自由现金流+红利低波躺平

Group 1 - The article discusses the complementary nature of free cash flow and low-volatility dividend strategies, suggesting a 1:1 allocation between the two for a balanced investment approach [1] - It highlights the potential for a "lazy" investment strategy by regularly rebalancing a portfolio consisting of ETFs focused on free cash flow and low-volatility dividends, along with the Nasdaq index [1] - The article mentions the importance of cash flow generation from investments, emphasizing that a combination of free cash flow and low-volatility dividends can provide a steady income stream [7] Group 2 - There is a debate on the effectiveness of rebalancing strategies, with some arguing that they may expose investors to extreme risks, as illustrated by a hypothetical scenario involving the Soviet Union's market [6][8] - The article suggests that a simple allocation strategy without frequent rebalancing may be more beneficial, allowing investors to avoid potential pitfalls associated with market volatility [6] - It also raises concerns about the complexity introduced by adding more asset classes, which could dilute the cash flow benefits of a simpler investment strategy [7][10]