{"id":5456,"date":"2021-01-24T21:51:35","date_gmt":"2021-01-24T13:51:35","guid":{"rendered":"https:\/\/www.mpfdiy.com\/?p=5456"},"modified":"2021-02-15T00:15:26","modified_gmt":"2021-02-14T16:15:26","slug":"%e6%88%b0%e8%a1%93%e6%80%a7%e9%85%8d%e7%bd%aeetf1-wiz","status":"publish","type":"post","link":"https:\/\/www.mpfdiy.com\/2021\/01\/%e6%88%b0%e8%a1%93%e6%80%a7%e9%85%8d%e7%bd%aeetf1-wiz\/","title":{"rendered":"\u6230\u8853\u6027\u914d\u7f6eETF#1 – WIZ"},"content":{"rendered":"
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2019\u5e74\u6587\u7ae0\u8ac7\u53ca\u4e86tactical allocation \u7684\u6307\u6578<\/a>\uff0c\u672c\u6587\u958b\u59cb\u4e00\u500b\u65b0\u7cfb\u5217\uff0c\u6aa2\u8996\u4e00\u4e0b\u73fe\u6642\u5e02\u9762\u4e0a\u7528tactical allocation (\u6230\u8853\u6027\u914d\u7f6e)\u00a0 \u7684ETF<\/span>\u3002<\/span><\/p>\n <\/p>\n \u9019\u88cf\u8b1b\u7684ETF \u5168\u662f\u7f8e\u570b\u7684ETF<\/span> \uff0c\u56e0\u70ba\u9999\u6e2f\u7684ETF \u592a\u5c11\u592a\u843d\u5f8c\uff0c\u5f37\u7a4d\u91d1\u5167\u9023\u6307\u6578\u57fa\u91d1\u90fd\u592a\u5c11\u592a\u7c21\u55ae\uff0c\u672a\u6709\u7528tactical strategy \u7684\u6210\u4efd\u57fa\u91d1\uff0c\u52c9\u5f37\u6709\u4e00\u4e9b\u904b\u7528factor \u7684\u57fa\u91d1(\u898b\u524d\u6587<\/a>) \u3002<\/span><\/p>\n <\/p>\n <\/p>\n \u7b2c\u4e00\u96bb\u8981\u6aa2\u8996\u7684tactical allocation ETF \u53ebMerlyn.AI Bull-rider Bear-fighter ETF\uff0c<\/span>\u80a1\u7968\u4ee3\u865f\u70baWIZ<\/a> \u3002\u75312004\u5e74\u81f32020\u5e74\uff0c\u56de\u6e2c\u5e74\u5747\u56de\u5831\u70ba21.97%<\/strong><\/span>\u3002\u4fc2\u771f\u5514\u4fc2\u5440\uff01<\/span><\/p>\n <\/p>\n WIZ \u662fMerlyn.AI \u7684\u7b2c\u4e8c\u96bbETF\uff0c\u81f32021\u5e74\uff0cMerlyn.AI \u51fa\u4e864\u96bbETF\uff0c\u7531\u65bc\u6295\u8cc7\u7b56\u7565\u5927\u9ad4\u76f8\u4f3c\uff0c\u672c\u6587\u53d6WIZ \u70ba\u4ee3\u8868\uff0c\u8a0e\u8ad6\u4e00\u4e0b\u5176\u6295\u8cc7\u7b56\u7565\u7684\u5167\u5bb9\u3002<\/span><\/p>\n <\/p>\n \u53eb\u5f97\u505aBull-rider Bear-fighter \uff0c\u9867\u540d\u601d\u7fa9\u662f\u5e0c\u671b\u300c\u9806\u725b\u5e02\uff0c\u9006\u718a\u5e02\u300d\uff0c\u6240\u4ee5\u6295\u8cc7\u7b56\u7565\u5c31\u8981\u662f\u9996\u5148\u8981\u5206\u8fa8\u4f55\u6642\u662f\u725b\u5e02\uff0c\u4f55\u6642\u662f\u718a\u5e02<\/span>\u3002<\/span><\/p>\n <\/p>\n WIZ \u75283\u500b\u6307\u6a19\u53bb\u5224\u65b7\u725b\u718a\u5e02\uff1a<\/span><\/p>\n 1. Price trend<\/span><\/p>\n 2. Market momentum<\/span><\/p>\n 3. Value sentiment<\/span><\/p>\n <\/p>\n Merlyn.AI \u8a71\u81ea\u5df1\u90193\u500b\u6307\u6a19\u662fproprietary market risk indicator \uff0c\u6240\u4ee5\u7121\u8a73\u7d30\u8b1b\u9ede\u8a08\uff0c\u7b46\u8005\u76f8\u4fe1price trend \u5927\u7d04\u662f\u7528\u5e73\u5747\u7dda(\u5373\u50cf\u7b2c5\u62db)\uff0cmarket momentum \u7528absolute momentum (\u5373\u50cf\u7b2c6\u62db)\uff0c\u800cvalue sentiment \u65bcETF \u7684prospectus<\/a> \u8b1b\u8a71\u774752\u9031\u9ad8\u4f4e\u6bd4\u4f8b\u3002<\/span><\/p>\n <\/p>\n Tactical\u5206\u8fa8\u5b8c\u725b\u718a\u5e02\u4e4b\u5f8c\uff0c\u4fbf\u662fAllocation \u914d\u7f6e\u3002WIZ \u5728\u725b\u5e02<\/span>\u6642\u752880\u80a1\uff1a20\u50b5<\/span>\u7684\u914d\u7f6e\uff0c\u898b\u4e0b\uff1a<\/span><\/p>\n <\/p>\n <\/p>\n \u800c\u718a\u5e02\u6642\u7528\u80a1\u5c11\u50b5\u591a\u7684\u914d\u7f6e<\/span>\uff0c\u5927\u6982\u5982\u4e0b (\u53d6\u81ea\u540c\u7cfb\u7684\u5176\u4ed6ETF) \uff1a<\/span><\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n \u80a1\u7968<\/span>\u7684\u6295\u8cc7\u5206\u70ba sector\u3001countries\u3001global\/regions\u3001factor\u3001style\u00a0 mix\u7b496\u500bcategories \u3002Sector \u5373\u884c\u696d\u80a1\u7968\u5982\u91ab\u7642\u3001\u80fd\u6e90\u3001\u79d1\u6280\u53ca\u91d1\u878d\uff1bfactor \u662f\u56e0\u5b50\u6295\u8cc7\uff1bstyle mix \u662fMorningstar\u4e5d\u5bae\u683c\uff0c\u4ea6\u5373Eugene Fama \u7684 3-factor model\uff0c\u8003\u616e\u5e02\u503c\u5927\u5c0f\u8207\u53ca\u50f9\u683c\u9ad8\u4f4e\u3002<\/span><\/p>\n <\/p>\n \u50b5\u5238<\/span>\u7684\u6295\u8cc7\u5206\u70ba\u5169\u500bcategories\uff0c\u6240\u4ee5\u80a1+\u50b5\u5408\u8a08\u67098\u500bcategories<\/span>\u3002<\/span><\/p>\n <\/p>\n \u63a5\u7740\uff0c\u7cfb\u7d71\u6703\u5728\u6bcf\u4e00\u500bcategory \u4e0b\u7522\u751f12\u500bmodel\uff0c\u7136\u5f8c\u8a55\u50f9\u901912\u500bmodel\uff0c\u5f9e\u4e2d\u627e\u51famomentum leader \u53bb\u4ee3\u8868\u9019\u500bcategory \uff0c\u7576\u4e2d\u4ea6\u6703\u904b\u7528Genetic algorithm \u53bb\u8a08\u7b97 12 \u500bmodel \u7684\u512a\u5316\u7d50\u679c\u3002<\/span><\/p>\n <\/p>\n <\/p>\n \u6700\u4ee4\u7b46\u8005\u4e0d\u89e3\u7684\u662f\u901912\u500bmodel \u7684\u7d44\u6210\uff0c\u8207\u53caGenetic algorithm \u7684\u512a\u5316\u6d41\u7a0b\uff0c\u7b46\u8005\u5c0b\u904d\u7db2\u7ad9\u7684\u8cc7\u6599\u90fd\u6c92\u6709\u8a73\u7d30\u8a0e\u8ad6\uff0c\u61c9\u8a72\u662f\u4e4b\u6240\u4ee5\u70baproprietary \u7684\u5730\u65b9\u3002\u7b46\u8005\u60f3\u50cf\u662f\u7528\u4e0d\u540c\u7684\u53c3\u6578\u53bb\u7522\u751f12\u500bmodel\uff0c\u7528\u7b2c5\u62db\u79fb\u52d5\u5e73\u5747\u505a\u985e\u6bd4\uff0c\u5c31\u50cf\u662f\u75281\u81f312\u500b\u6708\u4f5c\u70ba\u6642\u9593\u9593\u8ddd \u53bb\u7522\u751f12\u500bmodel \uff0c\u7136\u5f8c\u627e\u51fa\u8fd1\u671f\u7684momentum leader \uff0c\u4f8b\u5982\u4e0a\u500b\u6708\u8a08\u7b97\u51fa6\u500b\u6708\u9593\u8ddd\u662fmomentum leader \uff0c\u4fbf\u75286\u500b\u6708\u7684\u7d50\u679c\u53bb\u6295\u8cc7\uff1b\u4eca\u500b\u6708\u662f3\u500b\u6708\u9593\u8ddd\u70bamomentum leader \u7684\u8a71\uff0c\u4fbf\u75283\u500b\u6708\u9593\u8ddd\u7684\u7d50\u679c\u53bb\u6295\u8cc7\u3002<\/span><\/p>\n <\/p>\n \u6b64WIZ ETF \u7684\u6295\u8cc7\u7269\u662f\u5176\u4ed6\u5927\u578bETF\uff0c\u6240\u4ee58\u500bcategories \u5927\u7d04\u6295\u8cc7\u65bc8\u500b\u4e0d\u540c\u7684ETF \uff0c\u6210\u6587\u4e4b\u6642\u7684\u6301\u6709\u7269\u5982\u4e0b\uff1a<\/span><\/p>\n <\/p>\n <\/p>\n WIZ\u6b77\u53f2\u6301\u6709\u7269\u53ca\u56de\u5831\u898b\u6b64<\/a>\u3002\u75312004\u5e74\u81f32020\u5e74\uff0c\u56de\u6e2c\u5e74\u5747\u56de\u5831\u70ba21.97%\uff0c\u6309\u6708\u6ce2\u5e45\u70ba3.92%, \u56de\u5831\/\u6ce2\u5e45\u6bd4\u7387\u70ba5.56 ; \u540c\u671fS&P500 \u70ba10.73%\/4.80%\/2.24 \uff0c\u56de\u6e2c\u6548\u679c\u7b97\u662f\u7b46\u8005\u898b\u904etactical allocation ETF \u985e\u5225\u4e2d\u6700\u597d\u3002<\/span><\/p>\n <\/p>\n WIZ \u75312019\u5e7410\u6708\u958b\u59cb\u9762\u4e16\uff0c\u7d93\u904e2020\u5e74\u5927\u4e0a\u5927\u843d\u7684\u5e02\u6cc1\u8003\u9a57\uff0c\u8868\u73fe\u8207\u5176prospectus \u6240\u63cf\u8ff0\u7684\u5dee\u4e0d\u591a\uff0c\u6709\u512a\u65bc\u5927\u5e02\u7684\u8868\u73fe\u3002<\/span><\/p>\n <\/p>\n <\/p>\n WIZ \u7528\u768480\u80a1\uff1a20\u50b5\u6bd4\u4f8b\uff0c\u7b97\u662f\u589e\u9577\u578b\u6df7\u5408\u8cc7\u7522\u57fa\u91d1<\/span>\u7684\u66ff\u4ee3\u54c1\uff0c\u800c\u5f37\u7a4d\u91d1\u5167\u4ea6\u6709\u5927\u91cf\u540c\u985e\u5225\u7684\u589e\u9577\u57fa\u91d1\uff0c\u800c\u9810\u8a2d\u6295\u8cc7\u5167\u7684\u6838\u5fc3\u7d2f\u7a4d\u57fa\u91d1\u4ea6\u662f\u9019\u4e00\u985e\u5225\uff1bMerlyn. AI \u540c\u7cfb\u4ea6\u670930\u80a1\uff1a70\u50b5\u7684SNUG ETF\uff0c\u5404\u5e74\u9f61\u5c64\u5411\u6309\u98a8\u96aa\u627f\u53d7\u7a0b\u5ea6\u81ea\u884c\u8abf\u6574\u3002<\/span><\/p>\n <\/p>\n \u5514\u60f3\u8cb7\u9019\u4e9b\u53c8\u65b0\u53c8\u7d30\u7684ETF?\u00a0 \u53ef\u4ee5\u53c3\u8003\u5176\u6301\u80a1\u5167\u5bb9\u81ea\u884c\u8cb7\u6301\u6709\u7684ETF \uff0c\u6548\u679c\u4e00\u6a23\uff0c\u53ea\u662f\u8981\u7d93\u5e38\u7559\u610f\u5176\u6301\u80a1\u7684\u8b8a\u5316\u53ca\u81ea\u884cre-balance\u3002<\/span><\/p>\n <\/p>\n NEXT: PWS<\/a><\/p>\n <\/p>\n <\/p>\n \u5ef6\u4f38\u95b1\u8b80<\/span><\/strong><\/p>\n <\/p>\n https:\/\/merlynetfs.com\/<\/span><\/a><\/p>\n <\/p>\n https:\/\/maiindexes.com\/mai-indexes-home<\/span><\/a><\/p>\n <\/p>\n<\/a><\/p>\n
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