Statement:
This series of articles is only the director's personal investment record, and any views and operations in the article are the embodiment of the director's personal investment philosophy and values. It may be completely wrong and requires the reader to judge for himself and think independently!
The real money invested by the director stems from the director's personal belief in the "temperature investment strategy". And this strategy is not set in stone. As the director continues to read and think and summarize investments, the director will also grow, and the corresponding strategies will be adjusted with the times. Therefore, for any subject that appears in the article, it may be a momentary misjudgment, and it may be cut in half, or even ankle. So please be cautious when using it!
Don't say anything ... I want to be quiet ...
This week's index valuation data
The exponential temperature is obtained by calculating the mean of the median valuation indicator of the corresponding index, and then the final temperature is obtained by weighting the calculation. The table below provides market temperatures for 10-year, 5-year, and 3-year terms, with 20%, 30%, and 50% weights to calculate current temperatures. In order to comprehensively consider the changes in long-term, medium- and short-term market temperatures, we can grasp the trend of market valuation changes in a more timely manner.
Current market temperature: 1 degree.
Current open positions
The Director's holdings for the week are as follows: Broad Market Index, 24.36%, Small and Medium-sized Entrepreneurship Index, 22.39%, Strategy Index, 13.45%, Overseas Index, 7.08%, and Industry Index, 32.72%. The main reason for the large change in the proportion of investment in various indexes and the increase in the proportion of the plan is that, after repeated thinking, the director decided to adjust the classification of the China Internet 50 Index from overseas indices to industry indices.
Note that the "can be fixed" mentioned in the table only means that the temperature of the index is now below 30 degrees, as for whether to invest or not, which to vote, you need to decide for yourself, and it does not constitute a recommendation. In the same way, the meaning of "discretionary regular investment" is that the index temperature has been out of the underestimation zone, "tentative fixed investment" only means that the temperature has reached 40~70 degrees, and "can be sold" means that the temperature has risen to more than 70 degrees. It does not represent any advice, please refer to it with caution.
This week's earnings
This week's portfolio return was -6.38% (calculated by excluding the impact of capital inflows and outflows, whichever is lower), and the CSI 300 Index rose and fell by -4.63% for the week. Significantly underperformed the index.
The comparison of portfolio and index returns is shown in the chart below. (The net value of the portfolio, the net value calculated by the Tiantian Fund platform, and the point data used by CSI 300 are uniformly normalized to 2023/1/20)
This week's trading
This week, the director completed part of the regular investment as planned. The money for the festival is used to be patriotic!
Monday: GEM, 150 yuan, CSI 300, 250 yuan, photovoltaic industry, 100 yuan.
Other Investments: (Balanced Account Positions)
Monday: GEM, 250 yuan, CSI 300, 750 yuan;
The next investment plan
The market is still at a relatively low level, only buy and not sell, and you can invest according to the plan. Hey, it's a new low!
Miscellaneous
1. Investment philosophy
You can refer to the previous article of the Director:
"Perhaps the ugliest money-making posture in the stock market"
"This Time May Be an Opportunity"
Index Selection Series