θ ϰִٰ մϴ.
ٴ ÿ װ
ϴ.
Ʒ ǰ öԴϴ.
߿ ƴϴ ð
׳ dz پ ....
.
ð и Ͻñ ٶϴ.
==================================================================
" ٴٿ ηư, ڴ ̴. "
1. 鼭
Ͽ 2~3ȸ ڿ α ۵
ް ϴ.
δ ö. α ̱ ϰ.......
ȸ о ϱ...
(E1, Ÿ, Ǿ Port. ߴٰ
ȾҴٰ )
κ å Ͽ Ͽ.
ù° å ٸ ֱ ߱.....
Ͽư Ʈ ϴ.
2. History
Ǿϴ.
IMF ڽ dz , /峻
ð...... ۽....
Ѹ Ѵٸ
" Ҿ ôٴ "...
ڽſ θ ߴ.
̵ ؼ ̷ ߴٸ ȸ
־ٰ
ӵ巹 ڽ 츦 ( å δ)
ڿ и ؼ ĸ ι ߹ ָ ߴٴ ...
밡鵵 и ....
ᱹ ߿Ѱ 忡 Ƴ ߿ ϴ.
3. Ģ
ٴٿ ηư, ڴ Դϴ.
ö ڻ Ģ ϰ ϴ.
1) " ֽ ڸ ϱ ݵ "
ųԴϴ.
ֽ ־
ü ڻ ϱؼ Դϴ.
Ʈ 常 忡 ٽ ƿ...
ϻ ڽ ڻ ΰ
ū (Big Picture) ʿմϴ.
2) ū
- ε : 40%
- : 10%
- ֽ : 50% Դϴ.
ټ, ڻ Դϴ.
, ̷ ƴϰ....
ñ ڻ Դϴ.
4. Ʈ Ģ
1) Value Investment մϴ.
(Ϲ ϰϴ.)
2) Low Risk Middle Returns
- Target Annual Compunded Rate of Returns :15%Դϴ.
3) ֽ
18 50% ̻
Ǵ 60 100% Դϴ.
4) 15 Rule/10% Rule ϰ ϴ
- ּ 15̻ Ʈ մϴ.
- 10% մϴ.
5) Portfolio in Portfolio
- ִ Ŀ Ʈ Ʈ
Ҿ // մϴ. (15̻)
( ð
Դϴ.)
5. Bench Mark
- ƴϰ.
Ʈ Bench Mark Դϴ.
1) Templeton Growth Fund
( Ʈ мϰ մϴ.)
2) My Asset ֽ ݵ
3) VIP ݵ ( Fund ʾ մϴ.)
6.
1) ũ
ֽ Ϸ ִµ
ȸ ٻڴ Ϲ
ũ մϴ.
ѵδ Ⱥ Ǵ
....
ִ Portfolio in Portfolio Ͽ ϰ ִµ
ũ մϴ.
2) Ʈ
ϴٰ Ǵմϴ.
ٿ Ʈ
ִٰ մϴ.
װ 5 10İ ϴ.
3)
ġ (ŵ)
ϰ ϴ.
7. ġ鼭 - ڴ Funؾ Ѵ.
ڿ ñ
" "Դϴ. ڴ װ ȹϱ Դϴ.
ູ ...
, ü Funؾ Ѵٰ մϴ
Fun ʰ ڴ
Snstainable Invetment ڰ ٰ մϴ.
ٸ ̾߱ øϴ.
ڵ ַϰ ֽϴ.
ǥ 1000 ̱. 6% ݿ忡 . 7 1000 տ.
å а ̰ ۵ а Ѱǵ, ʺ ֽĽ忡 Ҹ
پ ؼ ϰ ־ ڵ ȹ Ҿ.
16 ̸ ;;
ƹư Ͻó. ü fun̶. ϱ, Ϸ絵 ̰ ~
Ʈ , ϳ. ^^
Ʒ Ʈ ITְ ٴ Ǿմϴ.
, 츮 ߽ɻ̴ϱ.
ϼ. ^^
մϴ.