基金投顾组合止盈
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自动止盈功能来啦,一键开启,不错过止盈机会
银行螺丝钉· 2025-09-25 04:01
Core Viewpoint - The article introduces the new automatic profit-taking feature, which allows users to set up automatic conversions of their investment portfolios when certain market conditions are met, enhancing convenience and efficiency in managing investments [1][9]. Summary by Sections Automatic Profit-Taking Function - The automatic profit-taking feature has been launched to facilitate users in managing their investments more easily [1]. - Users can enable this feature to automatically execute profit-taking transactions when the market reaches specific valuation levels [9]. How Investment Combinations Take Profit - Investment combinations, such as Active Selection and Index Enhancement, utilize two main methods for profit-taking: 1. **Automatic Rebalancing**: When certain assets are overvalued and others are undervalued, the combination will automatically rebalance by taking profits from overvalued assets and increasing positions in undervalued ones. For example, in early 2021, the Active Selection combination achieved a profit-taking return of 120% by selling growth-style funds and reinvesting in undervalued deep value funds [4]. 2. **Overall Market Profit-Taking**: If the market is generally overvalued, the combination will signal a "profit-taking" action, prompting users to gradually convert their holdings into more stable investment options [5][7]. Specific Operations - Upon receiving a "profit-taking" signal, users have two options: 1. **Manual Profit-Taking**: Users can manually execute the conversion transactions upon receiving the signal [9]. 2. **Automatic Profit-Taking**: Users can set up the automatic feature to execute conversions without manual intervention, ensuring timely profit-taking [9]. Benefits of Automatic Profit-Taking - The automatic profit-taking feature offers three main advantages: 1. **Convenience**: Users only need to set it up once, and future profit-taking actions will be executed automatically [9]. 2. **Timeliness**: The feature ensures that users do not miss profit-taking opportunities as it responds promptly to market signals [9]. 3. **Discipline**: It adheres strictly to the profit-taking plan, ensuring that overvalued assets are sold as planned [9]. Activation and Management of the Feature - Users can activate the automatic profit-taking feature at any time, and it will only trigger transactions when the market conditions warrant it [13]. - The feature does not affect the ability to redeem current holdings, allowing for flexible management of investments [14]. - There are no additional fees for using the automatic profit-taking feature, although standard redemption fees may apply based on the fund's rules [16].