Please take a look at my fund portfolio

Updated on collection 2024-07-11
9 answers
  1. Anonymous users2024-02-12

    In the last year, the overall scale of ChinaAMC returns is higher than that of the same category; In terms of dividend style, it is manifested in the preference for dividends in the overall **. In terms of the ratio of risk and return, the investment return of the ** is very high, and the investment risk is very small.

    The proportion of ** assets invested in the ** net asset value. The manager of Huaxia Return has a very strong comprehensive management ability and good stability. In terms of choosing investment objects, we prefer to invest in large-capitalization categories, which have a mix of growth and value.

    Among the concentration of heavy stocks, the concentration of the industry to which it belongs is average.

    From the perspective of the overall management level of the ** company, the ** overall income of the ** management company is slightly greater than the average overall income of other ** companies, the difference in income is slightly greater than the average level, and the overall risk level is equal to the average level.

    Therefore, it is recommended that you recommend** and hold it for a long time**.

    In the index**, the Harvest 300 is the best among them! I believe you have already seen all kinds of analyses about this **!

    1. According to the current point, it is no longer possible to have a large **.

    2. China's most advanced economic aspect has not changed, and investing in Harvest 300 can enjoy the profits of the rapid growth of blue-chip listed companies.

    3. The current **, regular investment index** must be more than 3 years, so as to ensure the income.

    Personally, I think this regular investment combination is still good.

    We wish you all the best in your investment

  2. Anonymous users2024-02-11

    It is recommended to match another aggressive **, the ** in your hand feels more stable. Such as: GF Jufeng, Huaxia Dividend, Industrial Trend, etc.

    Another bond type: Baokang bonds.

    Finally, there is a currency: Harvest currency.

  3. Anonymous users2024-02-10

    It is a good choice to invest in index** for the elderly, and you will get greater benefits for the elderly in the future.

    Huaxia returns are okay, it is recommended to look at other **.

  4. Anonymous users2024-02-09

    There's an investment adage that says: don't put all your eggs in one basket. Many people understand this principle, which means to diversify risks.

    The same is true for investment, investors want to find a balance between risk and return, so investors are required to design their own portfolio according to their own characteristics, such as risk appetite, risk tolerance, expected rate of return, etc., and select the appropriate product pool to form a portfolio.

    How to carry out the ** portfolio, first of all, investors should determine a clear investment goal according to their own risk tolerance, and then choose 3 to 4 stable ** to form the core portfolio, which is the main factor that determines the long-term performance of the entire ** portfolio. Generally speaking, balanced is more suitable as a core portfolio for long-term investment goals. As for the core portfolio of short-term investment objectives, short- and medium-term volatility** is more suitable.

    A simple model that can be used as a reference is to concentrate on investing in a few ** that can achieve the investment goal for investors, and then gradually increase the investment amount, rather than increasing the number of ** in the core portfolio.

    When setting up the core portfolio, we should follow a simple principle and focus on the stability of performance rather than volatility, that is, the core portfolio should have good diversification and stable performance. Investors can prefer low rates, longer tenure of managers, and easy-to-understand investment strategies. In addition, investors should always keep an eye on whether these core portfolios are performing well and consider replacing them if they have underperformed their peers** for three consecutive years.

    Outside of your core portfolio, you may want to diversify your investments and increase your overall portfolio by buying in some sectors, emerging markets, and investing heavily in a particular category or sector. Small-cap ** is also suitable for moving into non-core portfolios because it is more volatile than ****. For example, the core combination is ****, and the non-core combination is small-cap** or industry**.

    However, these non-core portfolios have a higher risk, so they should be carefully limited so as not to have too much impact on the overall portfolio.

    So, how much ** do you hold in the portfolio? There is no law to this. It should be emphasized that the degree of diversification of the entire portfolio is far more important than the number of funds, if investors hold the number of growth or concentrated investment in a certain industry, even if the number of funds is large, it does not achieve the purpose of diversifying risks.

    Conversely, an index that covers the entire market may be more diversifying than a portfolio of multiple stocks.

    Investors should regularly observe the performance of each ** in the portfolio, compare their risks and returns with those of the same category**, and consider replacing them in a timely manner. Investors with a low risk tolerance can allocate funds evenly between bonds and bonds.

    In general, there should be "eight taboos" for the first portfolio - avoid not having a clear investment goal, avoid not having a core portfolio, avoid too much non-core investment, avoid portfolio imbalance, avoid too many people, avoid too high cost level, avoid not setting a standard for selling, and avoid improper selection of the same type.

  5. Anonymous users2024-02-08

    First, determine the quantity of purchases**. Ordinary investors have to go to work, time and energy are limited, if the number of choices is too much, it is possible to pay attention to it. And many investors buy which one rises well when they see it, and as a result, they have a lot of ** in their hands, and the income is not necessarily good.

    It is recommended that if the funds are not too much, it is better to control them within 5.

    Secondly, according to the risk, determine the basic allocation direction of the ** portfolio. As a result of **investing in**, bonds, etc. Therefore, investors should determine the basic allocation of the ** portfolio according to the risks they can take.

    Finally, the allocation ratio should be adjusted in a timely manner according to market trends. In a bear market, the allocation ratio of ** type and hybrid type can be reduced; In a bull market, increase the allocation ratio of ** type and mixed type**. If you can take the high risk, investors can also be assigned some grades**.

    It should be reminded that do not adjust the combination configuration as soon as there is a change. Ordinary investors should abandon the psychology of buying high and selling low, because it is difficult for ordinary investors to grasp the rhythm of ****.

    Portfolio investment is not simply buying a few different styles, the so-called portfolio is able to quantify the risk, diversify, spread the risk through different asset allocation, and can indirectly improve the overall return-risk ratio, to achieve the best cost-effective purchase plan. Portfolio investment allows different types of investors to learn from each other's strengths, so that the portfolio can better meet the diversified financial needs of investors, and help investors exchange time for space and obtain long-term value-added stably. Such as:

    It can create long-term higher returns, bonds, ultra-short-term bonds, and currencies can effectively diversify risks, strive to be higher than the return of deposits, and maintain convenient realizations and dividends.

  6. Anonymous users2024-02-07

    Currency** is capital protected, has good liquidity, can enjoy the convenience of current accounts, and has the equivalent of regular income (4%-5%) - it is a good financial tool for managing liquidity. Bonds** are slightly riskier than others, but less volatile, with an average annualized return of around -3% to 10%, and there will usually be good returns after the arrival of the interest rate cut cycle; 500 Mixed ** is an exponential type**, the income will passively follow the 500 index and fluctuate, **If the market is good, this kind of ** will rise very quickly, but the income is uncertain; The landlord is relatively conservative in this configuration, according to the market situation before the day, it is estimated that the annualized income range may be around -5%-10%, and the income is expected to be adjusted with the changes in the market! It is recommended that if you are around 30 years old, you can appropriately increase the proportion of venture capital

    In addition, from the perspective of different risk appetites, you can be recommended to go to the Bank of Communications to do the "** nutrition combination" online, saving you the trouble of choosing! I wish you success in your investment.

  7. Anonymous users2024-02-06

    The 500 index** 1500 bonds** is good, and the index recommends the CSI 300 bonds, and ICBC Tianli B is recommended

  8. Anonymous users2024-02-05

    All open**, after the initial opening period, can be redeemed at any time (of course, it is a trading day, not weekends and holidays).

    No one knows how much they can make or lose money. If you know how much you will lose, then who will invest. If the situation is not good, 500 mix**, you will be able to lose your currency**, bond** profit.

    Recommended**, it's a matter of the bank, go to the bank to see, which ones are good, and there are preferential exchange rates in that bank, just vote for it.

  9. Anonymous users2024-02-04

    1.First of all, we must choose the type of **, and secondly, don't buy too much of the same type, because it is difficult to diversify the risk if you buy too much of the same type.

    2.Pick a good manager. Look at the manager's past performance and experience, background information.

    3.Look at the performance ranking of **. Generally speaking, it is better to look at the ranking and the performance ranking of the past year and three to five years, and try to choose the top 25% of the investment in the five, three and one year.

    pwd=2d72

    zip, knowledge summary of the elementary course, notes of the advanced course, Q&A of the advanced course, how to choose a new one, understand the mystery of the mixed type, etc.

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