5月全球配置 - 组合&策略复盘

Group 1: Core Views - The article discusses various investment strategies and their performance in the current market environment, emphasizing the importance of stability and risk management in investment portfolios [10][11][20][21]. Group 2: Investment Compositions - 省心债组合 (Peace of Mind Bond Portfolio): This bond portfolio showed a modest increase of 0.2% in May and 1.7% year-to-date, highlighting its stability and lower volatility compared to other asset classes [10][11]. The portfolio is primarily composed of interest rate bonds and high-rated credit bonds, which are less sensitive to interest rate changes [10]. - 睿定投全球版组合 (Smart Global Investment Portfolio): This portfolio increased by 4.3% in May, driven by a strong rebound in the U.S. tech sector, particularly AI-related stocks like Nvidia [13][14]. The year-to-date performance stands at 9.4%, showcasing its focus on structural investment in global assets [13]. - 懒人均衡组合 (Lazy Balanced Portfolio): This portfolio rose by 2.0%, maintaining a balanced approach between equity and bond assets, effectively reducing market volatility's impact on net value [17][18]. It includes a mix of U.S. tech, A-share new energy, and pharmaceutical sectors [17]. - 红利组合 (Dividend Portfolio): Focused on companies with stable cash flow and dividend capabilities, this portfolio aims to provide steady returns and reduce volatility, especially in uncertain market conditions [20][21]. - 小帮港股通组合 (Hong Kong Stock Connect Portfolio): This portfolio targets high-potential companies in the Hong Kong market, balancing blue-chip and innovative firms to capture structural opportunities while managing risks [23]. - 小帮美股组合 (U.S. Stock Portfolio): Concentrating on quality growth and value stocks in the U.S. market, this portfolio emphasizes a balanced approach across technology, healthcare, and consumer sectors, aiming for long-term growth while mitigating risks [26]. Group 3: Market Trends - The article notes that AI-related assets are gaining prominence, with market expectations for their commercialization gradually materializing [14]. The focus on structural opportunities in technology and the importance of maintaining a balanced portfolio in response to market fluctuations are highlighted [18][26].