주식 영상 글

332 calls

… 투자처를 찾는다면, 브라질의 상황을 더 깊이 살펴보시길 권합니다. 8, 9, 10 place는 LQD, HYG, TLT로 각각 2.6%, 2.2%, 2.1%입니다. 세 투자는 모두 채권이라서 함께 묶어 설 people하겠습니다. LQD는 투자등급 views사채 ETF이고, HYG는 고수익 views사채 ETF입니다. 마지막으로 TLT는 만기 20년 이…

…T 기업을 더 추가하고 싶다면 VGT나 QQQ를 더할 수 있습니다. 그리고 채권이나 원자재도 있죠. 채권은 TLT가 있고, 원자재는 금이 있습니다. 이런 것들을 함께 투자하면서 포트폴리오를 짜 보시기 바랍니다. 분산투자는 장기투자의 원동력이니, 꼭 포트폴리오를 만들어 보시기 바랍니다. 세 번째 질문이 "SOXX와 QQQ…

….47 and that's led to of course the treasury yields that is tlt looking like that one of the better kind of trades recently in terms of sharp ratio certainly the risk to reward has…

… up the bonds you know potentially should have gone up like tlt but the bonds uh also sold not not this one tlt yeah the bonds also are sold off today uh you know really bonds are …

…d market which he can do by shorting a bond etf such as the tlt ishare's 20 plus year treasury bond etf however michael bury a high net worth investor may be employing a more compl…

… bond market by directly short selling his bond dtf such as tlt or the i shares 20 plus year bond treasury etf however for investors such as bury with a high net worth they may be …

…율이 최적인지는 저도 잘 모르겠습니다. 이 원리를 바탕으로 TQQQ와 QQQ, 그리고 현금성 채권 ETF인 TLT까지 적절히 조합해 리밸런싱을 시도하는 다양한 투자법이 존재합니다. TQQQ 대신 2배 레버리지 ETF인 QLD 등으로 조합을 만드는 경우도 있지만, 큰 변동성에 대응하고자 하는 기본 아이디어는 거의 비슷한 것…

…on puts how much would they be worse right now where is his tlt puss or all those bits that he actually sold he's just always too early and that's why most people kind of misunders…

…which can be done by outright short selling a bond dtf like tlt which is the ishares 20 plus year treasury bond etf however for high net worth investors like michael burrie he may …

…n that's what happens when you try to short the cues and uh tlt puts it work today yeah exactly but so this is what the headline was like said six point eight percent highest highe…

…ally all we're looking at another thing to mention has been tlt so this is the 20 year bonds usually there's this kind of idea of flight to safety so the 20-year bonds broke out an…

…n for a tr for a trade where say you buy there's an etf the tlt if you buy the tlt today i think it could rally ten percent…

…he certainly pushed back about that position then we've got tlt which is long duration u.s treasuries so here he was betting that interest rates would rise and push down the value …

…ance type company he sold out of his cardinal health on his tlt hood he sold out of his um yeah tbt calls so essentially he sold out of quite a bit a lot of this could have to do w…

…make money if treasury yields go up and consequently um the tlt exchange would fall if this happens so um you know they're they're betting very big against this and um you know jus…

…0% in US long-term government bonds (I’ll do the test using TLT, as the duration of the government bonds in this EFT is at least 20 years); 15% in medium-term government bonds (I w…

…ce right so this is a way to play the uh all bonds going up tlt and low vol gold treasuries low vol again risk-averse type etfs and these also happen to be the top performers so th…

… of which tesla is the largest holding and also against the tlt which is the the long-term bond um etf uh the vast majority of positions are long positions you know including call …

…how he's increasingly short u.s treasuries for via shorting tlt and so i'm thinking man this is the general direction you're looking at which is as the fed pulls support you you'll…

…wn in the towel on its inflation thesis yet he added to his tlt put position which now stands at 13 of his portfolio the tlt is an etf which owns government bonds with durations of…

…easing google by 14 these are calls now he has a put on the tlt that's the government bond essentially putting the bond means that he's seeing inflation because when you put a bond…

…ng to change if you have an interest rate reset environment tlt that's effectively that's a put where he's betting against tlt ie this is long dated bonds saying hey long dated u.s…

…was betting on google and facebook and he had these bets on tlt and tbt and to summarize these two the ones that i've highlighted in yellow is that those are effectively bets that …

…i think you can make the rate call technical if you look at tlt for example flows into tlt so people betting on rates going lower are now approaching the 95th percentile so a prett…

…very strong bear trend and it's continuing to head lower on tlt which is our bond market we did close the gap above so there's no more island reversal potential and remember the bo…

…ling he had four treasury positions uh so he's got a put on tlt uh a he's got actually long shares in this tbt and then he bought a call on both tmv and triple t here we're going t…

…s making a bet also arguably against u.s dollar by shorting tlt or those long data treasury bonds so you do see some sort of commonality here and so he's he's tracking liquidity th…

…여러 롱 포지션으로 헤지해 테슬라 숏의 place험을 완화한 것입니다. 포트폴리오에서 제가 보는 두 번째 전략은 TLT 풋과 TBT 콜입니다. TLT는 미국 20년물 국채를 추종하는 ETF이고, 그는 이를 숏하고 있습니다. 기본적으로 인플레이션이 임박했고 금리가 오를 것이라는 뜻입니다. 그런데 TBT를 보면, 이는 20년물 국…

…ee he purchased put options on 171 million dollars worth of tlt which is a treasury bond etf this signals how he's predicting for either higher inflation or the federal reserve bei…

…s are going to go higher one is be a put option saying that tlt will go down tlt is an etf representing the 20-year government bond yield and tbt record is the ultra-short 20-year …