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红利+指增轮动组合策略
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如何用红利+指增构建一个轮动组合?
Sou Hu Cai Jing· 2025-05-28 03:11
Group 1 - The article suggests a combination strategy of dividend-based assets and index-enhanced rotation to navigate the current market volatility, especially with only three trading days left before the Dragon Boat Festival [1] - The strategy aims to provide a safety net through dividend assets while capturing growth through index-enhanced products, aligning with current market trends and policies [1][3] - The performance of the CSI 2000 Enhanced ETF (SZ159552) has been notable, with a year-to-date increase of 20%, significantly outperforming the CSI 2000 index by 11% [1][3] Group 2 - The strong performance of small-cap stocks this year has provided ample opportunities for excess returns through index-enhanced strategies, as the CSI 2000 index includes high-growth and volatile small-cap stocks [3] - Increased market attention and inflow of funds into the CSI 2000 constituents have driven stock prices up, creating more opportunities for index-enhanced products [3] - The combination of passive index tracking for beta returns and active management for excess return potential makes the CSI 2000 Enhanced ETF increasingly popular among investors [3] Group 3 - The Hang Seng High Dividend Low Volatility ETF (SH520550) has a high dividend yield of 8.29%, making it an attractive option for investors seeking stable income [3] - This ETF has shown a strong upward trend since April and has achieved a 10% return year-to-date, making it a leading option among dividend ETFs [4] - The ETF features a monthly dividend distribution mechanism, allowing for up to 12 distributions per year, which is appealing for long-term investors [4] Group 4 - A suggested allocation strategy is to start with a 50% investment in both the Hang Seng High Dividend Low Volatility ETF (520550) and the CSI 2000 Enhanced ETF (159552), with adjustments based on market conditions [6] - If small-cap stocks continue to outperform, the allocation to the CSI 2000 Enhanced ETF could be increased to 70%, while in case of risk events, the allocation to the Hang Seng ETF could be raised to over 80% for safety [6]