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30%仓位!这位价值投资大佬的第一重仓是比特币
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Topic: 30%仓位!这位价值投资大佬的第一重仓是比特币 (Read 180 times)
qqq5817827
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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。
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duola9527
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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
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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。
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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
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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
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