Core Insights - The article emphasizes the importance of diversifying investment portfolios to reduce risk, showcasing a significant reduction in drawdown from 39.03% to 3.17% through a diversified fund strategy [1][4][7] Investment Strategy - The author utilized the "High-Level Analysis" feature on the private equity platform to create a diversified fund portfolio, selecting four different fund styles: stock strategy, index growth strategy, gold ETF, and bond strategy [2] - The optimal allocation determined by the risk parity model was as follows: stock strategy fund 12.06%, index growth strategy fund 14.37%, gold ETF 8.33%, and bond strategy fund 65.24% [2] Performance Comparison - A backtest was conducted comparing a single index growth strategy fund investment of 1 million yuan against the diversified portfolio, revealing that the single fund incurred a loss of 390,300 yuan with a maximum drawdown of 39.03% [4] - In contrast, the diversified portfolio only lost 31,700 yuan, resulting in a maximum drawdown of 3.17%, effectively preserving 35.86% of the principal [7][8] High-Level Analysis Features - The "High-Level Analysis" function aims to assist investors in creating scientifically sound investment portfolios and automatically calculating optimal fund allocations [10] - It offers four intelligent fund models, including risk parity, MV model, lower risk model, and higher return model, catering to different investor profiles and risk appetites [10][12][15][17] User Experience and Functionality - The platform allows for detailed tracking of trades, automatic calculation of holding costs, and the generation of review reports, enhancing the investment management experience [19][22]

Core Insights - The private equity fund market showed strong performance in the first three quarters of 2025, with an average return of 25.00% across 9,363 funds, and 91.48% of products achieving floating profits, surpassing the performance of the CSI 300 index during the same period [1] Group 1: Overall Market Performance - The stock strategy led the market with an average return of 31.19% from 5,976 funds, with 93.52% of products in profit [1] - The multi-asset strategy followed with an average return of 18.92%, and 90.01% of its products achieving floating profits [1] - The combination funds, although fewer in number (290), had a solid average return of 15.93%, with the highest floating profit rate of 95.17% among the five major strategies [1] - Futures and derivatives strategies had average returns of 10.72% and 9.26%, with over 80% of products in profit [1] Group 2: Stock Strategy Sub-Strategies - The quantitative long strategy outperformed with an average return of 35.95%, compared to 32.57% for subjective long strategies [2] - The stock long-short and market-neutral strategies had lower average returns of 17.83% and 8.07%, respectively [2] - Factors contributing to the strong performance of quantitative long strategies included favorable market conditions, high liquidity, increased market volatility, and the ability to process large data sets for risk diversification [2] Group 3: Futures and Derivatives Strategies - Within the futures and derivatives strategies, other derivatives strategies led with an average return of 15.84% [2] - The subjective CTA strategy had an average return of 12.39%, while the quantitative CTA strategy returned 10.44%, with subjective strategies performing better overall [2] - Options strategies had an average return of 8.28% [2] Group 4: Bond Strategy Performance - The convertible bond trading strategy emerged as a standout performer with an average return of 18.35%, significantly higher than pure bond strategies (4.98%), bond enhancement strategies (6.40%), and bond composite strategies (8.60%) [3] - The overall private equity fund market in the first three quarters of 2025 displayed a positive outlook, with notable differentiation in returns across various strategies and sub-strategies, indicating diverse investment opportunities [3]