Smart Portfolios: A practical guide to building and maintaining intelligent investment portfolios

Robert Carver

  • 出版商: Harriman House
  • 出版日期: 2017-09-18
  • 售價: $2,170
  • 貴賓價: 9.5$2,062
  • 語言: 英文
  • 頁數: 546
  • 裝訂: Hardcover
  • ISBN: 085719531X
  • ISBN-13: 9780857195319
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商品描述

Smart Portfolios is about building and maintaining smart investment portfolios. At its heart are the three key questions every investor needs to answer:

1. What to invest in.
2. How much to invest.
3. When to make changes to a portfolio.

Author Robert Carver addresses these three areas by providing a single integrated approach to portfolio management. He shows how to follow a step-by-step process to build a multi-asset investment portfolio, and how to rebalance the portfolio efficiently. He covers both investment in collective funds like ETFs, and also direct investment in individual equities.

Important features include:

-- Why forecasting future returns is so difficult, and how to account for uncertainty when making investment decisions.
-- How to accurately calculate the true costs of an investment, including costs that you may not even be aware of.
-- How to select the best ETF for each asset class.
-- How to compare the costs and other features of different ETFs.
-- How to select individual shares.
-- Calculating the number of shares needed for adequate diversification.
-- How to use systematic forecasting algorithms to adjust portfolio allocations.
-- How to cut trading costs through smart rebalancing strategies and execution tactics.

Robert Carver also explains how to blend assets with different levels of risk, and how to construct portfolios that suit the level of risk that the investor can cope with.

Smart Portfolios is detailed, comprehensive, and full of practical methods, rules of thumb and techniques, all fully explained with examples. It is intended for professional investors worldwide, including financial advisors, private bankers, wealth managers and institutional funds; as well as experienced private investors.

商品描述(中文翻譯)

《智能投資組合》是關於建立和維護智能投資組合的書籍。它的核心是每位投資者需要回答的三個關鍵問題:

1. 投資什麼。
2. 投資多少。
3. 何時對投資組合進行變動。

作者羅伯特·卡弗(Robert Carver)通過提供一種統一的投資組合管理方法來解決這三個問題。他展示了如何按照逐步流程建立多資產投資組合,以及如何高效地重新平衡投資組合。他涵蓋了集體基金(如ETF)和個別股票的投資。

重要特點包括:

- 預測未來回報率之困難性,以及在做出投資決策時如何考慮不確定性。
- 如何準確計算投資的真實成本,包括您可能尚未意識到的成本。
- 如何選擇每個資產類別的最佳ETF。
- 如何比較不同ETF的成本和其他特點。
- 如何選擇個別股票。
- 計算達到充分分散所需的股票數量。
- 如何使用系統性預測算法調整投資組合配置。
- 如何通過智能重新平衡策略和執行策略降低交易成本。

羅伯特·卡弗還解釋了如何結合不同風險水平的資產,以及如何構建適合投資者能夠應對的風險水平的投資組合。

《智能投資組合》詳盡、全面,並且充滿實用的方法、經驗法則和技巧,所有內容都有例子進行詳細解釋。它適用於全球的專業投資者,包括財務顧問、私人銀行家、財富管理師和機構基金,以及有經驗的私人投資者。