q****x 发帖数: 7404 | 1 中栏资产规模,右栏费用。这里bond比较多,缺新兴市场基金。本来有个LZEMZ,收费太高不考虑。
VINIX 111,029.51 0.04
VBTSX 106,108.61 0.1
VMISX 30,465.99 0.1
VSISX 26,363.96 0.16
VDMIX 11,815.92 0.2
RGAFX 129,001.29 0.38
PRRIX 22,600.63 0.45
PTTRX 252,463.06 0.46
10% cash
10% prrix
10% pttrx
30% vinix
15% vsisx
15% vdmix
10% rgafx | S**C 发帖数: 2964 | 2 Don't like SP500, Mid-cap and small-cap index, don't like treasury/
government bond heavy bond index, don't like bloated closet-index large
growth, do not like TIPS. Foreign large cap index is OK. Bill is good.
费太高不考虑。
【在 q****x 的大作中提到】 : 中栏资产规模,右栏费用。这里bond比较多,缺新兴市场基金。本来有个LZEMZ,收费太高不考虑。 : VINIX 111,029.51 0.04 : VBTSX 106,108.61 0.1 : VMISX 30,465.99 0.1 : VSISX 26,363.96 0.16 : VDMIX 11,815.92 0.2 : RGAFX 129,001.29 0.38 : PRRIX 22,600.63 0.45 : PTTRX 252,463.06 0.46 : 10% cash
| q****x 发帖数: 7404 | 3 投资哪能看喜好。要理性。
【在 S**C 的大作中提到】 : Don't like SP500, Mid-cap and small-cap index, don't like treasury/ : government bond heavy bond index, don't like bloated closet-index large : growth, do not like TIPS. Foreign large cap index is OK. Bill is good. : : 费太高不考虑。
| q****x 发帖数: 7404 | 4 再来一个。
VWIAX 28,781.05 0.18
VGSNX 24,666.62 0.08
VBTIX 106,108.61 0.07
VTSNX 68,323.74 0.13
VINIX 111,029.51 0.04
RGAGX 129,001.29 0.33
VIEIX 21,484.47 0.12
10% cash
15% vbtix
30% vsisx
15% vieix
15% vtsnx
10% vwiax
5% vgsnx
费太高不考虑。
【在 q****x 的大作中提到】 : 中栏资产规模,右栏费用。这里bond比较多,缺新兴市场基金。本来有个LZEMZ,收费太高不考虑。 : VINIX 111,029.51 0.04 : VBTSX 106,108.61 0.1 : VMISX 30,465.99 0.1 : VSISX 26,363.96 0.16 : VDMIX 11,815.92 0.2 : RGAFX 129,001.29 0.38 : PRRIX 22,600.63 0.45 : PTTRX 252,463.06 0.46 : 10% cash
| S**C 发帖数: 2964 | 5 Do not like means seeing lack of value, which is perfectly rational.
【在 q****x 的大作中提到】 : 投资哪能看喜好。要理性。
| q****x 发帖数: 7404 | 6 typical contrarian player. so bearish in us future?
if us outlook is so bad, how could efa and eem countries be better?
【在 S**C 的大作中提到】 : Do not like means seeing lack of value, which is perfectly rational.
| S**C 发帖数: 2964 | 7 No I am not, I just do not like RUT and SPX based on valuation, while high
quality US large caps are just fine, VIG can be a proxy for such play if you
like index, SPLV can be another.
EFA and EEM, they are reasonably priced, especially EEM, maybe a little
pricy, but much better than RUT and SPX. Everything will revert to the mean,
sooner or later. Actually I like DEM more than EEM, EEMV looks good too.
【在 q****x 的大作中提到】 : typical contrarian player. so bearish in us future? : if us outlook is so bad, how could efa and eem countries be better?
| q****x 发帖数: 7404 | 8 i don't like etf with avg vol under 1m. liquidity risk too high. so dem
and eemv is out.
vig, 2% div yield seems low to me. but its holding is solid.
splv, i like its idea. but its div yield is even 0%?
high
if
you
little
mean,
too.
【在 S**C 的大作中提到】 : No I am not, I just do not like RUT and SPX based on valuation, while high : quality US large caps are just fine, VIG can be a proxy for such play if you : like index, SPLV can be another. : EFA and EEM, they are reasonably priced, especially EEM, maybe a little : pricy, but much better than RUT and SPX. Everything will revert to the mean, : sooner or later. Actually I like DEM more than EEM, EEMV looks good too.
| S**C 发帖数: 2964 | 9 Liquidity risk? what liquidity risk if you do not trade often.
【在 q****x 的大作中提到】 : i don't like etf with avg vol under 1m. liquidity risk too high. so dem : and eemv is out. : vig, 2% div yield seems low to me. but its holding is solid. : splv, i like its idea. but its div yield is even 0%? : : high : if : you : little : mean,
| q****x 发帖数: 7404 | 10 by liquidity i mean volume.
【在 S**C 的大作中提到】 : Liquidity risk? what liquidity risk if you do not trade often.
| S**C 发帖数: 2964 | 11 SPLV yield above 3% by my calculation, not sure about VIG, but VIG mandate
is dividend growth, not current dividend, the thinking goes that companies
which can consistently grow dividend tend to be high quality ones.
【在 q****x 的大作中提到】 : i don't like etf with avg vol under 1m. liquidity risk too high. so dem : and eemv is out. : vig, 2% div yield seems low to me. but its holding is solid. : splv, i like its idea. but its div yield is even 0%? : : high : if : you : little : mean,
| q****x 发帖数: 7404 | 12 in order to apply gordon model? but are there 10 such companies in the
past 30 years? :)
i know what happens on splv. it is simply too young: < 1 yr. so
morningstar and yahoo finance not data for its ttm.
the ttm 10-mon div is 0.73. annualized return is 3.25%.
mandate
companies
【在 S**C 的大作中提到】 : SPLV yield above 3% by my calculation, not sure about VIG, but VIG mandate : is dividend growth, not current dividend, the thinking goes that companies : which can consistently grow dividend tend to be high quality ones.
| S**C 发帖数: 2964 | 13 The SPLV ETF may be young, but the index are not necessarily young. S&P
published a useful paper regarding the low volatility index here
https://www.standardandpoors.com/servlet/BlobServer?blobheadername3=MDT-Type
&blobcol=urldata&blobtable=MungoBlobs&blobheadervalue2=inline%3B+filename%
3DPracticeEssentialsLowVolatilityIndex.pdf&blobheadername2=Content-
Disposition&blobheadervalue1=application%2Fpdf&blobkey=id&blobheadername1=
content-type&blobwhere=1244032016842&blobheadervalue3=UTF-8
【在 q****x 的大作中提到】 : in order to apply gordon model? but are there 10 such companies in the : past 30 years? :) : i know what happens on splv. it is simply too young: < 1 yr. so : morningstar and yahoo finance not data for its ttm. : the ttm 10-mon div is 0.73. annualized return is 3.25%. : : mandate : companies
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