【語重心長】投資新手或者唔想再做傻散嘅入一入嚟（6）

之前致富嘛 不過有用stockerx mark住數 所以有啲亂

Portfolio Analyst要電腦版先睇到？

of course not
去statements & tax
或者home都會搵到

Thx

樓主係咪有個excel表黎mark數?
可唔可以share個format睇睇呀
萬分感激
琴晚終於入市RSSB了

個 excel 啲 format 勁亂唔好意思拎岀嚟，仲要冇 updated for rebalance with margin

其實就咁 broker export statement 做xslx 再整少少圖已經好夠

Asset managers BlackRock (NYSE:BLK), Invesco (NYSE:IVZ), and Fidelity Investments have launched a wave of exchange-traded funds intended to bring to retail traders strategies once available only to financial elites.

The three firms recently filed to start so-called managed futures ETFs, which use derivatives to ride trends across a range of asset classes, Bloomberg reported on Friday. Their systematic models are designed to adapt to shifting market conditions and offset downturns in traditional portfolios.

唔知多咗競爭會唔會減管理費呢

拭目以待

有冇新聞seed

30%VVO 30%BRK.B 20% TLT 10% QQQ
有冇問題

我bloomberg上個星期見到 但要ac login
https://financialpost.com/pmn/business-pmn/blackrock-fidelity-challenge-hedge-funds-with-trend-chaser-bets
依條link detali啲

Good news
都講咗Manage Future beta etf好耐
最理想係Volatility 高啲嘅Managed Future Beat etf

好多Managefutures volatility 得10%
要自己leverage 先可以達到理想效果

KMLM (from 1992) realised volatility 13.54%
DBMF (from 2000) realised volatility 9.46%
CTA realised 11.13%

以我所知KMLM係冇target volatility，個市波動大啲佢就自然波動大啲

Brkb 同 VOO 係咪好多重複？

月供緊vwra + avgs 應唔應該轉rssb

就咁已經好穩陣

managed futures beta etf 即係點，有咩beta

u mean VOO?

https://expensive-middle-c07.notion.site/QQQ-VOO-df1dd4ae552446d789b1e26ebacc977c

https://expensive-middle-c07.notion.site/BRKB-b9fecc65d1734c94a6aaa18564e51ddf?pvs=4

唔同諗法，RSSB 會槓桿咗，只係得RSSB突然加息股債雙殺你就食屎

Rssb 會槓桿，應該問自己嘅風險承唔承受到？

樓主請問如果想研究下mf 有咩讀物？

同埋MF 我理解都係commodity futures, 咁同樣都唔係incoming generating assets 點解唔推薦買金但mf ok? thanks

訂左‘持續買進’，下星期到左慢慢睇

【語重心長】投資新手或者唔想再做傻散嘅入一入嚟（6）
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其實只係futures 做trend following / time series momentum 成本低啲