Reduce investment volatility: Yuanta Investment Trust’s board of directors believes that the “0050+0056+00713” combination is the most stable

[Reporter Zhang Huiwen/Report from Taipei] The Taiwanese stock market is like an angry god. In just one month, it has gone from 50,000 to below 40,000. Many retail investors have been scared out of their wits. Liu Zongsheng, chairman of Yuanta Investment Trust, suggested at a recent symposium that many investors will only When looking at "return rate", "volatility" is often ignored. For example, if Yuanta Taiwan 50 (0050) is matched with Yuanta High Dividend (0056), coupled with the high dividend and low volatility of Taiwan stocks (00713), the volatility of Taiwan stock investment can be reduced.

After this wave of stock market crashes that dropped by nearly 10,000 points, many 0050 investors recently discovered that the return on their holdings had doubled, but now only 50% remains, and even the original profit turned into a small loss. Liu Zongsheng believes that in fact, 0050 paired with 0056 plus 00713 is the best investment configuration. If the investment proportion is divided into three equal parts, and the investment period is as long as 9 years, the return rate of the investment portfolio will exceed 416%, and the volatility will be effectively reduced to 15.5%.

He believes that this combination is to prevent investors' book investment returns from suddenly falling sharply when the Taiwan stock market encounters a stock market crash. The correct investment concept is to "first focus on not harming the body (losing money), and then focus on efficacy (rate of return)", providing the public with more choices.