Based on your questions above, I have summarized the following three points:
First: You don’t know what a fund portfolio is?
A fund portfolio is a Taking funds as investment objects, we seize opportunities for asset allocation in large categories, screen out outstanding funds for investment, and adjust and optimize the portfolio in a timely manner according to market fluctuations. Relying on professional investment institutions and scientific fund analysis and evaluation systems, fund portfolios can more effectively identify superior varieties from a wide variety of funds with varying profitability, helping investors to avoid risks and obtain returns to the greatest extent. In the capital markets of developed countries, fund portfolios have a history of decades and are a very mature investment method. This will include macro analysis of the market, market style selection, quantitative and qualitative tone setting, etc. The above explanation is relatively professional. In layman's terms, fund portfolios also require professional analysis to be profitable. It is not just about simply buying a few funds as we think.
Second: How to correctly analyze fund portfolio investments?
This is the question I mentioned above. Macro analysis is to analyze the macro-level factors that affect investment, including economic fundamentals. aspects, industry theme fundamentals, capital aspects, policy aspects, etc. Market style selection is based on macro-level and market-level analysis to determine which types of stocks have better performance in order to select funds that are highly compatible with them. Quantitative and qualitative due diligence refers to the selection of fund products, including quantitative screening, qualitative analysis, and fund manager due diligence. The early warning line is a risk point set based on the combination characteristics and maximum retracement requirements. Reaching this point indicates that the possibility of the combination exceeding the maximum retracement increases, and measures should be taken to control the corresponding risks. The picture you posted above can meet the needs of asset allocation, but the concept is the concept, and how to apply it on the ground is the key.
Third: How can the fund portfolio achieve long-term and stable income in 2017?
Seeing that you have been buying funds for a few years, you must be an old Christian, so why do you still have it later? If you lose money, the idea your brother gave you did not bring you any substantial help. He just gave you an idea and no actual strategy. In this case, for many people, the concept of fund portfolio is not yet Very professional. At this time, it is okay to find a professional fund portfolio company. Manager Xue Fund Portfolio has been engaged in fund portfolio research for more than 10 years. From the deduction of asset allocation concepts to fund portfolios, the service has been iterated 5 times, and I have my own fund portfolio. Institute. The founder, Mr. Xue Feng, has 26 years of experience in the industry and has unique insights into fund portfolios.
Note: Shopkeeper Xue reminds you that investment is risky, so be cautious when entering the market!