1. 標的：FCNTX
Fidelity Contrafund Fund (FCNTX)
自己把連結接上
https://fundresearch.fidelity.com/mutual-funds/view-all/
316071109?type=o-NavBar
33年績效表:
https://imgur.com/Y11lU8C
Dog of Dows
https://www.dogsofthedow.com/2023-dogs-of-the-dow.htm
https://thecollegeinvestor.com/3441/dogs-dow-strategy-winner/
2. 分類：討論
3. 分析/正文：
看到大部分鄉民都認同主動基金長遠跑輸大盤,
其實還是有主動基金長遠(永遠)打敗大盤,
其中最有名的就是 Fidelity Contrafund Fund (FCNTX),
詳細數據跟圖表在我上面提供的link,
這是我十幾年前在選退休基金401k的時候,
花了幾個星期研究與請教老同事們得到的名牌,
這隻主動基金是401k 退休基金裡頭可選的基金選擇之一,
從上市開始,
連續33年打敗大盤指數 s&p 500
從字面意思就可以知道這主動基金的邏輯:
在大型成長型權值股裡頭挑選中短期大跌,
或是價值被低估的股票,
英文原文: Strategy:
Investing in securities of companies whose value FMR believes is not fully
recognized by the public. Investing in either 'growth' stocks or 'value'
stocks or both. Normally investing primarily in common stocks.
這個操作邏輯非常非常重要,
因為目前主動投資能夠打敗大盤的都是用這個邏輯去操作,
我舉另外一個例子: Dog of Dows
也是用同樣的邏輯在道瓊成分股裡頭挑出股價大跌的股票,
其中, small Dogs of the Dow 打贏道瓊大盤,
這是英文原文,
Only one Dogs of the Dow variant has proven to beat the performance of the
DJIA – the so-called “small Dogs of the Dow” strategy. The Small Dogs of
the Dow requires that investors further concentrate their positions by
investing in only 5 of the highest-yielding Dow components with the lowest
stock price.
結論:
1. 還是有主動基金長期打贏大盤
2. 最重要的一點:
選定不可能會倒的標的物,
危機入市, 越跌越買, 一定贏
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