金山投資理財
風險聲明:這是一個記載學習理財炒股的個人心得筆記. 對他人采用本博客信息導致的失誤和損失本人不承擔任何義務和責任,敬請鑒涼.
博文
(2012-02-12 18:51:22)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-year%rtnTDPacificRimInvestorSeriesAsiaPacificEquity-7.5829383894.373479629-3.5375881952.639803665DynamicEquityIncomeACanadianDividend&EquityInc9.5231612115.573980445.01388178312.78697736SEICanadianEquityOCanadianEquity-4.74140268610.164422542.2654466789.100159652TDMonthlyIncomeInvestorSeriesCanadianEquityBalanced3.6311002339.8860411873.440407038.52616525...[閱讀全文]
(2012-02-12 18:50:27)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnBMOGuardianAsianGrowth&IncomeMutualAsiaPacificEquity-8.26545907912.051176813.060057488RBCCanadianEquityIncomeSeriesACanadianDividend&EquityInc13.0043031425.2352285512.63684562FERIQUEEquityCanadianEquity-2.23529231912.139420163.2123765258.08043285imaxxCanadianFixedPayACanadianEquityBalanced10.0291886516.215132165.4025848BeutelGoodmanCorp/Provinc...[閱讀全文]
(2012-02-12 18:49:28)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnFidelityClearPath2020PortfolioSeriesA2020TargetDatePortfolio1.9540570358.441140372.515043523FidelityClearPath2045PortfolioA2025+TargetDatePortfolio0.9193305679.1874961651.822283817DynamicFarEastValueAAsiaPacificEquity-18.1098696521.405242441.9628496876.485713683RBCCanadianEquityIncomeSeriesACanadianDividend&EquityInc13.0043031425.2352285512.6368456...[閱讀全文]
(2012-02-12 18:46:44)
One-yearreturnwinnersFundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnManulifeInternationalDividendIncomeAdvisorSrsInternationalEquity1.0014407155.575519635-4.266751369-3.289464698AltamiraAsiaPacificInvestorSeriesAsiaPacificEquity-5.1454880593.336017321-3.2006831183.126255733CIBCGlobalBondAGlobalFixedIncome4.274566218.3799124484.7733925152.122152294BMOEuropeanAEuropeanEquity1.5701513076.835289519-5.8...[閱讀全文]
(2012-02-12 18:19:44)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/highlights-from-the-2012-lipper-fund-awards/article2314862/[閱讀全文]
(2012-02-12 18:17:03)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/[閱讀全文]
(2012-02-12 18:05:54)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/lipper-fund-awards-the-best-of-the-best/article2331293/
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(2012-02-04 08:05:33)
下圖是我一個小額美股帳號的11年的炒股記錄：
從增長圖形看出，最低曾達到-90%的損失。
好在這是個小額賬戶，全部wipout也就是點茶水錢，玩玩而已。不過玩的也是心跳。過去3年的風險係數達到51.29%，5年的風險係數達到44.14%，如此波浪起伏，嚴重考驗心髒的承受能力。
全部抄的是個股，不玩optioin，也不含杠杆ETF，90%以上是垃圾股。
我不適合炒個股！蓋章！
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(2012-02-03 10:00:49)
投資目標金山基金投資目標是主要以分散性投資組合的方式投資加拿大互惠基金，獲取高於平均群組的風險修正後的回報率（sharpratio），並提供常規的月息收入和長期穩健資本增值。投資策略為了達到上述目標，本基金將主要采取下列方法：（1）主要投資高息月息收入平衡互惠基金，以此為“核心”提供穩定的月息收入；（2）以提高sharpratio為目標，有選擇性投資穩健型增長[閱讀全文]
(2012-01-24 14:48:17)
Atthebeginningofeverymonth,Icalculatethevalueofthepropriatary"InvestmentValueIndex"foreachofthefollowingfivemajorassetclassesrepresentedbytheirrespectiveETFs:cash(SHY),long-termTreasurybonds(TLT),gold(GLD),stocks(SHY),andrealestate(IYR).ThenIallocate50%ofthecapitaltoeachofthetwoETFswiththehighestvalueofthe"InvestmentValueIndex".
