What is the Screw Index Fund portfolio?
The Screw Index Fund Portfolio is a fixed investment portfolio of the Egg Roll Fund platform under Snowball. The green undervalued varieties in each fixed investment valuation table are equivalent to a basket of low-valued index fund fixed investments, so buy The combination is equivalent to buying a basket of low-valuation index funds, which saves you the trouble of calculating regular irregular numbers and manually buying one by one.
In terms of fees, the Screw Index Fund Portfolio, like other fund portfolios, only charges the sum of the normal handling fees when purchasing a single fund, and there will be no additional fees.
Screw Index Fund Portfolio Investment Strategy
This is a low-valuation index fund portfolio. Every time a fixed investment is made, the portfolio chooses mainly broad-based indexes to ensure that under any circumstances , the combination will not suffer a devastating blow. In addition, if the outstanding industries such as consumption, medicine, and pensions enter the low valuation, they will also consider buying. If the industry is too segmented, it will not be considered because it is very Subdivided industries may not necessarily have strong sustainability, and the industry may disappear.
How to invest in the Screw Index Fund Portfolio
Screw is a fixed investment every Tuesday. On the day of the fixed investment, you can get fixed investment purchase reminders through push notifications, service accounts, etc. You can refer to the determination of the monthly investment amount. The amount of the screw is multiplied by a coefficient. For example, if the coefficient is 10%, then 10% of the screw's funds will be copied for each fixed investment. If you have a sum of idle funds on hand, you can generally make fixed investments in batches over 20 months. For example, if you have 100,000 yuan of funds on hand for fixed investment, then you can follow the investment at a rate of 10% per week, so you can probably invest between 10 and 100,000 yuan. It is also good to complete the investment allocation in 20 months and then hold it until the bull market. The Screw Index Fund portfolio is mainly based on low-valuation index funds. It is a long-term investment plan. It is suitable for following investments with funds that will not be used for 3-5 years. If you want to buy, you can only start investing from the first phase of the portfolio. That’s it. Every Tuesday, the low-valuation index funds in the portfolio that are suitable for fixed investment will be updated every Tuesday. Screw combinations need to be purchased manually on a regular basis, and investment can be made on a weekly or monthly basis.
What are the benefits of buying mutual funds?
(1) The manager selects the funds to enter the portfolio
This is the most prominent advantage of the portfolio fund. The manager of the portfolio fund is called the manager and works for a certain fund company. Fund managers, and fund managers who can act as managers are the best among fund managers. There are excellent fund managers who can help you select high-quality funds that meet the strategy from thousands of funds in the market based on the base portfolio strategy. Save money. It eliminates the trouble of selecting funds from the market like looking for a needle in a haystack, and the selected funds are more strategic and planned than individual investors, and are also higher-quality funds.
(2) One-click purchase of a basket of funds
You can purchase a basket of funds with one click through the fund portfolio. If you have clearly defined your investment goals or risk tolerance, then Just choose a fund portfolio that suits you. The one-click purchase of the fund portfolio is more convenient and faster, and can achieve the purpose of good diversification of investments.
(3) Dynamic position adjustment reminder for adding positions to buy and taking profit to sell
Those who can buy are apprentices, and those who can sell are masters. Selling is more important than buying during the fund investment process. Important, because when to sell determines whether you can make money and how much money you can make. In the process of fund investment, we also need to adjust the plan in a timely manner according to the market conditions, take profits at reasonable points, adjust positions, etc., and The fund portfolio can help you solve these technical difficulties. After buying the fund portfolio, notifications for the portfolio buying and selling and position adjustment operations will be sent through SMS, APP, WeChat service account and other channels. You can perform corresponding operations according to the prompts.