A simple update requires ** to be established before December 21, 2018 (inclusive), starting from December 21, 2018, to December 21, 2023, with an annualized return of more than 10% in the range, and a maximum drawdown of less than -10% in the range, only 16 ** that meet the requirements in the whole market, and 14 for multiple shares that only retain class A.
Let's call them "Double Ten"**According to the latest issue**, the proportion is ranked from high to low, as followsThere are 6 of them, of which Bao Wuke's Invesco Great Wall Energy Infrastructure Hybrid A is a partial stock type, which is 8453%。
Data**: Dongcai Choice data, as of December 21, 2023.
The *** of the Galaxy Junshang Mix A is 5233%, China Merchants Anyu Flexible Allocation Mix A is 3488%, both of which are flexible configurations.
14** Stocks display the range return, annualized return, range maximum drawdown, range Sharpe ratio, and range Karma ratio in the past five years in the order of the above table. There are a few bonds** whose return data should be a bit problematic and can be eliminated.
Data**: Dongcai Choice data, as of December 21, 2023.
In the past five years, the annualized return has exceeded 10%, and the maximum drawdown is within -10%, but it should be noted that the data of individual bonds** may be a bit distorted and need to be eliminated. If I have limited energy, I won't expand it.
1. Bao Wuke's Invesco Great Wall Energy Infrastructure Hybrid A (260112).It is the only one in the whole market**High**In the past five years, the annualized return has exceeded 10%, and the maximum drawdown of the range has been controlled within -10%.
Data**: Dongcai Choice data, as of September 30, 2023.
The top 10 heavy stocks are Zijin Mining, Huaneng Hydropower, Sichuan Investment Energy, Shanmei International, China Mobile, Tongling Nonferrous Metals, Guangxin Shares, Shanxi Coking Coal, CNOOC, Jiuli Special Materials, from the perspective of industry, mainly concentrated in industrial metals, electric power, coal mining, communication services and other industries.
Data**: Dongcai Choice data, as of September 30, 2023.
In the third quarterly report, Bao Wuwu said that in terms of the market, in the third quarter of this year, both A-shares and Hong Kong stocks were **. During this period, long-term US Treasury yields rose sharply, putting pressure on the pricing of all risk assets. We can't tell when it peaked or how long it will last, but given the high levels of leverage in the world's major economies, we are more inclined to believe that long-term US Treasury yields are currently high.
During the quarter,As a result of the market, we feel that some of the ** have entered the value range, so the ** of ** has also improved。We don't dare to assert that the market is currently at a low level, but from our tracking of fundamentals, we believe that the portfolio's current holdings are cost-effective, and we strive to generate sustainable returns for investors in the long run.
2, Liu Ming's Galaxy Junshang Mixed A (519613).Stocks and bonds are still a little fluctuating compared with recent periods, and the latest issue has increased **, which should be an opportunity to be optimistic about equity. But this ** scale is relatively small, the combined value of the scale is only 28 million yuan, it is a mini**.
Data**: Daily**, as of December 22, 2023.
With such a good performance, I don't know why the scale has hit the street.
Data**: Dongcai Choice data, as of September 30, 2023.
Dig deeper, the latest phase of institutional funds has been withdrawn, so the scale has hit the street. However, the number of holders has been rising, indicating that ** is quite optimistic about this **. What do you think, readers?
Data**: Dongcai Choice data, as of June 30, 2023.
3. Hou Jie's China Merchants Anyu flexibly allocates hybrid A (002657).The stock-to-debt ratio has been about 3:7 in recent periods, and the performance is quite good. This ** scale has a combined value of 168.1 billion yuan is not very small.
Data**: Daily**, as of December 22, 2023.
4. Yang Kang's E Fund Ruitong Mixed A (003839).The recent *** is about 2 percent, and the proportion of institutions that belong to fixed income + ** is relatively high, but Yang Kang has not been in office for too long. If you are looking for fixed income+**, you can pay attention to it**.
Data**: Daily**, as of December 22, 2023.
The others are not one by one.
My article is basically ** combing notes, the amount of information is still relatively large, thank you for your patience to read, all content is personal research, does not constitute investment advice, please pay more attention to objective data.
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