I Love Montreal

标题: 股票信息 [打印本页]

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作者: 闲云野鹤    时间: 2021-7-14 09:31
标题: 股票信息

https://www.finscreener.org/map/map/us-markets

https://ark.alien-tomato.com/
异界番茄的期权系列
https://www.youtube.com/watch?v=IunTigepa1I&list=PLN5R8P-UTWKOZqWpONYRTrjVc1FySLW03

https://ark-funds.com/investor-resources

https://space.bilibili.com/436030988

如何换美金？
RBC开户后，投资账户自然就有CAD和USD两个账户了。如果想买美股，就存入CAD然后通过买入DLR、卖出DLR.U，加币就兑成美元（你会看到美元账户有对应金额），
这个方法基本就是损失买卖手续费，但汇率就是当时的牌价，十分好。
https://www.pwlcapital.com/norberts-gambit-rbc-direct-investing/

武学城 discord
https://discord.com/channels/757412836933894185/783024314386743349/805158157537247243

多伦多大学课程： Options, Futures, and Other Derivatives
https://www-2.rotman.utoronto.ca/~hull/ofodslides/index.html


平均K线图（Heikin-Ashi）详解
https://zhuanlan.zhihu.com/p/78616686

SPX via SPY
1、SPX是指数期权，SPY是基于ETF（SPY）的期权
2、单位金额大小上SPX是SPY的10倍，所以大致上普通小散用SPY的较多，大户机构用SPX的相对多一些
3、SPX为欧式，SPY是美式的
4、交割上SPX是现金交割的，所以交割的时候只会算现金，不像SPY那样实物交割，SPY会有assignment的问题，买了call到期不管的时候可能会发现IB账户里现金少了自动多了一堆SPY的ETF。
5. 交易spx相对spy有一些税务上的好处，因为税务上spx是index option, 比及spy这样的equity option有些税务上的好处.

https://sixfigureinvesting.com/2012/04/trading-spxpm-options/

buying power:
https://www.projectoption.com/option-buying-power/#:~:text=Unlike%20stock%20buying%20power%2C%20options,to%20allocate%20to%20option%20positions.&text=As%20a%20result%2C%20%24265.29%20in,to%20purchase%20this%20put%20spread.
https://www.optionsprofitcalculator.com/

	SPY	VOO
Name	SPDR S&P 500 ETF	Vanguard S&P 500 ETF
ETFdb.com Category	Large Cap Growth Equities	Large Cap Growth Equities
Index	S&P 500 Index	S&P 500 Index
Index Description	View Index	View Index
Expense Ratio	0.09%	0.03%
Issuer	State Street	Vanguard
Structure	UIT	ETF
Inception Date	1993-01-22	2010-09-09
AUM	$364B	$222B
Shares Outstanding	872M	577M
ADV(1 month)	80,104,760.0	4,640,870.0
ADV(3 month)	89,196,984.0	4,598,124.0
ETF Home Page	View Page	View Page
Fact Sheet Link	Fact Sheet	Fact Sheet

Two of Vanguard’s exchange-traded funds (ETFs) are particularly popular. Both of them provide exposure to the US stock market:

• VOO: This ETF tracks the S&P500 index and holds 508 stocks.
• VTI: This is a more diversified ETF that holds all the S&P500 stocks, but also many mid-cap and small-cap stocks. It holds 3551 stocks in total.
  
  
  

Here is the average annual performance for the two ETFs as of December 31st, 2019:

	VOO	VTI
1 Year	31.46%	30.8%
3 Years	15.23%	14.56%
5 Years	11.66%	11.21%
10 Years	13.56%*	13.43%

VOO vs TNA Portfolio
VOO1 Month-1.28%3 Months5.79%YTD10.58%1 Year42.10%3 Years17.17%5 Years17.28%10 Years14.19%
TNA1 Month-8.08%3 Months-6.20%YTD30.32%1 Year276.15%3 Years2.83%5 Years25.54%10 Years15.55%
* Performance as of 05/19/21

IWM via VOO

IWM	VOO
Security Type	ETF	ETF
Segment	Equity: U.S. - Small Cap	Equity: U.S. - Large Cap
Family	BlackRock	Vanguard
Net Assets	$68.06B	$220.58B
Expense Ratio	0.19%	0.03%
Management Style	passive (index-based)	passive (index-based)
Dividend Yield	0.90%	1.41%
Underlying Index	Russell 2000 Index	S&P 500
YTD Return	12.94%	11.81%
1-Year Return	81.71%	48.74%
3-Year Return	13.01%	17.34%
5-Year Return	16.61%	17.55%
10-Year Return	11.82%	14.33%

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