第二十九期：常见的ETF投资策略有哪些？（上）

Group 1 - The core idea of the "core-satellite" strategy involves dividing an ETF portfolio into "core positions" and "satellite positions," where core positions aim to track market performance through broad-based ETFs, while satellite positions focus on capturing market opportunities for excess returns [1] - Core positions typically do not require frequent trading and can be managed using a buy-and-hold strategy, while satellite positions need to be adjusted based on market changes, allowing for active management [1] - Investors who prefer single-stock investments can also apply the "core-satellite" strategy by replacing part of the satellite positions with individual stocks, creating a mixed portfolio of ETFs and stocks [1] Group 2 - The rebalancing strategy in ETF asset allocation involves regularly reviewing the investment portfolio to compare the latest weights of various ETFs against target weights, adjusting positions accordingly [2] - Rebalancing can be conducted based on time intervals, with long-term portfolios typically rebalanced every six months or annually to minimize trading costs [2] - Alternatively, rebalancing can be triggered by expected returns, such as when an ETF's price increases by 25% or exceeds the target weight by 5% [3]