聪明的资产配置者

Hacker News 上怎么说

• throw0101a · 2020 年

  …https://www.investopedia.com/managing-wealth/modern-portfoli... * https://en.wikipedia.org/wiki/Modern_portfolio_theory 想看通俗易懂的入门书，我推荐 William J. Bernstein 的作品：《The Intelligent Asset Allocator》、《The Four Pillars of Investing》和《Rational Expectations》：* https://en.wikipedia.org/wiki/William_J._Bernstein 近期访谈：* https://rationalreminder.ca/podcast/108 (播客) * https://www.youtube.com/watch?v=haLGx8KlFvk…

  …https://www.investopedia.com/managing-wealth/modern-portfoli... * https://en.wikipedia.org/wiki/Modern_portfolio_theory For good layman treatments on the subject I recommend the works of William J. Bernstein, The Intelligent Asset Allocator, The Four Pillars of Investing, and Rational Expectations: * https://en.wikipedia.org/wiki/William_J._Bernstein Recent interviews: * https://rationalreminder.ca/podcast/108 (podcast) * https://www.youtube.com/watch?v=haLGx8KlFvk…

• scw · 2010 年

  ……如果没有什么能让你摆脱有效市场的金融引力，那就只能这么做。Burton Malkiel 写的《A Random Walk on Wall Street》把有效市场理论讲得很透彻。构建长期投资组合的方法则可以看 William Bernstein 的《The Intelligent Asset Allocator》。关于这个问题能聊的还很多，但希望这些切入点能引发你的思考。

  …go in the absence of something which allows you to escape the financial gravity of the efficient market. A Random Walk on Wall Street by Burton Malkiel covers efficient market theory thoroughly. The Intelligent Asset Allocator by William Bernstein for approaches to constructing long-term portfolios. Lots more to say on this issue, but hopefully some of these starting points will get you thinking.

• maire · 2020 年

  我最喜欢的投资书是 William Bernstein 写的《The Intelligent Asset Allocator》。是这本书让我意识到了相关性方面的问题。我依然相信分散投资。如果一个 ETF 足够多元分散，我就会买。但有些 ETF 并不是——比如 XLE 几乎……

  My favorite book on investing is The Intelligent Asset Allocator by William Bernstein. This is what made me aware of issues in correlations. I still believe in diversification. If an ETF is sufficiently diverse I will buy the ETF. Some ETFs are not - XLE is nearly…

• mikedamas · 2010 年

  推荐阅读：Bernstein 的《The Intelligent Asset Allocator》。我自己的资产配置策略实现包含了一个主要由个券构成的优质债券组合。例如可以参考 www.marylandcapitaladvisors.com。

  Recommended reading: The Intelligent Asset Allocator (Bernstein). My implementation of an asset allocation strategy includes a well-constructed bond portfolio using primarily individual bonds. see www.marylandcapitaladvisors.com, for example.

• wmwong · 2010 年

  如果你想放弃择时，专注于资产配置，可以看：《The Smartest Investment Book You'll Ever Read》（面向加拿大读者）《The Intelligent Asset Allocator》（偏重统计学方法）

  If you want to forget about market timing, concentrate on asset allocation: The Smartest Investment Book You'll Ever Read (Canadian audience) The Intelligent Asset Allocator (a more statistical approach)

• refurb · 2014 年

  去读读这本书：William Bernstein 写的《Intelligent Asset Allocator》[1]。其实就算你不是数学大牛（虽然我默认你是），读起来也很快。它梳理了如何把资金分配到各种投资品种中……

  Do some reading: Intelligent Asset Allocator by William Bernstein[1] The book is actually a quick read even if you're not a math whiz (which I'll assume you are). It goes through a review of how to allocate your money across a number of investments…

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