Funds holding loose investors how to deal with
Funds holding white wine, photovoltaic, food, home appliances and other high-level plate appeared in the depth of the retracement of the previous two years, some of the fund, followed by a substantial adjustment, now how to do? Fund should buy or sell? I am here to organize the fund hold loose how to deal with, for your reference, I hope you have gained in the reading process!
If you think about it quietly, perhaps not so panic. The main profit of the fund investment comes from the enterprise's earnings growth, short-term emotional impact will only affect the "floating profit and loss". Therefore, as a fund investor, do not have to dwell on the white wine will not be too expensive, colored to chase the problem, and more lies in: the fund manager's management ability and the fund's investment logic whether you still agree. As for whether to adjust the direction, more should be the fund manager to do things.
Holding group disintegration of the impact of the fund
Holding group shares fell, the fund must fall?
There is a lag in the publication of regular fund reports. In fact, there is a lag in the publication of the fund's periodic report. The so-called long positions are actually the long positions of the last quarter, not the latest positions now.
Does the fund hold any of these stocks now? And what are the percentages? You'll need to wait until the quarter-end reports come out to get an accurate answer.
What exactly happens if the holdings disintegrate?
1, the index does not need to worry too much.
Merchants Securities research the past few times, the index did not appear to be a significant decline, in addition to the financial and real estate sectors hold disintegration period, the other three hold disintegration period, the overall market trend is instead upward. Although the funds are not as loose as before, but the funds are actually quite abundant, "moisture" is still available, so the index is not a big problem. It's just that it will be difficult to get the index to move up.
2, once the group disintegrated, the acceleration of the reduction of holding, holding the plate will be a significant decline.
3, in the context of the continuous establishment of funds, some new sectors will rise quickly. Recently, the issuance of new funds but did not fall at all. So many funds into the market, money does not lack. Funds are bound to look for new breakthroughs. The rise of banks, chemicals, energy has been confirmed. What other sectors have opportunities in the future?
For example, the long-dormant tourism catering, such as large financial insurance brokerage, such as some of the texture is still good in the word and so on. In addition, some new stocks will also have a lot of opportunities, there is no hedge plate, so that these plates show a different charm.
From the fund, it will be more difficult to choose the fund this year. However, you can still recognize two directions to choose, one is to choose to trust the fund manager, you can see that some fund managers before really in the group, but there is a clear phenomenon is that even if these funds four quarterly report disclosed in the white horse positions in the plunge, but the performance of the fund is still very stable, it can be seen that they have long since shifted direction. Another angle of choosing funds is to choose bullish sectors and directions, you can buy industry theme funds or related ETF funds.
Buy the fund held by the holdout stocks fell, how to deal with it?
1, first of all, it is not advisable to redeem immediately, especially on the day of the fall. If you are very sure that the fund holding a heavy position in this stock, an extremely negative event occurred, at least 2 ~ 3 down, or even more, then you can redeem as early as possible, but at present, the fund holding shares of the fundamentals of the fund is not much of a problem;
2, secondly, we recommend that investors look a little longer, short-term fluctuations to look down on a little bit from the point of view of long-term investment, it may be this time is also buy or the opportunity to invest in quality funds;
3, in addition to the relevant theme fund, it is recommended that the proportion of holdings is not too high. Due to the theme of the fund is more concentrated, and the correlation of the industry is very high, the industry was hit, the performance of the entire theme fund will also have a greater impact;
4, and finally learn to diversify your investment, do a good job of asset allocation, do not limit the funds to a single industry, it is recommended that you can configure like CSI 300, CIIC 500 and other broad-based index funds, to avoid some risk.
Is it still worthwhile to buy a fund that holds a group?
1, first of all, believe in the fund manager's choice
If you have bought a certain fund manager's products, it must be recognized that the fund manager's investment management ability.
The weather has its storms and the market has its ups and downs, and it is not unusual for stocks to go up and down.
In fact, the fund manager in the choice of each stock investment, are after repeated research, repeated evidence, well thought out.
And if the market winds change, the fund manager will also make timely adjustments to avoid letting the fund's net value have a large retraction.
Since we have chosen to "leave the professional work to the professionals", we might as well take it easy, don't let the external noise affect our investment decisions, and trust the professional judgment of the fund manager!
2, reverse investment, buy in batches
Other people fear my greed, other people's greed, my fear, if you find that the fall of the heavy stocks did not have a very big impact on the fund products, or their own ability to withstand a certain net value fluctuations, it may be worthwhile to continue to wait and see, waiting for the subsequent development of the product, or you can choose to add positions at a low level to pick up the cheap chips. After all, the short-term performance of the heavy stocks is weak, does not mean that the fund has lost the value of long-term investment.
Of course, if you are really worried about the negative impact of the volatility of long positions, from the perspective of enhancing the investment experience, you can also consider redeeming a portion of the fund appropriately, to alleviate some of the worries brought about by the volatility of the fund's net value.
3, diversified investment
No one can guarantee that he or she will get a hundred hits, if you want to get on the bus now, it is more advisable to consider Hong Kong stocks as well as some of the more balanced, pay attention to the margin of safety of the fund.
Is it still worth buying holdout stocks?
So, is it still worthwhile for investors to buy hugging stocks?
But this does not mean that the holding shares have no investment (or speculation) and money-making opportunities, this investment (or speculation) and money-making opportunities still exist. The reason for this lies in such aspects.
1, holding stocks basically belong to the category of white horse blue chips, belonging to the leading enterprises in various industries, therefore, these holding stocks on the one hand is less likely to explode, on the other hand, there is a certain performance as support. Although the performance is not enough to support the stock price, but compared with some no performance or even performance loss companies, holding stocks are also considered relatively safe. And now has entered the listed companies 2020 annual results disclosure stage, holding shares of high payout, will also constitute a gimmick holding shares speculation.
2, embracing shares are basically institutional funds, especially many embracing shares are investment funds in embracing. And investment funds holding group does not necessarily have to cash out in a timely manner, as long as the stock price held at a high level, public funds can collect management fees. More importantly, the new fund issue a steady stream, and these newly issued funds once the issue of success, you can again participate in the embrace relay. Therefore, as long as the hot new fund issuance situation remains unchanged, there will be a steady stream of new funds to join the hugging stocks, to maintain or even push up the share price of the hugging stocks.
3, public opinion will also actively for the embracing stock shouting. After all, the embracing group is the institution, even public funds, in the market which is loud and clear party A, therefore, as party B of public opinion, naturally, to advocate for party A. For example, in the face of the continued rise in the share price of Guizhou Moutai after entering 2021, another organization upwardly adjusted the share price of Guizhou Moutai positioning to 3,000 yuan, triggering the share price of Guizhou Moutai continuously attacked down two steps.
So, despite the hugging stock price has been high, but because it has the performance, capital, public opinion and other aspects of the advantages, so in the market in the year of the bull, hugging stocks still will not be lonely, there will still be a certain opportunity to make money. Especially when the hugging stocks plummeted, perhaps the market is a short-term intervention opportunity. However, due to the small and medium-sized investors to grasp the opportunity is not enough, so the small and medium-sized investors to hold stocks or wait and see.
Summary:
First, the original quality fund, even if the short-term decline, is not easy to sell.
Secondly, if you want to go to replenish the position, the direction of holding the group is not considered to go for the time being. And consider more Hong Kong stocks and some more balanced, pay attention to the margin of safety funds.
Third, for a single direction of the fund, whether it is white wine or non-ferrous metals. All remain cautious and don't chase the market.
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