从新加坡角度看,拜登、川普、哈里斯和万斯,谁的资产配置更合理?

一个成功的投资者,85%靠的是正确的资产配置,10%是选对投资目标的能力,剩下的5%得靠运气。

—— 威廉·夏普

美国政治人物必须公开自己的资产情况,所以我们能看到他们的资产分布和投资策略。今天我就来简单介绍一下这几位重要政治人物的资产配置,供大家参考。

他们是拜登总统、川普前总统、哈里斯副总统和万斯参议员。

这些人都属于富裕家庭,还各自有自己的房子。比如,副总统哈里斯在加州洛杉矶有一套500万美元的房子,面积3500平方英尺。川普前总统的海湖庄园更是值好几千万美元。

大家通常关心他们的金融资产分布,想了解他们的投资风格,这也是我接下来要说的重点。

一、乔·拜登总统 🇺🇸

拜登总统的身家大约1000万美元,接近美国最富裕的1%家庭。

拜登总统的股票投资主要是大盘指数基金,但他的投资也挺激进的。他除了投资一些股票指数基金,还持有不少科技公司的股票,比如苹果和微软,还有一些大型银行和投资公司的股票。

二、唐纳德·川普前总统 🏨

在这四位里,川普前总统的身家最高,约60亿美元,是亿万富翁!

他是典型的企业家,大部分资产在商业项目上,比如酒店、高尔夫球场,还有他自己的上市公司Trump Media & Technology Group的股权。除此之外,他还持有一些股票、债券和基金。川普前总统作为企业家,他的资产配置更像典型的生意人,跟我们这些工薪家庭的差距很大。

三、卡玛拉·哈里斯副总统 🌟

哈里斯副总统的身家大约800万美元,她的中文名字是贺锦丽。

她的投资比较传统,主要是股票指数基金、短期债券基金和市政债券基金,股票指数基金主要是大盘指数基金,比如先锋全股票市场指数基金(VTSAX)。

四、J·D·万斯参议员 📈

万斯参议员的身家在1000万美元左右,也接近美国最富裕的1%家庭。

除了存款,他的投资以股票指数基金为主,包括道琼斯指数基金、标普500指数基金和纳斯达克指数基金。他也直接持有上百家公司的股票,比如沃尔玛等。此外,他还有不少比特币资产。


总结一下,除了企业家川普前总统,其他几位的资产分布差不多。他们的投资主要是股票指数基金,配合一些个股。这些富裕家庭的资产配置对我们也很有参考价值。

—-

你的宝库管家

Jolysse邬宇思 

微信:Yusi_Wo / WhatsApp:90088276 

新加坡全牌照理财顾问 

Representing Financial Alliance Pte Ltd Singapore Largest Independent Financial Adviser 

#Singapore

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#stock

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

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