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Investment style system / 投资风格系统10 benchmarks / 10 个指标0-100 radar scores / 0-100 雷达分

Investment Style Index投资风格指数

A reusable benchmark map for comparing investment styles across value, quality, research, diversification, costs, macro awareness, adaptation, risk, time horizon, and behavior.这是一套可复用的投资风格指标,用来比较价值、质量、研究、分散、成本、宏观意识、适应性、风险、时间跨度和行为纪律。

Important note / 重要说明 These scores are learning-oriented style maps, not rankings, predictions, financial advice, or recommendations to buy or sell anything.这些分数是用于学习的风格地图,不是排名、预测、金融建议,也不是任何买入或卖出建议。

Benchmarks / 指标

Universal Style Dimensions通用风格维度

The same dimensions can describe an individual investor, a strategy, a fund, a learning plan, or your own self-assessment profile.同一组维度可以描述一个投资者、一种策略、一只基金、一个学习计划,也可以描述你自己的测评画像。

Valuation Anchor估值锚定

How strongly price, intrinsic value, and margin of safety guide the decision.价格、内在价值和安全边际在多大程度上指导决策。

Durability Preference耐久性偏好

How much the style favors resilient businesses, assets, or strategies.这种风格在多大程度上偏好有韧性的企业、资产或策略。

Research Depth研究深度

How much evidence, verification, and first-principles work the style requires.这种风格需要多少证据、验证和第一性原理式研究。

Portfolio Breadth组合广度

How much the style uses diversification across positions, assets, or return drivers.这种风格在多大程度上通过多个持仓、资产或收益来源来分散风险。

Cost & Friction Awareness成本与摩擦意识

How much fees, taxes, turnover, liquidity, and implementation simplicity matter.费用、税负、换手、流动性和执行简洁性有多重要。

Macro & Regime Awareness宏观与环境意识

How much the style considers cycles, rates, inflation, credit, policy, and regimes.这种风格在多大程度上考虑周期、利率、通胀、信用、政策和市场环境。

Adaptability适应与修正

How readily the style updates when evidence, price action, or context changes.当证据、价格行为或环境变化时,这种风格有多容易更新判断。

Downside Discipline下行纪律

How much the style emphasizes permanent loss, forced selling, and risk controls.这种风格在多大程度上强调永久损失、被迫卖出和风险控制。

Time Horizon时间跨度

How much the style is built around patience, compounding, and long feedback loops.这种风格在多大程度上建立在耐心、复利和长期反馈之上。

Behavioral Discipline行为纪律

How much the style tries to reduce emotional, social, and cognitive errors.这种风格在多大程度上试图减少情绪、群体和认知错误。

Master profiles / 大师画像

Radar Maps by Investing Style按投资风格绘制的雷达图

The radar charts show relative emphasis in each style. They are interpretive summaries for comparison, not precise measurements.雷达图展示每种风格相对强调的方向。它们是用于比较的解释性摘要,不是精确测量。

Benjamin Graham本杰明·格雷厄姆

Defensive value and margin of safety防守型价值与安全边际

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Analytical, price-sensitive, diversified, and cautious about stories.分析型、价格敏感、偏分散,并对故事保持谨慎。

Style radar / 风格雷达
ValuationAnchor估值锚定95DurabilityPreference耐久性偏好55ResearchDepth研究深度85PortfolioBreadth组合广度70Cost &FrictionAwareness成本与摩擦意识65Macro &RegimeAwareness宏观与环境意识25Adaptability适应与修正45DownsideDiscipline下行纪律90Time Horizon时间跨度75BehavioralDiscipline行为纪律85

Warren Buffett沃伦·巴菲特

Business quality and compounding企业质量与复利

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Owner-minded, quality-focused, selective, and very long-term.所有者思维、重视质量、极度挑选,并且非常长期。

Style radar / 风格雷达
ValuationAnchor估值锚定80DurabilityPreference耐久性偏好95ResearchDepth研究深度80PortfolioBreadth组合广度35Cost &FrictionAwareness成本与摩擦意识55Macro &RegimeAwareness宏观与环境意识35Adaptability适应与修正50DownsideDiscipline下行纪律85Time Horizon时间跨度100BehavioralDiscipline行为纪律95

Charlie Munger查理·芒格

Mental models and error prevention思维模型与错误预防

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Quality-biased, concentrated, patient, and intensely focused on avoiding stupidity.偏质量、偏集中、很有耐心,并极度重视避免愚蠢错误。

Style radar / 风格雷达
ValuationAnchor估值锚定70DurabilityPreference耐久性偏好95ResearchDepth研究深度75PortfolioBreadth组合广度30Cost &FrictionAwareness成本与摩擦意识50Macro &RegimeAwareness宏观与环境意识45Adaptability适应与修正65DownsideDiscipline下行纪律90Time Horizon时间跨度95BehavioralDiscipline行为纪律100

John Bogle约翰·博格

Low-cost market ownership低成本市场所有权

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Diversified, low-cost, passive, and behaviorally humble.分散、低成本、被动,并在行为上保持谦逊。

Style radar / 风格雷达
ValuationAnchor估值锚定35DurabilityPreference耐久性偏好55ResearchDepth研究深度35PortfolioBreadth组合广度100Cost &FrictionAwareness成本与摩擦意识100Macro &RegimeAwareness宏观与环境意识30Adaptability适应与修正35DownsideDiscipline下行纪律80Time Horizon时间跨度95BehavioralDiscipline行为纪律90

Peter Lynch彼得·林奇

Knowable growth and grounded curiosity可理解的成长与扎实好奇心

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Company-specific, curious, active, and flexible across categories.聚焦公司、保持好奇、主动研究,并能跨类别灵活判断。

Style radar / 风格雷达
ValuationAnchor估值锚定65DurabilityPreference耐久性偏好75ResearchDepth研究深度95PortfolioBreadth组合广度55Cost &FrictionAwareness成本与摩擦意识45Macro &RegimeAwareness宏观与环境意识30Adaptability适应与修正60DownsideDiscipline下行纪律60Time Horizon时间跨度75BehavioralDiscipline行为纪律70

George Soros乔治·索罗斯

Reflexivity and market feedback反身性与市场反馈

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Macro-aware, adaptive, psychological, and focused on feedback loops.关注宏观、适应性强、重视心理,并聚焦反馈循环。

Style radar / 风格雷达
ValuationAnchor估值锚定45DurabilityPreference耐久性偏好35ResearchDepth研究深度70PortfolioBreadth组合广度35Cost &FrictionAwareness成本与摩擦意识35Macro &RegimeAwareness宏观与环境意识100Adaptability适应与修正100DownsideDiscipline下行纪律85Time Horizon时间跨度45BehavioralDiscipline行为纪律75

Ray Dalio瑞·达利欧

Economic machines and all-weather balance经济机器与全天候平衡

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Systems-oriented, diversified, macro-sensitive, and rules-aware.系统导向、分散、宏观敏感,并重视规则。

Style radar / 风格雷达
ValuationAnchor估值锚定35DurabilityPreference耐久性偏好45ResearchDepth研究深度75PortfolioBreadth组合广度90Cost &FrictionAwareness成本与摩擦意识60Macro &RegimeAwareness宏观与环境意识100Adaptability适应与修正80DownsideDiscipline下行纪律90Time Horizon时间跨度80BehavioralDiscipline行为纪律85

Howard Marks霍华德·马克斯

Risk, cycles, and second-level thinking风险、周期与二阶思维

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Risk-first, cycle-aware, contrarian, and probabilistic.风险优先、周期敏感、逆向,并以概率方式思考。

Style radar / 风格雷达
ValuationAnchor估值锚定85DurabilityPreference耐久性偏好70ResearchDepth研究深度75PortfolioBreadth组合广度65Cost &FrictionAwareness成本与摩擦意识55Macro &RegimeAwareness宏观与环境意识70Adaptability适应与修正75DownsideDiscipline下行纪律100Time Horizon时间跨度85BehavioralDiscipline行为纪律95