固定比例投资策略。即将一笔资金按固定的比例分散投资于不同种类的基金上。当某类基金因净值变动而使投资比例发生变化时,就卖出或买进这种基金,从而保证投资比例能够维持原有的固定比例。这样不仅可以分散投资成本,抵御投资风险,还能见好就收,不至于因某只基金表现欠佳或过度奢望价格会进一步上升而使到手的收益成为泡影,或使投资额大幅度上升。
所有伯纳德·麦道夫的投资人除了亏钱以外,还有一个相同点:他们都不懂麦道夫的基金策略。
All of Bernie Madoff's investors have one thing in common besides losing money: they didn't understand his strategy.
经理过去按季度向投资者提供最新信息,只告知投资者基金的业绩;现在,经理煞费苦心地解释基金的策略。
Managers used to update investors quarterly only to inform them of the fund’s performance; now they take pains to explain the fund’s strategy.
原始的策略包括投资者将一半的资产投到标准普尔500指数基金(S&P 500 Index Fund),另一半投到希尔森-雷曼中期债券指数(Shearson/Lehman INtermediate Bond Index)。
The original strategy involved investing half of an investor's assets in an S&P 500 Index fund and half in a fund mirroring the Shearson/Lehman Intermediate Bond Index.
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