推 jimmy781126: 借台幣 買美元資產 不太好吧 匯率風險又更大了03/03 19:31
如果開槓桿的理由是Lifecycle investing觀點
借款是為了將未來收入資本化
假設未來收入以台幣為主
借台幣信貸,還台幣,是沒有匯率風險的
反而通過期貨、選擇權或margin取得的槓桿
是借美元還台幣,是有匯率風險的
不採取Lifecycle investing觀點當然另當別論
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You got to know when to hold 'em, know when to fold 'em, Know when to walk away and know when to run.
You never count your money when you're sittin' at the table. There'll be time enough for countin' when the dealin's done.
'Cause ev'ry hand's a winner and ev'ry hand's a loser, And the best that you can hope for is to die in your sleep."
now Ev'ry gambler knows that the secret to survivin' Is knowin' what to throw away and knowing what to keep.
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