Knowledge List
101:什么是基金
 集腋成裘 专家理财 31/07/2007
 基金有几种类型 31/07/2007
 澄清认识误区 31/07/2007
102:几种基金类型
 什么是指数型基金 31/07/2007
 什么是债券型基金 31/07/2007
 什么是交易所交易基金 31/07/2007
 什么是保本基金 31/07/2007
 什么是“基金的基金” 31/07/2007
103:什么是基金的单位净值?
 什么是基金的单位净值 01/08/2007
 基金净值与股票价格的区别 01/08/2007
104:如何计算基金的总回报率
 何为基金的资产净值 01/08/2007
 单位基金资产净值 01/08/2007
 关于基金分红 01/08/2007
 基金的回报率计算公式 01/08/2007
201:购买基金前五问
 概述 02/08/2007
 基金过往的表现如何 02/08/2007
 基金过往的风险有多高 02/08/2007
 基金投资于什么范围 02/08/2007
 基金由谁管理 02/08/2007
 购买基金的成本是多少 02/08/2007
202:关注你的风险承受能力
 概述 02/08/2007
 影响风险的要素 02/08/2007
 你能承受多大的短期波动 02/08/2007
203:如何衡量基金的过往风险
 标准差 02/08/2007
 β系数 02/08/2007
 R平方 02/08/2007
204:如何选择业绩评级基准
 概述 02/08/2007
 绝对指标作业绩基准 02/08/2007
 指数作业绩基准 02/08/2007
 同类基金作业绩基准 02/08/2007
205:为什么要关注基金经理
 基金的管理方式 02/08/2007
 受基金经理变更影响较小的基金类型 02/08/2007
206:你了解基金的费用吗
 概述 02/08/2007
 一次性费用 02/08/2007
 年度运作费用 02/08/2007
 其它费用 02/08/2007
207:如何选择新基金
 简介 02/08/2007
 基金经理是否有基金管理的经验 02/08/2007
 基金公司旗下其它基金的业绩如何 02/08/2007
 基金经理的投资理念是否与投资组合吻合 02/08/2007
 基金的费用是多少 02/08/2007
 基金公司是否注重投资人利益 02/08/2007
301:如何构建您的基金组合
 确定投资目标 02/08/2007
 制定核心组合 02/08/2007
 非核心组合的基金 02/08/2007
 基金数目并不重要 02/08/2007
302:基金组合应避开的八个误区
 没有确定的投资目标 02/08/2007
 没有核心组合 02/08/2007
 非核心投资过多 02/08/2007
 组合“失衡” 02/08/2007
 基金数目太多 02/08/2007
 同类基金选择失当 02/08/2007
 费用水平过高 06/08/2007
 没有确定卖出的标准 02/08/2007
303:检查投资组合的步骤
 概述 02/08/2007
 确认目前组合的资产配置情况与你的投资目标相符 02/08/2007
 透视您的投资组合 02/08/2007
 检查您具体的投资品种 02/08/2007
 检查投资品种的相对业绩表现 02/08/2007
304:组合调整的注意事项
 不要在短时间内做大幅度的调整 02/08/2007
 注意调整技巧,减少不必要的成本 02/08/2007
 挑选品质不佳的品种卖出 02/08/2007
 精选优质的替代品种 02/08/2007

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