Core Viewpoint - The article emphasizes the investment potential of index-enhanced advisory portfolios, which primarily select index-enhanced funds and index funds to achieve returns that surpass those of ordinary index funds [1][2]. Group 1: Investment Strategy - Index-enhanced funds are a special category of index funds that utilize enhancement techniques to strive for higher returns than standard index funds [1]. - The article suggests that for individuals with a portion of their monthly salary for long-term investment, a systematic investment plan (SIP) can be adopted to accumulate family assets [6]. - For surplus funds that will not be used for 3-5 years, a one-time allocation to seek higher returns is recommended, provided the investor can tolerate higher risks [6]. Group 2: Strategy Characteristics - The index-enhanced advisory portfolio selects from a wide range of index-enhanced funds, focusing on approximately 300 to 500 types to aim for market-beating returns [9]. - The selection process involves evaluating the fund company, emphasizing the importance of the team's overall strength and the stability of established fund companies with mature enhancement models [10]. - The portfolio also considers the fund's scale, with a preference for funds with a size ranging from 200 million to several billion, as this is believed to enhance performance [12]. - The strategy incorporates diversified allocations across large, mid, and small-cap stocks, as well as different industries, to mitigate risk [13]. - Rebalancing based on valuation is performed, such as reallocating from large-cap stocks to small-cap stocks when large caps are deemed expensive, to capture returns from market rotations [14]. - The portfolio undergoes automatic adjustments quarterly, following the release of fund reports, to identify new opportunities and make necessary changes [15]. Group 3: Performance and Risk - The article claims that the maximum drawdown of the index-enhanced portfolio is lower than that of the market, indicating a better risk profile [17]. - By selecting index-enhanced funds and employing diversification and rebalancing strategies, the index-enhanced approach is positioned to deliver higher returns with lower risk compared to the market [19].