2022.2.10 Holding Diary, can the fund make up positions today? Every day at about 2:30 p.m., a base diary is released, and the diary only records my summary and experience, and is not used as any investment

2022.2.10 Holding Diary, can the fund make up positions today?

Every day at about 2:30 p.m., a base diary is released, which only records my summary and experience, and is not used as any investment advice and reference.

Today's market to come out is really maddening, one day at a time

Regarding the pressure to face a short-term pullback, there was a hint in the diary yesterday

The characteristic of the current market is,

1, the rotation is fast, the sustainability is poor, the emotions of running on a shot spread, speculation and wait-and-see emotions are strong, which is very unfavorable to the healthy development of the capital market.

2, the cyclical defense hedging plate is sought after, although the resource plate is now rising well, but, affected by the international linkage and domestic policies, these plates are not too easy to grasp, stocks can also fast in and out, the fund is difficult to operate.

So how does the fund work?

1, do not chase the rise and kill the fall, the attributes of the fund is not suitable for the current market.

2. Control the position of the light warehouse, waiting for the intervention and guidance of the policy.

3, the heavy position of the plate, medicine to take the way of weekly investment, medicine since it has stepped on the thunder can only lie flat, the plate is indeed a bit incomprehensible, high kill, low continue to kill, has not been able to analyze from the fundamentals and technology, wait for the annual report in mid-March to see.

4, do not intervene in the popular tracks of the past, such as new energy and semiconductors, for the time being, let the bullets fly for a while.

At present, the pattern of Shanghai's strength and depth and weakness can be fixed, and large positions should not be operated for the time being.

I am routinely investing in military industry and liquor today, Ning Wang fell sharply today, and tomorrow or led the market to make a restorative rise.

The above is a personal opinion, for reference only, profit and loss at your own risk. #基金 #