u*********r
发帖数: 1181 | 1 上面部分是费用，下面部分是各自相应的average annual total return。
非常感谢啊
Gross Expense Ratio：
=======================
TIER I - LIFECYCLE FUNDS
- show details. - hide details.
LIFEPATH 2015 07/05/2006 Blended Fund Investments* N/A 0.1221
% No additional fees apply.
LIFEPATH 2020 06/30/2006 Blended Fund Investments* N/A 0.1092
% No additional fees apply.
LIFEPATH 2025 07/05/2006 Blended Fund Investments* N/A 0.1237
% No additional fees apply.
LIFEPATH 2030 06/3... 阅读全帖 |
|
d**z
发帖数: 3577 | 2 Important Hedge Fund Trends For 2016 And Beyond
1. Reduction of expected returns for a diversified Hedge Fund portfolio.
Hedge fund performance is driven by a combination of alpha (manager skill)
and beta (market driven return). From 2009 to the beginning of last year, as
both the fixed income and equity markets experienced strong bull markets,
beta had been a tail wind for hedge fund performance that rewarded managers
with net long market exposure. Over this time period, investors’ return
exp... 阅读全帖 |
|
d**z
发帖数: 3577 | 3 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: The Year the Hedge-Fund Model Stalled on Main Street
发信站: BBS 未名空间站 (Wed Dec 30 21:38:33 2015, 美东)
The Year the Hedge-Fund Model Stalled on Main Street
By Sarah Krouse
Dec. 30, 2015 6:59 p.m. ET
Enthusiasm is fading for what had become one of the hottest products in
asset management
It is getting a lot harder to sell hedge-fund-style investing to the masses.
More “liquid alternative” mutual funds closed in 2015 than in any year on
record,... 阅读全帖 |
|
d**z
发帖数: 3577 | 4 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: The Year the Hedge-Fund Model Stalled on Main Street
发信站: BBS 未名空间站 (Wed Dec 30 21:38:33 2015, 美东)
The Year the Hedge-Fund Model Stalled on Main Street
By Sarah Krouse
Dec. 30, 2015 6:59 p.m. ET
Enthusiasm is fading for what had become one of the hottest products in
asset management
It is getting a lot harder to sell hedge-fund-style investing to the masses.
More “liquid alternative” mutual funds closed in 2015 than in any year on
record,... 阅读全帖 |
|
d**z
发帖数: 3577 | 5 The Year the Hedge-Fund Model Stalled on Main Street
By Sarah Krouse
Dec. 30, 2015 6:59 p.m. ET
Enthusiasm is fading for what had become one of the hottest products in
asset management
It is getting a lot harder to sell hedge-fund-style investing to the masses.
More “liquid alternative” mutual funds closed in 2015 than in any year on
record, according to research firm Morningstar Inc., as inflows dwindled and
performance weakened.
The results show that enthusiasm is fading for what had emerged i... 阅读全帖 |
|
W***n
发帖数: 11530 | 6 Hedge Fund Winners and Losers Emerge as Year Ends on Better Note
by Katia Porzecanski , Nishant Kumar , and Bei Hu
December 20, 2016, 12:00 AM CST December 20, 2016, 8:14 AM CST
Strategies focused on macro trends produced the worst returns
Who Were 2016's Hedge Fund Winners and Losers?
This was the year to ridicule hedge funds. Pension funds, politicians,
Warren Buffett, even hedge fund managers themselves -- they all had
something to say about the disappointing performance, high fees and market... 阅读全帖 |
|
m*********h
发帖数: 5449 | 7 Carl Richards has a post over at the New York Times' Bucks blog in which he
puzzles over the enduring appeal of hedge funds, despite the fact that they
have historically underperformed the S&P 500. Why, he asks, are people
paying exorbitant fees to hedge-fund managers who don't even make money for
them?
Richards takes a stab at the answer in a few ways. First, he implies that
there's an element of groupthink in Hedgistan, with investors all chasing
increasingly complex hedge-fund strategies beca... 阅读全帖 |
|
W***n
发帖数: 11530 | 8 Sym Name Last Change Percent YTD
Percent Time Links
GCCUX Goldman Sachs Commodity Strategy R6 11.91 +0.01 +0.08%
+262.01% 11/25/15
GCCIX Goldman Sachs Commodity Strategy Fund 11.91 +0.02 +0.17%
+203.29% 11/25/15
GCCTX Goldman Sachs Commodity Strategy Fd Cl 11.91 +0.01 +0.08%
+203.23% 11/25/15
GSCAX Goldman Sachs Commodity Strategy Fund 11.77 +0.01 +0.09%
+202.56% 11/25/15
GCCRX ... 阅读全帖 |
|
W*****B
发帖数: 4796 | 9 If You Own a Mutual Fund, You Could Face an Unexpected Tax Bill This Year
Here is what you need to know.
Ryan Derousseau
Some mutual fund investors, including ones at fund giant Vanguard, could
face an unexpected tax hit this year.
Typically, mutual fund investors only have to worry about capital gains when
the market is booming — not this time around. Despite the fact that the
market is up only about 1% for 2018, investors in many funds could end up
owing taxes on gains those funds realized by ... 阅读全帖 |
|
j****y
发帖数: 1714 | 10 Trader Racks Up a Second Epic Gain
$5 Billion Profit for John Paulson
By GREGORY ZUCKERMAN
Hedge-fund manager John Paulson personally netted more than $5 billion
in profits in 2010—likely the largest one-year haul in investing
history, trumping the nearly $4 billion he made with his "short" bets
against subprime mortgages in 2007.
Mr. Paulson's take, described by investors and people close to
investment firm Paulson & Co., shows how profits continue to pile up for
elite hedge-fund managers. Appa... 阅读全帖 |
|
w******1
发帖数: 154 | 11 我刚学习了很多index fund的东西，刚把fidelity 里的fund从freedom 2045换成了
index fund,我们学校就要把fidelity里的funds 换成vangard 的。vanguard 2045
expense ratio 只有0.18%。我是不是白折腾了？直接把所有刚换的index funds 换成
vanguard 2045？
这是vanguard index funds: er
Vanguard 500 Index Fund Admiral Class 0.05%
Vanguard extended market Index Fund 0.1%
Vanguard total international stock Index admiral shares 0.14%
PIMCO total return fund administrative class 0.71
网上看到有人说，自己配比的index funds portfolio不可能好过life cycle fund，是
指的我这两种选择吗vanguard... 阅读全帖 |
|
E******w
发帖数: 2616 | 12 单独开一篇文章讨论一下我对于各种mutual fund的看法。
首先，买卖一个mutual fund，成交价是当天的收盘价。mutual fund没有额外的交易费
。为什么规矩是这样定的，而不是按照股票手手续费呢？因为mutual fund总的来说是
按照每天的买卖交易，以及各种开销，最后“计算”出一个收盘价，保证mutual fund
的管理方收支平衡。比如你下了一个买单，也许mutual fund公司是当天早上就帮你买
了相关的股票，但是他们不会告诉你这些细节。他们在当天收盘以后进行一个结算，算
出该收每个客户多少钱。这个结算最终体现在mutual fund当天的收盘价上。
明白了这个道理，你也许会产生一个疑问。mutual fund公司到底怎么买卖股票的，买
卖了什么，具体最终的expense里面包含了什么？是简单的百分比的管理费，还是连公
司大楼清洁工的工资，各员工的度假开销都算进客户的expense里面了？对这个问题的
回答，可以让你了解什么Mutual fund可以碰，什么mutual fund不可以碰。
假设一个mutual fund有很多hidden charge，会产... 阅读全帖 |
|
a*****g
发帖数: 19398 | 13 It's a simple fact — $12 million is much bigger than $1.2 million.
That's why Oakland University President George Hynd and the Board of
Trustees didn't have to really think about the rationale for increasing
tuition by 8.48% last week and exceeding a state tuition cap. The Rochester
school declined $1.2 million from the state in incentive money in exchange
for getting $12 million in tuition revenue.
Eastern Michigan University made the same calculation in June — $1 million
is much smaller than $... 阅读全帖 |
|
W***n
发帖数: 11530 | 14 How Index Funds Prevailed
Sep 6, 2016 3:52 PM EDT
By
Stephen Mihm
Forty years ago last week, Vanguard’s John Bogle created the first index
mutual fund, offering investors a guarantee: They would never outperform the
market, but nor would they underperform it. The Index Investment Trust (now
the Vanguard 500 Index Fund) simply tracked the performance of the S&P 500.
Index funds are now a huge business, accounting for trillions of dollars of
mutual fund money. And with good reason: Even though the... 阅读全帖 |
|
d**o
发帖数: 41 | 15 http://www.reuters.com/article/2011/09/15/us-goldmansachs-hedge
Goldman told investors in the roughly $1.6 billion Global Alpha fund the
news on Thursday, one day after it announced a management shake-up at the
fund that had been the crown jewel of its quantitative trading business. The
fund will be closed in the next few weeks.
Global Alpha had tumbled 13 percent by early September, delivering a far
worse performance than other hedge funds that rely on computer programs to
quickly take advantag... 阅读全帖 |
|
h***d
发帖数: 2188 | 16 谢谢，帮忙选一下，我对这些完全没有概念
Putnam Stable Value Fund 50
Putnam U.S. Government Income Trust - Class A
PIMCO Total Return Fund - Class A
Ivy High Income Fund - Class Y
PIMCO Real Return Fund - Class A
American Century LIVESTRONG Income Portfolio - Class A
American Century LIVESTRONG 2015 Portfolio - Class A
American Century LIVESTRONG 2025 Portfolio - Class A
American Century LIVESTRONG 2035 Portfolio - Class A
... 阅读全帖 |
|
k*j
发帖数: 2317 | 17 退休金账户只允许买mutual funds, 找了这些能源类，谁熟悉，送10个包子
Guinness Atkinson Alternative Energy Fund (GAAEX)
Equity Energy
Fidelity Fund Pick Calvert Global Energy Solutions Fund Class A (CGAEX)
Equity Energy
Oppenheimer SteelPath MLP Alpha Plus Fund Class A (MLPLX)
Energy Limited Partnership
Oppenheimer SteelPath MLP Alpha Fund Class A (MLPAX)
Energy Limited Partnership
Oppenheimer SteelPath MLP Select 40 Fund Class A (MLPFX)
Energy Limited Partnership
MainStay Cushing® ... 阅读全帖 |
|
W***n
发帖数: 11530 | 18 A Third-Quarter Mutual Fund Scorecard
By Christine Benz | 09-30-15 | 06:00 AM | Email Article
After remarkably smooth sailing for six-plus years, many investors had been
bracing themselves for volatility. They got it in the third quarter of 2015,
when a broad swath of investment types--especially stocks--took a tumble.
Worries over global growth, especially in emerging markets, was the key
catalyst for the sell-off. Although stocks had started to look shaky earlier
in the quarter, the Federal Re... 阅读全帖 |
|
d**z
发帖数: 3577 | 19 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
|
d**z
发帖数: 3577 | 20 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
|
d**z
发帖数: 3577 | 21 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
|
k*****k
发帖数: 78 | 22 我朋友是财务顾问，她建议我在401K里100%投到 American Century One Choice 2045
Portfolio Fund (ARORX) ，但是我看了YTD Return 似乎并不理想，背后的理由是什么？
我是菜鸟，谢谢各位指导啦！
American Funds Balanced Fund (RLBBX) 12.25%
American Century One Choice 2045 Portfolio Fund (ARORX) 11.75%
American Century One Choice 2050 Portfolio Fund (ARFWX) 12.06%
Select Fndmntl Val Fd (Wellington) (MFUAX) 22.07%
Mutual Financial Services Fund (TFSIX) 16.35%
Select Focused Value Fund (Harris) (MFVAX) 23.53%
MM S&P 500 Index Fund (MIEAX) ... 阅读全帖 |
|
X****i
发帖数: 1877 | 23 Amid Billions of Losses, Macro Hedge Funds Search for ‘Which Way Is Up’
By
Rob Copeland
and
Juliet Chung
June 13, 2014
In today’s Wall Street Journal, we noted how many famous hedge-fund
managers who seek to profit by correctly forecasting broad economic trends
have turned in billions of dollars in paper losses, in a year that has
otherwise been relatively placid for investors the world over.
Investors flocked to these so-called macro funds after 2008, when they on
average ga... 阅读全帖 |
|
M*****8
发帖数: 17722 | 24 Latest Hedge Fund Performance -- Boring For 2014
Todd Edgar, like most macro hedge-fund managers, couldn't make money this
year.
Then came September. Edgar, whose Atreaus Capital LP specializes in
currencies and commodities, had been betting since June that the price of
soybeans would drop because of favorable weather conditions that promised a
bumper crop. On Sept. 11, the U.S. Department of Agriculture reported record
harvests and expanding global inventories. Bean prices tumbled 8 percent
thr... 阅读全帖 |
|
d**z
发帖数: 3577 | 25 By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “missing” amid a government crackdown.
The Asset Management Association of China (AMAC) counts 24,625 hedge funds
as of December 2015, up from nearly 17,000 in Janua... 阅读全帖 |
|
t*********8
发帖数: 134 | 26 The future of this once-$14B hedge fund is in doubt
Text Size Published: Monday, 7 Oct 2013 | 9:44 AM ETBy: Lawrence
Delevingne |
Monday, 7 Oct 2013 | 11:50 AM ET
FX Concepts, John Taylor's currency-focused hedge fund firm, which once
managed more than $14 billion, may soon shut.
One of the 32-year-old firm's last remaining large institutional investors,
the San Francisco Employees' Retirement System, voted to redeem its money
Sept. 11, according to Jay Huish, the pension plan's executive d... 阅读全帖 |
|
n****3
发帖数: 6 | 27 感觉fund的好日子又开始了。。。BTW, Citadel Tactical Trading 是Zhao Peng那个
组吗？
Highbridge, Citadel and BlueCrest advance smartly, while Millennium and OZ
lag a bit
April was a mixed month for a number of high-profile multistrategy hedge
fund firms. Several firms lost money while others barely broke even,
enabling them to preserve their strong early gains.
Multistrategy funds have grown popular among hedge fund investors. According
to industry tracker eVestment, the strategy took in about $9.4 billion in
March,... 阅读全帖 |
|
j****y
发帖数: 1714 | 28 This has been studied by others mostly,
just read: http://www.bogleheads.org/wiki/Emergency_fund
a multi-tiered emergency fund could consist of:
1. Three months of expenses in cash (bank account or money market fund)
2. The next three months of expenses in CDs with the option to cash them in
for three months of interest
3. The next three months of expenses in a short-term Treasury bond fund.
Selling these would risk incurring some loss of principal due to interest
rate changes, but since the odd... 阅读全帖 |
|
R*****d
发帖数: 420 | 29 关于mutual fund，我有几个问题。我打算让自己的存款有所grow, 而且，需要风险较
低，收益有所保证，起码比定期存款的利息高。银行像我推荐了mutual funds. 后来
chase 的一个 financial advisor 向我推荐了两种fund ，一种american fund,一种
income fund.他说mutual fund的风险只有股市的1/7，而且收益不是太低，一万美元，
每年收益4000美元左右。真有这么高吗？我看了版上的关于mutual fund的介绍，感觉
还有些迷糊。本人时下并不打算盲目投资。想学习学习。他给我介绍的， income fund
and american fund 占70%和30%。具体哪个占多少，我忘了。他给我开了一个chase
investment 的账号。us news 也对各种 fund 做了排名。
http://money.usnews.com/funds/mutual-funds
http://www.mitbbs.com/article_t/Investment/31308909.html
我想问一下有了investm... 阅读全帖 |
|
W***n
发帖数: 11530 | 30
Hedge Funds Shut as Managers Struggle in Year of Two Percent Returns
By Katherine Burton Dec 1, 2014 6:00 PM CT
Hedge funds are shutting at a rate not seen since the financial crisis, as
many managers post disappointing returns and an elite group of firms
dominate money raising.
The $37 billion Brevan Howard Asset Management LLP is the latest firm to
close a fund. Last week it pulled the plug on its $630 million commodity
fund managed by Stephane Nicolas after it had tumbled 4.3 percent this ye... 阅读全帖 |
|
z**n
发帖数: 22303 | 31 【 以下文字转载自 Quant 讨论区 】
发信人: wang439 (charlemagne), 信区: Quant
标 题: (转载) 投行和hedge fund的春梦血泪
关键字: 投行,hedge fund,春梦血泪,坑
发信站: BBS 未名空间站 (Wed Oct 31 03:28:49 2012, 美东)
http://blog.renren.com/share/245259375/14561621914?from=0101010
投行和hedge fund的春梦血泪
来源： 李昂的日志
过去的这6个月，仿佛狂风骤雨一般，扫过我薄如蝉翼的生命。激荡风雷之刹那，每一
秒钟都好像是永恒。记得2月份的时候，去过一次波士顿。当时的波士顿，就好像3年前
暑假在harvard stem cell institute做实习的时候一样，古朴安静的小城，凉风里绿
草如茵。9月初的时候，又偶然去了一次波士顿。走在south station边的回廊，看着路
旁呆板的灰色的砖楼，竟又陌生的恍如隔世。从4月初开始找投行工作开始，命运的木
船仿佛在飓风卷动的怒涛里翻覆挣扎，在恣肆横行的风魔里无力的... 阅读全帖 |
|
z**n
发帖数: 22303 | 32 【 以下文字转载自 Quant 讨论区 】
发信人: wang439 (charlemagne), 信区: Quant
标 题: (转载) 投行和hedge fund的春梦血泪
关键字: 投行,hedge fund,春梦血泪,坑
发信站: BBS 未名空间站 (Wed Oct 31 03:28:49 2012, 美东)
http://blog.renren.com/share/245259375/14561621914?from=0101010
投行和hedge fund的春梦血泪
来源： 李昂的日志
过去的这6个月，仿佛狂风骤雨一般，扫过我薄如蝉翼的生命。激荡风雷之刹那，每一
秒钟都好像是永恒。记得2月份的时候，去过一次波士顿。当时的波士顿，就好像3年前
暑假在harvard stem cell institute做实习的时候一样，古朴安静的小城，凉风里绿
草如茵。9月初的时候，又偶然去了一次波士顿。走在south station边的回廊，看着路
旁呆板的灰色的砖楼，竟又陌生的恍如隔世。从4月初开始找投行工作开始，命运的木
船仿佛在飓风卷动的怒涛里翻覆挣扎，在恣肆横行的风魔里无力的... 阅读全帖 |
|
G******8
发帖数: 87 | 33 收到一些同学的inquiry 问如何才能进FUND,我就在这多唠叨几句。
首先你人最好在纽约或者波士顿地区，在申请Fund的时候已经有了绿卡或EAD卡，不需
要H1B sponsorship。好的投资公司是不会考虑sponsorship 的。在这里我也想对打算
读Master of Accounting的同学说一句，选学校的时候，最重要的是要去大城市，什么
学校的好坏，专业的排名都是虚的，BIG 4 的campus 招人都是就近原则，谁还高兴跑
到外州的学校去？！ 纽约的好几个很一般的学校每年都有大批的人进BIG 4,因为需求
太大机会多啊。
其次最好有一些和Financial Services 相关的经验，例如在某个BIG 4 做Financial
Service Group（FSG）的Auditing or Tax。如果你做的是普通行业的auditing or tax
，可以先内部transfer 到FSG。最近NYC 地区的BIG 4 的FSG 的turn over 很高，有很
多opening, 内部transfer应该不难。在FSG 混1～2年就可以跳到FUND 里做了。
... 阅读全帖 |
|
D********n
发帖数: 978 | 34 BY kELLY BIT
U.S. hedge-fund compensation will fall an average of 10 percent this year
com-pared with 2010 as performance suffered, according to a report by Glocap
Search LLC and hedge fund research inc.
Portfolio managers’ pay, which is most closely tied to performance, should
see the biggest decline, slumping about 30 percent on average, according to
Adam Zoia, chief executive officer of Glocap, a New York-based recruiting
firm. Hedge funds have lost 5.4 percent on average this year, accordi... 阅读全帖 |
|
h******t
发帖数: 872 | 35 http://www.wsj.com/articles/currency-war-u-s-hedge-funds-mount-
Some of the biggest names in the hedge-fund industry are piling up bets
against China’s currency, setting up a showdown between Wall Street and the
leaders of the world’s second-largest economy.
Kyle Bass’s Hayman Capital Management has sold off the bulk of its
investments in stocks, commodities and bonds so it can focus on shorting
Asian currencies, including the yuan and the Hong Kong dollar.
It is the biggest concentrated wager t... 阅读全帖 |
|
w********u
发帖数: 545 | 36 公司用的是T. Rowe Price。我一直就放在retirement 2045 fund里没管它，由于这四
年stock market不错，所以这个fund 回报还不错，但是expense ratio挺高的，有0.76
%。最近看了一些文章和帖子，好像不少人都是自己挑fund来放，而不是这种target
retirement fund。而且看了大家说的fund的expense ratio都基本在0.3%以下。 现在
我这个0.76%的ER是不是太高了？
下面是我们401K有的 FUND，大家帮我看看吧。
AMERICAN FUNDS EUROPAC GRW R6
BLUE CHIP GROWTH FUND
EMERGING MARKETS STOCK FUND
GOLDMAN SACHS SMALL CAP VALUE
JOHN HANCOCK DISCIPL VALUE R4
MET WEST TOTAL RETURN BOND I
MFS INTERNATIONAL VALU... 阅读全帖 |
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w*****9
发帖数: 27 | 37 http://blog.renren.com/share/245259375/14561621914?from=0101010
投行和hedge fund的春梦血泪
来源： 李昂的日志
过去的这6个月，仿佛狂风骤雨一般，扫过我薄如蝉翼的生命。激荡风雷之刹那，每一
秒钟都好像是永恒。记得2月份的时候，去过一次波士顿。当时的波士顿，就好像3年前
暑假在harvard stem cell institute做实习的时候一样，古朴安静的小城，凉风里绿
草如茵。9月初的时候，又偶然去了一次波士顿。走在south station边的回廊，看着路
旁呆板的灰色的砖楼，竟又陌生的恍如隔世。从4月初开始找投行工作开始，命运的木
船仿佛在飓风卷动的怒涛里翻覆挣扎，在恣肆横行的风魔里无力的试图划动出前进的方
向。四面八方的阴魂来袭，黑暗的烟雾里飘闪隐现着诡秘的紫霓白光。细细的指南针被
眩晕的磁场扭曲成虬结，呼哧作响的布帆在咆哮嘶鸣的风波里撕裂飘荡。每一天都好像
一个新的纪元，上帝的金光好像随时都能穿云透雾，射到我的周身和脸上。每一个夜晚
都好像世界的末日，退去的灯火的黄晕好像随时都会永久的离开我的僵体，让位... 阅读全帖 |
|
w*****9
发帖数: 27 | 38 http://blog.renren.com/share/245259375/14561621914?from=0101010
投行和hedge fund的春梦血泪
来源： 李昂的日志
过去的这6个月，仿佛狂风骤雨一般，扫过我薄如蝉翼的生命。激荡风雷之刹那，每一
秒钟都好像是永恒。记得2月份的时候，去过一次波士顿。当时的波士顿，就好像3年前
暑假在harvard stem cell institute做实习的时候一样，古朴安静的小城，凉风里绿
草如茵。9月初的时候，又偶然去了一次波士顿。走在south station边的回廊，看着路
旁呆板的灰色的砖楼，竟又陌生的恍如隔世。从4月初开始找投行工作开始，命运的木
船仿佛在飓风卷动的怒涛里翻覆挣扎，在恣肆横行的风魔里无力的试图划动出前进的方
向。四面八方的阴魂来袭，黑暗的烟雾里飘闪隐现着诡秘的紫霓白光。细细的指南针被
眩晕的磁场扭曲成虬结，呼哧作响的布帆在咆哮嘶鸣的风波里撕裂飘荡。每一天都好像
一个新的纪元，上帝的金光好像随时都能穿云透雾，射到我的周身和脸上。每一个夜晚
都好像世界的末日，退去的灯火的黄晕好像随时都会永久的离开我的僵体，让位... 阅读全帖 |
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N*****5
发帖数: 35 | 39 现在选的FID FREEDOM K 2050 (FFKHX), 有必要改吗?
50% stock + 50% bond 的组合怎么样? 求推荐, 谢谢!
SPTN EXT MKT IDX ADV (FSEVX) 50%
VANG TOT BD MKT INST (VBTIX) 50%
Fund list如下:
Name/Inception Date Asset Class Category 1 Year 3 Year 5 Year 10 Year/
LOF* Returns As Of Bench- mark
FID GROWTH CO POOL
12/13/2013 Stock Investments Large Cap Growth 21.80% N/A N/A 18.79%
07/31/2015 Show
Benchmark: Russell 3000 Growth 16.37% 18.94% 17.76% 15.46 07/31/2015
TRP BLUE CHIP GR T5
09/30/2009 Stock Investmen... 阅读全帖 |
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s********n
发帖数: 342 | 40 Is this correct?
http://www.dailytarheel.com/article/2012/08/unc-rises-in-resear
UNC rises in research ranking for funds spent on research and development
The lower ranking may help UNC attract more funding
Students and faculty will have more opportunities to complete research
projects and make breakthroughs, thanks to UNC’s new research ranking among
public and private universities.
UNC rose from 16th to ninth place overall for federal funds spent on
research and development, and it ranks fourt... 阅读全帖 |
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a**i
发帖数: 608 | 41 Hedge Funds Braced for Worst Year Since 2008
Published: Thursday, 8 Dec 2011 | 7:31 PM ET Text Size By: Sam Jones in
London
Hedge funds are set to rack up their second-worst year in two decades after
taking a beating from the eurozone crisis and an unexpected slowing in
global economic growth.
The average hedge fund manager has lost 4.37 percent in the year to the end
of November, according to data just released by Hedge Fund Research —
losing money in six of the past seven months. Only in 2008,... 阅读全帖 |
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n*********e
发帖数: 110 | 42 最近和一些朋友聊了一下，感觉hedge fund 其实不如pension fund啊。 虽然名义上
hedge fund 收入好像多一点，但是考虑到其他因素好像pension fund要好很多。
首先，年龄因素。过了50岁在hedge fund混就比较难了，即使老板不踢人，自己精力
也渐渐不行了，感觉很难在这行混到退休。 如果50多岁被裁，感觉那时会很尴尬
，高不成低不就的。
其次，hedge fund 一般都没什么benefit， 干巴巴的工资。我算了一下，一般pension
fund之类的职位20年左右下来在退休时每年至少可以拿10万左右的pension，在hedge
fund干的只有自己存退休金。
最后，pension fund的活轻松多了吧？hedge fund 的压力山大，生活质量差远了。
我现在的结论是，相同的职位：
pension fund > mutual fund == bank > hedge fund
请教各位大牛们的意见如何？ |
|
j****y
发帖数: 1714 | 43 Mostly the same. No difference.
But if you buy more than $10k for any individual fund. You may get
better deal than the combined
fund.
http://www.bogleheads.org/wiki/Vanguard_Target_Retirement_Funds
TR funds are cheap by any reasonable standard, with Vanguard Target
Retirement Fund expense ratios varying from 0.18% to 0.19%. In fiscal
year 2008, the average peer group expense ratios ranged from 1.11% to
1.32%. Other mutual fund companies' Target Retirement Fund expense
ratios may include an addi... 阅读全帖 |
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k******a
发帖数: 2436 | 44 :-) most of the things you said is not true, hehe. But don't worry, Both
Traditional and Roth IRA are good investment account types for retirement,
that means long term and high risk tolerance for most people. More
specifically,
(1) 股市上升多出的那点钱拿不出来reinvest
The (unrealized) capital gain is still "invested" in the mutual fund or
other financial securities.
(2) 原来多少股，一年后没有分红还这么多,只靠股价干涨而没有利滚利
This is not true. For example, if you are investing in mutual funds, most
likely when you make a purchase, th... 阅读全帖 |
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D*****5
发帖数: 148 | 45 谢谢答疑。
当时选它的时候就看了它过去的Performance和Star，当然，我还选了其他Funds，但这
个Fund占的比例大一点。。
我觉得目前可能就保留它，不转到其他Funds，因为其他Funds Performance很好，可能
价相对比较高。但我在新的Contribution中就不包括这个Fund了。
我还选了以下Funds （比例都不大），其中所有Vanguard Funds 是一年前才刚加入公
司的。
Dodge & Cox Income Fund
Vanguard Target Retirement Income Fund
T. Rowe Price Mid-Cap Value Fund （以前留下的金额，目前没有Contribution）
Vanguard Mid Cap Index Fund
American Funds EuroPacific Growth Fund
谢谢再指点一下。我不是那种会根据股市随时转换的人。 |
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j*k
发帖数: 182 | 46 【 以下文字转载自 Money 讨论区 】
发信人: jpk (jpk), 信区: Money
标 题: 到年底了，大家怎么挑选明年的mutual fund呢？
发信站: BBS 未名空间站 (Fri Nov 14 13:41:30 2014, 美东)
我们家投资只持有mutual fund，不投stock。我老公以前投stock option，容易亏。不
让他投了。
然后这个mutual fund呢，我们家是每年年底卖一些再买一些。请问大家都是决定买啥
卖啥呢？
我先卖一些我已有的mutual fund。我会把我的portfolio里的loser挑出来看看，看看
这些loser在它们那个category里performance如何。在保持整个portfolio
diversified的情况下，我一般把losers都卖了。去年表现好的mutual fund我肯定保留
。表现一般的要考虑一下。
下一步我挑选新的mutual fund，首先我看这些mutual fund去年收益，收益比较高我会
在仔细比较下面几方面
1， load是个deal breaker，如果有load我绝对不... 阅读全帖 |
|
j*k
发帖数: 182 | 47 【 以下文字转载自 Money 讨论区 】
发信人: jpk (jpk), 信区: Money
标 题: 到年底了，大家怎么挑选明年的mutual fund呢？
发信站: BBS 未名空间站 (Fri Nov 14 13:41:30 2014, 美东)
我们家投资只持有mutual fund，不投stock。我老公以前投stock option，容易亏。不
让他投了。
然后这个mutual fund呢，我们家是每年年底卖一些再买一些。请问大家都是决定买啥
卖啥呢？
我先卖一些我已有的mutual fund。我会把我的portfolio里的loser挑出来看看，看看
这些loser在它们那个category里performance如何。在保持整个portfolio
diversified的情况下，我一般把losers都卖了。去年表现好的mutual fund我肯定保留
。表现一般的要考虑一下。
下一步我挑选新的mutual fund，首先我看这些mutual fund去年收益，收益比较高我会
在仔细比较下面几方面
1， load是个deal breaker，如果有load我绝对不... 阅读全帖 |
|
l****o
发帖数: 2909 | 48 Plans to launch hedge fund later this summer
* To run CTAs, credit and equity strategies
* To have offices in Beijing and Hong Kong (Adds details, background, quote)
By Nishant Kumar
HONG KONG, May 27 (Reuters) - Principia Capital Advisors is set to launch a
$750 million hedge fund later this summer, three sources familiar with the
matter said, joining the ranks of former Goldman Sachs trader Morgan Sze's
blockbuster launch last month.
Principia, named after a famous book by the 16th century Fre... 阅读全帖 |
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d**z
发帖数: 3577 | 49 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Bommer Is Returning Money From Hedge Fund SAB After 17 Years
发信站: BBS 未名空间站 (Wed Dec 30 22:00:36 2015, 美东)
Bommer Is Returning Money From Hedge Fund SAB After 17 Years
by Saijel Kishan
December 30, 2015 — 2:46 PM PST
Scott Bommer, founder of SAB Capital Management LP, is returning all client
money from his hedge fund after 17 years so that he can focus on managing
his own wealth.
SAB Capital will return most money before mid January, Bomm... 阅读全帖 |
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m**********r
发帖数: 887 | 50 Below is copied from prospectus:
Excessive Trading Policy
The fund may reject for any reason, or cancel as permitted or required by
law, any purchase or exchange, including transactions deemed to represent
excessive trading, at any time.
...
Excessive trading activity in the fund is measured by the number of
roundtrip transactions in a shareholder's account. A roundtrip transaction
occurs when a shareholder sells fund shares (including exchanges) within 30
days of the purchase date.
Shareholders... 阅读全帖 |
|
