1. What are your motivations and goals for investing in fund...
1. What are your motivations and goals for investing in funds?
It's mainly about money management. It is hoped that the investment fund can beat inflation.
2. What is your asset allocation strategy? Which fund products have been added to the portfolio? Why?
My asset allocation is balanced. So in my portfolio, especially under the influence of higher interest rates this year, the epidemic and the war between Russia and Ukraine, the proportion of monetary funds and bond funds has been increased, and the allocation of energy and resource funds has been increased. Reduced the allocation of science and technology funds. Because of the macro-economic uncertainty, the configuration pays more attention to defense.
3. Has anything changed your goal or strategy? What's the most important adjustment you've ever made?
With the increase of age, the allocation of funds pays more attention to conservative equilibrium. The most important adjustment is to begin to accept the use of fixed investment funds.
It's mainly about money management. It is hoped that the investment fund can beat inflation.
2. What is your asset allocation strategy? Which fund products have been added to the portfolio? Why?
My asset allocation is balanced. So in my portfolio, especially under the influence of higher interest rates this year, the epidemic and the war between Russia and Ukraine, the proportion of monetary funds and bond funds has been increased, and the allocation of energy and resource funds has been increased. Reduced the allocation of science and technology funds. Because of the macro-economic uncertainty, the configuration pays more attention to defense.
3. Has anything changed your goal or strategy? What's the most important adjustment you've ever made?
With the increase of age, the allocation of funds pays more attention to conservative equilibrium. The most important adjustment is to begin to accept the use of fixed investment funds.
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