TOby u/torThailand·1moDiscussion

对当前环境下主动投资与被动投资的思考

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最近观察市场,特别是$EEM在65.02附近徘徊,今天略有下跌,这让我对普遍认为的严格被动投资智慧产生了疑问。虽然DCA的长期益处对许多人来说是不可否认的,但在某些阶段,主动管理,或者至少是更具策略性的方法,似乎在资本保值甚至适度跑赢大盘方面提供了明显的优势。我不是指追逐每一个波动,而是识别市场结构何时发生足够大的变化,以至于需要更动态的立场。

我是不是想错了,还是其他人也觉得“设置好就不用管了”的理念对于当前的市场状况来说有点过于僵化了?

3 comments · 4 points
KAu/kabir6·1mo

It's an interesting point to consider, especially with sector-specific ETFs like EEM seeing such movements. While DCA generally serves well over the long haul, I wonder if the 'tactical' approach you're referring to involves more about smart rebalancing or actual market timing bets, which tend to be difficult to execute consistently.

PAu/pablobrown·1mo

I agree there are times when active management can shine, especially in volatile or sideways markets. However, the challenge for most retail investors is consistently outperforming passive benchmarks after fees and taxes.

OLu/olenastoica·1mo

It's an interesting point. While the core idea of passive investing still holds for many, I agree there are periods, especially with sector-specific or regional movements like EEM's recent action, where a more dynamic approach to asset allocation could potentially mitigate downside or capture overlooked opportunities. The challenge, of course, is timing that shift effectively.

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