盈米小帮投顾团队-第27次信号发车

Core Viewpoint - The overall market performance last week was strong, with significant increases across major markets, indicating a solid feedback from the portfolio level [1][6]. Market Performance Summary - The following are the weekly performance metrics for various indices: - A-share dividend index rose by 1.53% - Hong Kong's Hang Seng Internet Technology index increased by 3.04% - The US Nasdaq 100 index saw a rise of 1.52% - The German DAX index increased by 2.16% - The Indian Sensex 30 index fell by 1.83% - The Vietnamese Ho Chi Minh index surged by 4.97% [6][7]. Portfolio Performance Summary - The "Rui Ding Tou Global Version" portfolio rose by 1.7%, reaching a new net value high, with a cumulative return of 3.37% since January 2026 [10][11]. - The "Lazy Balanced" portfolio also achieved a new high with a 1.58% increase, showing positive returns for 2024 and 2025, and a 2.66% return in 2026 so far [14]. - The "Peace of Mind Bond" portfolio increased by 0.17%, maintaining a positive performance with a year-to-date return of approximately 0.3% [14]. Investment Strategy Insights - The "Rui Ding Tou" portfolio employs a diversified strategy across A-shares, Hong Kong, and US markets, focusing on steady growth amidst market fluctuations [16]. - The "Lazy Balanced" portfolio utilizes a dynamic allocation strategy between stocks and bonds, currently holding about 62% in equity positions, allowing for potential bottom-fishing during market adjustments [18]. - The "Small Helper Dividend" portfolio focuses on high-dividend funds globally, aligning with the current policy environment encouraging increased corporate dividends [19]. Future Outlook - The company plans to continue optimizing asset allocation to achieve more stable and sustainable returns in the future [26].