超预期精选组合年内满仓上涨 52.02%

Group 1 - The core viewpoint of the article is to track the performance of various active quantitative strategies developed by GuoXin JinGong, which aim to outperform the median returns of actively managed equity funds [2][3][5] - The report includes four main strategies: Excellent Fund Performance Enhancement Portfolio, Super Expected Selection Portfolio, Broker Golden Stock Performance Enhancement Portfolio, and Growth Stability Portfolio [2][3][5] Group 2 Excellent Fund Performance Enhancement Portfolio - This strategy aims to benchmark against the median returns of actively managed equity funds, utilizing quantitative methods to enhance performance based on the holdings of top-performing funds [6][36] - As of this week, the portfolio achieved an absolute return of 0.35% and a relative excess return of -0.12% compared to the mixed equity fund index [10][38] - Year-to-date, the portfolio has an absolute return of 28.00% and ranks in the 54.37th percentile among active equity funds [10][39] Super Expected Selection Portfolio - This strategy selects stocks based on super expected events and analyst profit upgrades, focusing on both fundamental and technical criteria to build a portfolio [12][42] - This week, the portfolio recorded an absolute return of 0.70% and a relative excess return of 0.23% compared to the mixed equity fund index [20][44] - Year-to-date, it has achieved an absolute return of 46.54%, ranking in the 20.61st percentile among active equity funds [20][44] Broker Golden Stock Performance Enhancement Portfolio - This strategy utilizes a stock pool from broker recommendations, optimizing the portfolio to minimize deviations from the stock pool while aiming to outperform the ordinary equity fund index [17][46] - This week, the portfolio had an absolute return of -0.54% and a relative excess return of -1.01% compared to the mixed equity fund index [21][49] - Year-to-date, it achieved an absolute return of 33.26%, ranking in the 43.07th percentile among active equity funds [21][49] Growth Stability Portfolio - This strategy focuses on growth stocks, prioritizing those with upcoming earnings announcements to capture excess returns during favorable market conditions [27][50] - This week, the portfolio achieved an absolute return of 0.26% and a relative excess return of -0.22% compared to the mixed equity fund index [30][51] - Year-to-date, it has an absolute return of 51.84%, ranking in the 15.31st percentile among active equity funds [30][51]