Group 1 - The core concept of fund advisory is to address the issue where funds make profits, but investors do not [4] - Fund advisory services are designed to help investors achieve better returns through professional guidance [5] - The article promotes a free course on fund advisory, which includes notes and mind maps for efficient learning [5][7] Group 2 - Investment funds can be categorized into two parts: existing funds and incremental funds [10] - For existing funds, a common strategy is to allocate assets based on the formula "100 - age," suggesting a higher percentage in stocks for younger investors [12] - For incremental funds, a systematic investment plan (SIP) is recommended, where a portion of monthly income is invested regularly, typically around 20% of new income [14][15]
每日钉一下（存量+增量，资产配置这样做）
银行螺丝钉·2025-12-14 13:42