Knowledge List
透视您的投资组合

由于投资分散化的要求,投资者在各类资产配置上并不只是购买一只基金,如股票资产中往往有多只股票基金和配置型基金中的股票资产,这使得投资者对自己配置于股票的资产的情况并不能一目了然。借助晨星组合透视器则可帮助投资者轻松地了解自己各类资产的投资风格、分布情况等。它还可以将投资组合中该类资产的分布与投资者自行选择的指数相比较,投资者对其中偏差较大的(如两倍于指数分布)可进一步求证其合理与否。另外,对单个股票的总持有量最好不要超过组合资产的10%。

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