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我轉移陣地投資美股的經驗

這邊廂港股大跌、反彈又跌過😫,另一邊廂,美股跌小小之後又再創新高,就好像處身兩個不同的世界。如果我們在中港、美股都有投資,成績真的可謂榮辱互見,也許就是這個原因近年投資美股的人多了。

見到港股再次急跌,又想再討論一下港、美股市。今次把焦點轉到美股。

以前港股跟美股走,原因就是投資全球化,不少外資都有投資港股,當美股有波動的時候,亦都會帶動港股上升或者下跌。不過今時今日,已經出現明顯的分野。

在美股建立長線投資組合

港股受內地影響越來越大,上市公司不單以中資為主,投資股市的資金不少都是由內地南下的資金主導,也因如此,內地一舉一動比美股的影響更大,港美股市兩地的關聯性也都越來越低。 對小散戶來說,好處是可以互相補足,當一地股市表現差,可以去另外一個股市尋找機會,但近多年來,投資機會傾向一面倒,西方壓到了東方,見到有些人一去不回頭,直接在美股建立長線的投資組合。

筆者以前的投資,以港股為主, 投資美股主要因為在港股難以找到相關的股份,例如一些資源類股份、歐洲、日本及個別主題的ETF等, 投資好多時都是一個比較中短線的策略。不過早幾年港股表現停滯不前,投資表現大部份都唔太滿意,(若果不是持有港交所(0388)和創科(0669), 成績真是冇眼睇🙈), 所以悶得轉移陣地,加大美股的投資。

由於美股市場的氣氛持續向好,投資可以用 “得心應手”來形容,原因好簡單, 美股是一個開放型、透明度高的市場,資訊流通相當發達,所以在正常的情況下,股市的可預測性比較高,宏觀分析(睇經濟大局),以及基本分析(睇公司數字),都可以大派用場,差別可能是買入或賣出的時機,所以投資贏面比較大。

另一重要影響因素就是免佣的網上證券行興起,令到買賣美股的成本低了,以前手續費最低消費都要百多港元,今時今日買美股的手續費可以低至10港元都唔使,飲少一杯奶茶都係番到,加上美股可以一股買賣,小量小量慢慢入貨都冇問題。由於有興趣的股份越睇睇多,自然做到了分散投資, 或許也是這個原因,美股不少的專家建議大家,建立的投資組合要分散一點,多達20隻股份也不成問題,不過筆者的美股組合仍未到對這個數目🤫。

逐步轉移陣地

在競爭激烈下,買賣美股的證券行,收費水平越來越吸引,所以筆者保留原來用開的網上證券行,再在另一家證券行開新戶口,所以對傳統和新冒起的證券行有一些體驗,日後會和大家作一個詳細的比較和分享😎。簡單來說,新冒起的證券行,平台是比較實用和資訊比較多,部份要付費的財經資訊內容,它都有提供。

要把重心轉移到美股, 除了開設證券行之外,其他配套都要轉移陣地。以前買賣港股,會付費訂閱一些特別的財經資訊,個別服務的年費都數以千元計。去到美股,自然又會訂閱一些收費的內容,以便在搜索個別公司資料時可以慳水慳力😅,所以除了原有的財經新聞網站如Financial Time、Barrons’等之外,都訂閱了不少的分析、投資等資訊性內容,這方面早前跟大家分享過。其實作為小散戶未必要訂閱咁多資訊,不過筆者從事媒體多年,習慣睇資料、越多越多。財經記者的訓練就好似吸濕的海棉,對市場發展要有好奇心,不斷吸收新資訊,消化之後分享出去。

講番美股投資,近幾年加大美股的投資,回報真的跟港股有很大差別,港股升完又跌, 不斷上上落落,賺到錢又打回原形。反觀美股是大漲小回格局,不難找到好股票,重點是能夠掌握入市和出貨的時機,回報可以較為理想。 當然這個情況的前提就是,股市氣氛要持續向好,如果投資環境轉差,經濟表現大不如前,資金不斷流走的話,就不再容易掌握得到,不過以現時情況來說,還是可以繼續爭取更加好的回報。

有關轉移陣地投資美股,還有很多話題,未來再續。
(10/9/2021)

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