Continue to invest in the car, is there still hope for the stock market?

Today (2024.01.22) is Monday, and every Monday is our scheduled fixed investment day, and our family has issued 2 partial equity fund investment advisory portfolios and 0.3 partial debt fund investment advisory portfolios according to the weekly strategy.

The market adjustment, to say that there is no trace of worry, it is deceiving, after all, what the future will be, itself has a great deal of uncertainty.

But that's investment! Who can be absolutely sure that their decision is necessarily right? It's all risky.

The reason why Brother Sheng has always insisted on it is two simple common senses, first, spare money always has to be allocated, and cash is likely to outperform inflation;

Second, in terms of the allocation of large types of assets available in China, the stock market may have more advantages than real estate, and the stock market is generally in the bottom area.

Since I entered the market at the end of October 2007, I have experienced three rounds of major cycles, including this is the fourth, after the previous three rounds of cycles, my assets and career have changed significantly, I believe that this fourth is another opportunity for me.

You can also say I'm path dependent, maybe this time is really different!Okay, I'm right, after all, no one knows what the future holds?

The plan I advocate and practice is only a choice based on my analysis and research, although I firmly believe that it is right, but whether it is right or not can only be left to the future.

On the market, the Shanghai Composite Index fell 2.68%, the ChiNext Index fell 2.83%, and the trading volume of the Shanghai, Shenzhen and Beijing markets enlarged to 805.5 billion (Wind, 2024.01.22);

Judging from the changes in trading volume and index, there should be panic orders and leveraged funds forced out.

I watched a few more exchange groups, and everyone in the investment group was wailing, and there were occasional optimistic voices; in the non-investment group, some people began to express their disappointment with A-shares and their disdain for A-share investors, but fortunately, I have not taken the initiative to communicate with others about investment, otherwise it would be too embarrassing.

Let me talk about some of my thoughts on the market, I hope it will help you get out of the predicament.

First, the nature of adjustment

External pressure is one of the triggers, and in essence it may be that the old and new economies have shifted gears, and the new economic restructuring has not yet been completed.

I thought that might be the essence of the adjustment.

Of course, there are also many problems that restrict economic development and the health of the market, and we hope that they can be corrected so that the market and the economy can develop benignly.

Second, what is the current state?

The above picture is today's Wind heat map, except for insurance, it is basically adjusted, and the sentiment of the market can be seen.

中证500期货2022.07.25---2024.01.22，Wind

Judging from the point of 4645.6 points of CSI 500 futures after the close, the gap with the spot point is larger than usual, and it can no longer be viewed rationally (Wind, 2024.01.22).

Judging from the communication and exchange of the forum, it has become a very common phenomenon to question the logic of bullishness, question how big V is, and question public funds;

Judging from the information in all aspects after the market, the pressure on leveraged funds is huge and there is a certain risk.

In a word, the current state is irrational catharsis.

3. Where is the future direction?

The time is almost up, and I can't finish writing, so I'll talk about it briefly.

First, the stock market is one of the main channels for maintaining and increasing the value of Chinese residents' assets in the future, and the historical trend will not change.

Second, under the stock economy, there is still growth, and the growth of the hard technology field should still be highly valued;

However, do not underestimate people's pursuit of quality of life and quality of life, medicine and consumption are unavoidable topics;

The extreme decline of Hong Kong stocks caused by various factors will also breed big opportunities.

Third, indexation, combination, and specialization are the trends of investors participating in the capital market in the future.

That's all, get through it, brothers, exercise your body, adjust your mood, maintain your cash flow, and prepare for the next round of market cyclical reincarnation.

I am silent, insisting on research and analysis of funds every day,

One investment observation and reflection on each trading day,

One "Fund Review" video on each trading day,

Weekly strategy report is published every Sunday,

Maintain efficient communication and exchange at any time, and a fund investment advisor who insists on working hard to improve research capabilities.

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Tips: This article does not constitute investment advice, the market is risky, and investment needs to be cautious.

The managed fund investment advisory services are provided by Yinhua Fund Management Co., Ltd. Regular investment is a simple and easy way to guide investors to make long-term investments and average investment costs. However, regular investment does not avoid the inherent risks of fund investment, does not guarantee investors to obtain returns, and is not an equivalent financial management method to replace savings. The portfolio recommendations may include fund products managed by Yinhua Fund and fund products managed by other fund managers. Investors are advised to carefully read the relevant agreements, business rules and strategy prospectus before using the fund portfolio service, fully understand the details of the portfolio and the fund allocation of the portfolio, and confirm that the portfolio meets their own risk tolerance, investment horizon and investment objectives. Investors investing in fund investment advisory portfolio strategies should follow the principle of "buyer's responsibility", on the basis of a comprehensive understanding of the risk-return characteristics, operational characteristics and suitability matching opinions of the fund investment advisory portfolio strategy, choose the appropriate fund investment advisory portfolio strategy based on their own circumstances, make investment decisions prudently, and independently bear investment risks. Yinhua Fund does not guarantee that the fund's portfolio strategy will be profitable or have a minimum return, nor does it make a commitment to protect capital. The risk characteristics of a fund's portfolio strategy are different from those of a single fund product. Past performance of investment advisory services is not indicative of future performance, and the income generated for other investors does not constitute a guarantee of performance. The fund investment advisory business is still in the pilot stage, and there is a risk that the fund investment advisory institution will not be able to continue to provide services due to the cancellation of the pilot qualification. Funds are risky and should be invested with caution.