{"id":4685,"date":"2020-06-01T00:02:27","date_gmt":"2020-05-31T16:02:27","guid":{"rendered":"https:\/\/www.mpfdiy.com\/?p=4685"},"modified":"2021-02-15T00:41:08","modified_gmt":"2021-02-14T16:41:08","slug":"%e8%b7%9fkol%e5%ad%b8%e6%8a%95%e8%b3%873","status":"publish","type":"post","link":"https:\/\/www.mpfdiy.com\/2020\/06\/%e8%b7%9fkol%e5%ad%b8%e6%8a%95%e8%b3%873\/","title":{"rendered":"\u8ddfKOL\u5b78\u6295\u8cc7#3"},"content":{"rendered":"

\u8ddfKOL\u5b78\u6295\u8cc7#3<\/span><\/strong><\/span><\/h2>\n
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\u63a5\u4e0a\u6587<\/span><\/a><\/p>\n
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The get rich portfolio<\/a> (\u81f4\u5bcc\u7684\u6295\u8cc7)<\/span><\/p>\n
The stay rich portfolio<\/a> (\u6301\u76c8\u4fdd\u6cf0\u7684\u6295\u8cc7)<\/span><\/p>\n
How I invest my money<\/a> (\u6211\u662f\u5982\u4f55\u6295\u8cc7)<\/span><\/p>\n
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\u4f86\u5230\u7b2c\u4e09\u7bc7\u6587\u7ae0<\/span>\uff0cMeb Faber \u5c07\u4ed6\u7684\u6295\u8cc7\u5c55\u793a\u4e86\u51fa\u4f86\u3002<\/span><\/p>\n
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Meb Faber \u7684\u500b\u4eba\u6295\u8cc7\u7533\u660e\u4e86\u4ed6\u7684\u4e00\u500b\u7acb\u5834\uff1a\u300c eat your own cooking<\/a>\u300d\u4ed6\u8a8d\u70ba\u57fa\u91d1\u7d93\u7406\u61c9\u6295\u8cc7\u65bc\u4ed6\u5011\u81ea\u5df1\u6240\u7ba1\u7406\u7684\u57fa\u91d1\u3002<\/span><\/p>\n
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Meb Faber \u8209\u4e86Elon Musk \u7684\u8aaa\u8a71\u505a\u4f8b\u5b50<\/span>\uff0cElon Musk \u662fTesla \u53ca SpaceX \u7684\u5275\u8fa6\u4eba\uff0c\u5169\u9593\u516c\u53f8\u90fd\u662f\u4ee5\u71d2\u9322\u7d19\u8d77\u5bb6\u3002\u4e0d\u5c11\u71d2\u9322\u7684\u521d\u5275\uff0c\u7b11\u5230\u6700\u5f8c\u7684\u662f\u888b\u888b\u5e73\u5b89\u7684\u5275\u8fa6\u4eba\uff0cFacebook \u53caWeWork \u662f\u597d\u4f8b\u5b50\u3002<\/span><\/p>\n
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\u4f46 Elon Musk \u5247\u8aaa<\/a>\uff1a<\/span><\/p>\n
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\u6c89\u8239\u6642\u6700\u5f8c\u4e00\u500b\u8d70\u7684\u662f\u8239\u9577\uff0c\u9019\u4e0d\u662f\u52c7\u6c23\uff0c\u800c\u662f\u8cac\u4efb\u3002<\/span><\/p>\n
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\u6bcf\u5929\u6559\u4eba\u652f\u6301\u4f4d\u3001\u963b\u529b\u4f4d\u7684\u6295\u8cc7\u9ad8\u4eba\uff0c\u6700\u5f8c\u5728\u5ee3\u544a\u524d\u51fa\u4f86\u8aaa\u672c\u4eba\u6c92\u6709\u6301\u6709\u4e0a\u8ff0\u80a1\u7968\u3002\u6211\u7a76\u7adf\u807d\u7dca\u5572\u4e5c\uff1f<\/span><\/p>\n
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\uff0d\uff0d\uff0d\uff0d\uff0d\uff0d\uff0d\uff0d<\/p>\n
Meb Faber \u65bc\u6587\u7ae0\u5167\u900f\u9732\u4e86\u81ea\u5df1\u7684\u8cc7\u7522\u5206\u914d\uff1a<\/span><\/p>\n
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\u5927\u6982\u4e09\u5206\u4e4b\u4e00\u662ffarmland \uff0c\u4e09\u5206\u4e4b\u4e00\u662f\u751f\u610f(\u79c1\u4eba\u5275\u6295)\uff0c\u4e09\u5206\u4e4b\u4e00\u662f\u6295\u8cc7<\/span>\u3002\u62c6\u7d30\u5982\u4e0b\uff1a<\/span><\/p>\n
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\u53ef\u898bTrinity ETF\u00a0 (TRTY)<\/strong><\/span> \u662fMeb Faber\u7684\u6295\u8cc7\u6838\u5fc3\u3002\u9019TRTY \u6b63\u6b63\u662fMeb Faber \u81ea\u5df1\u5275\u7acb\u53ca\u7ba1\u7406\u7684ETF\uff0cTRTY \u4ea6\u662f\u5c11\u6578\u4e0d\u6536\u7ba1\u7406\u8cbb\u7684ETF \u4e4b\u4e00\uff0czero management fee\u53ef\u80fd\u662f\u4e00\u773e\u5f37\u7a4d\u91d1\u8a08\u5283\u6210\u54e1\u7684\u5922\u60f3\u3002<\/span><\/span><\/p>\n
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TRTY \u53ef\u4ee5\u8aaa\u662f\u7d9c\u5408\u4e86Meb Faber \u7684SAA \u53caTAA<\/span> \u7406\u8ad6\u4e4b\u5927\u6210\uff0c\u67d4\u5408\u4e86\u9019\u7b2c\u4e09\u56db\u4ee3\u6295\u8cc7\u8005<\/strong>\u7684\u7d93\u5178\u64cd\u4f5c\u800c\u6210\u3002\u5927\u5bb6\u53ef\u53c3\u95b1TRTY \u7684\u6295\u8cc7\u7b56\u7565\u6587\u4ef6\uff0c\u898b\u6b64<\/a>\u3002<\/span><\/p>\n
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\u7b46\u8005\u81f3\u611b\u7684PPT<\/p>\n
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Meb Faber \u8a2d\u8a08 TRTY \u7684\u8d77\u9ede\u7531\u6700\u50b3\u7d71\u768460%\u80a1\uff1a40%\u50b5<\/span> \u958b\u59cb\uff0c\u5e36\u7f8e\u570b\u6295\u8cc7\u8005\u8d70\u51fahome bias<\/span>\uff0c\u64c1\u62b1Global Asset Allocation (GAA) \uff0c\u898b \u4e0a\u6587<\/a>\u3002<\/span><\/p>\n
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\u63a5\u7740\u52a0\u5165Value factor<\/span> \uff0c\u70baGAA \u589e\u6dfbvalue \u5143\u7d20\uff0c\u4ed6\u7a31\u4e4b\u70baGAA+<\/span> \u3002GAA+\u65bc1973\u5e74\u81f32015\u5e74\u7684\u5e74\u5747\u56de\u5831\u70ba11.77%\uff0c\u6309\u5e74\u6ce2\u5e45\u70ba8.41%(\u5373\u6309\u6708\u6ce2\u5e45\u70ba2.43%)\u3002\u81f3\u6b64\uff0c\u5df2\u7d93\u662f\u4e00\u500b\u4e0d\u932f\u7684SAA\u3002<\/span><\/p>\n
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\u4f46Meb Faber \u4ee5moving average \u7684 TAA \u6210\u540d<\/a>\uff0cTRTY\u53c8\u8c48\u6703\u6c92\u6709TAA \u7684\u4efd\u5152\u3002\u65bc\u662f\u4ed6\u5c07GAA+ \u4ee5200\u5929\u79fb\u52d5\u5e73\u5747\u4f5c\u5206\u754c\uff0cGAA+\u9ad8\u65bc\u79fb\u52d5\u5e73\u5747\u4fbf\u6301\u6709\uff0c\u53cd\u4e4b\u4e0d\u6301\u6709\uff0c\u7d50\u679c\u5982\u4e0b\uff1a<\/span><\/p>\n
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GAA+\u65bcTAA \u64cd\u4f5c\u4e0b\uff0cMeb Faber \u53eb\u5b83\u4f5cGlobal Trend<\/span><\/strong>\uff0c\u65bc1973\u5e74\u81f32015\u5e74\u7684\u5e74\u5747\u56de\u5831\u70ba15.53%\uff0c\u6309\u5e74\u6ce2\u5e45\u70ba9.51%(\u5373\u6309\u6708\u6ce2\u5e45\u70ba2.75%)\u3002Global Trend \u6bd4\u8d77\u7d14SAA \u64cd\u4f5c\u7684 GAA+ \uff0c\u56de\u5831\u589e\u9577\u5341\u5206\u660e\u986f\u3002<\/span><\/p>\n
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\u5c31\u50cf\u300a\u7a4d\u91d1\u5927\u53cd\u64ca\u300b\u7684\u7b2c\u516d\u62db\uff0c\u6700\u9ad8\u56de\u5831\u4e0d\u4e00\u5b9a\u662f\u6700\u597d\u3002Meb Faber \u8a8d\u70ba\u4e00\u822c\u6563\u6236\u5c0dTAA \u8010\u6027\u4e0d\u8db3\uff0c\u5e7e\u5e74\u7684TAA \u5f31\u52e2\u6703\u4ee4TAA\u7b56\u7565\u4f7f\u7528\u8005\u5931\u53bb\u8208\u8da3<\/span>\uff0c\u60c5\u6cc1\u50cfCliff Asness \u6240\u9762\u5c0d\u7684\u60c5\u6cc1\u4e00\u6a23(\u898b\u6b64<\/a>)\u3002Meb Faber \u4ea6\u767c\u73feGlobal trend \u5f31\u52e2\u6642\uff0c GAA+ \u7684buy & hold\u6703\u51fa\u73fe\u5f37\u52e2\uff0c\u4ea6\u5373\u662fvalue \u540c trend \u7684\u6b64\u6d88\u5f7c\u9577\u3002\u65bc\u662f\uff0cMeb Faber \u8a8d\u70baGAA+ \u8207Global trend \u5169\u8005\u9700\u8981\u5171\u5b58\u3002<\/span><\/p>\n
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\u5982\u4f55\u5171\u5b58\uff1f \u6700\u7c21\u55ae\u662f1\/N\uff0c\u5373\u662f\u5927\u5305\u570d<\/span>\uff0c\u4ea6\u662f\u7a4d\u91d1\u5927\u53cd\u64ca\u7684\u7b2c7\u62db50\/50<\/span>\u3002Meb Faber \u8a2d\u5b9a\u4e8650%GAA+ : 50%Global trend<\/strong> \uff0c\u4fbf\u6210\u70ba\u4e86TRTY ETF \u7684\u8cc7\u7522\u914d\u7f6e\uff0c\u898b\u4e0b\uff1a<\/span><\/p>\n
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\u7576\u7136\uff0cMeb Faber \u4ea6\u5217\u51fa\u4e8650\/50 \u4ee5\u5916\u4e0d\u540c\u6bd4\u4f8b\u7684\u56de\u5831\u53ca\u6ce2\u5e45\u3002\u53e6\u5916\uff0cGlobal trend \u4e0d\u6301\u6709GAA+ \u6642\uff0c\u6301\u6709T-bills \u6216bond \u90fd\u6709\u4e0d\u540c\u7684\u56de\u5831\u53ca\u6ce2\u5e45\uff0c\u5927\u5bb6\u6709\u8208\u8da3\u7684\u53ef\u4ee5\u7d30\u95b1 TRTY\u7684\u5275\u7acb\u6587\u7ae0<\/a>\u3002<\/span><\/p>\n
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\u5927\u5bb6\u5982\u679c\u6709\u95b1\u8b80\u7a4d\u91d1\u5927\u53cd\u64ca\u7684\uff0c\u61c9\u8a72\u6703\u89ba\u5f97\u4e0a\u8ff0\u64cd\u4f5c\u6bd47\u62db\u7c21\u55ae\u3002\u8207S&P DJI \u7684TAA \u6307\u6578\u76f8\u6bd4 (\u898b\u6b64<\/a>) \uff0c\u66f4\u662f\u5c0f\u5deb\u898b\u5927\u5deb\u3002<\/span><\/p>\n
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\u5c0f\u7d50<\/span><\/strong><\/span><\/p>\n
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TRTY ETF \u662f\u96c6SAA \u53caTAA \u65bc\u4e00\u8eab\u7684 60\/40 \u57fa\u91d1\u4ee3\u66ff\u54c1<\/span>\uff0c60\/40\u57fa\u91d1\u65bc\u5f37\u7a4d\u91d1\u5167\u7684\u4ee3\u8868<\/span>\u6b63\u6b63\u5c31\u662f\u6838\u5fc3\u7d2f\u7a4d\u57fa\u91d1<\/span>\u3002\u5982\u679c\u5f37\u7a4d\u91d1\u6709TRTY \u6b64\u985e\u64cd\u4f5c\uff0c\u9577\u671f\u56de\u5831\u53c8\u670910%\u4ee5\u4e0a\u7684\u8a71\uff0c\u5373\u4f7f\u6e1b\u4e861%\u81f32%\u7684\u7ba1\u7406\u8cbb\u4e4b\u5f8c\uff0c\u57fa\u672c\u4e0a\u4eba\u4eba\u90fd\u53ef\u4ee5\u9760\u5f37\u7a4d\u91d1\u9000\u4f11\u3002<\/span><\/p>\n
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\u4e0d\u662f\u4e0d\u80fd\u4e5f\uff0c\u4e43\u662f\u4e0d\u70ba\u4e5f\u3002<\/span><\/strong><\/p>\n
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Elon Musk \u65bc2001\u5e74\u5275\u7acbSpaceX\uff0c19\u5e74\u5f8c\u76842020\u5e745\u670830\u65e5\u53ef\u4ee5\u6d3e\u4eba\u4e0a\u592a\u7a7a(\u898b\u6b64<\/a>) \uff0c\u662f\u91d1\u9322 x \u5922\u60f3 x \u52aa\u529b<\/span><\/strong>\u7684\u6210\u679c\u3002\u7576\u5169\u4f4d\u592a\u7a7a\u4eba\u5750\u4f4fModel X \u53bb\u706b\u7bad\u767c\u5c04\u5834\uff0c\u6210\u4ef6\u4e8b\u771f\u4fc2\u578b\u904e\u6838\u7206\uff0c\u6bd4\u8d77\u8cfa\u9322\u66f4\u5177\u610f\u7fa9\uff0c\u662fElon Musk \u591a\u5e74\u52aa\u529b\u7684\u5370\u8a18<\/span>\u3002<\/span><\/p>\n
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\u5982\u679c\u7b46\u8005\u53ef\u4ee5\u5e36\u4eba\u9760\u5f37\u7a4d\u91d1\u9000\u4f11\uff0c\u8d70\u51fa\u57c3\u53ca\u9019\u70ba\u5974\u4e4b\u5730\uff0c\u9019\u4ea6\u6bd4\u8d77\u6295\u8cc7\u8cfa\u9322\u66f4\u6709\u610f\u7fa9\u3002Meb Faber \u65bcTRTY ETF \u7684 \u5275\u7acb\u6587\u7ae0<\/a>\u6700\u5f8c\u5f15\u6587\uff1a<\/span><\/p>\n
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\u201cAnd joy is, after all, the end of life. We do not live to eat and make money. We eat and make money to be able to live. That is what life means and what life is for.\u201d<\/span><\/strong><\/p>\n
\u300c\u5feb\u6a02\u662f\u751f\u547d\u7684\u7d42\u7ad9\u3002\u6211\u5011\u751f\u5b58\u4e0d\u53ea\u662f\u5403\u98ef\u548c\u8cfa\u9322\uff1b\u6211\u5011\u662f\u70ba\u4e86\u751f\u6d3b\u624d\u5403\u98ef\u8cfa\u9322\u3002\u9019\u5c31\u662f\u751f\u547d\u7684\u610f\u7fa9\uff0c\u4ea6\u751f\u547d\u7684\u76ee\u7684\u3002\u300d<\/span><\/span><\/strong><\/p>\n
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$\"$ <\/a><\/p>\n
Because it’s there.<\/span><\/p>\n
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\u4e0b\u6587\u7e8c<\/a><\/p>\n
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\u5ef6\u4f38\u95b1\u8b80\uff1a<\/span><\/strong><\/span><\/p>\n
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\u5982\u679c\u4e0d\u77e5SAA (strategic asset allocation)\u00a0 \u53caTAA(tactical asset allocation) \u662f\u4ec0\u9ebc\u7684\u8a71\uff0c\u53ef\u770b\u770b\u6b64\u6587\u7ae0<\/a>\u53ca\u4ee5\u4e0b\u8996\u983b\uff1a<\/span><\/p>\n
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https:\/\/youtu.be\/qQmPYRv8j-8<\/p>\n
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\u8ddfKOL\u5b78\u6295\u8cc7#3 \u63a5\u4e0a\u6587 The get rich portfol…<\/p>\n","protected":false},"author":1,"featured_media":4697,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false},"version":2}},"categories":[1],"tags":[14,54,30,15,48,25,40,16],"class_list":["post-4685","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1","tag-momentum","tag-position-sizing","tag-sharpe-ratio","tag-15","tag-48","tag-25","tag-40","tag-16"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.mpfdiy.com\/wp-content\/uploads\/2020\/05\/meb14.jpg?fit=800%2C1057&ssl=1","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7Tc20-1dz","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/4685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/comments?post=4685"}],"version-history":[{"count":5,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/4685\/revisions"}],"predecessor-version":[{"id":5565,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/posts\/4685\/revisions\/5565"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/media\/4697"}],"wp:attachment":[{"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/media?parent=4685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/categories?post=4685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mpfdiy.com\/wp-json\/wp\/v2\/tags?post=4685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}