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新晋债券多策略私募“如愿基金”:一图看懂以债券为“压舱石”动态资产配置策略
私募排排网· 2025-05-23 10:42
本文首发于公众号"私募排排网"。 (点击↑↑ 上图查看路演详情 如愿基金简介 如 愿 基 金 是 深 圳 2024 年 新 增 注 册 登 记 的 第 三 家 证 券 私 募 。 公 司 成 立 于 2024 年 3 月 20 日 , 8 月 16 日 在 基 金 业 协 会 完 成 登 记 , 登 记 编 号 为 P1074843。公司投资围绕固收打底、多资产配置的策略,以风险相对较低、流动性相对较好的固定收益类产品为底仓,并在严格控制风险的情 况下,充分捕捉震荡市场行情下转债、商品、金融衍生品等大类资产的结构性机会,增强组合收益。 (点此查看 如愿基金旗下产品收益、核心 团队及最新路演 ) ) 40% 深圳如图坤泽企亚是瑶令仪 15% 公司 企业 (有限合伙) 15% 股权 上海羽帅管理咨询有限公司 10% 25% 朱阳默 | 张立伟 10% 25% 15% 深圳如愿坤泽企业管理合仪 C 企业(有限合伙) 数据来源:协会公示信息 发展历程 2024年3月 · 成立如愿基金 2024年8月 完成在中国证券投资基金业协会 的登记备案 2024年10月 首次发行备案基金产品, 全面启 动资管业务 :2 核心团队 ...
Velos Markets威马证券:黄金投资的确定性机遇密码
Sou Hu Cai Jing· 2025-04-30 11:13
Core Insights - In 2025, investors face unprecedented complexities due to global economic fluctuations, Federal Reserve policy shifts, and geopolitical conflicts, leading to a revaluation of gold and the dollar [1] - Velos Markets is leveraging technology-driven investment strategy optimization tools to provide professional investors with pathways to certainty in opportunities [1] Market Trends - The gold market serves as a safe haven during economic turmoil, with price fluctuations driven by multiple factors, including Federal Reserve monetary policy signals [4] - Historical data analysis by Velos Markets indicates a 78% probability of gold price increases within three months when the U.S. core PCE price index rises over 3% year-on-year [4] - Velos Markets employs a unique three-dimensional analysis model to track central bank gold reserves, analyze CME gold futures positions, and monitor geopolitical risk indices [4] Strategy Logic - Velos Markets integrates machine intelligence with investment wisdom, offering dynamic asset allocation engines that automatically generate asset portfolios based on user risk assessments [5] - Conservative strategy includes 40% allocation to gold spot contracts, complemented by treasury futures and money market funds, while aggressive strategy allocates 25% to cryptocurrency derivatives [5] - The system dynamically adjusts strategies based on market conditions, such as increasing gold hedge positions when the VIX index rises over 15% in a day, demonstrating effective risk management [5] Tool Evaluation - Defensive tools include gold spot contracts optimized for liquidity, with cost savings comparable to a 15% discount on highway tolls during peak times [7] - Balanced tools utilize volatility-neutral combinations of gold ETFs and dollar index futures, enhancing market noise filtering efficiency to 82% during high-frequency events [8] - Aggressive tools integrate 13 technical indicators and fundamental factors to generate visual trading signals, improving the Sharpe ratio of trend strategies from 1.3 to 2.1 [9] Operational Guidelines - The first step involves account diagnosis, where users input existing holdings and risk tolerance to generate a "health score" [11] - The second step is strategy simulation, allowing users to observe performance during historical crises [12] - The third step involves selecting a main strategy framework based on diagnostic results [12] - The fourth step focuses on real-time monitoring of key warning indicators [12] - The final step emphasizes dynamic optimization and iteration of strategies based on the latest market data [12] Conclusion - Velos Markets aims to help investors establish a "probability advantage" by transforming ambiguous experiential judgments into executable signal systems [13] - The integration of technology and investment wisdom is redefining the keys to certainty in opportunities [14]