The Little Investment That Beats the Market
暫譯: 超越市場的小投資
Greenblatt, Joel
- 出版商: Wiley
- 出版日期: 2026-12-30
- 售價: $1,080
- 貴賓價: 9.5 折 $1,026
- 語言: 英文
- 頁數: 224
- 裝訂: Hardcover - also called cloth, retail trade, or trade
- ISBN: 1119895103
- ISBN-13: 9781119895107
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商品描述
In 1952, in a seminal paper published in the Journal of Finance, Professor Harry Markowitz called diversification "the only free lunch in finance." Of course, Markowitz went on to win the Nobel Prize for his groundbreaking work which still serves as the cornerstone of investment strategy for academics and professionals alike. And while, to this day, the concept of diversification has stood the test of time, the whole "only free lunch in finance" thing is about to go the way of the dodo (just like that expression).
You see, there's a new Little Investment in town, and as hard as it is to believe, investors can now and forevermore get started on their second free meal. What makes something a "free lunch"? How about an investment that sounds too good to be true? Though this Little Investment just doesn't seem fair and shouldn't even exist-now it does.
If you're still young, here's a way to save for retirement in a tax-advantaged way while achieving higher compounded returns. But if you're older, perhaps achieving higher portfolio returns while taking less risk is more appealing. This Little Investment can do that too! If you're from the "if this is so great, how come it hasn't been done before" school of investing, we feel your pain. But nothing can be done about that now. That's actually what makes this investment opportunity new. Investors both young and old will now, for the first time anywhere, have a chance to learn about the fascinating, fun and previously untold story behind The Little Investment that Beats the Market.
商品描述(中文翻譯)
在1952年,哈利·馬可維茲(Harry Markowitz)教授在《金融學期刊》(Journal of Finance)上發表了一篇開創性的論文,稱多樣化是「金融中唯一的免費午餐」。當然,馬可維茲因其開創性的工作而獲得了諾貝爾獎,這項工作至今仍然是學術界和專業人士投資策略的基石。儘管到今天為止,多樣化的概念經受住了時間的考驗,但「金融中唯一的免費午餐」這個說法即將成為歷史的塵埃(就像這個表達一樣)。
你看,城裡有一個新的「小投資」(Little Investment),儘管這聽起來難以置信,投資者現在和未來都可以開始他們的第二頓免費午餐。什麼才算是「免費午餐」?怎麼樣,投資聽起來好得令人難以置信?雖然這個「小投資」似乎不公平,甚至不應該存在,但現在它確實存在了。
如果你還年輕,這是一種以稅收優惠的方式為退休儲蓄,同時實現更高的複利回報的方法。但如果你年紀較大,也許在承擔較少風險的同時實現更高的投資組合回報會更具吸引力。這個「小投資」也能做到這一點!如果你來自「如果這麼好,為什麼之前沒有人這樣做」的投資學派,我們理解你的疑慮。但現在無法改變這一點。這實際上就是使這個投資機會「新穎」的原因。年輕和年長的投資者將首次有機會了解《打敗市場的小投資》(The Little Investment that Beats the Market)背後迷人、有趣且之前未曾講述的故事。