如果可能的话以建立100%的资金水平开始，然后小心的将资金分配到防御股仓位。

Start by building cash levels to 100%, if possible, and then carefully re allocating capital into defensive positions.

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市场转换也能为资金退出热门仓位并分配资金到那些在此期间跑赢大盘的有利可图的市场集团指明道路。

Rotation also lights the way as funds exit hot plays and allocate capital to niche market groups that can outperform during these periods.

youdao

一个解决办法是分配60%到优质公司的关键仓位，而另外的40%则实施一个中期的交易策略。

A solution is to have a 60% core positions in quality companies and allocate the other 40% to a medium term trading strategy.

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