盈米小帮投顾团队-组合复盘

Core Viewpoint - The global investment strategy has shown resilience despite a 1.47% decline last week, outperforming individual markets like the US and Vietnam [1][6]. Weekly Market Review - Global equity markets experienced a weak performance last week, with most major markets declining, particularly the US market. However, gold prices rose by 2.59%, and bond assets strengthened, providing a buffer for the investment portfolio [6][9]. - The global investment portfolio's drawdown was controlled, primarily due to a 12% allocation in gold, which effectively hedged against equity downturns [9][10]. Performance Summary - The global investment strategy has achieved a year-to-date return of 17.44%, aligning with the expected return goals. The "Lazy Balanced" strategy, which has a balanced allocation between stocks and bonds, has yielded approximately 12.88%, marking a new annual high since its inception [3][10][14]. - The "Lazy Balanced" strategy is designed for lower volatility and is suitable for investors sensitive to market fluctuations, aiming for relatively stable returns through global diversification [12][15]. Portfolio Adjustments - As the year-end approaches, the investment team has made strategic adjustments to the portfolio for 2026, adopting a core + satellite strategy. This includes increasing allocations in A-shares and precious metals while reducing holdings in high-dividend assets, aiming for a more balanced asset allocation to enhance stability and reduce volatility [18][20].