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
"ryoma"我的想法是按其農業, 能源, 礦業的比例等比放大到100%, 也就是用40%, 32%, 28%的比例來建構投資組合.
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""ryoma"我的想法是按其農業, 能源, 礦業的比例等比放大到100%, 也就是用40%, 32%, 28%的比例來建構投資組合.
good idea!
世礦能源都和景氣循環高度相關,加入與景氣關聯較低的農金或許能互補,至少降低了投資組合被景氣循環牽著走的風險。
"luslus"只要是軟硬資源類的,波動都不會小到哪裡去
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""luslus"只要是軟硬資源類的,波動都不會小到哪裡去
是的。
不過也要波動大,打一筆獵人才有賺頭。