【投資備忘錄】「我在做長期投資」通常是個 BS：3Q22 Investment Review

績效

• YTD (as of 2022/10/6) return +10%
• iShare MSCI ACWI ETF (ACWI) -24%
• Best 3 plays: (1) CANO; (2) CTA plays; (3) Long QQQ/Short ARKK;
• Worst 3 plays: (1) Long VONG; (2) Long IMTM; (3) Long AVDV

紀要