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💎The Fifth Kondratiev Cycle Recession: How to Allocate Assets
Although history does not simply repeat itself, factors such as economic cycle fluctuations, technological innovation, and the evolution of international patterns often jointly shape the future development trajectory of the global economy.
Currently, the global economy is in the recession phase of the Kondratiev cycle since 1991. Historically, Kondratiev cycles have been mainly influenced by technological revolutions and industrial changes, and the current harbinger is -led

🧰Asset allocation plan under the Kondratieff cycle (including financial insurance)
1⃣Depression period:
Gold: Appropriately high allocation.
Commodities: Focus on commodities related to long-term demand, and carefully allocate stocks: reduce the proportion, focus on monopoly, essential consumption, and innovative enterprise stocks.
Bonds: Increase high-quality bonds
Financial insurance: Appropriately allocate products with stable returns and protection functions, such as dividend insurance and universal insurance
2⃣Recovery period:
3⃣ Prosperity period:
Commodities: allocate a large proportion of commodities. Stocks: focus on information technology, oil, industry and other sectors, and reduce positions in the late stage.
Stocks: focus on information technology, oil, industry and other sectors, and reduce positions in the late stage.
Bonds: low allocation value.
Gold: hold a small amount.
Financial management insurance: adjust the allocation ratio, pay attention to products with high investment returns, and pay attention to risks.
4⃣ Recession period:
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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