QEC Studio

Principles：大道至简

• Diversification
• Risk Management
• Strategies: Value Risk Money
• Active Monitoring
• Cost Efficiency
• Discipline and Rationality
• Flexibility and Adaptability

金字塔式投资组合: rebalance every half year

• Capital: $527,000 as of 06/12/2024
• 40% ($210,800): Treasuries, Broad Index ETFs, Passive Diversified Portfolio
• 30% ($158,100): REITs, Banks
• 20% ($105,400): Companies
• 10% ($52,700): Distressed Assets, Commodities
• $500 per year: Lotteries