红利大涨！怎么构建一个最完美的红利组合？

Core Viewpoint - The performance of dividend ETFs has been strong this year, with specific ETFs showing significant gains, indicating a shift in how dividend assets are perceived in investment strategies [1][3]. Group 1: Dividend ETF Performance - As of July 10, the Hong Kong Dividend Low Volatility ETF (520550) has achieved a year-to-date increase of 20.21%, outperforming all Shenwan first-level industry indices [1]. - Major banks contribute significantly to the performance of the Hong Kong Dividend Low Volatility ETF, with approximately 24.6% of its index composed of bank stocks, which have reached new highs [1]. - The China Securities Dividend Quality ETF (159209), established in March, has recently announced its first dividend distribution of 0.003 yuan per share, with a monthly dividend yield of 0.30% [5]. Group 2: Long-term Performance Comparison - Over a ten-year period, the performance of the Hang Seng Hong Kong Stock Connect High Dividend Low Volatility Index has not matched that of the China Securities Dividend Quality Total Return Index [3]. - The China Securities Dividend Quality Total Return Index has shown the best long-term performance, notably excluding bank stocks from its components [5]. Group 3: Diversification and Risk Management - The China Securities Dividend ETF (515080) has experienced the smallest drawdown this year at 6.68%, slightly outperforming the Dividend Quality ETF [9]. - A diversified dividend portfolio can be constructed using the Hong Kong Dividend Low Volatility ETF (520550), China Securities Dividend Quality ETF (159209), and China Securities Dividend ETF (515080), balancing short-term gains, long-term returns, and lower volatility [9].