Daniel Deng / 鄧寧

为什么投资组合体现了投资管理的专业度？

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dengning@hotmail.com

in

最近一個多月，AI、半導體和大型科技股經歷了明顯調整。市場的這種變化，也提供了一個很好的機會，讓我們重新思考一個問題：自己選擇幾檔股票、主題基金或 ETF，與專業的投資組合配置，真正的區別在哪裡？

在這支影片中，我用兩個在相同市場環境下建立、但採用不同專業配置方法的實際帳戶表現作為案例分析。得到了一個很有意思的發現：即使都是由多檔 ETF 和基金組成的投資組合，因為對成長、價值、股息、國際、動能、AI，以及固定收益等不同資產與因子的配置比例不同，在同一輪市場調整中的結果也出現了明顯差異。

投資組合管理的專業度，體現在風險控制、真正的風險分散，以及持續的投資組合管理。選擇一檔股票或 ETF 並不困難；真正專業的投資管理，是把成長、風險、收入、稅務、現金流和長期目標放進同一個投資體系中進行管理。希望這個實際案例的比較，能夠為您的投資組合配置提供一個更專業的視角。

和我聯繫：ddeng@vanclemens.com

一對一交流：https://calendly.com/dengning1966/30min

更多諮詢：https://claritywealthadvisor.com/cn/

 

#財富管理 #投資管理 #自主投資 #資產配置 #財富規劃 #FinancialAdvisor

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