金山投资理财
风险声明:这是一个记载学习理财炒股的个人心得笔记. 对他人采用本博客信息导致的失误和损失本人不承担任何义务和责任,敬请鉴凉.
博文
(2012-02-12 18:51:22)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-year%rtnTDPacificRimInvestorSeriesAsiaPacificEquity-7.5829383894.373479629-3.5375881952.639803665DynamicEquityIncomeACanadianDividend&EquityInc9.5231612115.573980445.01388178312.78697736SEICanadianEquityOCanadianEquity-4.74140268610.164422542.2654466789.100159652TDMonthlyIncomeInvestorSeriesCanadianEquityBalanced3.6311002339.8860411873.440407038.52616525...[阅读全文]
(2012-02-12 18:50:27)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnBMOGuardianAsianGrowth&IncomeMutualAsiaPacificEquity-8.26545907912.051176813.060057488RBCCanadianEquityIncomeSeriesACanadianDividend&EquityInc13.0043031425.2352285512.63684562FERIQUEEquityCanadianEquity-2.23529231912.139420163.2123765258.08043285imaxxCanadianFixedPayACanadianEquityBalanced10.0291886516.215132165.4025848BeutelGoodmanCorp/Provinc...[阅读全文]
(2012-02-12 18:49:28)
FundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnFidelityClearPath2020PortfolioSeriesA2020TargetDatePortfolio1.9540570358.441140372.515043523FidelityClearPath2045PortfolioA2025+TargetDatePortfolio0.9193305679.1874961651.822283817DynamicFarEastValueAAsiaPacificEquity-18.1098696521.405242441.9628496876.485713683RBCCanadianEquityIncomeSeriesACanadianDividend&EquityInc13.0043031425.2352285512.6368456...[阅读全文]
(2012-02-12 18:46:44)
One-yearreturnwinnersFundNameClass1-yr%rtn3-yr%rtn5-yr%rtn10-yr%rtnManulifeInternationalDividendIncomeAdvisorSrsInternationalEquity1.0014407155.575519635-4.266751369-3.289464698AltamiraAsiaPacificInvestorSeriesAsiaPacificEquity-5.1454880593.336017321-3.2006831183.126255733CIBCGlobalBondAGlobalFixedIncome4.274566218.3799124484.7733925152.122152294BMOEuropeanAEuropeanEquity1.5701513076.835289519-5.8...[阅读全文]
(2012-02-12 18:19:44)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/highlights-from-the-2012-lipper-fund-awards/article2314862/[阅读全文]
(2012-02-12 18:17:03)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/[阅读全文]
(2012-02-12 18:05:54)
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/lipper-awards/lipper-fund-awards-the-best-of-the-best/article2331293/
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(2012-02-04 08:05:33)
下图是我一个小额美股帐号的11年的炒股记录：
从增长图形看出，最低曾达到-90%的损失。
好在这是个小额账户，全部wipout也就是点茶水钱，玩玩而已。不过玩的也是心跳。过去3年的风险系数达到51.29%，5年的风险系数达到44.14%，如此波浪起伏，严重考验心脏的承受能力。
全部抄的是个股，不玩optioin，也不含杠杆ETF，90%以上是垃圾股。
我不适合炒个股！盖章！
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(2012-02-03 10:00:49)
投资目标金山基金投资目标是主要以分散性投资组合的方式投资加拿大互惠基金，获取高于平均群组的风险修正后的回报率（sharpratio），并提供常规的月息收入和长期稳健资本增值。投资策略为了达到上述目标，本基金将主要采取下列方法：（1）主要投资高息月息收入平衡互惠基金，以此为“核心”提供稳定的月息收入；（2）以提高sharpratio为目标，有选择性投资稳健型增长[阅读全文]
(2012-01-24 14:48:17)
Atthebeginningofeverymonth,Icalculatethevalueofthepropriatary"InvestmentValueIndex"foreachofthefollowingfivemajorassetclassesrepresentedbytheirrespectiveETFs:cash(SHY),long-termTreasurybonds(TLT),gold(GLD),stocks(SHY),andrealestate(IYR).ThenIallocate50%ofthecapitaltoeachofthetwoETFswiththehighestvalueofthe"InvestmentValueIndex".
