基金定投的属性研究  

Research on the Attribute of Fund Fixed Investment

作　　者：白浩越 李文君 BAI Hao-yue;LI Wen-jun(Jeju National University,Jeju 63243,South Korea;Kyungnam University,Changyuan 51767,South Korea)

机构地区：[1]国立济州大学,韩国济州63243 [2]庆南大学,韩国昌源51767

出　　处：《江苏商论》2023年第9期133-136,共4页Jiangsu Commercial Forum

摘　　要：基金定投是普通投资者参与资本市场的重要手段之一,本次研究从基金定投策略出发,通过定投优势、定投对比和定投止盈三个层次,探讨基金定投的现状以及基金定投的注意事项。在研究过程中提出普通投资者在基金定投过程中的认知误区,总结基金定投的四个步骤。本研究将投资者作为对象,帮助理解投资市场现状,并向市场参与者间接提供投资相关的多种启示,为基金定投策略发展提供理论基础。Fund investment is one of the important means for ordinary investors to participate in the capital market.Starting from the strategy of fund investment,this study explores the current situation of fund investment and the precautions for fund investment through three levels:investment advantages,investment comparison,and investment stop profit.During the research process,the cognitive misconceptions of ordinary investors in the process of fund placement were raised,and the four steps of fund placement were summarized.This study focuses on investors to help understand the current situation of the investment market and indirectly provide various investment related insights to market participants,providing a theoretical basis for the development of fund investment strategies.

关 键 词：基金定投 复利回报 心理账户 财富管理 

分 类 号：F23[经济管理—会计学]