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【ETF王牌】3步驟、6檔ETF為夫妻理財打造10%年化報酬率投資 ...
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1, Accept Financial Statements and Statutory Reports, Management, For, For ; 2, Approve Dividend on Equity Shares, Management, For, For.
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翁曉玲夫妻的資產配置中包含了股票ETF。ETF(Exchange-Traded Fund)是一種交易型基金,通過投資ETF,可以讓投資者間接擁有一個投資組合。在ETF王牌專家陳正華的建議下,一個常見的資產配置方式是將30%投資於成長型ETF、30%投資於市值型ETF和40%投資於債券型ETF 2。這種配置可以幫助夫妻實現理財目標,打造穩健的投資組合,並追求大約10%的年化報酬率。

在ETF中,成長型ETF主要投資於成長潛力較大的公司,市值型ETF主要根據公司市值比例分配資金,而債券型ETF則投資於各種固定收益證券。透過這樣的資產配置,夫妻可以實現一定的風險分散,同時享有不同類型資產的增長潛力。

除了ETF外,股利收入也是投資組合中的一個重要組成部分。對於優質股利股票的選擇和持有,可以幫助夫妻實現長期穩健的資產增長。在考慮投資股票時,建議應該根據自身風險承受能力和投資目標進行評估,選擇合適的股票和投資工具。

總的來說,選擇適合的ETF以及優質的股利股票,結合適量的債券型ETF,可以為翁曉玲夫妻的資產配置提供一個良好的基礎,幫助他們實現理財目標並獲得穩健的資產增長。

2: https://tw.stock.yahoo.com/news/%E3%80%90et-f%E7%8E%8B%E7%89%8C%E3%80%91-3-%E6%AD%A5%E9%A9%9F%E3%80%81-6-%E6%AA%94et-f%E7%82%BA%E5%A4%AB%E5%A6%BB%E7%9

What is the investment portfolio structure recommended for couples by financial experts?

對於翁曉玲夫妻或其他夫妻的資產配置,專家通常建議採取多元化的投資組合結構。這樣的結構可以幫助降低風險,同時確保投資效益。以下是一些建議:

多元化投資組合

根據 33,金融專家通常建議投資者構建多樣化的投資組合,因為它有助於降低風險,同時不會太大程度地犧牲回報。多元化包括投資不同類型的資產,如股票、債券、不動產等,以分散風險。

專業理財顧問

28 提到,選擇一位合適的理財顧問至關重要。理財顧問可以根據夫妻的財務目標、風險承受能力和時間框架,量身定制投資組合結構。他們可以提供有關資產分配、投資經理和風險管理等方面的專業建議。

長期投資策略

專家們也強調長期投資策略的重要性。根據 36,可持續金融方面的專家團隊建議將投資組合考慮在長期投資者的管理實踐中,以維護長期資金增值。

專業財富管理服務

如果夫妻資產較大且需要更專業的管理,可以考慮尋求專業的財富管理服務。例如,施瓦布財富管理服務 27 可提供註冊投資顧問的投資組合管理,以達到更全面和有效的資產配置。

總的來說,對於夫妻資產配置,多元化投資組合、專業理財顧問指導、長期投資策略和專業財富管理服務是金融專家們推薦的主要結構。這樣可以確保資產複雜性的有效管理,並實現長期的財務目標。

How can couples optimize their asset allocation to achieve financial goals?

對於翁曉玲夫妻來說,要優化資產配置以達到財務目標,首先需要確定明確的目標和風險承受能力。這將有助於確定最適合他們的投資組合,使其能夠實現長期財務目標。以下是一些建議:

1. 目標設定

確定明確的財務目標,例如退休、子女教育基金等,並設定相應的時間表和預算。

2. 選擇資產

根據風險承受能力和時間軸,選擇合適的資產類別,例如股票、債券、不動產等。

3. 分散投資

避免產投資在單一項目中,通過分散投資降低風險,進而提高整體回報。

4. 定期檢視

定期檢視投資組合的表現,並進行必要的調整以確保符合目標。

5. 諮詢專業理財顧問

尋求專業理財顧問的幫助,他們可以根據夫妻倆的獨特情況提供量身定製的建議和指導。

透過以上步驟,翁曉玲夫妻可以達到更有效的資產配置,幫助他們實現財務目標。

What are the benefits of diversification in a couple's investment portfolio?

資產配置對於夫妻共同投資組合的益處是多方面的。首先,通過讓資產分散在不同的投資項目中,可以降低風險。例如,投資股票、債券、房地產等不同資產類別,可以減輕特定投資項目帶來的風險 47。其次,資產配置有助於平衡投資組合的回報 50。不同資產類別之間的表現可能存在差異,因此通過多元化投資可以在某些資產表現下跌時平穩整體回報 48

此外,資產配置還可以幫助夫妻有效管理投資組合的波動性 51。這意味著當市場波動時,投資組合的表現可以得到一定程度的保護。而要注意的是,資產配置並不是完全風險免費的 53。投資行為始終存在風險,但通過巧妙的資產配置,可以盡力減少風險和最大化回報 50

總的來說,夫妻共同的資產配置應該經過深入思考和細心規劃。建議可以考慮不同的資產類別、地理區域以及行業來實現有效的多元化,以及確保風險控制和回報最大化。

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