h*******y
发帖数: 864 | 1 If it is not scary yet, it will be soon. | S**C
发帖数: 2964 | 2 While I respect Grantham, as he has a very very good methodology based on
valuations, and his asset allocation recommendations carries heavy weight on my personal allocation decision, I do not agree his criticism on the Fed policy under Ben.
His recommendations
1) Emphasize U.S. quality companies, which are still
cheap in an overpriced world.
2) Moderately overweight emerging market equities.
3) Moderately underweight the balance of global equities.
4) Heavily underweight lower quality U.S. companies.
5) Carry extra cash reserves for a volatile market with
insecure fundamentals.
6) For the very long term (20 years) overweight
resources, particularly if they have a sharp decline.
(This is my personal view rather than that of GMO,
which on this topic is agnostic.)
【在 h*******y 的大作中提到】
: If it is not scary yet, it will be soon.
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