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海富通基金成钧:灵活运用指数基金 理性做好资产配置
Zheng Quan Ri Bao Wang·2025-05-18 12:02

Group 1 - The seventh "5 15-5 19 Small Investor Protection Publicity Week" event was held from May 15 to 19 in Beijing, Shanghai, and Shenzhen, focusing on promoting investment knowledge and advocating rational, value, and long-term investment principles [1] - The event featured discussions led by chief analysts from brokerage firms, public interest lawyers, and representatives from listed companies to enhance investors' risk awareness and self-protection capabilities [1] Group 2 - Dr. Cheng Jun from Hai Fu Tong Fund Management highlighted the growing popularity of ETFs as transparent and flexible investment tools, emphasizing the importance of scientific strategies to enhance ETF investment outcomes [2] - Common ETF investment strategies include allocation strategies such as constant stock-bond ratio models and risk parity models, as well as trading strategies that focus on market sentiment and short-term volatility [2][3] - The dollar-cost averaging strategy is noted as a simple and widely used method, which helps investors average their investment costs and reduce the impact of market volatility [2][3] Group 3 - The dollar-cost averaging strategy involves investing a fixed amount at regular intervals, which can lead to significant excess returns compared to buy-and-hold strategies [3] - Dr. Cheng suggested that a good exit point for profits could be when the holding return reaches a target, such as 30%, allowing for a cycle of continued investment [3] - The ETF grid trading strategy is suitable for investors with limited time to monitor fund fluctuations, allowing automated buy and sell operations based on pre-set parameters [3][4] Group 4 - The ETF arbitrage strategy capitalizes on price differences between the primary and secondary markets, leveraging the unique dual trading mechanism of ETFs [4] - In April, the total scale of the ETF market in China surpassed 4 trillion yuan, indicating a growing recognition of index investment tools among investors [4] - Factors such as favorable policies, reduced ETF fees, and increased institutional investment have contributed to the rising popularity of ETFs, which offer low costs, risk diversification, transparency, and trading flexibility [4]