【語重心長】投資新手或者唔想再做傻散嘅入一入嚟（4）

JovianJulia

957 回覆

47 Like 11 Dislike

NVDA世一 2024-09-17 14:17:01

杜墓俾人拉 2024-09-17 16:35:55

仲未好清楚carry 嘅risk based explanation係咩唔太敢落

勿以累聚 2024-09-17 19:32:13

今次撞岩 2024-09-18 00:53:44

JovianJulia 2024-09-18 00:54:02

JovianJulia 2024-09-18 00:55:47

JovianJulia 2024-09-18 01:51:12

JovianJulia 2024-09-18 01:56:22

杜墓俾人拉 2024-09-18 13:15:21

Time the market

但仲未get carry點黎
借低息貨幣買高息貨幣
但exchange rate parity會抵消gain/loss

假設要bear exchange rate risk 所以risk return
咁點解受惠果方唔可以係借高息貨幣買低息貨幣

始終currency係zero sum game

杜墓俾人拉 2024-09-18 13:17:31

大部分人都唔建議portfolio揸咁多MF
25% of portfolio 已經好盡
始終太信backtest唔好

杜墓俾人拉 2024-09-18 13:18:16

呢個個界面靚好多
佢講MF 個thread唔錯

JovianJulia 2024-09-18 14:48:13

JovianJulia 2024-09-18 14:50:36

JovianJulia 2024-09-18 15:38:46

富元犇犇 2024-09-18 16:47:08

Projectionlab入咗坑 7日試用