2014.03.23[大師講座]李柏鋒 2014海外投資及美國市場etf投資
Post on 18-Oct-2014
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Workshop(C) 演講題目：2014 年海外投資及美股選股策略 適合對象：相信距離和語言的差異不是問題、追求高報酬率、希望彈性節稅 主講者：李柏鋒， 價值型指數化投資提倡者 演講內容：擅長海外投資的柏鋒老師，以其自身經驗，教你如何避開風險，選擇優質美股，享有高投資報酬率，彈性節稅。同時，告訴你購買海外 ETF 的秘訣，讓你分散投資風險，賺到你人生中的第一桶金！TRANSCRIPT
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如果我有一桶金，該怎麼做？
固定月收入投資？那是另一回事。怎麼存到一桶金？那又是另一回事。
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我們永遠無法預知右邊趨勢
投資一定有風險
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我們投資都基於對未來的預期
不抱希望的人為啥要投資
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我們一直在選擇
• 選公司• 選產業• 選國家• 選經理人
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其實可以全部都選
只要你相信全球的經濟會繼續成長
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The MSCI ACWI Investable Market Index (IMI)
captures large, mid and small cap
representation across 23 Developed Markets
(DM) and 21 Emerging Markets (EM) countries.
With 8,477 constituents, the index is
comprehensive, covering approximately 99% of
the global equity investment opportunity set.
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投資全球股市的ETF
• Vanguard全世界股票ETF〈VT〉• iShares MSCI全世界ETF〈ACWI〉• SPDR MSCI全世界可投資市場ETF〈ACIM〉
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只投資股市，夠嗎？
如果你睡得著，那其實也沒關係
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新興市場
美小型股
房地產
美大型股
成熟市場
避險資產
綜合債券
現金
大宗商品
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股票是歷史績效最好的資產
債券則是股票資產最好的搭檔
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http://etfreplay.com/combine.aspx
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如果你真的想選一個國家投資
美國會是你的首選
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