$SSE Index$:
(1) Hot news broadcast: analysis at the end of the market, judging the market outlook.
The old stock was reminded at the end of Thursday, and the market will be personal on Friday tomorrow
Shanghai Composite Index: Today, driven by the cyclical category, the index formed a rebound trend on the upper moving average, and the Shanghai Composite market remained strong but belonged to the rising index market, which is expected to pull back tomorrow Friday.
$GEM refers to $: The GEM rebounded from the overfall, the rebound performance was weak, and it is expected to bottom out on Friday.
The current personal trend idea is: the idea of entering the market at the bottom of the A-share industry sector, selling high and absorbing the band low
Short-term thinking: the recent position is 850,000 (including current and bond-based positions of about 60,000), and the total position this year is 3 million.
(3) Personal Position Strategy:
Today's Position Increase:
(1)$Guolianan Value Selection Mix$(019430)(Add 3000 yuan)
Personal Plan:
(1) Guolianan value selection is committed to sustainable, low drawdown, long-term higher investment returns, starting from growth, valuation, competitive advantages of the industry pattern, etc. Mainly in terms of value investment, the direction focuses on cyclical sectors, consumer sectors, power, military industry, electronics and other growth sectors, plus some Hong Kong stocks with high cost performance.
(2) At present, the A-share market is at the 3,000-point line of the Shanghai Composite Index, and the ChiNext is at the 1,700-point area. It belongs to the bottom range of the annual valuation in the past ten years, and for the current historical undervaluation position, with the growth rate of the domestic economy picking up, the trend of medium and long-term economic development has improved, and the secondary market has the advantage of the upward trend of the center of gravity from the fundamental point of view.
(3) At present, for the cyclical, consumption, and growth sectors, I personally plan to establish a bottom position tracking at the current bottom low entry allocation, the fundamental advantages of economic recovery, and the layout of value investment style sectors at the bottom patiently.
(2) $ Taixin Medical Services Mixed C$ (013073) (1000 yuan for additional positions)
Personal plan: medical services are the main hot tracks in the six categories of medicine, and medical care is divided into medical services and medical devices, which is a strong sector in the pharmaceutical category. The pharmaceutical category entered a correction period in mid-March and is now returning to the bottom box range in February. For the medical trend, the trend belongs to maintaining a relatively strong trend. I personally plan to increase my position and enter the market low today, and distribute the entry at the historical bottom of the medical sector. Spread out the average price of the position, and wait patiently for the market to recover and pick up.
(3) $ChinaAMC CSI All-Index Real Estate ETF Linked C$ (008089) (Add 1,000 yuan)
Personal plan: The CSI real estate sector is the main weighted sector of the A-share cycle and a pillar industry of the national economy. At present, the real estate industry has been in a stage of bottoming up for the second time since seeing the lowest position in five years in February, although the upward trend has not yet started to pick up, but with the economic range, land prices around the country will pick up. I personally plan to increase my position at the bottom of the historical low to increase the CSI Real Estate Index, spread out the average price of my position, and patiently wait for the bottom to turn upward.
Daily Regular Investing Section:
(1) $ Guojin Huiying Pure Bond C$ (006760) (increase position by 1000 yuan)
Personal plan: Guojin Huiying pure bond bond belongs to the category of long-term bonds in the pure bond market, and the center of gravity of the trend trend direction has steadily shifted upward. The current A-share market has failed to strengthen and is in a weak cycle, and the adjustment of long-term bonds in the pure bond market in March has ended, and the bond market has begun to restart the process of steady upward movement. To improve the defense of my position, I personally choose to deposit my live money in pure debt positions, and part of my position in medium and long-term bonds.
(2)$Huatai Pinebridge NASDAQ 100 ETF Connection (QDII)C$(019525) (Add 1000 yuan)
(T+2,יהוה, יהוה)
Individual plan: The NASDAQ-100 index is the main index of the technology category of US stocks, and it is the vane index of the technology category of the global foreign market. At present, the Nasdaq 100 index covers the entire Nasdaq industry chain, and the recent downward correction in the U.S. stock market is mainly due to the rebound in inflation data, and the expectation of interest rate cuts due to secondary inflation may be postponed. I personally plan to increase my position in the U.S. stock Nasdaq Technology after the recent correction today, and I expect the U.S. stock market to rebound after the bearish data lands.
(3) $ Wells Fargo CSI Xinhua News Agency National Brand Engineering ETF Connect C$ (014407) (increase position by 1000 yuan)
Personal plan: The national brand project of CSI Xinhua News Agency is the main component of domestic consumption and the main pillar industry of domestic economic recovery. At this time, domestic demand consumption entered the undervalued range. My personal plan is to enter the market at a low level in the event of a pullback, increase the proportion of consumer holdings in A-shares, and patiently spread out the average price of the position. Wait for the bottoming out market to come.
Today's part of reducing the position and falling into the bag:
(1) Debang Cycle Select Mix (profit 1%, take profit and other next opportunities)
(2) Southern Dividend Low Volatility 50 Index C (profit 8%, take profit a quarter, leave three-quarters and then plan to come back)
List of current positions: At present, the real market has been opened, you can click to view it by yourself. Thank you for your long-term likes, comments and support.