开始从回写回忆录。
听了这个YouTube。
https://youtu.be/6TQJL6Ksggo
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
听了这个YouTube。
https://youtu.be/6TQJL6Ksggo
《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
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