谢谢limkky版主的资料。
我做了个读书笔记,摘录如下,供大家参考:
Crisis Events…are a Market Staple
 Attack on Pearl Harbor (1941)
 Korean War (1950)
 President Eisenhower’s Heart Attack (1955)
 Blue Monday (1962)
 Cuban Missile Crisis (1962)
 President Kennedy Assassination (1963)
 Black Monday 1987 Crash
 United Airlines LBO Failure (1989)
 Persian Gulf War (1990)
 Tequila Crisis (1994)
 Asian Financial Crisis (1997-98)
 September 11
 Financial Crisis 2008-2009
 European Debt Crisis (2010 - ?)
Methods Sir John Used to Take Advantage of these Events
Preparation, Preparation, Preparation
 Always stored some funds in reserves, one basis for his thrift…sought out crises
 Maintained a wish list, had already researched and prepared a list of companies he wanted to own at a bargain price
 Maintained good-to-cancel limit orders in the market 20% below the current price
 An optimist, held a fundamental belief in the continued innovation, ambitions and ingenuity of others
“Not yet have I found any better method to prosper during the future financial chaos, which is likely to last many years, than to keep your net worth in shares of corporations that have proven to have the widest profit margins and the most rapidly increasing profits. Earning power is likely to continue to be valuable, especially if diversified among many nations.”
—— Sir John Templeton, June 15, 2005
Core Fundamental Beliefs:
Avoid Countries Trending Towards Socialism
Favor Nations with Savers, Enterprising Citizens
Well Positioned Competitive Firms with Growth are Best Long-Term Holdings |