Source: Wind, Haomai Institute. Time period: 2018.1.2-2024.5.15
Today's (2024/5/15) market temperature is 29.82°C, back to the greedy range. Recently, the good buy thermometer has been hovering around this temperature, and the whole market looks at it, and it is not very cheap now, but it is expensive and far away. If the position is high, it is recommended to see more and move less, and if the position is insufficient, you can consider increasing the position in case of a callback. In addition, although the market temperature is not low, the rise is structural, and the valuation is still at a low level, and it still has a high cost performance.
First, I want to be lazy
Last week (5.6) was the first week after the holiday, and only a few TMT-related industries in the A-share market fell, while others rose, and the market made money very well.
I want to be lazy about the underlying products, whether they are fixed income or equity, whether they are domestic or foreign, all of them are rising. Among them, overseas wins rose by 2.4%, and have contributed 6.31% to the portfolio during the year, and Niu Jibao also contributed more during the year, with 7 points, up 2.29% last week.
Data source: Haomai Research Center, Haomai Research Society; The weekly data time range is 2024/5/6-2024/5/10
So far this week, the market has continued to rise. As of yesterday's close, the latest yield of the portfolio is -0.88%, but due to the lag in the performance of FOF and overseas wins in the real market, the current portfolio profit and loss does not include these two days. The following chart is the cumulative income trend since the establishment of the real market, and the red position in the chart is the position of the real market to increase the position twice, and now it seems that it has been added to a very good position.
Data source: Haomai Fund APP, as of 2024.5.15
If there is a very, very worthwhile opportunity to increase positions in the future, we will also remind you in the real circle, everyone remember to join the Muqing core fund circle and keep up with our dynamics.
Second, I want to be stable and real
The fixed income real market departs once today.
Previously, the fixed income real market only partially completed the opening of positions, that is, the one-time purchase of pure bonds, the fixed income + fund first built a 40% bottom position, and then chose the opportunity to buy in batches within 3 months.
Today, we will buy a fixed income +, buy 10% of the total planned investment amount, and allocate five fixed income + funds in equal proportions. At the end of this launch, the real pure debt part is 100% completed, the fixed income + part is 60% completed, and the total investment progress of the real offer is 80%.
If you have not yet entered the group, remember to join the Muqing core fund circle, and we will release the departure and position adjustment information in a timely manner, as well as answer everyone's doubtful real questions.
In fact, today's departure also implies a position adjustment, that is, the pure bonds of China and Canada in the portfolio have been replaced by Huaan Anpu.
However, in fact, the fixed income real market has not been replaced for the time being. Because the redemption fee is waived only after holding the Sino-Canadian pure bond for 6 months, and the real order has been established for a short time, a 0.1% handling fee is required to sell at this time, and for the bond base, the fund manager's personal impact on the fund is small, so we are ready to observe first, and if there is no accident, we will change it after holding it for 6 months.
So what should investors who follow us do in real trading? There are three scenarios:
1. I bought it completely with us before, that is, the pure debt part was all bought, and the fixed income + part was bought by 40%, so this time we will operate according to the second departure in the following table (note: the second purchase amount is 10% of the total planned investment amount), that is, add a part of the fixed income +.
2. Although some students followed us to buy, they added a lot of their own ideas, for example, the pure debt part did not build a position at one time like us, but chose to build a partial position, then you can buy the pure debt part at any time, and the remaining position of the pure debt can be given to Huaan Anpu, and the pure debt that has been bought can be considered to be the same as us.
3. If you have not started to buy a fixed income real order so far and are ready to open a position, you can follow the first departure operation in the table (note: the first purchase amount is 70% of the total planned investment amount). That is, the pure bond of China and Canada has nothing to do with you at all, and you can directly open a position according to the fund in the table.
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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.
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