s********n
发帖数: 1962 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: lucan (采菊东篱), 信区: Stock
标 题: Re: 谈一下关于投资的performance
发信站: BBS 未名空间站 (Sun Aug 23 11:43:24 2009, 美东)
LOL. They are not follower of CAPM at first place. Mr.Buffet thinks if you
are so damn sure about one company, why you need to diversify your portfolio
. However, CAPM is the pillar of risk in modern portfolio theory.
Mr.Buffet and Lynch are rare and people still need a consistent and
systematic way to find good portfolio managers. In fact, I don't think Mr.
Buffet can | s********n
发帖数: 1962 | 2 谁能把这位仁兄请到这里来讨论讨论啊。
you
portfolio
【在 s********n 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: lucan (采菊东篱), 信区: Stock
: 标 题: Re: 谈一下关于投资的performance
: 发信站: BBS 未名空间站 (Sun Aug 23 11:43:24 2009, 美东)
: LOL. They are not follower of CAPM at first place. Mr.Buffet thinks if you
: are so damn sure about one company, why you need to diversify your portfolio
: . However, CAPM is the pillar of risk in modern portfolio theory.
: Mr.Buffet and Lynch are rare and people still need a consistent and
: systematic way to find good portfolio managers. In fact, I don't think Mr.
: Buffet can
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