"okc"今天收到的訊號,印象中沒有看過這麼高的現金比重
新的配置比重最高的是台股20%,台股小型只剩5%,中國降到0%,完全就是防禦狀態
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
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