powerhouse
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註冊 2014-9-28 用戶註冊天數 3469
用戶失蹤天數 1965
61.231.129.190
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原帖由 mikeon88 於 2014-6-15 23:04 發表
證券、基金公司股價和大盤一致,
我把它們視為景氣循環股。
當它們大漲時,常是大盤的末升段了。 五年線來看,$BLK 大者恆大一枝獨秀, $TROW 今年以來還行。(藍線是 S&P 500)
YTD 來看,為什麼今年三月以來 $IVZ, $AMG, $BEN 會跌這麼兇?(太多美國以外資金配置?)
$BLK
53% equity, 30% fixed income, 8% multi-asset, 7% money market funds, and 2% alternatives
$TROW
49% US equity, 29% multi-asset , 12% US fixed income, 8% intl. equity, 2% intl. fixed income
$AMG
48% equity (14% USA, 26% GLOBAL, 8% EM), 39% alternative strategies, 12% multi-asset
$BEN
43% equity, 36% indexed-income, 19% hybrid funds
$IVZ
46% equity, 24% fixed-income, 15% alternative investment, and 9% money market
SOURCE:
https://www.ipe.com/reports/special-reports/top-400-asset-managers/top-400-asset-managers-2017-a-new-improved-business/www.ipe.com/reports/special-reports/top-400-asset-managers/top-400-asset-managers-2017-a-new-improved-business/10019291.fullarticle
[ 本帖最後由 powerhouse 於 2018-9-12 19:46 編輯 ]
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