投资不同类型指数需要注意什么？｜投资小知识

Group 1 - The article emphasizes the classic combination of investment strategies, specifically the pairing of CSI 300 with CSI 500, and suggests adding smaller cap stocks through CSI 1000 and potentially CSI 2000 for further diversification [3][4]. - It discusses the importance of balancing growth and value styles in strategy index investments, categorizing them into growth (leaders, growth, quality) and value (dividend, value, low volatility) groups [4][5]. - The A-share market exhibits a rotation between growth and value styles, with growth dominating from 2019 to 2020, value from 2021 to 2024, and a return to growth expected in 2025 [5]. Group 2 - The article advises selecting investments from undervalued varieties within both growth and value styles to enhance portfolio stability [6]. - It highlights the significant volatility associated with industry and thematic indices, noting that broad indices like CSI 300 typically experience 20%-30% fluctuations annually, while industry indices can see 30%-50% volatility, and some thematic investments have exceeded 50% [7]. - To mitigate risk, it recommends limiting individual industry investments to 15%-20% of the portfolio and diversifying across multiple industries to reduce overall volatility [7].