High Income DIY Portfolios: The primary goal of "High Income DIY Portfolios" Marketplace service is high income with low risk and preservation of capital. It provides DIY investors with vital information and portfolio/asset allocation strategies to help create stable, long-term passive income with sustainable yields. The portfolios are designed for Income-Investors (including retirees or near-retirees). We provide seven portfolios: 3 buy-and-hold, 3 Rotational portfolios, and 3-Bucket NPP Model Portfolio. T ...

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted portfolio constructed with 5 ETFs that feature a mix of different asset classes. By allocating across different asset classes, diversification is achieved, and risk is reduced. The different ass ...

文章核心观点 - 文章重点提及主要市场指数基金在2024年9月底宣布了2025年第三季度的股息[1] - 文章作者Sensor Unlimited拥有金融经济学博士学位 在抵押贷款市场 商业市场和银行业拥有超过十年的研究经验[1] - 作者专注于资产配置和ETF研究 领域涵盖整体市场 债券 银行业 金融板块和房地产市场[1] 作者背景与研究领域 - 作者Sensor Unlimited是一位训练有素的经济学家 专长为金融经济学和定量建模[1] - 过去十年 其研究覆盖抵押贷款市场 商业市场和银行业[1] - 其撰文内容集中于资产配置和ETF 特别是与整体市场 债券 银行业 金融板块以及房地产市场相关的ETF[1]

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on AGNC Investment Corp. ( AGNC ) was published on 7.17 under a title of "AGNC Investment: 2 Reasons To Bet Against Wall Street”. That article focused on the sentimentSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortga ...

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on AGNC Investment Corp. ( AGNC ) was published on 7.17 under a title of "AGNC Investment: 2 Reasons To Bet Against Wall Street”. That article focused on the sentimentSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortga ...

The United States is a very important country in the world, economically speaking, but it isn't the only country. Which is why you'll probably want to pair Vanguard Total Stock Market ETF with Vanguard Total International Stock ETF (NASDAQ: VXUS). Minus the nitty-gritty details, this exchange-traded fund buys all investable stocks from non-U.S. companies. The expense ratio is a reasonable 0.05%, noting that it is far more costly to operate across different countries than it is to just invest in the U.S. mar ...

● 13:30-14:00 资产配置的思考 刘 欣-民生加银基金总经理助理兼资产配置部总监 ● 14:00-14:30 聚焦小盘,强化回报 -- 小市值股票增强策略的核 心价值与实践 能投资,量化焕薪 与量化产品的新时代 11月4日下午 北京 · 中国大饭店 · 多功能厅 会议亮点 本次金融工程论坛聚焦核心投资议题,亮点十足。深度解析 2025年 大类资产配置逻辑与量化增强策略,研判大国博弈下 ETF 的配置价 值。同时聚焦港股投资机遇,深挖各领域 ETF 潜力,分享海外大师 的投资策略如何在港股落地,为投资者提供兼具科学性与实操性的 决策参考。 议程安排 叶乐天-建信基金数量投资部副总经理(主持工作) 刘伟琳-工银瑞信基金指数及量化投资部投资总监、 基金经理 刘伟琳-工银瑞信基金指数及量化投资部投资总监、 基金经理 ● 15:00-15:30 大国博弈下科技与战略资源的投资机遇 吕玥先-嘉实基金指数产品研究总监 ● 14:30-15:00 港股创新药的投资逻辑 ● 15:30-16:00 港股市场的投资机会展望 鲁亚运-华夏基金数量投资部基金经理 ● 16:00-16:30 港股通选股策略初探 罗 蕾-国泰 ...

just about the rate story. Is it just about what's happening with treasuries. Or do you see a a more fundamental shift perhaps in the way that investors are viewing certain key parts of the bond market given what we now see in the equity markets being with key drivers here like AI, technology, and everything else.What's the key driver here. One or two drivers for what's happening with bond price action. >> Yeah, I think it's a couple things.I think historically investors look to the bond market for diversif ...

Roth IRAs are one of the most powerful tools for retirement savings, offering tax-free growth and tax-free withdrawals in retirement. For You: Here’s Why You Might Want To Invest Your Retirement Savings in a Roth 401(k) Learn About: 3 Advanced Investing Moves Experts Use to Minimize Taxes and Help Boost Returns Despite their benefits, many Americans fail to use them to their full potential. According to financial experts, the number one mistake is playing it too safe by choosing conservative investments ...

行业与公司 * 报告由高盛国际的全球策略师Christian Mueller-Glissmann和Andrea Ferrario撰写，内容为高盛全球投资研究对全球资产配置的观点[2] * 报告涉及全球宏观经济、主要国家（美国、日本、欧元区、英国、中国、印度等）的GDP与通胀预测，以及跨资产类别（股票、债券、商品、信用、现金）的投资建议[5][7][8] 核心观点与论据 * **总体配置观点**：在未来3个月和12个月均适度亲风险，超配股票，对信用产品持不同观点（3个月低配，12个月中性）[5] * **全球增长与通胀背景**：全球增长具有韧性但放缓，预计2024年世界实际GDP增长2.8%，2025年增长2.7%，2026年增长2.5%[7] 通胀持续放缓，预计世界CPI从2023年的5.6%降至2026年的3.0%[8] 商业周期支持增长放缓但政策实质性宽松的环境[12] * **市场情绪与定位**：跨资产情绪和定位已反弹但并非非常看涨[15] 高盛风险偏好指标在夏季因对关税的担忧再次下降[20] 市场叙事在夏季转向拥抱"金发姑娘"情景[23] * **估值与风险**：当前宏观条件支持美国股票估值[34] 美国低股权风险溢价反映了周期性和结构性的美国增长乐观情绪[37] 公司的股权尾部风险框架指出近期存在温和的负面不对称性[51] 高估值和政策不确定性指向持续的下行风险[54] 发生大幅股权反弹的概率自4月以来已重置[59] * **资产相关性**：自COVID-19危机以来，股票/债券相关性变得更为正相关[69] 股票/债券收益率相关性已转为正值[72] * **长期资产配置**：基于市值的基准不一定是主动和被动多资产组合的良好起点[124] 在实际投资期限内，世界组合通常落后于最有效组合[126] 更广泛的多元化可以显著改善风险回报[135] 结合国内债券与全球股票通常为大多数投资者所在地提供最高的夏普比率[182] * **关键预测**：标普500指数12个月目标7200点，总回报潜力8.7% 斯托克欧洲600指数12个月目标580点，总回报潜力4.7% 黄金12个月目标4,745美元/盎司，潜在回报17.5%[237] 其他重要内容 * **跨资产波动性**：当前隐含波动率在不同资产中处于不同百分位水平，例如标普500为53%，黄金为99%[207] 高波动性制度的概率自3月以来有所上升[213] * **宏观情景分析**：报告分析了不同宏观制度（如金发姑娘、再通胀、滞胀）下的资产表现和最优配置[31][176] 在大多数结构性情景下，最优股票配置低于长期平均水平[165] * **美元风险**：投资者需要管理更多美元下跌的风险，以及来自外汇的更多投资组合风险[107] 美元变得不那么"避险"[110] * **行业权重变化**：科技板块的结构性周期是股权权重的关键驱动因素，特别是在1960年代、1990年代和全球金融危机以来[113] * **另类投资**：基准之外的资产和策略可能通过高夏普比率或多元化益处增强世界组合[199] 另类投资的表现往往高度分散，尤其是对冲基金策略和私募市场[202]