Bitcoin Forum
September 23, 2024, 11:25:21 PM
Welcome,
Guest
. Please
login
or
register
.
News
: Latest Bitcoin Core release:
27.1
[
Torrent
]
Home
Help
Search
Login
Register
More
Bitcoin Forum
>
Local
>
中文 (Chinese)
>
30%仓位!这位价值投资大佬的第一重仓是比特币
Pages: [
1
]
« previous topic
next topic »
Print
Author
Topic: 30%仓位!这位价值投资大佬的第一重仓是比特币 (Read 185 times)
qqq5817827
(OP)
Full Member
Offline
Activity: 148
Merit: 100
30%仓位!这位价值投资大佬的第一重仓是比特币
October 30, 2017, 01:18:10 AM
#1
曾连续15年跑赢市场,在金融危机中却惨遭滑铁卢。如今,这位价值投资大佬借比特币实现了更惊人的成绩。
Miller Value Partners掌舵人Bill Miller在近期的致投资者信中透露,在他管理的23亿美元资产中,有一支1.54亿美元的对冲基金——MVP1,其年内收益高达72.5%。
而收货如此高收益的秘密,正在于重仓投资了比特币。这支基金2016年就开始布局比特币投资,当时5%的资产用于购买比特币,目前这一比例已升至30%。目前Coinmarketcap网站上比特币报价已高达5831美元,而他的比特币持仓的均价仅为350美元。
30%仓位!这位价值投资大佬的第一重仓是比特币
相比之下,像Dan Loeb旗下的Third Point这种明星对冲基金,表现则逊色很多。今年迄今,标普500指数上涨14%,Third Point的收益略高但也几乎如此。
Miller可谓是美国共同基金历史上“点石成金”的金手指。华尔街见闻此前提及,上世纪90年代,他以业绩连续15年跑赢标普500指数享誉业界。就连超级巨骗麦道夫最风光的时候也做不到这样。他因此被很多人认为是迄今最伟大的基金管理人之一。
不过,他在08年金融危机中惨遭滑铁卢,管理的基金当年巨亏58%,比标普500股指当年跌幅多了20个百分点。
如今,他通过重仓比特币再次获得惊人成绩,但与此同时,他却并不是比特币狂热信徒,对价值投资依然坚信。除了持有比特币,截至几年上半年他大量持有的股票也包括苹果、亚马逊、摩根大通以及特斯拉等。
对于比特币,他向投资者表示,对于这种虚拟货币的命运,他也无法把握。他说道:
对于比特币,我的看法是,它是一个技术实验,可能有长期价值,也可能没有。
虽然比特币的市值比标普500中90%的公司都大,但它仍有衰败的可能。我不知道会怎样,其他人也是,不管他们对自己的观点多么笃信。
我相信,比特币价值跌到零的几率不小,不过只要一天不跌到零,那么这种几率就会不断下滑,因为随着更多的风险资本涌入比特币生态体系,就有更多的人了解并购买它。
duola9527
Sr. Member
Offline
Activity: 308
Merit: 250
Re: 30%仓位!这位价值投资大佬的第一重仓是比特币
October 30, 2017, 05:02:17 AM
#2
参与投资的人越多,比特币价格越高,因为人越多比特币越稀有
samfcoin
Full Member
Offline
Activity: 462
Merit: 100
Re: 30%仓位!这位价值投资大佬的第一重仓是比特币
October 30, 2017, 05:27:00 AM
#3
30%的仓位是明智的选择,因为操作的余地大,有退路,当然最好后备资金也要足够,这样进可攻退可守,严格上来说,对比特币这种solid coin,是不会一直跌的,就算短期有跌但是必然会有反弹,所以控制仓位的话,基本上不太可能亏欠的,就怕你忍不住频繁操作,这样反而不美。
tiantangshui
Member
Offline
Activity: 70
Merit: 10
Re: 30%仓位!这位价值投资大佬的第一重仓是比特币
October 30, 2017, 06:48:37 AM
#4
他用仓位证明了数字货币投资的价值
wuyangbo
Member
Offline
Activity: 253
Merit: 10
Re: 30%仓位!这位价值投资大佬的第一重仓是比特币
October 30, 2017, 06:51:44 AM
#5
我是没钱这么多钱, 不然我也囤BTC
⇛⇛ DEEXEXCHANGE ★★★ Nextgen Financial Ecosystem ⇚⇚
⇒ JOIN BOUNTY NOW ⇐
WHITEPAPER
➤
TELEGRAM
➤
MEDIUM
➤
TWITTER
➤
FACEBOOK
Pages: [
1
]
Print
Bitcoin Forum
>
Local
>
中文 (Chinese)
>
30%仓位!这位价值投资大佬的第一重仓是比特币
« previous topic
next topic »
Jump to:
Please select a destination:
-----------------------------
Bitcoin
-----------------------------
=> Bitcoin Discussion
===> Legal
===> Press
===> Meetups
===> Important Announcements
=> Development & Technical Discussion
===> Wallet software
=====> Electrum
=====> Bitcoin Wallet for Android
=====> BitcoinJ
=====> Armory
=====> Mycelium
=====> Hardware wallets
=> Mining
===> Mining support
===> Pools
===> Mining software (miners)
===> Hardware
=====> Group buys
===> Mining speculation
=> Bitcoin Technical Support
=> Project Development
-----------------------------
Economy
-----------------------------
=> Economics
===> Speculation
=> Marketplace
===> Goods
=====> Computer hardware
=====> Digital goods
=======> Invites & Accounts
=====> Collectibles
===> Services
===> Currency exchange
===> Gambling
=====> Games and rounds
=====> Investor-based games
=====> Gambling discussion
===> Lending
=====> Long-term offers
===> Securities
===> Auctions
===> Service Announcements
=====> Micro Earnings
===> Service Discussion
=====> Web Wallets
=====> Exchanges
=> Trading Discussion
===> Scam Accusations
===> Reputation
-----------------------------
Other
-----------------------------
=> Meta
===> New forum software
===> Bitcoin Wiki
=> Politics & Society
=> Beginners & Help
=> Off-topic
=> Serious discussion
===> Ivory Tower
=> Archival
===> Корзина
===> CPU/GPU Bitcoin mining hardware
===> Chinese students
===> Obsolete (buying)
===> Obsolete (selling)
===> MultiBit
-----------------------------
Alternate cryptocurrencies
-----------------------------
=> Altcoin Discussion
=> Announcements (Altcoins)
===> Tokens (Altcoins)
=> Mining (Altcoins)
===> Pools (Altcoins)
=> Marketplace (Altcoins)
===> Service Announcements (Altcoins)
===> Service Discussion (Altcoins)
===> Bounties (Altcoins)
=> Speculation (Altcoins)
-----------------------------
Local
-----------------------------
=> العربية (Arabic)
===> العملات البديلة (Altcoins)
=====> النقاشات
===> إستفسارات و أسئلة المبتدئين
===> التعدين
===> النقاشات الأخرى
===> منصات التبادل
=> Bahasa Indonesia (Indonesian)
===> Marketplace (Bahasa Indonesia)
===> Mining (Bahasa Indonesia)
===> Altcoins (Bahasa Indonesia)
===> Trading dan Spekulasi
===> Ekonomi, Politik, dan Budaya
===> Topik Lainnya
=> Español (Spanish)
===> Mercado y Economía
=====> Servicios
=====> Trading y especulación
===> Hardware y Minería
===> Esquina Libre
===> Mercadillo
=====> Mexico
=====> Argentina
=====> España
=====> Centroamerica y Caribe
===> Primeros pasos y ayuda
===> Altcoins (criptomonedas alternativas)
=====> Minería de altcoins
=====> Servicios
=====> Tokens (Español)
=> 中文 (Chinese)
===> 跳蚤市场
===> 山寨币
===> 媒体
===> 挖矿
===> 离题万里
=> Hrvatski (Croatian)
===> Trgovina
===> Altcoins (Hrvatski)
=====> Announcements (Hrvatski)
===> Off-topic (Hrvatski)
=> Deutsch (German)
===> Anfänger und Hilfe
===> Mining (Deutsch)
===> Trading und Spekulation
===> Projektentwicklung
===> Off-Topic (Deutsch)
===> Treffen
===> Presse
===> Altcoins (Deutsch)
=====> Announcements (Deutsch)
===> Marktplatz
=====> Auktionen
=====> Suche
=====> Biete
=> Ελληνικά (Greek)
===> Αγορά
===> Mining Discussion (Ελληνικά)
===> Altcoins (Ελληνικά)
=====> Altcoin Announcements (Ελληνικά)
=====> Altcoin Mining (Ελληνικά)
=> עברית (Hebrew)
=> Français
===> Actualité et News
===> Débutants
===> Discussions générales et utilisation du Bitcoin
===> Mining et Hardware
===> Économie et spéculation
===> Place de marché
=====> Échanges
=====> Produits et services
=====> Petites annonces
===> Le Bitcoin et la loi
===> Wiki, documentation et traduction
===> Développement et technique
===> Vos sites et projets
===> Hors-sujet
===> Altcoins (Français)
=====> Annonces
=> India
===> Mining (India)
===> Marketplace (India)
===> Regional Languages (India)
===> Press & News from India
===> Alt Coins (India)
===> Buyer/ Seller Reputations (India)
===> Off-Topic (India)
=> Italiano (Italian)
===> Guide (Italiano)
===> Progetti
===> Discussioni avanzate e sviluppo
===> Trading, analisi e speculazione
===> Mercato
=====> Mercato valute
=====> Beni
=====> Servizi
=====> Esercizi commerciali
=====> Hardware/Mining (Italiano)
=====> Gambling (Italiano)
===> Accuse scam/truffe
===> Mining (Italiano)
===> Alt-Currencies (Italiano)
=====> Annunci
===> Raduni/Meeting (Italiano)
===> Crittografia e decentralizzazione
===> Off-Topic (Italiano)
=> 日本語 (Japanese)
===> アルトコイン
=> Nederlands (Dutch)
===> Markt
===> Gokken/lotterijen
===> Mining (Nederlands)
===> Beurzen
===> Alt Coins (Nederlands)
===> Off-topic (Nederlands)
===> Meetings (Nederlands)
=> Nigeria (Naija)
===> Politics and society (Naija)
===> Off-topic (Naija)
=> 한국어 (Korean)
===> 대체코인 Alt Coins (한국어)
=> Pilipinas
===> Altcoins (Pilipinas)
=====> Altcoin Announcements (Pilipinas)
===> Pamilihan
===> Others (Pilipinas)
=> Polski
===> Tablica ogłoszeń
===> Alternatywne kryptowaluty
=====> Nowe kryptowaluty i tokeny
=====> Tablica ogłoszeń (altcoiny)
=> Português (Portuguese)
===> Primeiros Passos (Iniciantes)
===> Economia & Mercado
===> Mineração em Geral
===> Desenvolvimento & Discussões Técnicas
===> Criptomoedas Alternativas
===> Brasil
===> Portugal
=> Русский (Russian)
===> Новички
===> Бизнес
=====> Барахолка
=====> Обменники
===> Идеи
===> Кодеры
===> Майнеры
===> Политика
===> Трейдеры
===> Альтернативные криптовалюты
=====> Токены
=====> Бayнти и aиpдpoпы
===> Хайпы
===> Работа
===> Разное
===> Oбcyждeниe Bitcoin
=====> Новости
=====> Юристы
=> Română (Romanian)
===> Anunturi importante
===> Offtopic
===> Market
=====> Discutii Servicii
===> Minerit
===> Tutoriale
===> Bine ai venit!
===> Presa
===> Altcoins (Monede Alternative)
=====> Anunturi Monede Alternative
=> Skandinavisk
=> Türkçe (Turkish)
===> Bitcoin Haberleri
===> Pazar Alanı
===> Madencilik
===> Ekonomi
===> Servisler
=====> Fonlar
===> Proje Geliştirme
===> Alternatif Kripto-Paralar
=====> Madencilik (Alternatif Kripto-Paralar)
=====> Duyurular (Alternatif Kripto-Paralar)
===> Konu Dışı
===> Yeni Başlayanlar & Yardım
===> Buluşmalar
=> Other languages/locations
Loading...