新手入門書 - 基金
By Hedy
at 2009-02-10T22:25
at 2009-02-10T22:25
Table of Contents
※ 引述《Attui (show more we can do)》之銘言:
: : 2.漫步華爾街=>講解金融市場,隨機漫步理論與資產配置初步
: 簡直就是綠角他爹
: 不過看完會很懷疑現在除了ETF外到底有什麼基金能買
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
其實我覺得作者比較強調在已開發國家基金是很難打敗指數的。
最近看到的一篇文章,裡面請了三個專家提供了三個簡單的資產配置
http://0rz.tw/zCgK0
以下是作者提供的資產配置,文中說這也反映了他實際的配置。
Malkiel's portfolio
20% Vanguard Total Stock Market ETF (VTI)
(Tracks a broad index of U.S. companies)
20% Vanguard FTSE All-World ex-US ETF (VEU)
(Tracks a broad index of stocks from developed and emerging
foreign markets.)
20% Vanguard Total Bond Market ETF (BND)
(Tracks a broad index of high-quality U.S. bonds)
10% Vanguard Capital Opportunity (VHCOX)
(An actively managed fund that likes big growth companies down on
their luck)
10% Vanguard Emerging Markets ETF (VWO)
(Tracks an index of stocks developing nations)
10% Templeton Dragon (TDF)(Invests in stocks from China and nearby nations)
10% Matthew's India (MINDX)(Invests in stocks from India)
PS. Templeton Dragon的經理人是Mark Mobius
--
: : 2.漫步華爾街=>講解金融市場,隨機漫步理論與資產配置初步
: 簡直就是綠角他爹
: 不過看完會很懷疑現在除了ETF外到底有什麼基金能買
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
其實我覺得作者比較強調在已開發國家基金是很難打敗指數的。
最近看到的一篇文章,裡面請了三個專家提供了三個簡單的資產配置
http://0rz.tw/zCgK0
以下是作者提供的資產配置,文中說這也反映了他實際的配置。
Malkiel's portfolio
20% Vanguard Total Stock Market ETF (VTI)
(Tracks a broad index of U.S. companies)
20% Vanguard FTSE All-World ex-US ETF (VEU)
(Tracks a broad index of stocks from developed and emerging
foreign markets.)
20% Vanguard Total Bond Market ETF (BND)
(Tracks a broad index of high-quality U.S. bonds)
10% Vanguard Capital Opportunity (VHCOX)
(An actively managed fund that likes big growth companies down on
their luck)
10% Vanguard Emerging Markets ETF (VWO)
(Tracks an index of stocks developing nations)
10% Templeton Dragon (TDF)(Invests in stocks from China and nearby nations)
10% Matthew's India (MINDX)(Invests in stocks from India)
PS. Templeton Dragon的經理人是Mark Mobius
--
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