成长稳健组合年内满仓上涨56.12%

Core Viewpoint - The report tracks the performance of various active quantitative strategies by GuoXin Securities, focusing on their returns relative to the active equity fund median, with the aim of providing insights for investors [2][3]. Group 1: Performance Overview - The "Excellent Fund Performance Enhancement Portfolio" achieved an absolute return of 1.75% this week and a year-to-date return of 25.64%, underperforming the relative benchmark by 4.78% [1][10]. - The "Super Expected Selection Portfolio" recorded an absolute return of 1.56% this week and a year-to-date return of 40.76%, outperforming the benchmark by 10.35% [1][18]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" had an absolute return of 0.67% this week and a year-to-date return of 34.55%, outperforming the benchmark by 4.14% [1][19]. - The "Growth and Stability Portfolio" achieved an absolute return of 0.21% this week and a year-to-date return of 49.66%, outperforming the benchmark by 19.24% [1][27]. Group 2: Strategy Summaries - The "Excellent Fund Performance Enhancement Portfolio" aims to outperform the median of active equity funds by utilizing a quantitative approach based on the holdings of top-performing funds [6][32]. - The "Super Expected Selection Portfolio" selects stocks based on positive earnings surprises and analyst upgrades, focusing on both fundamental and technical criteria [12][38]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" is constructed using a selection of stocks from the brokerage's recommended list, optimizing for individual stock and style deviations [15][40]. - The "Growth and Stability Portfolio" employs a two-dimensional evaluation system for growth stocks, prioritizing those with upcoming earnings announcements to capture potential excess returns [24][44].