新手美股etf投資 - 投資

Dorothy avatar
By Dorothy
at 2022-02-04T21:28

Table of Contents


John H. Cochrane有一篇論文
<<Portfolios for Long-Term Investors>>
( https://www.johnhcochrane.com/research-all/long-term-portfolios )
我覺得很值得一讀

裡面提供了許多觀點
不管你最後同不同意
都很值得至少思索一番

===
容我引用其中的一段話:
"The average investor must hold the market portfolio."

"The average-investor theorem is powerful, because portfolio theory is hard.
You have to estimate or otherwise understand time-varying means and
covariances of asset returns and state variables, alphas, and betas. Then you
have to make a difficult computation, and do a lot of massaging to keep it
from blowing up."

"But if you know that you are no different than the average—
or if you do not really know you are different and how—you are done, you
know the answer. Off to the total market portfolio with you."

--
So stand by your glasses steady,
Here’s good luck to the man in the sky,
Here’s a toast to the dead already,
Three cheers for the next man to die.

--

All Comments

Sierra Rose avatar
By Sierra Rose
at 2022-02-07T06:59
推d大,黃色部分作者寫得太好了
Jessica avatar
By Jessica
at 2022-02-09T16:30
Caitlin avatar
By Caitlin
at 2022-02-08T06:27
Mia avatar
By Mia
at 2022-02-10T15:58
原推文出於好心,才會給入門買 ETF 的財經震撼教育
Hedwig avatar
By Hedwig
at 2022-02-08T06:27
謝謝分享
Lucy avatar
By Lucy
at 2022-02-10T15:58
h叔好心我是相信 可是他有些想法太武斷了 對新手不一定
是好事
Edward Lewis avatar
By Edward Lewis
at 2022-02-08T06:27
跟sweet大想法差不多,之前股息税也是,哈。但他感覺得出來
是善意
Ivy avatar
By Ivy
at 2022-02-10T15:58
推~
Sierra Rose avatar
By Sierra Rose
at 2022-02-08T06:27
借板問 前陣子all in VTI 現在想改做VT VWRA
Edward Lewis avatar
By Edward Lewis
at 2022-02-10T15:58
直接賣掉VTI轉VT或VWRA 有甚麼需要注意的點嗎?
Edith avatar
By Edith
at 2022-02-08T06:27
樓上你可以補VXUS,免得下次又跳回去
Callum avatar
By Callum
at 2022-02-10T15:58
VTI怎麼了嗎 @@
Kyle avatar
By Kyle
at 2022-02-08T06:27
單純覺得不應該只買美股 要做全球的
Andrew avatar
By Andrew
at 2022-02-10T15:58
那加買VXUS就好,還可以自己調整比例
Frederica avatar
By Frederica
at 2022-02-08T06:27
收到 謝謝
Dinah avatar
By Dinah
at 2022-02-10T15:58
Kristin avatar
By Kristin
at 2022-02-08T06:27
ya大 要注意的點就是轉了就別再看盤
Sierra Rose avatar
By Sierra Rose
at 2022-02-10T15:58
謝謝 這個我可以的

38歲小家庭理財計畫

Daniel avatar
By Daniel
at 2022-02-04T18:43
買房主力年紀 30-39 占34% 40-49 占30% 台灣出生數40萬 1951-1982 40萬下滑到30萬 1983-1997 30萬下滑20萬再到15萬 1998-2005-2021 樂觀者抓 1997+49=2046 大概就是房價最晚的轉折點 保守一點 ...

新手美股etf投資

Sierra Rose avatar
By Sierra Rose
at 2022-02-04T15:44
想請教 每個月定期定額約5000台 預計存5-10年 會建議存vt voo vti哪隻好呢? 個股看別人都說tsla可是這樣好像風險不小? 或是這麼小額乾脆存台股0056或0050? 券商是用大戶投的豐存股 對新手這種小額很友善 - ...

匯澳幣到嘉信方法分享(直接換成美金入賬)

Ivy avatar
By Ivy
at 2022-02-04T12:16
匯「澳幣」到嘉信 因為手中剛好有一筆「澳幣儲蓄險」到期,想要讓資金待在市場裡面繼續投資。但是,現 在台幣實在太強了,換回台幣不但沒賺還倒賠,於是我開始研究有關澳幣投資的訊息。 Google很久,沒有看到有人分享相關的經驗,倒是海外投資版上,和我有相同困擾的文章 看了不少。苦惱許久,也想過直接走「澳幣複委託 ...

投資型保單

Carolina Franco avatar
By Carolina Franco
at 2022-02-04T02:21
※ 引述《elly0422 (missC)》之銘言: : 大家好,最近手邊有一筆約50萬的錢,短期內不會用到,因不善理財,平常也只會把錢放 : 銀行,對股票基金更是完全不懂也不敢碰。 : 這幾天跟家人聊天,得知他有買一張投資型的月配息保單,他說他存100萬,綁兩年約, : 前兩年從本金扣行政費用總共36000 ...

AVES加入後資產配置如何調整

Liam avatar
By Liam
at 2022-02-04T02:06
自己目前資產組合是參考crazy boy lplpttt A.K.A. 清流君的75/25因子投資配置 不過最近AVES上市 想把它加入到資產中,卻有一些問題 照清流君會員頻道的影片,AVES大約是抓5% 不過這5%會從VTI跟VXUS裡面分出來,還是會從AVDV跟AVUV中分出來呢? 還是說會配置 ...