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Thursday Meeting Topic 2011.01.30해당카페글 미리보기
when we're planning for a retirement that will probably cost more money than we'd like to admit. Focus on Asset Allocation Healthy retirement planning depends on asset allocation rather than on the performance of one single investment...
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변화가 필요한 기업연금 전략 2022.04.12해당카페글 미리보기
it’s useful to step back and consider just how far they should go.” Gross says that while the old models of asset allocation based on total return maximization did not work, newer models that focus heavily on liability-driven investing...
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4조 발표 문제 입니다 ㅋㅋ 2010.11.10해당카페글 미리보기
advisory firm that manages more than $120 million in funds for its numerous clients. the company uses an asset allocation model that recommends the portion of each client's portfolio to be invested in a growth stock fund, an income fund...
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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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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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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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현대 포트폴리오 이론의 잘못된 기술 관료 뮘 2014.07.30해당카페글 미리보기
If one does not know the performance of equities and their characteristics going back decades, then so-called asset allocation is nothing but a guess. So it goes. What passes for "monetary science" in the context of Wall Street is...
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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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본원 통화에서 모든 시간 낮은 금 가격의 상대 2014.06.26해당카페글 미리보기
sentiment is “the crisis was yesterday”, and the “Yellen Put” is considered an integral feature of asset allocation decisions in many portfolios. The longer the low interest rate environment continues, the more investors will be...