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"看法一致。對高收益債的空手者而言,目前最大風險是高處不勝寒的心理預期。例如前幾天北韓飛彈威震全球,全球高收益債跟美國高收益債也跟著股市嚇得修正,但也只是1~2%的回檔,顯示多頭仍強,但波動已大。
迎財神三禮:勇氣、耐心、現金
投資三金律:逢低買、分批買、有錢買
"whywhy"若跌了10%,這些指標狀況並沒有很惡化,經濟指標也未反轉,這會是個不錯的買點,反之,就快溜了吧!