利用近期行情臻选出“进可攻,退可守”的优质基金

作者: 发布时间:2017-12-09 17:19:28  来源: [手机访问]
导读: 近期市场经历了一波快速的回调,上证指数在2017年11月13日到2017年12月7日不到一个月的时间从3447点回落到3272点,期间跌幅为5.1%。这样短期快速的回调让很多基民

近期市场经历了一波快速的回调,上证指数在2017年11月13日到2017年12月7日不到一个月的时间从3447点回落到3272点,期间跌幅为5.1%。这样短期快速的回调让很多基民措手不及,很多前期表现优秀的基金直接回调了将近10个点,让人有一只辛辛苦苦大半年,一朝回到解放前的感觉。诚然,这种快速的回撤给投资者的体验是非常不好,说好稳稳的幸福呢?

控制回撤是对于基金经理来说是和获取收益同跌重要的一个技能,这次市场回调提供了基金经理回撤控制能力的一个试金石。行情不好的时候更能体现出基金经理的能力,我们来看看市场中有哪些基金在本次下跌过程中回撤较小。

利用近期行情臻选出“进可攻,退可守”的优质基金

当然不能只看回撤,收益能力也是要考虑的,货币基金没有回撤,但是其收益太低了。同理,一只股票仓位长期都很低的基金在下跌时回撤很小也没什么稀奇的。

综合收益和回撤控制能力,我们设定以下几个标准来臻选出能带来稳稳的幸福的基金:

1. 基金成立于2015年以前,这样基本经历了一轮牛熊,业绩更有参考意义

2. 基金当前净值超越了2015年6月12日牛市最高点的净值,这体现了基金经理的选股能力,能保证持续创造收益的基金

3. 今年以来收益率超过25%,今年以来沪深300涨幅是20%,这一标准保证了基金的股票仓位是比较高的,也保证了基金今年以来的持仓符合大盘风格。

4. 2017年11月14日-12月7日之间的回撤不超过6%,这一标准体现了基金的回撤控制能力。

满足上述几个标准的基金可以说是兼顾收益和回撤控制,就是我们所说的比较“稳”的基金,我们在主动股票型基金,偏股混合型基金和仓位较高的灵活配置型基金中进行筛选,结果如下:

利用近期行情臻选出“进可攻,退可守”的优质基金

以上就是利用本轮行情筛选出的“进可攻,退可守”的优质基金,供大家参考。


专注公募基金的研究和投资,请关注本头条号。

此外欢迎关注我在且慢上构建的基金组合“利得行业轮动精选”,具体信息如下:

利用近期行情臻选出“进可攻,退可守”的优质基金

跟投方法为:下载且慢APP,搜索“利得行业轮动精选”基金组合,便可关注和跟投,以及跟随调仓

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