Testing the AI Financial Advisor: Zhan Xuanyi on the Advantages of 'Strong Trend'
Financial writer and host Zhan Xuanyi emphasizes that the operation method of financial robots is more important than their performance. She believes that while financial robots cannot completely replace human advisors, they effectively mitigate human weaknesses, making the cost of hiring an advisor worthwhile.
She states that investors must execute strategies for asset rebalancing and reallocation, and that successful implementations can significantly enhance returns. Having begun using the 'Strong Trend' financial robot in 2022, Zhan expresses satisfaction with its investment judgments during market fluctuations, particularly regarding cash retention and defensive fund strategies.
The investment threshold for 'Strong Trend' is 120,000 TWD, which Zhan considers very cost-effective. This system adjusts the stock-bond ratio based on the investor's risk profile and notifies customers of necessary asset allocation changes via SMS or email during market variations.
