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有不少人问有些现金,除了地产,有什么保守投资

commonsense888 2012-01-23 14:43:45 ( reads)

可做。

分散投资是控制风险的好办法。把钱放在相关系数不是很强的不同资产中,如股票,债卷,地产,外币,金属,石油,国内,国外,等等。问题是一般人没时间,精力和知识去操作。有一个mutual fund 专做这个, prpfx. 各方面评价不错。大家可以关注一下。I personally have less than 1% of my financial (non-real or business )assets in this fund. I am a more aggressive investor, (not a day trader though).不是推荐该基金。新年提供一点有用的东东。稍后会delete 此贴。

Trailing Returns Updated 12.31.2011
Year to date 2.1%
1 Year 2.1%
3 Years (平均每年) 13.2%
5 Years (平均每年) 8.4%
10 Years (平均每年)

10.9%  

This fund has a unique strategy that has produced an annualized return of almost 10 percent over the past decade. Management invests a fixed target percentage of its net assets in gold, silver, Swiss franc assets, stocks of U.S. and foreign real estate and natural resource companies, aggressive growth stocks, and fixed-income assets like treasuries. Generally, fixed-income securities make up the largest portion of the fund's total assets (35 percent) followed by gold (20 percent). The stock portfolio accounts for 30 percent of the fund's total assets, and investments in the Swiss franc make up 10 percent. Management also invests a small amount (5 percent) in silver.

跟帖(15)

laoyangdelp

2012-01-23 15:24:47

谢谢推荐,这个基金不错,与它相似的 Vanguard Wellington 也不错

rx300

2012-01-23 16:49:38

Yield only 3% 不算多啊

laoyangdelp

2012-01-23 17:08:57

与P比较而言。

美西游子

2012-01-23 18:13:42

噗嗤, 多大?

rx300

2012-01-23 18:44:08

不要笑, 我正在努力象退休工人一样去投资

美西游子

2012-01-23 18:52:43

那就听听这个吧,俺的灵丹妙药, 试试看!

yasas

2012-01-23 19:15:12

靠谱,所有银行的理财产品,短期都5以上

392

2012-01-23 21:42:47

空了什么?

ly75

2012-01-23 19:48:20

where to buy this fund?

392

2012-01-23 23:00:30

好像不如 MDY? 我没搞错吧?? 请看:

rx300

2012-01-24 05:15:32

跟GLD比一下就可以解释为什么这几年回报还不错

pyramid

2012-01-24 09:51:28

这个Permanent Portfolio概念值得大家注意,怀疑坛上的一位名人用的是类似方法.

HappyWed

2012-01-24 12:52:09

这个fund的名字是什么?谢谢!

392

2012-01-24 13:16:47

我在楼上将它与 mdy and spy 作了比较了。。。

stevewood

2012-01-26 16:23:06

这个Fund我去年已经全卖了