Started selling puts. The invested capital (180.55) has an approximate annualized return of 18%. 14.45/(195-14.45) x12/7+0.043=18%
段永平今天说了什么
雪球@大道无形我有型 的搬运工，24小时工作
段永平今天说了什么Suggestions for you to follow
段
Duan Yongping made 80 million in 5 days, making money as easy as drinking water
On April 7th, he invested 2 billion in US stocks
On April 9th, US stocks experienced an epic reversal
Let's review how much was made in this operation 💰
First, he entered the market using sellput method, without buying the underlying stocks
After entering, the stock price slightly fell below the strike price and then rebounded
The profit from this operation was the premium
Excluding Apple which expires next year
The total premium for the three tickets expiring on April 11th was 11.74 million USD
Profit: 11.74/28326=4.1%
Annualized: 4.1%*52 weeks=213%
If he had bought the underlying stocks directly instead of using options
With an average rebound of 10%, he could have made roughly 28 million USD
Of course, with underlying stocks, the price might drop back tomorrow or next week
But the premium is real money in hand
$Tesla(TSLA.US)$NVIDIA(NVDA.US)$TENCENT(00700.HK)$Apple(AAPL.US)
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For some reason, I won't be on Snowball for quite a long time, maybe one day I'll come back.
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$Tencent Holdings (00700)$
Tried it out, the premium for long-term puts isn't good, short-term ones are average, hard to collect premiums these days.
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$Apple(AAPL.US)
The mountain is still the same mountain, the beam is still the same beam!
Started buying some today(or selling puts) on Apple, NVDA, GOOG, TSM, will sell some Tencent puts later.
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+7
Recent investment views of Duan Yongping
1 Believes that "Trump" is not actually knowledgeable, but many people think he is, and "Trump" himself also thinks he understands. However, it is acknowledged that Trump's antics can bring many investment opportunities. 2 Regarding the tariff war, the view is that China should "subdue the enemy without fighting." 3 Believes that Google has deep foundations and should not be underestimated, and has recently been increasing positions in Google. In the AI era, none of these seven companies should be overlooked, emphasizing the strength and monopoly position of U.S. tech giants. Combined with Duan Yongping's previous holdings...
+7段
$Apple(AAPL.US)
Still has a P/E of 31x!
Below 25x would feel much better.
No matter who becomes emperor, the common people still have to live their lives?! Buying good companies at any time in any market is more important than anything else.
Trump is too eager to show off, so many people actually think Trump understands business. He's been busy his whole life, bankrupt multiple times, always busy negotiating and bluffing with people, now he finally has a chance to shine.
Cheap stock prices are good, but never use Margin, okay!
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Bought $NVIDIA(NVDA.US) at $92.5, but delivery will be delayed for one year.
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$Tesla(TSLA.US) has used Starlink several times recently on flights, and it's really good! Most Wi-Fi on planes used to be slow, but this speed is not bad.
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After many puts expired in January, a lot of cash was freed up. U.S. stocks are so expensive, yet people are still messing around with them. T-bill interest rates have also dropped, making it a bit tricky. Starting to think about TSM. I knew 35 years ago that TSM was a very impressive company. But after starting to invest, I never pulled the trigger, mainly because I felt it was a very capital-intensive business. Now I'm paying attention. Being fully invested is a joyful thing, while being in cash feels somewhat uncomfortable.