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
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"ronccf大,你的考量很正確,滿手股票確實需要一個波動性低的債券來保護,RR2應該是不錯的選擇。
另給yelindream大一點提醒,高收益債雖然波動度稍低於股票,但仍跟股票連動性大,多頭時容易一起好,空頭時可能就會一起跌。
股債七三比是個不錯的配置,但債券部分請加入穩定度高的綜合債,才能發揮下檔保護。例如金融海嘯時,PIMCO總回報還有4%左右的報酬,但高收益債可能跟股票一起腰斬。
高收益債不應以一般債券觀念視之,而是比較像高股息的股票,波動度大,但股息報酬也相對誘人。
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
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"感謝ronccf大!你應該是國文老師或作家吧?!我們粗俗淺顯的評論,在你口中都成了深具涵養的文化。我們從你那得到的不只是基金的涵養,更是心靈的慰藉。
再次感謝!