投資組合@4 Jan: 沉著變招應對

  • 22年的第一個交易天本有很好表現,但轉眼周二又被打沉。除了美債息上升外,Wall Street Journal 報導聯儲局考慮縮表(淨出售債券) Fed Weighs Proposals for Eventual Reduction in Bond Holdings – WSJ 也是震散增長股的元兇。要審慎應對,年頭開得不好的話往後很難追得番,昨天所作的應對有:

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