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Economist Gary Shilling was Right - What's Next? 2008.11.14해당카페글 미리보기
is not recommending that investors just curl up and hide. He is actively recommending a specific Bear market asset allocation plan that involves, among other things, buying Treasurys- even at these reduced yields! Gary also has specific...
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마쉬맬로우 테스트 & 인생에서의 성공. 2002.09.16해당카페글 미리보기
a long-term time horizon; aren't going to actively trade these funds; and you're smart enough to limit this asset allocation to no more than 15 percent of your portfolio. Perhaps as much as 25 percent - but only if you truly understand...
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Re:due date, quta, AA(외환관련), 중개무역과 중계무역의 차이점 아시는분 부탁드립니다. 2003.08.18해당카페글 미리보기
전신암호문, 거래조건 및 수수료율표, 전신약어 등 환거래를 위한 각종 문서를 교환하는 계약을 말한다. 4) 자산 할당(asset allocation) 투자로부터 나오는 미래의 수익에는 항상 불확실성이 존재하기 때문에 이러한 불확실성을 회피할 목적으로 투자자가...
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워렌 버핏의 50주년 편지 2015.3.4 하상주 2015.03.05해당카페글 미리보기
Most investors should buy a diversified portfolio of low fee index funds/ETFs! See my posts on John Bogle and asset allocation. 10. “Huge institutional investors, viewed as a group, have long underperformed the unsophisticated index...
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말 펀드 매니저에게 '아무도 2008이 오는 걸하지' 2014.09.15해당카페글 미리보기
coming! There were enough signs that something terrible was happening and, at a minimum, a prudent approach to asset allocation was needed. Instead fund managers maintained fully-invested positions, subjecting their unitholders to...
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달러와 공평 충돌 할 준비가되어? 2014.08.21해당카페글 미리보기
in stocks and only 20% in Treasurys . . . The only lifeline left is pushing pension funds out of their existing asset allocation sweet spot and forcing them to buy stocks. Whether this gambit will work is unknown." Will the Fed be able...
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달러와 금 다음은 무엇입니까? 2014.09.04해당카페글 미리보기
reason markets tend to get a little nervous in September is that it’s time for investors to ponder about their asset allocation for the remainder of the year and beyond. With the markets at or near record highs and the US dollar on a...
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달러와 주식 시장이 충돌 할 준비가되어? 2014.08.21해당카페글 미리보기
in stocks and only 20% in Treasurys . . . The only lifeline left is pushing pension funds out of their existing asset allocation sweet spot and forcing them to buy stocks. Whether this gambit will work is unknown." Will the Fed be able...
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뜨거운 공기 히스는 정크 본드에서 '죄수의 딜레마'는 계속된다 2014.08.08해당카페글 미리보기
banks are facing the ECB’s stress tests, and results will likely be out in October or November. And the asset allocation strategists at UBS “are tactically calling for a bout of risk-off.” But the current turmoil in the junk bond...
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마크 파버는 다시 경고 벨을 울리고 2014.07.23해당카페글 미리보기
that will come in and depress prices for these services. I wouldn’t buy these stocks. Q: In terms of asset allocation, what would you recommend to individual investors? A: I would have a diversified portfolio holding roughly 25% of...