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"資產過度集中一檔基金,或過度集中股票及高收益債,將是你的投組中最大的風險。
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"其實多數時間就是美元跟非美在坐蹺蹺板,所以要分散應該是美元跟非美對等分散,而非如大大配置只占20%。
非美的部分再依配息需求去做配置(買南非幣級別的主要目的是領配息)。
"yengary"請問同一檔基金,同一天購入2個幣別(美金+南非幣)
是否可鎖住匯率?
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""yengary"請問同一檔基金,同一天購入2個幣別(美金+南非幣)
是否可鎖住匯率?
美金並非跟南非幣完全負相關,事實上也沒有哪兩種貨幣會完全負相關。
"yengary"請問同一檔基金,同一天購入2個幣別(美金+南非幣)
是否可鎖住匯率?
"yengary"假如今天美元/南非幣匯率漲,是否就適合進行美元轉換到南非幣計價
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