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 [问题] 投资理财问题， 请高人指点。 |
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[问题] 投资理财问题， 请高人指点。 -- 曾沧海 - (228 Byte) 2006-12-08 周五, 15:36 (1489 reads) |
sapientaf
头衔: 海归上校
声望: 学员
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加入时间: 2006/08/20
文章: 821
来自: 弯曲，上海，班格罗尔，北京，新加坡
海归分: 83000
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作者：sapientaf 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
From the very limited info you provided in your post, it is difficult to create a strategy to suit your needs well.
It seems you are pretty risk averse: BOND or T-Bill. Not a bad strategy to start with.
What determine your risk optimized return is through a good asset allocation strategy. Given USD's decline, Canadian Dollar was not as strong as before, you want to have some exposure to EUR dominated asset.
A good start could be a 50%/50% bond/stock split as the asset class split, then with a 2nd tier country/currency split.
For stocks - 40% US large cap fund, 30% EUR large cap fund, 30% BRIC fund
For bonds - 30% US medium duration gov/corp bond fund, 30% Canadian Energy Trust fund such as PGH, FDG and 40% EUR bond fund
Please also check out www.financialengines.com and use its portfolio optimization tool for fine tune your strategy to suit your risk/return expections.
Good luck
作者：sapientaf 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 [问题] 投资理财问题， 请高人指点。 -- 曾沧海 - (228 Byte) 2006-12-08 周五, 15:36 (1489 reads) - Just ideas, not advise -- sapientaf - (911 Byte) 2006-12-08 周五, 16:20 (823 reads)
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