Xzhouz
2024-10-08
$20+年以上美国国债ETF-iShares(TLT)$
根据桥水基金的全天候策略,普通的基金投资者可以按下面资产配置:30%股票+55%债券(15%短期40%中长期)+7.5%黄金+7.5%大宗。其中黄金和大宗商品主要为对冲,避免快速通胀导致的债股双杀,但是现阶段美股开启降息周期后,快速通胀应有所回落,预测黄金应该短期震荡,可以多配置中长期债券。
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盲人摸大象
2024-10-09
盲人摸大象
感谢分享[举爪]
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