻升至0.06%，高過上日的0.01%。
- 7/1 - Demand for a key Federal Reserve facility used to help control short-term rates surged to a record high of close to $1 trillion, accommodating a barrage of cash in search of a home that’s only set to grow.
Fed Reverse Repo Use Climbs to Almost $1 Trillion at Quarter End - Bloomberg - 7/1 國慶, 預左歌舞昇平, 繼無左蘋果後, 連 RTHK 節目都要下台, 大家以後齊齊睇國民教育
- 簡單黎講香港已經玩爛左, 全面赤化, 睇死你班鬼佬唔會走資, 反正你退我進
- 抽左 3 手IBOND, 大當家無抽, 問佢點解唔抽, 佢話D 錢放係 Mortage link account 到唔郁
- ML 個 rate 好似係 H+1.23% / P-2.75% (H=0.098😵), 不過女人既錢唔好管太多, 最緊要佢開心
- 多謝 Calvin 既<加密貨幣101>, 又學多左好多野。止凡個LIVE 好勁, 請到百樂, Calvin同亂博, 不過今次內容都係新手向
- 台灣疫情緩和落黎, 由單日400幾單去到單日50單左右, 希望快D 可以 back to normal
Cash Flow (BOND, CEF, P.STOCK, SG REIT, REIT) 38%
ETF 5%
Cash 19%
BOND
手上仲有7隻 BOND ,最緊張既係 AMC 同 MNK, AMC 5月份股價已經反彈, 所以唔太擔心。而MNK 就選擇破產, 前日收到 IB 既 EMAIL 要做 VOTE, 個 PDF 過800 頁😨 ,我飛住黎睇, 我既理解為隻 BOND 既償還計劃無辦法 100% recovery, 只係 recover 番 57% ~ 86% (高機率57%) of face value, 所以股價都係60蚊左右。作為小小投資者, 基本上係無得揀。
Except to the extent that a Holder of an Allowed Guaranteed Unsecured Notes Claim agrees to less favorable treatment, in exchange for full and final satisfaction, settlement, release, and discharge of each Allowed Guaranteed Unsecured Notes Claim, on the Effective Date (or as soon as practicable thereafter), each Holder of an Allowed Guaranteed Unsecured Notes Claim shall receive its Pro Rata Share of
(i) the Takeback Second Lien Notes and(ii) 100% of New Mallinckrodt Ordinary Shares, subject to dilution on account of the New Opioid Warrants, the Management Incentive Plan, and any General Unsecured Claims Distribution in the form of New Mallinckrodt Ordinary Share
Projected Recovery Under the Plan: 57~86% *
Assumes First Lien Notes Makewhole Claims and Second Lien Notes Makewhole Claims are not Allowed. To the extent such Claims are Allowed, the Cram-Down First Lien Notes and Cram-Down Second Lien Notes would be issued in a face amount, or cash would be paid in an amount, of up to approximately 121% of the principal amounts shown, or an incremental face amount of up to $170 million. As a result, the Guaranteed Unsecured Notes projected recovery would be approximately 47% to 76%
CEF
手上 3隻 CEF, 包括 PDI, FFC, MMU.
PDI 同 MMU 派息無變, FFC派息由 0.129 > 0.1265 (-1.9%)。
Preferred Stock
SG REIT
Top 10
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