2024 Basic Investment Guide: Keep in mind the three major views of fund value investment
It's time to summarize at the end of the year again, and many friends want to review and plan for the next year. Especially for many novice friends, how to better invest in fund management?
A few days ago, the live broadcast program launched by Ant Finance Community - "Ten Questions of the Year", specifically for the real problems of the people in the financial community of shareholders to answer questions, the program invited Jing Lei, general manager of Harvest Fund, Hou Hao, fund manager of China Merchants Fund, Yang Delong, chief economist of Qianhai Open Source Fund, and other big coffees, and invited Yang Tianzhen as a substitute for the people, to ask questions to fund companies, fund managers, and financial community V.
Yang Delong, chief economist of Qianhai Open Source Fund, shared his experience on this issue, he said, when buying a fund, first, we must adhere to the long-term doctrine of the fund, the definition of long-term investment is that more than 15 years of investment is called long-term investment, that is to say, you have to look at a complete cycle, some time ago I and Mr. Lin Yuan, conducted a connection, at that time on this topic of discussion, he I think I agree with this point of view, that is, you can not use short-term investment to verify whether the investment method is correct or not, to adhere to the long-term investment of the fund, observe the complete cycle to verify。 Judging from the past 10 years, most of the funds have outperformed the index, and they have also outperformed most investors, even if you look at the past 5 years, it is basically the same.
Second, choose a fund with a value investment philosophy. The number of funds is relatively large, and the good and the bad are mixed, so when choosing a fund, carefully screen, so that the chances of winning may be greater. Because when the market falls, good companies will also fall, and the fund manager will bring the entire allocation value to the people.
Third, it is necessary to follow up a curve of the active fund index, so that the external environment and endogenous valuation can be used to judge the current stage position, so as to better assist in the judgment and related operations of genes.
In addition, the live broadcast program also interpreted the issues that the people are concerned about, such as "who is making money in 2023", "what will happen to the market in 2024", "how will the new energy vehicle sector be", etc., if you are interested, you can search for "Ten Questions of the Year" on Alipay, and watch the full version of the live broadcast content of "Ten Questions of the Year#A股明年哪些机会值得关注". #
