"yelindream"進聯博歐洲收益(月配,美避)一筆。
Y傳奇請指導一下
"yelindream"進聯博歐洲收益(月配,美避)一筆。
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"進聯博歐洲收益(月配,美避)一筆。
Y傳奇請指導一下
"yelindream"QE撒出的熱錢會往股市跑,首先直接受益的是房地產和高收益債(不是置產就是放在收益率較高的投機商品),之前歐央開始QE時都可以明顯感受到。歐房產的相關基金都是歐元計價,手上沒多餘歐元,所以選進歐高收。
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"QE撒出的熱錢會往股市跑,首先直接受益的是房地產和高收益債(不是置產就是放在收益率較高的投機商品),之前歐央開始QE時都可以明顯感受到。歐房產的相關基金都是歐元計價,手上沒多餘歐元,所以選進歐高收。
同意。
對基金經理人而言,高收益跟房地產都是收益(賺利息)的商品,Y大先賺息等轉進股票的觀念,和我所見略同。不過我覺得高收益債雖然近期打底,但今年應該還是被提款的標的,不敢輕舉妄動,所以我現在在看房地產的標的。
倒是歐房產有不少美元避險的基金,Y大不選的原因是?
"yelindream"(1)現在慢慢改變對英國地產的看法,認為跌了10%左右,短期再跌空間似乎不會那麼強烈.....
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
"yelindream"英國脫歐議題讓我不是很放心,故選相對低點入場的高收債介入
不知道強大有何想法?
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"英國脫歐議題讓我不是很放心,故選相對低點入場的高收債介入
不知道強大有何想法?
你覺不覺得:從股市反應來看,英國脫歐議題其實沒那麼嚴重?