"Edchehao"強大您好:3個問題請教您
1.已有富坦亞成及JF東協配置,如加上安本亞小是否有大中小型股均佈局的效果?
3.貝萊德拉美因是大型股居多,再加柏瑞拉美中小是否也ok?
理論上是沒錯。
純屬好奇,請問你最近買中小型股基金的原因為何?
2.JF東協因為是小區域,是否中小型配置會較多?
JF東協應該是大型股為主。
基金投資標的是大型股還是小型股,跟基金設計比較有關,跟區域大小無關。
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
"jason"個人最近觀察:確實發現近來新興市場安本亞小、安本新小、柏瑞拉小都比富蘭亞成、貝萊德拉美還相對抗跌,但美國成熟國家則大型股較小型股如瑞銀美小優
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