$英美烟草(BTI)_老虎社区_美港股上老虎

2020-09-16

$英美烟草(BTI)$从上次买入之后变动的持仓情况，基本逻辑是吃英美烟草的股息来补期权风险，进一步调研后富国计划持仓半年到一年，巴克莱清仓，Walgreens和CVS改期权，石油股bet到2022年需求基本复苏，后期计划调整成英油、美孚、壳牌的call各占到1/3，新加看好Coach母公司Tapestry和奢侈品公司Ralph Lauren，观察列表加入加拿大鹅和PNC金融

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

kk2kk
2020-09-16
kk2kk
不做科技股的原因很简单就是科技股现在估值我还是不想碰，真要做也就是双向买Call/Put但是期权现在也已经被炒得太贵了。。。尤其是Zoom这种短期需求炒上去的，我不能说这种公司没有价值或者必然之后会跌，但是我打死不信那种所谓只要长期有价值就可以持有的说法，不信去看看英特尔2000年最高点的股价，20年了还没解套都正常[捂脸]
- kk2kk回复gerp:
  放到前年。。。人生有几个18年啊。。。而且同期买烟草、银行也一样有分红啊。。。
- gerp:
  [捂脸]英特尔的话算上分红放到前年也解套了吧
Dragonzhang
2020-10-02
Dragonzhang
求问为啥我的分红还没到账
- Dragonzhang回复kk2kk:
  喔喔，受教了
- kk2kk:
  除权日和派发日不是同一时间。。。派发日要再查一下，似乎老虎这边只显示了除权日
唧唧复唧唧鸭
2020-09-16
唧唧复唧唧鸭
哥转型了吗？期货不动了？
- kk2kk回复唧唧复唧唧鸭:
  烟草票是拿着长期吃股息的，如果能涨起来算意外之喜，但是涨也不会涨太多，跌也不会怎么跌，更多的是对冲空仓机会成本的一个概念（可以理解成这个是买理财性质的，别按照股票理解）
- 唧唧复唧唧鸭回复kk2kk:
  哥这烟草公司还有多少上涨空间，为啥我看已经涨回19年底水平了，再突破难吗
- kk2kk:
  暂时不做了，杠杆太高了感觉还是不适应，判断基本都没问题但是没胆子上仓位（比如道指29000那个回调其实用趋势线看出来了但是不敢做），之后最多在美股感觉风险太高的时候做点空股指对冲 [捂脸]

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