Knowledge List
检查投资品种的相对业绩表现

投资者每季(或每半年)有必要回过头看看自己组合中贡献最大及拖累最大的品种分别是哪些,也可以与自己要求的回报率相比,找出那些偏差较大的品种。这里有两点要注意的:一是,不要太看重短期表现,建议选取今年以来的回报或者一年以来的回报作为依据;二是,不要简单的把投资于表现差的资产转移到表现好的上,主要看其实际价值与价格的相对位置。比如一些超跌的品种反而应该增持,它们在下半年很可能存在更大的机会。

通过以上步骤对自己所持组合有了很好了解之后,投资者可以做个计划去调整自己的组合。一般地,除了一些急需调整的项目外,投资者不需要在检查之后马上做出调整,而是给自己一个期限或者集中到年底(或自己相对空闲时)集中调整。

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