Source: Wind, Haomai Institute. Time period: 2018.1.2-2024.04.30
Today (2024/05/07) the market temperature is 35.06°C, after the recent strong rebound in the stock market, the market temperature has also risen rapidly, and it has fallen into the neutral range, and everyone can maintain their positions.
First, the real review
As of 2024/5/6, the floating loss of the real market has reached 1.98% since the opening of the position in June last year.
In the real position, there are 7 funds that have risen by more than 2 points in the past week, Penghua Hongjia and Dacheng Jingheng, two small and micro cap style funds, have rebounded with small-cap stocks in the past week, and the rise of these two funds is also good, in addition, such as the Southern Transformation Growth and Dacheng High-tech Industry, this balanced fund, although the fund manager has a strong ability to select stocks, although there is no single pressure on a certain industry, the recent rebound effect is also very good.
After the disclosure of the annual report, the investment research system of our Haomai Fund Research Center has gradually updated the position data after the annual report.
Let's take a look at the asset allocation first, after penetration, stocks account for 72%, bonds account for 16%, and the overall stock position is moderate.
Data source: Haomai Fund Research Center, data as of 2024/5/6
From the perspective of market capitalization style, the real market is still growing on the large market, and the small and medium-sized caps all add up to about 16%, and the rest is the large market accounting for almost 55%, which refers to the net value ratio, because we still have assets other than stocks, so all the styles do not add up to 100%, which is the same in the latter industry proportion.
Data source: Haomai Fund Research Center, data as of 2024/5/6
In terms of industry proportion, the electronics industry accounted for 7.51%, followed by food and beverage accounted for 6.12%, machinery and equipment and medicine and biology accounted for more than 5%, and the proportion of power equipment that was relatively high when we first established a warehouse has fallen to the sixth place in the industry proportion, accounting for 4.54%.
Data source: Haomai Fund Research Center, data as of 2024/5/6
The current largest heavy stock is Moutai, there are 4 funds in this target real market, and the second largest heavy stock is CATL, which also has 4 funds with heavy positions, and the advantage of choosing a fund is that while diversifying risks, it can also be held to a certain extent by adding up the targets that many fund managers are optimistic about.
Data source: Haomai Fund Research Center, data as of 2024/5/6
The whole position penetrates, it can be seen that the current allocation of the smart real market is still relatively dispersed, the risk is not too concentrated in a certain aspect, and the overall market is still more biased towards the growth of the market, and in the past few years, the proportion of technology, medicine, new energy and other directions will be a little higher, which is also more in line with our logic of low absorption.
As I told you in the last review article, we are looking for an opportunity to replace the small and medium-sized caps of Guofu with the part of Guofu's fundamental selection, which can be matched with Hong Kong stocks.
At that time, the short-term rise of Hong Kong stocks was more and the probability of a callback was larger, so it was not replaced immediately, and today Hong Kong stocks did begin to callback, and there were many friends in the group who asked me if I wanted to take advantage of today's decline to buy, my opinion is that there is a high probability that the callback is not in place, and we need to wait, we are also looking at the timing of the change of funds, and will go to the position of the short-term callback of Hong Kong stocks and then choose to replace, the probability is just these few days, you can pay attention to the news in the real market.
This article is the original of Haomai Academy, if you need to reprint it, please indicate at the beginning of the article that it comes from "Haomai Academy". Without authorization, no media or individual shall reprint it in whole or in part, otherwise it will bear the corresponding legal responsibility.
Disclaimer: The content of this article is based on public information research and does not constitute investment advice. Investors should make prudent decisions and bear risks independently.
Earn while learning, just buy the studio, for more content, you can follow @haomai workshop