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ü ȸ 'ߵ'

ڰ Ƿ

ܵ
| ڴ ̱ Ʈ 'Ʈ' Ư ΰ ڿ ϰ ֽϴ. ̹ ó ϴ.
* ó: Ż īڽ(Vitaliy Katsenelson), IMA CEO, " ġ: Ÿֿ̹ ġ , Want to Be a Better Investor? Stop Staring at Your Portfolio." https://contrarianedge.com/want-to-be-a-better-investor-stop-staring-at-your-portfolio/
ڵ ݴ ڴɷ ȭŰ ( Ȳ ȸ ġ ƴѰ ϴ 䵿ĥ ս ) ϴ. ո μ 迡 ־, ո ɼ ϴ.

׷ٸ ո شȭϱ ڷμ 츮 ִ ϱ? ׿ ڸ, Ӿ Ʈ ֽϴ ߶ Դϴ.

ֽ ְ ų , ׷ ְ ӿ ĥ ִ ε鿡 ʽÿ. ֽ ð ſ ٸ ϰ ֽϴ.

ټ γɹۿ ߾ݵ ݵ嵵 ֽϴ. ̷ ݵ ̳ 6-- ӵ ֿ ϸ ص ª Ⱓ-- ְ ؼ ֽ ˴ϴ.

żڳ ŵڰ ΰ ƴ϶ ݴа Ȥ 鿡 ڵ ϴ ǻ ˰ ֽϴ. ̷ ǻ ˰ ÷̾ ð 1000 1ʿ Ұմϴ.

ְ Ʈ ֽ Ĵ ֽϴ. ̵ ش ϴ 𸣴 ƴ϶, ϴ Ű ʴ´ٰ մϴ. ̵鿡 ٸ ұ ϰ ִ ұ Ʈ Ұմϴ.

׸ ڽ ֽĺ ȭ ϴµ ð 鵵 ֽϴ. ̵ Ϻδ ͳݿ ޶ ϳ а ֽ , ٸ ̵ ȶ ġǻ ֽ ⵵ մϴ.

нú 輺
Ӿ Ʈ Ȯϴ ߶ ֱ ߴ нú (passive investing) ϶ ǹϴ ƴմϴ. ̷ ټ ̸, 캼 ʿ䰡 ϴ.

ݸ ڵ ̷ 帧 簡ġ ȯ ϴ--䱸ͷε ˷-- ʰ ˴ϴ. (, 10 ä ݸ)̶ ⺻ Ư ڻ꿡 δϴ ߰ ũ (ũ ̾)̶ ũ , ΰ Ǿ ֽϴ.

ħü⿡ ߾ ޷ ä ȸä żؼ ݸ ٲ ҺƮ ȹ ġ ̵ ó ̰ ϴ. ҺƮ ߾ ȹ--̷ ̵ ⵿Ϸ ϰ --Ź߰ ǰ Ͱ ޸, ߾డ ϳ ߿ ǰ ݸ ߴµ, װ ٷ κ 硯 ڻ ġ򰡿 ٽ Ǵ ̾ϴ.

ݸ , ̷ ִ ġ ū ݸ, ׸ŭ ϰ ʰ ̷ ߻ϴ ġ ׸ մϴ.

äǽ忡 ϴ. ݸ϶ ܱä(ġֿ մϴ) ޴ ä(ֿ մϴ) ޴ ú ξ ϴ.

ݸ , ణ̶ ֽ ߴ Ƽ ݵŴ ġũ ġ ߰ ذDZ ߽ϴ. ׷ Ե ֽ żϴ ݵ(εݵ) 귯ϴ.

Ե ֽ  ñ ְڽϴ. ó κ α ִ ðѾ ˴ϴ. ֱٿ Ҵ (, Ŵ FANG-̽ , , ø, ) ðѾ Ǵ ξ ū κ ϸ, 4 FANG ֽĵ S&P 500 10% ϰ ֽϴ. ׷ ෹̼ (high-duration)" ݸ к(dumbness)̶ ֽϴ. [: ෹̼(duration): ݸ ä ΰ, Ȥ ä ڱ ȸⰣ].

׷ 2018⿡ ä ڵ ˰ ó, ݸ нú ڿ Ÿ ֽϴ. ݸ  𸨴ϴ. ׷ ̱δ ÷̼ ̹ݿ 5% ϴ ̴ ñ⿡ 1 ޷ ϴ ڸ ϰ ֽϴ. ȭǰų ħü ̳ʽ Ƽ (̷ ִ Դϴ) ̷ ڴ  ɱ? 󰡻 ڴ 10 þ--׷ ݸ п ޾ ȭ ϴ--21 ޷ ̱ ä ߰Ǿ ä øϴ. , ݺ , ¼ ξ ݸ ֽϴ.

S&P 500(Ȥ ä) ϰ ִٸ, и ϰ Դϴ. (1) αݸ ִ.  Ȯ ; (2) (ݸ ȯѴ ص) ÿ ִ; (3) Žǿ (𰡵׷ , εݵ ) ǹ , ſ, , , ð ִ.

Ͻʽÿ, Դϴ
ٽ ϴ ֽ ü ϰ ִ پ ڵ ̾߱ ư ڽϴ. ݴ ڶ, ׳ ֽ żϴ ƴ϶ ش Ϻθ żϴ Դϴ.

ֽ ð , ش 繫 о, ش 濵, , , ڵ ̾߱⵵ Դϴ. ġ ϱ ׸  ġ ִ ϱ ٺ м𵨵 ̴ϴ.

̷ Ŀ ǻ ũ پ ׶׶ ϴ ֽ ü վ ٶ󺸰 ִٸ, ⺻ ˰ ݵ, ȸ ̸ 鼭 Ʈ , ȶ , ׸ ҷ ȣ IQ ETF ġ Ѵٴ ִ Դϴ(⼭ 츮 Դ ȣ ϴ ƴմϴ).

, Ʈ 鿩ٺ ð ̸ ϼ ׸ŭ ո Դϴ. <>






















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20240103_ũ_ȸ繫ǥ20240108_ũ_ι

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