盈米小帮投顾团队-第12次信号发车

Core Viewpoint - The article highlights the performance of global investment strategies, particularly the "Rui Ding Tou Global Version" and "Lazy Balanced Portfolio," which have outperformed the A-share market and demonstrated consistent gains over several weeks, showcasing the advantages of global asset allocation [1][9]. Market Performance Summary - A-shares (CSI 300) decreased by 0.23%, while the dividend index fell by 1.40%. Hong Kong stocks (Hang Seng Index) also dropped by 0.39%. In contrast, U.S. stocks (Nasdaq 100) rose by 1.92%, and Japanese stocks (Nikkei 225) increased by 1.62% [2][6]. - Overall, the Asia-Pacific market showed weak performance, while the strong rise in U.S. stocks provided support. The bond market continued to be sluggish, with both Chinese and U.S. bonds declining, while gold prices increased, becoming a highlight [4]. Rui Ding Tou Global Version Performance - The "Rui Ding Tou Global Version" achieved positive returns despite the decline in A-shares and has recorded four consecutive weeks of gains. Over the past three years, it has maintained positive returns, ranking among the top performers in risk-adjusted returns compared to 3,570 stock and mixed funds [9]. Lazy Balanced Portfolio Performance - The "Lazy Balanced Portfolio" has adopted a global allocation strategy, achieving a cumulative return of 16.13% in 2023, with a high probability of exceeding 10% for the year. It ranks in the top 18%-20% for returns, with a maximum drawdown controlled at 8% and a risk-return ratio in the top 9% [10]. - This portfolio has also recorded a return of 10.7% year-to-date, despite a challenging bond market where both Chinese and U.S. bonds have declined. The balanced distribution of stocks, bonds, and gold has helped reduce overall volatility and find support for returns [13].