家庭资产配置
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投资中的逆向思维：人多的地方不要去｜投资小知识
银行螺丝钉· 2025-06-20 13:08
Core Viewpoint - The article emphasizes the importance of strategic asset allocation for families to optimize their wealth management and investment returns [1] Group 1: Industry Insights - The current market environment presents both challenges and opportunities for investors, particularly in the context of rising interest rates and inflation [1] - Diversification across various asset classes is highlighted as a key strategy to mitigate risks and enhance returns [1] Group 2: Company Analysis - Specific companies within the financial services sector are noted for their innovative approaches to asset management, which could provide competitive advantages [1] - The article discusses the performance metrics of leading firms, indicating a trend of increased assets under management (AUM) and revenue growth [1]
每日钉一下（投资港股通基金，有啥优缺点？）
银行螺丝钉· 2025-06-20 13:08
Group 1 - The core viewpoint of the article emphasizes that investing in personal pensions not only provides additional security for retirement but also allows individuals to enjoy tax deferral benefits [1] Group 2 - The article discusses how to open a personal pension account and outlines five major investment types available for individuals [2] - It mentions a limited-time free course that introduces methods for investing in personal pensions [2] Group 3 - To access the course, individuals are encouraged to add the "Course Assistant" and reply with "Pension" to receive it [3] - The article also offers course notes and mind maps to help users quickly understand the course structure and learn more efficiently [3] Group 4 - There is a suggestion to click on the link to read the original text and learn about large family asset allocation courses for free [4]
每日钉一下（不同股债比例的基金，该如何划分呢？）
银行螺丝钉· 2025-06-19 12:47
Group 1 - The core viewpoint is that different regional stock markets do not move in unison, and understanding multiple markets allows investors to seize more investment opportunities [1] - Global investment can significantly reduce volatility risk, providing a more stable investment environment [1] Group 2 - There is a free limited-time course available that introduces methods for investing in global stock markets through index funds, aiming to share the long-term benefits of global market growth [2] - Interested parties can obtain this course by adding the "Course Assistant" and replying with "Global" to receive additional materials such as course notes and mind maps for efficient learning [3]
每日钉一下（四类常见资产，牛熊周期分别有多长？）
银行螺丝钉· 2025-06-13 13:55
更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 ◆◆◆ ▼点击阅读原 文，免费学习大额家庭资产配置课程 个人养老金账户如何开通？5大品种如何投资？ 这里有一门限时免费的福利课程，介绍了个人养老金的投资方法。 想要获取这个课程，可以添加下方「课程小助手」，回复「 养老金 」领取哦～ 文 | 银行螺丝钉 （转载请注明出处） 投资个人养老金，既可以为自己的养老增添一份保障，还能享受个税递延的优惠。 ...
