作者查詢 / YHank
作者 YHank 在 PTT [ Foreign_Inv ] 看板的留言(推文), 共295則
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收起看板(690)
3F推: 特意不打中文切成英文結果還拼錯，他到底在幹麻，有人能11/12 03:02
4F→: 幫忙解釋一下嗎？11/12 03:02
97F推: 如果真的很擔心美債，買IGOV或者BWX也可以，甚至台幣定存10/27 00:13
98F→: 或高利活存也可以10/27 00:13
2F推: 笑死 我是沒看這本拉 不過隨便一查也查得到他叫你不要04/01 01:35
3F→: 買個股 盡量買大盤 想炒teala nvidia甚至比特幣之類的04/01 01:36
4F→: 被當韭菜割 哭哭喔04/01 01:36
5F→: 2024/8到現在我看VT(甚至無聊也看了VTI) 也最多沒跌多少04/01 01:39
6F→: 又是買了啥妖股LUL04/01 01:39
62F推: 就某幾個id常常長篇大論然後通篇屁話廢話阿 hip以外某個d06/14 00:05
63F→: 開頭的也差不多 真的要認真找隨便都可以挖幾十個打爆他們06/14 00:05
64F→: 臉的 只是像他們那麼無聊的人很少才很少這種打臉文06/14 00:06
65F推: 遇到這水準等級的基本上都直接無視就好06/14 00:09
82F推: 我可以耶 我是異類嗎06/11 23:05
83F→: 網頁版一次ok06/11 23:07
7F推: 台灣現在就叫好時，自己去看超商、超市商品背面，官方中文05/21 02:35
8F→: 就是好時。不要跟上次那個說人家估計就是支語的老師一樣05/21 02:38
9F→: 好笑。05/21 02:38
10F→: ptt到處支語警察已經夠好笑了，結果連這裡都有人入侵，而且05/21 02:38
11F→: 還是沒查證的低階版支警......05/21 02:39
22F推: https://tinyurl.com/murj9xtp 家樂福絕對是中國公司05/21 03:14
23F→: 原產地馬來西亞也絕對是中國的一部分05/21 03:15
24F→: 你家附近賣Hershey's的7-11，全家也絕對全部都是中國間諜05/21 03:16
25F→: 組織分部，我建議您快點去跟新任政府檢舉。05/21 03:16
26F→: 「現在」台灣「官方」中文名稱您都可以有那麼多意見，太屌05/21 03:17
27F→: 另外看到推文，大家絕對覺得崩潰的是您，不是我XDDDD05/21 03:18
28F→: 不過還是恭喜您花了很久找到1995年台灣用的資料，我建議您05/21 03:20
29F→: 多出門走走，不遠的，附近的7-11和全家就有賣，不需要05/21 03:21
30F→: 一直在家當低階支警。05/21 03:21
31F推: 算了我居然跟這種人認真，想當時聯絡簿「估計」事件也是05/21 03:23
32F→: 一堆支警7pupu跳腳，我應該練習無視就好，不用特意還找05/21 03:24
33F→: 現在產品連結來打人臉，畢竟這種人自己臉都不是很想要...05/21 03:24
37F推: 在美國那你吵個屁，「現在」「台灣」產品上面都寫好時05/21 03:44
38F→: 看不懂國語還在那邊當支警，怪我喔？05/21 03:44
41F推: 笑死 人家說台灣現在都叫好時 在那邊先跳針人家支語05/21 03:46
42F→: 再跳針人家翻牆 最後跳針美國05/21 03:47
43F→: 好 小丑先生請繼續自己跳到天荒地老吧 我不陪您了05/21 03:47
45F→: 對阿所以家樂福 馬來西亞 7-11 全家 都是中國台灣@@05/21 03:48
47F→: 謝謝 您跳得一幕比一幕精彩 麻煩再繼續~~~05/21 03:49
24F推: 對於股票部位有一半是AVUV/AVDV/AVES的我來說 我還比較04/08 12:28
25F→: 驚訝原來這是第一個SCV輸SP500的20年......04/08 12:28
26F推: 因子投資者要先搞清楚：你想要的是較高報酬(超過單純市場β04/08 12:35
27F→: 還是多幾個曝險因子，增加長期報酬穩定性？04/08 12:36
28F→: 然後不管是哪個，短期都不一定會成立，甚至這次案例20年04/08 12:38
29F→: 報酬還沒比較高，但是不管如何要堅守自己原本策略04/08 12:39
30F→: 其實就是全市場的延伸，如果80/20全市場股/債遇到熊市就04/08 12:40
31F→: 受不了改變配置或大量賣股就是賣在低點04/08 12:41
32F→: 因子投資如果遇到因子報酬是負的也要堅持原本配置，就算04/08 12:43
33F→: 已經落後市場10或20年04/08 12:43
38F推: 另外我剛無聊回測一下，如果測2004年到現在「全球」SCV組合04/08 12:52
39F→: 的話，50%VTI+50%VEA是輸50%DISVX+50%DFSVX的04/08 12:54
40F→: 新興市場沒有SCV所以沒加進去，用美國+其他已開發市場對標04/08 12:55
41F→: 當然SCV組合的波動明顯比較高，不過CAGR也贏了0.5%附近04/08 12:57
50F推: 哈哈我點進去前就有猜到daze大貼的是Paul Merriman的圖XD04/08 21:35
51F→: 我個人喜歡把這張圖叫做：小型價值股的美麗與哀愁XD04/08 21:36
52F→: 是說我看過不少次了居然沒注意到原標題叫Tell-Tale chart04/08 21:48
60F推: 如果不能control junk那size是否matter的確是有爭議04/10 13:18
61F→: 但是如果可以control junk，s那ize matters應該算共識04/10 13:19
13F→: ai費半算啥 我建議你all in比特幣然後再開20倍槓桿03/13 01:27
14F→: 隨便都賺個幾百%03/13 01:27
214F推: 笑死 最近怎麼一堆這種有的沒的出來叫得都最大聲11/08 21:12
215F→: 這篇是連beta都不懂的 上面幾篇還有一個是覺得VXUS是美元11/08 21:13
216F→: 資產的在那邊嘴拿諾貝爾獎的FF因子論的 我覺得回這些腦__11/08 21:14
217F→: 又自己為很厲害的人的真的都太過佛心來著 我連嘴它們都懶11/08 21:14
23F推: 說實在的是看人，不是每個人都越來越簡，有名反例就是11/06 15:38
27F→: William Bernstein。當然也有有名正例Rick Ferri。11/06 15:39
28F→: 回到原po問題，我覺得60% MCW+40%因子，其中16%動能其他偏11/06 15:41
29F→: 價值類，如果抱得住那的確算是合理。但可以問自己一個問題11/06 15:42
30F→: 裡面任何一支(IMOM,QVAL,AVES....等等「都」要考慮)長期11/06 15:43
31F→: (至少10~20年喔)落後其他平均，你是否會放棄？任何一支的11/06 15:44
32F→: 答案為「是」，就砍掉他，分給別的。11/06 15:44
33F→: 我自認為我可以相信FF因子的邏輯但我沒辦法真正完全相信MOM11/06 15:46
34F→: 所以我是沒放任何MOM的，我也不是很敢放AA集中式etf11/06 15:47
35F→: 所以我選avantis。現在DFA系列看起來也不錯11/06 15:48
36F推: 對了，這份清單如果以VT為標準，我猜10~20年至少會有一兩檔11/06 15:51
37F→: 年化報酬落後3~5%甚至更多，(但同時我猜領先3~5%甚至更多的11/06 15:52
38F→: 也會有)，畢竟因子常常就是十年河東十年河西，只是我當然11/06 15:53
39F→: 完全猜不出是哪檔XD，重點是決定了就要抱住和堅持策略到底11/06 15:55