Workflow
定投复利
icon
Search documents
半年盈利6.52%,1年盈利15.52%,实盘组合睿定投是如何做到的?(含跟车新玩法发布)
老徐抓AI趋势· 2025-07-10 21:17
Core Viewpoint - Global allocation and disciplined execution remain the few reliable methods for ordinary investors to navigate through market fluctuations and steadily increase wealth [2][24]. Group 1: Performance Review - The actual performance of the "Rui Global Investment" for the first half of 2025 was +6.52%, with a one-year return of +15.52%, which is rated 80 out of 100 by the company [4][6]. - Other investment combinations also performed well, with the "Lazy Balanced" combination returning +4.90% and the "U.S. Stock Combination" returning +11.16% [6]. - The "Rui Global Investment" outperformed mainstream indices, maintaining positive returns despite market volatility, indicating a robust multi-asset rotation strategy [7][8]. Group 2: Investment Strategy - The strategy of "Rui Global" focuses on global asset allocation, allowing for opportunities in various markets, such as AI leaders in the U.S. and positive returns from Vietnam when A-shares decline [11]. - Low correlation among asset classes, such as bonds and gold not moving in tandem with the stock market, helps to dilute risk at the portfolio level, leading to a more stable net value curve [12]. Group 3: Investment Plans - The company outlines two investment plans: a 10-year doubling plan with an expected annualized return of at least 7% and a plan to accumulate 5 million yuan through weekly investments [13]. - A structured approach to financial security is emphasized, with recommendations for education, medical, emergency, and retirement funds to be secured before pursuing higher-risk investments [14]. Group 4: Follow-up Investment Options - The "Follow Car" feature allows investors to automate their investment strategy, buying more when undervalued and reducing purchases or pausing when overvalued [15]. - Investors are advised to allocate 80% of their funds to the "Rui Global Investment" for stability, while the remaining 10-20% can be directed towards a market of choice for potential growth [15]. Group 5: Community and Support - A service group is available for investors to ask questions and receive updates on their investment performance, ensuring ongoing support [20][21]. - The company encourages investors to take action now to benefit from compound interest over time, highlighting the importance of starting small and being consistent [24].