Hermes Skills Manager
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83 lines
3.6 KiB
Markdown
83 lines
3.6 KiB
Markdown
# DCA Screener — 阶梯式买入筛选器
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When user asks about 阶梯式买入 / DCA / 分批建仓 / drip-feeding into dividend stocks.
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## Scoring Model (6 Dimensions, 100 points total)
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| Dimension | Weight | Logic |
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|-----------|--------|-------|
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| Dividend Yield | /25 | ≥15%→25, ≥10%→22, ≥7%→18, ≥5%→15, ≥3%→10, <3%→3 |
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| PE (sweet spot 5-12) | /20 | <5→15, <8→20(best), <12→18, <15→14, <20→10, ≥20→5, negative→3 |
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| PB (below 1 is great) | /15 | <0.5→15, <0.8→13, <1.0→11, <1.5→8, <2.0→5, ≥2→3 |
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| Price Position (60d) | /15 | <20%→15(best), <35%→12, <50%→10, <65%→7, <80%→4, ≥80→2 |
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| YTD Drawdown | /15 | <-15%→15, <-10→13, <-5→11, <0→9, <10→6, ≥10→3 |
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| Safety | /10 | profitable(+3), PB<1.5(+3), yield 3-15%(+4) |
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Grades: 🔥 ≥70 (strong buy) | ⭐ ≥55 (recommended) | ✅ <55 (moderate)
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## Price Ladder Calculation
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```
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tier1 = current_price # Current level, buy 40%
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tier2 = 20day_support # Recent support, buy 30%
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tier3 = 60day_low × 0.98 # Below period low, buy 30%
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```
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## Candidate Universe
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### US — BDCs (Business Development Companies)
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ARCC, HTGC, MAIN, GAIN, GLAD, PSEC, FSK, HRZN, TSLX
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### US — mREITs (Mortgage REITs)
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NLY, AGNC, ARR, DX, NYMT, CIM, ORC
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### US — Equity REITs
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O, VICI, WPC, SPG
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### US — Blue Chip Dividend
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MO, VZ, T, XOM, CVX, BTI, PG, JNJ, KO, PEP, ABBV
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### US — MLP/Energy
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ET, EPD, MPLX, USAC
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### US — Covered Call ETFs
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JEPI, JEPQ, QYLD, SPYI, DIVO, SVOL
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### US — Utilities
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NEE, DUK, SO, D
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### HK — High Dividend Blue Chips
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1088.HK (神华), 0883.HK (中海油), 3968.HK (招行), 2318.HK (平安),
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0939.HK (建行), 1398.HK (工行), 3988.HK (中行), 0005.HK (汇丰),
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0003.HK (中煤气), 0011.HK (恒生), 0002.HK (中电), 0006.HK (电能),
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0016.HK (新地), 0012.HK (恒基), 0388.HK (港交所), 1299.HK (友邦),
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0267.HK (中信), 0066.HK (港铁), 0857.HK (中石油), 0728.HK (中国电信)
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### HK — High-Yield ETFs
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3416.HK (AGX国指兑), 3417.HK (AGX恒科备兑)
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## Pitfalls
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- **mREIT rate sensitivity**: NLY/AGNC/DX are heavily influenced by Fed rate policy. In rate-cutting cycles, they outperform; in tightening cycles, dividends may be cut.
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- **BDC credit risk**: BDCs lend to mid-market companies. During recessions, default rates rise and NAV can decline.
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- **HK bank property exposure**: HK bank stocks (招行/工行/中行) have real estate exposure. Valuations may already reflect property market stress.
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- **PE negative = red flag**: Stocks with negative PE (some BDCs like FSK, PSEC) may have unsustainable dividends despite high headline yields.
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- **YTD hot stocks penalized**: Stocks with YTD > +20% (like 0883.HK +25%, 0857.HK +26%) score lower on DCA because they're less attractive for new money entry.
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- **Price=0 on weekends**: LongPort returns 0 for last_done when markets are closed. Use calc_indexes data (PE/PB/yield) which are always available.
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- **LongPort Quote object**: `SecurityQuote` does NOT have `change_rate` attribute on some market data tiers. Use `calc_indexes` with `CalcIndex.ChangeRate` instead.
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## Script Template
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Save as `/tmp/dca_screen.py` (never use `python3 -c` with HK stock codes starting with digits).
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Key script pattern:
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```python
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# 1. Load env from bashrc (LONGBRIDGE_* → LONGPORT_*)
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# 2. ctx.calc_indexes(candidates, [DividendRatioTtm, PeTtmRatio, PbRatio, TotalMarketValue, ...])
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# 3. ctx.candlesticks(sym, Period.Day, 60, AdjustType.ForwardAdjust) for price ladder
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# 4. ctx.static_info(syms) for names
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# 5. Score + sort + present
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```
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Batch sizes: quotes 20/batch, calc_indexes 10/batch, static_info 20/batch.
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