國家隊投資筆記

Stock

Dividend Aristocrats

• Reference:
  • Dividend Aristocrats List
• Requirements:
  • Be in the S&P 500
  • Have 25+ consecutive years of dividend increases
  • Meet certain minimum size & liquidity requirements
• Spreadsheet

Funds

ETFs

Symbol	Name	Expenses
VOO	Vanguard S&P 500 ETF	0.03%
VTI	Vanguard Total Stock Market ETF	0.03%
VGT	Vanguard Information Technology ETF	0.10%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%
SPY	SPDR S&P 500 ETF Trust	0.09%
QQQ	PowerShares QQQ Trust Ser 1	0.20%

Municipal bond ETF

市政債 ETF

• MUB (Expenses: 0.07%, Distribution yield: 2.43%) 不30%扣稅

CEFs

Symbol	Name	Dividend yield
GOF	Guggenheim Strategic Opportunities Fund of Beneficial Interest	11.97%
GGM	Guggenheim Credit Allocation Fund of Beneficial Interest	10.92%

Citibank N.A.

• 一個月內匯出美國的次數不能超過六次(徵求來源)
• 手冊, 各項費用, 利率 Consumer Deposit Account Agreements

稅務

• 沒有其他美國收入的魯蛇只需要注意配息扣的30%稅

Do non-U.S. citizens pay taxes on money earned through a U.S. internet broker? https://www.investopedia.com/ask/answers/06/nonusresidenttax.asp

• Dividend Withholding Tax Table 配息預扣稅表, 例如: 買台積ADR會被預扣20%
• 在 TD Ameritrade 買某些債券會支援自動退稅 https://www.ptt.cc/bbs/Foreign_Inv/M.1582732866.A.332.html

Links

• Yahoo Finance
• Bloomberg
• TradingView 看盤網站, 支援各國股票, 虛擬貨幣等等... 可分享對商品的看法, 大多為技術分析
• ETF Database
• Reddit/stocks
• Reddit/wallstreetbets
• 金融市場假期時間表
• ETF Channel 可以查該股票被哪些ETF持有
• Warren Buffett's Letters to Berkshire Shareholders
• 國手美股推薦清單
• MacroMicro 財經M平方 查看全球景氣位置
• Stock-ai
• 國發會-景氣指標查詢系統
• Backtest Portfolio Asset Allocation 回測資產配置的工具
• Understanding ETF liquidity and trading