Group 1 - The core-satellite strategy allows investors to divide their 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 involve a buy-and-hold strategy and do not require frequent adjustments, while satellite positions require active management based on market conditions [1] - Investors who prefer individual stocks can also apply the core-satellite strategy by substituting some 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 its target weight by 5% [2]
常见的ETF投资策略有哪些
Zhong Guo Zheng Quan Bao·2025-05-12 21:14