"luslus"
4.只要打平或有賺就持續收縮兵力,期將定期定額精簡化
L大師:
弟子愚昧;
這點可否說得再清楚些?是將現有定期作收縮兵力停扣的意思嗎?
謝謝
"luslus"
4.只要打平或有賺就持續收縮兵力,期將定期定額精簡化
"ronccf""luslus"
4.只要打平或有賺就持續收縮兵力,期將定期定額精簡化
是將現有定期作收縮兵力停扣的意思嗎?
"luslus"原則上亞股.東歐.拉美3大區和原物料至少要留一支,另外美歐也會考慮
故最精簡手上定期股基至少還是會持4-6支
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
"ronccf"多謝L大回文
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
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
"ronccf"鄙見是股,債得比例應該位於資產配置的較上層,有"空閒"才來看下位階的配置
"fundhot"過去都是用單一國家組成區域型,
好處是各個國家可拆開收割或加碼,正報酬的機會大。
缺點就是投入資金相對較大,套句L大的話:弄得「生活不單純」。
我想,若學習L大各區域只擺一兩檔老字號的股基,讓國家間的轉換就交給這些經驗老道的基金經理人,自己專心在債基的領息及高收債的進出
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
"fundhot"東歐:貝萊德新歐(請問有東歐小型的基金嗎?)
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
"fundhot""fundhot"東歐:貝萊德新歐(請問有東歐小型的基金嗎?)
正思考用安本環球東歐股票基金A2歐元取代之。
理由:
1. 俄羅斯比重最低,僅44.3%。
2. 土耳其+波捷匈的比重高,佔43.7%。
請蹂躪。
"ronccf""fundhot""fundhot"東歐:貝萊德新歐(請問有東歐小型的基金嗎?)
正思考用安本環球東歐股票基金A2歐元取代之。
理由:
1. 俄羅斯比重最低,僅44.3%。
2. 土耳其+波捷匈的比重高,佔43.7%。
請蹂躪。
小弟較保守,用瑞萬通博新興東歐債AM(USD)原幣+瑞萬通博新興東歐債AM(EUR)台幣+宏利土耳其(持續等待中)
請蹂躪,too
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
"luslus"R大應該是認為目前這樣組合起來
整體報酬率會較佳!
"luslus"一些存活久.有口碑.常得獎的老基金,還是有一定的操作水準在,相較之下令人有信心些
況誰也不知何時會輪到純東歐股基組合暴衝(像最近東協諸國一樣),
EX:今年初有幾個人看好印度,但是印度現在如何?現在網路上大讚印度,馬後炮的文章一大堆....
去年底有多少文章雜誌看好今年金價定破2000,還有人喊到3000,現在是多少呢?此一時,彼一時
股.債不管比重如何,還是加減都要配置一點
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
"fundhot"
台:統一大滿貫
亞:安本亞小
美:瑞銀美小
歐:景順歐企
拉美:柏瑞拉小(有買不到的問題)
東歐:貝萊德新歐(請問有東歐小型的基金嗎?)
礦:貝萊德世礦
油:景順能源(有買不到的問題)
公用:富坦公用(我選季配)
品牌:百達品牌(奢侈品)+MS品牌(消費品)
"ronccf"普信美國小型公司股票型基金 http://www.moneydj.com/funddj/yp/yp011001.djhtm?a=MAR08與瑞銀美小,請強大評論一下
缺點是要到總代理萬寶投顧開戶,一懶起來,拖拉就過了快2年
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
"ronccf"6區域4類股,真是難抉擇!
仍然不看好生技醫藥?
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
"fundhot""ronccf"6區域4類股,真是難抉擇!
仍然不看好生技醫藥?
最近國家地理頻道播了不少二戰紀錄片,居然是彩色的,很炫。
某部片子說到滇緬遠征軍在長征時,如果夥伴受傷,也只能拋棄,只為保存戰力。
為了聚焦,所以作出擱下部分夥伴的決定,例如生技、農金、地產、消閒。
手心手背都是肉。
"yelindream"強大沒考慮黃金基金嗎??東協也直接放棄嗎??
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
"fundhot""yelindream"強大沒考慮黃金基金嗎??東協也直接放棄嗎??
黃金聖衣R大
ㄏ...應該是黃金聖戰士R大
當然不可能放棄東協,這也是我選擇老朋友安本亞洲小型公司基金的主因,注意看他的國家比重,東協已經超過一半了,而且沒有一般東協基金新加坡比重佔四成的問題。
"luslus""fundhot""yelindream"強大沒考慮黃金基金嗎??東協也直接放棄嗎??
當然不可能放棄東協,這也是我選擇老朋友安本亞洲小型公司基金的主因,注意看他的國家比重,東協已經超過一半了,而且沒有一般東協基金新加坡比重佔四成的問題。
挑基金跟著"選基聖手"--強大就對了!
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
"fundhot"
如果沒有L穆兵法指引,再會挑基金也沒用。
一檔基金賺錢但整個帳戶賠錢,就像贏了小戰鬥卻輸了整個戰役,意義不大。