Ep.68 資產配置一定要「再平衡」嗎?多久該執行一次再平衡? episode artwork

EPISODE · Mar 21, 2021 · 15 MIN

Ep.68 資產配置一定要「再平衡」嗎?多久該執行一次再平衡?

from 理財學伴 | MoneyMate · host 理財學伴

🙌 文字版整理:https://moneymate.space/再平衡 資產配置建立完畢後,我們期待長在期持有下資產能夠有預期的報酬表現。然而不同的資產會隨著時間、行情有價格上面的變動,原先的資產配置比例也會隨之變化。這時候定期地做「再平衡」(Rebalancing),也就是把資產的比例調整回原先理想的資產配置比例。 今天這集節目要來討論為什麼資產再平衡很重要?該怎麼執行再平衡? 有哪些會自動再平衡的標的可以選擇? 💖Instagram: https://instagram.com/moneymate.space 💵贊助理財學伴:https://moneymate.space/贊助/ -- Hosting provided by SoundOn

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Ep.68 資產配置一定要「再平衡」嗎?多久該執行一次再平衡?

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