저자: Ian · 외국인
요약 보기
결론: 레이 달리오의 올웨더 포트폴리오를 5개 ETF로 복제하면 연평균 약 8%, 약 7~8년 내 원금 2배를 기대할 수 있으며 변동성이 낮다는 취지의 소개 영상. [전략 개요] 달리오 시스템은 최소 18개월 보유 시 항상 플러스였고 연평균 수익 약 8%, 30년간 26년 수익, 최대 손실 약 3%라고 주장. 핵심은 단기 결과에 따라 전략을 수정하지 않고 계속 보유하는 것. [성과 근거] 2007년 1,000달러 투자 시 현재 2,600달러 이상이라고 제시. 2008년 위기 때 일시 손실 약 12%, 같은 기간 S&P500과 다우는 50% 이상 하락. [자산 배분과 ETF] 주식 30%(VTI, 기술 25%·금융 17% 비중), 장기 국채 40%(TLT), 중기 국채 15%(IEI), 금 7.5%(GLD), 상품지수 7.5%(GSG). [언급 종목·방향] S&P500·미국 주식 전반: 장기 보유 대상으로 언급(단기 방향 예측 없음). 금(GLD): 자산 배분 비중 7.5%로 보유 권고. [리스크·조건] 변동성이 낮다는 점을 강조하나 과거 성과 기반이며 미래를 보장하지 않음. 소액 투자자는 브리지워터 최소 투자금(1억 달러) 제약 때문에 ETF로 대체해야 한다고 설명. [출연자 전망] 단기 가격 방향에 대한 구체적 예측 발언 없음. 장기 분산투자와 보유 전략 강조.
다듬은 글
hey what's up guys this is ian welcome back to show me the money on the past days ray dalio have been in the news due to his thoughts on the economic tensions between the us and china the capital markets and the federal reserve role in the past months but on what i would like to talk to you about today is dahlia's system to balance its portfolio that has performed always positive when using it for at least 18 months with an average annual revenue of 8 percent and that would burn markets perform even better meaning an investor will double his money in less than 9 years during the last 30 years it produced earnings on 26 and its biggest loss was only three percent of course when we are about to follow a reel and when i say real i mean sensibly studied and tested investment planned the real key is to hold to it and do not modify it depending on its results in the short term as many beginner investors end up doing right here i will show you a graph of its performance since 2007 until today to picture you how well it did over these years even through a financial crisis and now a global economic shutdown suppose we invested a thousand dollars in 2007 right now will be over 2600 dollars during hard times precisely this behavior is one of the most attractive attributes of the system because it reduces volatility in a remarkable way and volatility is the main reason beginner investors lose their money while trying to obtain high yields a short of the worst drawdowns since 2006 reveals the strength of this system during the biggest one on 2008 it temporarily was losing around 12 between july 2008 and february 2009 but during this same period the s p 500 and the dow jones were losing more than 50 percent of their value rada's firm bridgewater associates is estimated to manage 138 billion dollars of investors but how can we as small investors replicate this investment system since bridgewater associates only accepts investors with at least 100 million dollars fortunately now that he have done public his system we can appeal to invest in only five etfs to fully replicate his system and enjoy a portfolio with a good average revenue and a very low risk as shown in the graph the portfolio is distributed among 30 percent in stocks 40 percent in long-term treasury bonds 15 in midterm treasury bonds 7.5 in gold and 7.5 in a commodity indexed trust the first etf in which we can invest the first 30 percent is the bankwear total stock market with the ticker vti which measures the entire investable u.s equity market over 3 500 stocks in its portfolio a massive amount for an etf and where the technology sector has the highest weighting in the fund with 25 followed by the financial sector with a weighting of 17 percent the next one is the ishares 20-year treasury bond with the ticker tlt in which is invested 40 of the capital it is a high quality etf thanks to a low expense ratio and liquidity the perfect etf for these times of low interest rates the etf for the midterm treasury bonds with a 7.5 percent investment is the ishares three to seven treasury bond with a ticker iei its underlying index measures the performance of public obligations of the us treasury that have a remaining maturity of greater than or equal to three years and less than seven years for the 7.5 percent investment in gold we can buy the spdr gold trust etf with the ticker gld which is the largest etf to invest directly in physical gold and has an extremely close relationship with spot prices the remaining 7.5 percent is testing it to be invested on a commodity indexed trust in this case the gsci with the ticker gsg this index trust is intended to reflect the performance of a diversified group of commodities with a fairly natural exposure to the broad energy commodities market with the acquisition of these five etfs correctly balanced on your portfolio your capital will be invested exactly the same way as the biggest hedge fund manager of the world practically ensuring an eight percent average earnings duplicated your capital between seven and eight years so that's it for today guys i hope you enjoyed this video and helped you to get some investment ideas over some great opportunities that are currently in the market remember to share this video hit the like button if you enjoyed and see you in a couple of days you
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