First, buy portfolio fund products.
This kind of combined fund has already combined different styles of funds in product design. The funds in the portfolio can be multiple fund products of the same fund company, or fund products of different fund companies.
According to the different funds selected in the portfolio, the portfolio fund products are also divided into stable and conservative styles.
Investors do not need to match their own fund portfolio to buy such products, and fund companies will provide fund screening services. Of course, investors should also pay a certain service fee on the basis of the basic handling fee, which is generally charged according to a certain proportion of the expected income of the fund.
Second, establish your own fund portfolio.
According to the investment objectives, investors choose some different styles of funds for portfolio investment. The type and proportion of each fund product in the fund portfolio can be adjusted in real time according to the market.
1, number of mutual funds
There are too few funds in the portfolio, and the effect of portfolio investment is not obvious, which will also increase the risk of portfolio fluctuation and lead to unstable expected returns. Too much money can easily lead to poor fund management. The number of funds in a general portfolio is 3-5.
2. Types of funds.
Funds in the portfolio cannot be chosen at will. You can allocate two or three funds with stable performance and constant risk as the core of the fund portfolio, and appropriately allocate growth funds and value funds. Ensure that the fund portfolio will not have big ups and downs.
The above content about how to invest in fund portfolio, I hope it will help you. Warm reminder, financial management is risky and investment needs to be cautious.