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超实用的定投止盈法!我不允许还有人不知道
天天基金网·2025-07-18 11:15

Core Viewpoint - The article presents various strategies for profit-taking in mutual fund investments, categorized into different levels of expertise, from beginner to advanced, emphasizing the importance of setting target returns and managing risks effectively [8][9][10]. Group 1: Bronze Level - Target Return Method - This method is designed for beginners, where investors set a target return (e.g., 15%) and redeem their investment once the actual return meets or exceeds this target [8][9]. - After redemption, investors can initiate a new round of regular investments [8]. Group 2: Gold Level - Maximum Drawdown Method - This strategy is applicable in a bull market where returns significantly exceed the target [9]. - Investors set a target return and a maximum drawdown threshold (e.g., 30% target return with a 10% drawdown limit) [5][9]. - If the investment reaches the target return, investors should hold on to their investment unless the drawdown reaches the specified threshold, at which point they should take profits [5][9]. Group 3: King Level - Dynamic Rebalancing Method - This advanced strategy is for investors concerned about missing out on further gains after taking profits [10]. - Investors should take profits in stages, redeeming a portion of their investment upon reaching an initial target return and then setting higher targets for subsequent redemptions [10]. - This method can be combined with the maximum drawdown strategy for enhanced risk management [10].