我家除自住房没投资房产。几项投资理念贴出来切磋。

 

这是5月8日给朋友的信。
 
1.There is no safe place to hide at this point;
 
2.Bond is particularly dangerous, particularly the long term one. So I 'd shift some bond holdings to cash.
 
3.Stock is still the place to go, at least for a  %  of asset;
 
4.You just have to live thru the bad time if bad things happen again;
 
5.I do not believe in picking the stock winners, so I  prefer low cost funds such as Vanguard's;
 
6.I practice Asset allocation and  periodic re-balancing;
 
7.There is nothing to stop Fed from QEs and they may not have to actively reduce  their holdings once they are done with it;
 
8.QEs may not have shown its intended effect (jobs,  business growth), but Fed may still have to do it as a last resort;

9.If nothing else, the rapid US stock recovery is a good  thing coming out of QEs, dittos the housing price;
 
10.Fed will stop QEs sometimes in future and the market  will be disturbed regardless how they do it;
 
11.Dramatic US$ devaluation is not very likely, since both EU & Japan also love to devaluate theirs against US$;
 
12.International asset as  place to diversify holdings;
 

 

 

 

 

 

 
 

 

 

 

 

 

 

 

 

 

 

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• 如果国库卷的价格接着走低， 收益能有一年5%， 我 -may1995- ♀ (118 bytes) () 06/27/2013 postreply 18:02:46