嘉信理财发布加密货币投资研究报告,称少量配置也会增加投资组合风险

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Gate News 消息,4 月 8 日,美国大型券商嘉信理财(Charles Schwab)发布研究报告探讨加密货币投资方法。报告指出,不存在"正确"的固定配置比例,决策取决于投资者的目标、风险承受能力和前景。报告提出两种主要投资方法:基于回报的方法(考虑预期回报、波动性和与其他资产的关联性)和基于风险的方法(关注加密货币对整体投资组合增加的风险程度)。嘉信理财表示,即使小幅增加加密资产配置也会使投资组合表现日益归因于加密货币的表现。在保守、中性和激进投资组合中,若假设比特币年回报 15%,配置比例分别约为 1%、6.6% 和 8.8%。以太坊因波动性更大,配置比例更小。报告指出,加密货币可为传统资产组合提供一定的多元化收益。

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