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"
招式又笨又老,無妨,拳拳到肉比較重要,我們以葉問自許。
[/u]
"ronccf"3.如果非要現在選,還是會選瑞士不選北歐,在瑞士基金的施羅德瑞士中小與先機瑞士(大型)裡,小弟會買先機。請教R大,選先機的理由為何?
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
"ronccf"強大;同意R大的看法。畢竟近來誘人的投資標的頗多,俄羅斯、巴西、東南亞、韓國等等等已買不完,不需急著冒南歐豬國的險。
尚未買進,還在補進歐元等候中;
就目前與季線偏離度來觀察,如果用歐元只能選擇其一,小弟以為您推薦的德盛德利德國+景順大陸企業,顧及中大型及小型,並加重德國配置,是否比較好?
第2選項,如果能順利出脫新興東歐,先;小弟會加重俄羅斯比重,開是進瑞銀中歐;
雖然西班牙、義大利已在逐步落底當中,但總覺得跌幅似乎不足,您的高見呢?
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