Private stock ShenlinYuan live broadcast record: In the early stage of the bull market, 30% of the adjustment can often be seen, investors should be more atmospheric! (2021) Lin Yuan: Something related to the mouth is one

Private stock ShenlinYuan live broadcast record: In the early stage of the bull market, 30% of the adjustment can often be seen, investors should be more atmospheric! (2021)

Lin Yuan: Things related to the mouth are a person's basic life needs, and life is nothing more than the word "eating and drinking". Where it is related to the mouth, everyone's consumption is similar, the "amount" of consumption of people in Europe and the United States and Chinese is similar, and there are some differences in prices, but the overall difference is not much. These are some fast-moving consumer goods, and the future is easier to grasp.

"Mouth" refers to people's basic consumption, and the accounts of related enterprises are easier to calculate, so we still tend to choose such companies.

Question: Mr. Lin, when will you make plans for large-scale asset allocation? For example, real estate, stocks or some other asset?

Lin Yuan: We did not do a large class of asset allocation, 99.5% of our asset allocation allocated stock assets, and nothing else invested. For me, stocks are the best allocation option right now. Of course, we will also consider the allocation of other assets, such as Treasuries.