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
"ronccf"在東協和亞洲的聚焦與調整如何?
"luslus""ronccf"在東協和亞洲的聚焦與調整如何?
新興亞洲比較傷腦筋
只買一支好像沒辦法聚焦><
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
"luslus"小弟日前停利轉出亞成後,亞股只剩JF東協在手
等機會想補一支新興亞洲(但不勉強)
強大是否有好想法配置呢,只想做一支安本亞小?只買1.2支好像很難通吃這區
小弟的想法是不勉強,沒配置到的就留給別人去賺了,
明年的眼光主力還是聚焦在資源單筆上,
只要景氣轉好,疑慮降低,需求增溫(中國或全球轉勢),資源類力道不會比中國差到哪裡去,
不一定非得要配置周全亞股,
我在今年早把兵力都佈好了,等好久了會睡著!
"luslus"小弟日前停利轉出亞成後,亞股只剩JF東協在手
等機會想補一支新興亞洲(但不勉強)
強大是否有好想法配置呢,只想做一支安本亞小?只買1.2支好像很難通吃這區
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