《资产配置的艺术》

领悟。
1. 资产配置其实非常深奥，很多方面要懂
2.资产配置不是universal working method
3. Rebalancing with 2 schools of thought -
i。momentum following - avoid being killed during abnormal market (e.g. recession) - limited risk, unlimited gain
ii. Anti momentum - value investing (drop more, buy more) - unlimited risk, limited gain