而家60% portfolio長債見yield係咁升好想all in
大家討論下今輪股市一旦股災見底仲會唔會好似過去十幾年咁做返大牛?
之前聽過分析黎緊既few decades會係一個sea change, 低利率高增長既年代已過, 呼籲買bond特別係high yield bond.
ref:
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
原本想60% bond 40%等緊美股股災撈底,而家睇唔明想點,講來講去都係得個AI
如果黎緊個市就算唔股災但好似60-80年代咁牛皮20年真係食得屎, 40%資本變左同阿婆擺月餅罐冇分別, 咁不如入曬bond好過