2008年5月28日 星期三

多元化;分散投資(Diversification)

閱讀筆記(Notes):
  • the meaning of the word diversification can change with the circumstances. While managing the Templeton Funds, Uncle John talked of owning a few hundred stocks at any particular time, and in other talks he has stated that diversification can be accomplished through simply holding no more than 10 stocks. For the time being, though, his advice is that the majority of investors benefit from diversifying their assets among various stocks. The situation in 1939 was no different, particularly since he was using borrowed money. (摘自Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter, by Lauren C. Templeton and Scott Phillips)

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