Lazy ETF Portfolio - 投資
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By Zanna
at 2012-02-07T23:55
at 2012-02-07T23:55
Table of Contents
大家好,小弟有個關於投資組合的問題想請教
下面是Swenson教授所推薦的投資組合,從Marketwatch網站看來長期投報率還不錯
大部分的標的物我想大家都熟悉,無太大問題
但關於債券ETF VGIT的部分
某些網站是以VGIT,某些網站則以BND or BIV 來做為此組合
Marketwatch網站則是以長期債ETF來計算報酬率
一方面想請教各位針對此點是否有任何看法
一方面想請教針對目前似乎偏高的債券價格,各位對債券配置有何建議呢?
謝謝
David Swenson’s Ivy League Portfolio
■30% Vanguard Total Stock Market ETF (VTI)
■5% Vanguard Emerging Mkts ETF (VWO)
■15% Vanguard Europe Pacific ETF (VEA)
■20% Vanguard REIT ETF (VNQ)
■15% Vanguard Intermediate-Term Government Bond ETF (VGIT)
■15% iShares Barclays TIPS Bond (TIP)
--
下面是Swenson教授所推薦的投資組合,從Marketwatch網站看來長期投報率還不錯
大部分的標的物我想大家都熟悉,無太大問題
但關於債券ETF VGIT的部分
某些網站是以VGIT,某些網站則以BND or BIV 來做為此組合
Marketwatch網站則是以長期債ETF來計算報酬率
一方面想請教各位針對此點是否有任何看法
一方面想請教針對目前似乎偏高的債券價格,各位對債券配置有何建議呢?
謝謝
David Swenson’s Ivy League Portfolio
■30% Vanguard Total Stock Market ETF (VTI)
■5% Vanguard Emerging Mkts ETF (VWO)
■15% Vanguard Europe Pacific ETF (VEA)
■20% Vanguard REIT ETF (VNQ)
■15% Vanguard Intermediate-Term Government Bond ETF (VGIT)
■15% iShares Barclays TIPS Bond (TIP)
--
All Comments
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By Noah
at 2012-02-08T15:44
at 2012-02-08T15:44
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By Mason
at 2012-02-12T05:50
at 2012-02-12T05:50
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By Catherine
at 2012-02-14T03:06
at 2012-02-14T03:06
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By Dorothy
at 2012-02-16T08:20
at 2012-02-16T08:20
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By Isla
at 2012-02-17T09:34
at 2012-02-17T09:34
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By Tom
at 2012-02-21T08:35
at 2012-02-21T08:35
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By Ursula
at 2012-02-25T05:11
at 2012-02-25T05:11
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By Robert
at 2012-02-27T21:58
at 2012-02-27T21:58
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