As moderately risk$-$averse investors, we try to minimize risk while pursuing greater returns. Our portfolio consists of seven stocks, a few bonds and funds. For allocating, we decide the stock investment accounts for $50\%,$ bonds for $8\%,$ and gold ETFs and money funds for $32\%.$

provide a brief overview of the fund, including its investment objective, style, strategy, target clients$$ risk profile and fund management team, and present the realized return $($HPR and annualized return$)$ and Sharpe ratio $($along with other evaluation measures, e$.$g$.$ Treynor measure, information ratio etc$)$ of the investment portfolio, comparing them with original targets.

list of choosing funds

a$)$ Efunds Enhanced Return Bond A $(110017)$

This fund is mainly made up of the secondary capital bonds and treasury bonds. It had an excellent performance that the return was $5\mathrm{.}03\%$ in the past three months.

b$)$ CM Enhanced Bond C $(161716)$

This fund is a pure bond fund which mainly invests in mid$-$term notes and financial bonds. The profitability is relatively good in the ranking of similar funds and the return was $2\mathrm{.}85\%$ in the past six months.

c$)$ Bosera Gold ETF $(159937)$

Gold ETF is characterized by strong liquidity and a low trading threshold. It has performed well recently, with a gain of $6\mathrm{.}87\%$ in the last three months.

d$)$ Efunds Gold ETF $(159934)$

It mainly invests in financial instruments with good liquidity, including gold spot contracts, bonds and so on$.$ The fund's return was $6\mathrm{.}9\%$ in the last three months.

e$)$ CIB Money Fund $(001624)$

This money fund mainly invests in bank certificates of deposit with a maturity of less than one year. It is low risk and has a size of over $10$ billion yuan.

f$)$ Great Wall Money Fund $(004972)$

This money fund mainly invests in bank certificates of deposit and bond repurchase.

Outlook for the holding period return:

After calculation, the total return is $26\mathrm{.}9\%.$