4-5星优选：螺丝钉金钉宝主动优选投顾组合

Core Viewpoint - The article emphasizes the importance of selecting excellent fund managers to create superior returns through actively managed investment portfolios [1][2]. Historical Performance - The average annualized return for all listed A-share companies is approximately 9%-10% [4]. - The overall average annualized return for equity funds is around 11%-13% [4]. - The top-performing fund managers achieve a long-term average annualized return of 15%-20% [4]. Investment Strategy Analysis - Strategy Feature 1: Selection of Excellent Fund Managers The active selection of fund managers is based on three main criteria, aiming to achieve returns that exceed market performance [10]. - Strategy Feature 2: Diversified Allocation The portfolio ensures diversification across different styles and industries, with adjustments made based on valuation to capture returns from style rotations [11]. - Strategy Feature 3: Automatic Rebalancing The portfolio is reviewed quarterly after fund reports are released to identify new opportunities and make necessary adjustments [14]. Target Audience - The strategy is suitable for: 1. Existing funds not needed for 3-5 years, looking to invest in actively managed funds [15]. 2. New funds, specifically the portion not needed for 3-5 years, intended for regular investment in active funds [15]. 3. Family asset allocations seeking higher returns while being able to tolerate significant risk [15]. Performance Metrics - The active selection portfolio has consistently outperformed the overall market, with a cumulative outperformance of 6.94% compared to the CSI 300 Index as of August 2025 [16]. - The quarterly performance shows a win rate of 71.43% against the CSI 300 Index [17]. Risk Management - The maximum drawdown of the active selection portfolio is lower than that of the market, indicating a better risk profile [18].