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"雖然線型差,但跌下來的價差很誘人,開始撿駿利環球生命科技基金。
這檔基金名列「強基金100」(http://forum.fundhot.com/premier/sindexfundhot100.html),觀察已有一段時間,發現它雖然列在較穩健的健康護理,卻能一直貼著NBI指數,可能是它融合生技跟健康護理持股的關係。
例如這次事件主角的Gilead它是第一大持股,但生技比重其實只有36%,其他都是製藥及設備。
"yelindream"已經連開兩小槍了,繼續開下去......
"fundhot"開始撿駿利環球生命科技基金
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"回Y傳奇:
駿利環球生命科技基金的績效一直讓我想不透,它並非純生技,輸給德盛、富坦是正常的,但過去一年並沒有輸太多,最近因為生技重挫反而還讓它超前了富坦及德盛。
我必須說,富坦跟德盛仍是市場上最好的生技基金,如果是去年生技的大多頭時期,我還是首選這兩檔。但今年變數增多,最肥美的漲幅已過,我反而會覺得製藥、設備器材多一點,健康護理跑得慢,不見得最後會輸。
"yelindream"親愛的強大,只是想告訴你我的心聲,盼你明白,也更希望你能向你身邊的那位 r 版主,提出針貶。
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"親愛的強大,只是想告訴你我的心聲,盼你明白,也更希望你能向你身邊的那位 r 版主,提出針貶。
看來華爾街之R有點累了,畢竟演那部電影要從頭做到尾,很傷身的。
"king22438410"請問強大.醫藥健康護理世界大拜拜不是快結束.現在開始撿是否會反轉.還是中長期持有?謝謝.
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
"king22438410"醫藥健康護理世界大拜拜-醫學會.醫藥發表會...謝謝.
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