Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
"ronccf"PS
對可轉換債的看法如何?
ronccf
Ivy
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
"Ivy"期初約定到期可轉債為股的價位,接近發行時的股價
到期時股票價格已大大改變(所幸是大漲),許多同事都選擇換為股票^^
Ivy
"fundhot""Ivy"期初約定到期可轉債為股的價位,接近發行時的股價
到期時股票價格已大大改變(所幸是大漲),許多同事都選擇換為股票^^
請問，如果股票價格是下跌呢？該怎麼辦？繼續持有債券有利息嗎？
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
"Ivy""fundhot""Ivy"期初約定到期可轉債為股的價位,接近發行時的股價
到期時股票價格已大大改變(所幸是大漲),許多同事都選擇換為股票^^
請問，如果股票價格是下跌呢？該怎麼辦？繼續持有債券有利息嗎？
股價跌,可以不用選擇換股票,持有債券到期終止取回本息,比定存還可口唷~
Ivy
"fundhot"
IVY大，請問我這樣理解對不對：
到期前持有可轉債是無息的，到期前終止取回本金，頂多損失利息的“機會成本”。
到期後若股漲可轉股，賺取資本利得。若股跌繼續持債，賺取比定存優的利息。（好奇請問是多優？）
sabine
"fundhot""ronccf"PS
對可轉換債的看法如何?
真是問對人了，我困擾已久。
我一直搞不懂這個產品，不像債券又不像股票。如果想當債主領息，單純買債就好了，不需要買這個既無息亦無擔保的產品。如果看好股價上漲，買股或參與IPO就好了，何必要先買債之後看情況轉成股？現金不就是最好的Switch？
查了一下，國內幾檔可轉債基金表現並不好，最近一季不僅輸給高收債，連投資級都贏不了，那又何必冒風險呢？
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西，而是因為「買得好」。)
～by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
強大
"sabine"查了一下可轉債的相關文章，看到很久以前強大的文不看好可轉債，近日強基金新增了一檔摩根士丹利環球可轉債，
https://fundhot.com/fund/detail/MD1001102
看起來績效很不錯，且一路向上。
過了幾年，強大對於可轉債有新的想法嗎？
溫和降息＋川普2．0，債券投資關鍵字也確定了！
美股台股明年再創新高！2025全球投資趨勢論壇藏金圖分享
請問健康護理醫療保健基金發生什麼事？
請教專業前輩，強美金時間是否該換美金，繼續定期定額買基金？
【請益】面對2025，高點買的非投等債該轉換？還是繼續持有？
2025與神同賺！投資趨勢大預言
