01/10/2025, 07:47 AM UTC
美国:存在更好的替代方案(降级)USA: Better Alternatives Available (Downgrade)
1. 利伯蒂全明星股票基金的表现不如使用SPY ETF构建的自定义投资组合,证实了作者2023年的预测。2. 一些美国的价值型基金经理持有高市盈率股票,使该基金容易受到市场冲击。3. 作者推荐高收益替代品如QDPL和JAAA,以获得更好的回报。4. 考虑到该基金的历史表现不佳和估值过高,作者建议相对卖出并考虑表现更好的替代品。1. Liberty All-Star Equity has underperformed compared to a DIY portfolio using the SPY ETF, confirming the author's 2023 prediction. 2. Some US 'value' managers hold high P/E stocks, making the fund vulnerable to market shocks. 3. The author recommends high-yield alternatives like QDPL and JAAA for better returns. 4. Given the fund's poor historical performance and high valuations, the author advises a relative sell and better-performing alternatives.---
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