均衡配置策略
代码: balanced_allocation | 调仓频率: quarterly
策略描述
股债混合配置策略，根据市场环境动态调整仓位
回测净值曲线
2025-06-15 至 2026-02-09年化收益率
10.45%
最大回撤
17.69%
夏普比率
0.79
波动率
13.82%
当前推荐组合
调仓日: 2026-02-03
新增 ASA；卖出 TWO
| 股票代码 | 公司名称 | 权重 |
|---|---|---|
| HQL | Tekla Life Sciences Investors | 4.0% |
| ASA | ASA Gold and Precious Metals Limited | 4.0% |
| EIC | Eagle Point Income Company Inc. | 4.0% |
| EICC | Eagle Point Income Company Inc. | 4.0% |
| ASND | Ascendis Pharma A/S | 4.0% |
| EICA | Eagle Point Income Company Inc. | 3.99% |
| VIASP | Via Renewables, Inc. | 3.9% |
| PXS | Pyxis Tankers Inc. | 3.9% |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 3.9% |
| CPA | Copa Holdings, S.A. | 3.9% |
| HAFN | Hafnia Limited | 3.9% |
| STNG | Scorpio Tankers Inc. | 3.9% |
| INSW | International Seaways, Inc. | 3.9% |
| CMBT | Cmb.Tech N.V. | 3.9% |
| GSL | Global Ship Lease, Inc. | 3.9% |
| ECO | Okeanis Eco Tankers Corp. | 3.9% |
| TYG | Tortoise Energy Infrastructure Corporation | 3.9% |
| ASC | Ardmore Shipping Corporation | 3.9% |
| GPJA | Georgia Power Company 5% JR SUB NT 77 | 3.9% |
| XYF | X Financial | 3.9% |
| CALM | Cal-Maine Foods, Inc. | 3.9% |
| TRMD | TORM plc | 3.9% |
| ESEA | Euroseas Ltd. | 3.9% |
| JFIN | Jiayin Group Inc. | 3.9% |
| REFI | Chicago Atlantic Real Estate Finance, Inc. | 3.9% |
HQL
Tekla Life Sciences Investors
权重
4.0%
ASA
ASA Gold and Precious Metals Limited
权重
4.0%
EIC
Eagle Point Income Company Inc.
权重
4.0%
EICC
Eagle Point Income Company Inc.
权重
4.0%
ASND
Ascendis Pharma A/S
权重
4.0%
EICA
Eagle Point Income Company Inc.
权重
3.99%
VIASP
Via Renewables, Inc.
权重
3.9%
PXS
Pyxis Tankers Inc.
权重
3.9%
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
权重
3.9%
CPA
Copa Holdings, S.A.
权重
3.9%
HAFN
Hafnia Limited
权重
3.9%
STNG
Scorpio Tankers Inc.
权重
3.9%
INSW
International Seaways, Inc.
权重
3.9%
CMBT
Cmb.Tech N.V.
权重
3.9%
GSL
Global Ship Lease, Inc.
权重
3.9%
ECO
Okeanis Eco Tankers Corp.
权重
3.9%
TYG
Tortoise Energy Infrastructure Corporation
权重
3.9%
ASC
Ardmore Shipping Corporation
权重
3.9%
GPJA
Georgia Power Company 5% JR SUB NT 77
权重
3.9%
XYF
X Financial
权重
3.9%
CALM
Cal-Maine Foods, Inc.
权重
3.9%
TRMD
TORM plc
权重
3.9%
ESEA
Euroseas Ltd.
权重
3.9%
JFIN
Jiayin Group Inc.
权重
3.9%
REFI
Chicago Atlantic Real Estate Finance, Inc.
权重
3.9%