The stock market is risky, and investment needs to be cautious;
Focus on the big trend and live up to the good times.
The market fell sharply today, with nearly 4,000 stocks opening and trading, with a median of -2.8%. That said, half of the stocks fell more than 2.8 percent.
Originally, I didn't have any hope for the market before and after the National Day, so I didn't feel any disappointment. Even, the first two days of the market performance exceeded expectations, today such a correction, but feel more solid in the heart.
Tomorrow will be the last trading day before the National Day holiday. According to the convention, it is also necessary to discuss the topic of holding coins or holding shares for the holiday. In fact, there is not much to discuss, stock speculation to stare at the fluctuations of a few days such details, to say too tired in the light, to say sad in the heavy.
I myself am still about 80% of the relatively heavy position, the reason is that I have been saying before, the market trend is here, the volume is relatively large, you can properly take some risks, should not be too low because of too much consideration of the short term and the position is too low.
The post-holiday market is likely to remain volatile for a period of time. The reason is also what has been said in the past few days, on the one hand, consumption is difficult to reverse quickly, on the other hand, the cycle is over, fortunately, liquidity is expected to be OK, so the market may experience a balance and momentum.
For investors with a calmer mentality and better patience, the next step may be a good layout period.
A friend asked that the CSI 500 index has recently fallen so much, can we buy more? Grasp this myself, I am not selling or buying, I will consume it first. I speculate in stocks, not so many operations.
Last Saturday, when the roadshow was live, I also chatted about some of my views on investing. Roughly speaking, invest in a high and far-sighted manner, and don't look around for opportunities. Once you go around looking for opportunities, you stand too low.
To lay out and capture one or two of your own beliefs in logic. Then, keep repeating and keep doing the deep work.
Dare to look down on the market. I said a little allusion:
In that year, Chairman Mao went to Chongqing for negotiations and published an old poem, "Qinyuan Spring and Snow", which caused a sensation. After Chiang Kai-shek read it, he was anxious and invited a large group of literati and inkers to write poems and fill in the words, trying to compare "Qinyuan Spring and Snow", but in the end he could not pick out a song that could be done.
Why? None of these literati and inkers can have the boldness of Chairman Mao and the height of Chairman Mao. Standing at a much lower starting point and level to go up, naturally there is no comparison.
How did Chairman Mao see the snow scene? Looking inside and outside the Great Wall... Mountain Dance Silver Snake, original Chi wax elephant, want to compete with the Heavenly Gong Test! How does Chairman Mao view history? Count the popular characters, and look at the present dynasty! You can feel this momentum.
There is also "Nian Nu Jiao Kunlun", "Ande leaned on the heavens to draw the sword, cut Ru into three sections, one section left behind, one section gave beauty, one cut back to the Eastern Kingdom, the Taiping World, and the world with this cool and hot.". This means that by cutting this mountain into three sections and throwing it in three places, the world will be too peaceful and cool and hot.
We should do the same when we make investments, and we must stand higher and look farther. If you always sell garlic today and sell onions tomorrow, it means that you hope that the investment income is linear. But the investment income is normal is not linear, wait a long time, channel a wave, wait a long time, channel a wave, is what it should be
Overall market trend score: 6.2 points, volatile market. The rating range is 4-9 points. The lowest 4 points indicate short-term oversold, the highest 9 points indicate short-term overswing; 8.0-8.5 points are the overall bull market in the market, and 4.5-6.0 points are the overall bear market.
Strongest stage index: None. Short-term mid-term operations try to buy only the stocks in the strongest index. If the "Strongest Stage Index" is "None", the short midline is selected to rest.
At present, the main positions are: about 45% of the 500 ETF, about 18% of the Kechuang 50 ETF (once a month), and about 20% of the INDIVIDUAL stocks and other industry ETFs. At present, the overall position is 80% long and waiting for the opportunity to increase the position.
Hit the new allocation: a large bank stock in the Shanghai market, a large real estate stock in the Shenzhen market. Hit the new main allocation of high dividends, low valuation, low volatility of large-cap stocks, not to profit as the goal.
Soon to enter the holidays, I will not write more. Have a good rest during the National Day, and report to you on the stock market situation and financial news outside the holiday on the evening of October 7. See you when the time comes.~