动态投资组合2017年3月更新

Apr. 03, 2017 9:12 PM ETSPY, XIV, VXX, TLT, BND, SVXY, UVXY
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Contributor Since 2014

A father-son team sets out to help the eight year old (now nine year old) son achieving his financial goals. We established an portfolio using $1000 the little guy saved during the past three years. We use a dynamic asset allocation strategy that allocates ETF holdings between equity and bond. The little guy will publish his holdings and performance monthly. He is helping with gain/loss calculations and will participate in the investing decision making when he turns 10.

标准普尔500指数在三月份出现了自12月以来首次下跌,但我们的投资组合继续上涨,在三月份涨了0.9%,而标准普尔500指数跌了0.9%。在2017年第一季度,我们的投资组合上涨了11.9%,是标准普尔500指数5.5%的涨幅的两倍多。自2016年1月成立以来,我们的投资组合回报了47.1%,超过标准普尔500指数同期的回报达30%多。

市场在三月一日见顶后,在3月份进入了调整期。特朗普未能在国会通过奥巴马医改的修改法案之后,市场随之下跌。有趣的是市场稍一下跌,立刻有人进场买买买。标准普尔500指数最终在三月小幅下跌。未来几个月,政治风险将主导市场的走势。法国选举将在四月底和五月举行。更重要的是,医改法案失败后,特朗普将会专注于税收改革法案。税改法案会对公司的盈利能力产生重要影响。 对市场而言,这比医改法案重要多了。我们本月没有进行任何交易,事实上,本季度也没有交易。我们仍然接近满仓状态。所有这些政治变动对我们来说更像看一场场有趣的戏,但不会改变我们的交易策略。我们会继续关注金融市场的趋势和波动性并在必要时进行相应的投资调整。

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Disclosure: I am/we are long SPY, XIV, RPG, PRF, LQD.

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