Summary of actions for the week
"Monday" "Grid Strategy" sells a copy of the Oil and Gas Extraction Index (US XOP) at 98.28
"Friday" "Stocks" sold Wing On Futures (600927) at 38.00
Buy three Hang S ETFs on Friday (On-Exchange - Stock Account 159920, OTC - Fund Account 000071)
"Friday" "PA Plan" to buy a Hang Seng ETF (on-exchange - stock account 159920, OTC - fund account 000071)
Earnings updates
This week's equity soared +0.45% to 1.0137 -> 1.0168. During the same period, the CSI was 300 +0.39%. Victory.
Since its inception, the splash fund has a net value of +1.68%. During the same period, the CSI was 300 -1.46%.
Year-end dream talk
Take stock of Splash Investment's current asset allocation today, and we will also usher in 2022 with this allocation. Behind the configuration is the current idea of splashing.
This is as of last week, I have made a big category of statistics on the current configuration. There have been some changes in the last week, but not much impact.
1. Part of the Fund:
At present, the A-share active fund and the US-Hong Kong active fund add up to 43.5%. Distributed among the four private equity funds, it is managed by these four fund managers.
Private fund positions are not public, so I don't know the specific composition. Not discussed today.
In addition, A-share index funds, US-Hong Kong stock index funds, and bonds add up to 27.0%. The specific position classification is as follows:
Because there is a hand of ICs in this position (a large proportion of CSI 500), so I removed this hand of ICs and looked at it again, which will be closer to the real situation:
Indeed, for some time to come, I am optimistic about the Chinese Interconnection and Hang Seng Index, which have been killed very badly this year. At the same time, I think that investment advisory is a good means of public investment in the future, and you can also pay attention to it.
Related investment methods can follow these two posts:
Engaged in a newcomer investment advisory group (20211212 Week49-3)
Think about it, bet (20211221 Week51-1)
The CSI 500 is smaller and more resilient than the CSI 300 component stock market. Therefore, if you are optimistic about the long-term improvement of the CSI 300, the CSI 500 usually has a larger fluctuation range (but also be careful, the fluctuation can be down or up).
The media industry is even more interesting. The moment when the A-share market started in July 2020 was the pinnacle of the media industry. In the six months when the enthusiasm of the whole people was high, the media industry poured down all the way, without nostalgia, and did a solid fall for a whole year.
From this picture, you can see it. 1.093 is July 2020, 0.658 is August 2021... Almost waist chopped... Then after another two months of shocks, it now seems to be gradually coming out.
Therefore, China Internet / Hang Seng Index / Investment Advisory / CSI 500 / Media Industry, I have reviewed it and think this ratio is good. Continue to hold, the problem is not big.
China Internet / Hang Seng Index, if it continues to fall, I will increase my position as planned. The investment advisor is set on a monthly basis.
2. The stock part.
A shares + US and Hong Kong stocks accounted for 19.5% of the total. Compared with the fund, the proportion seems to have been very small. However, from the perspective of the overall asset ratio, I think that the 20% share of stocks is still on the high side, and the investment in stocks may continue to be reduced in the future.
Because I think that essentially investing should be left to professional people (e.g., fund managers). I don't think I have the ability to pick the right stocks for a long time.
The current 20% is more about testing one's judgment of the industry & a handful of companies. Entertainment-oriented.
The five major stocks in the stock segment are:
Yes, I like these five too.
3. Finally, let's talk about bonds & cargo base & cash.
This segment currently represents 6.0% of total assets. This part is very problematic. The reason is that the proportion is too low.
I firmly believe that no cunning hunter can fight a clever fox.
So, no matter how "mature" we have established investment solutions, no matter how "full" our risk expectations are, they still do not represent our understanding of the world. Moreover, in reality, most of the time we just think of ourselves as mature and sufficient.
And since Mr. Trump was elected President of the United States in November 2016, we have seen too many absurdities to confirm this statement.
It is still necessary to reserve 10%-20% of low-risk assets. Looking back over the past year, I think that buying heavily after many opportunities have emerged, and not sticking to this line, is actually the most failed operation in the direction of investment...
In the first half of next year, I will raise the bond & cargo-based & cash segment to the 10%-15% range.
Good. Standing on the tail end of the last few hours of 2021, I don't have much to say to my friends who invest in Splash.
I wish us all a safe and secure 2022 and a smooth investment.
But to make the Dragon City fly will be, not to teach Humadu Yin Mountain.
2022 Splash with you. We'll see you next year
Splash Investment updates an investment log every Tuesday/Thursday/Sunday.
In addition to regular updates, logs that used to be elsewhere will be gradually moved.
If you agree with my views on wealth management, please pay attention to "Splash Investment" (the same name on the internet).
In particular, I hope to give you a little reference on your investment road.
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Splash Investments Begins First Advisory Transaction (20211116 Week46-1)