Chen Hao: A shares fell below 3600 points and turned downwards, what should I do next? Investment Mindset Analysis Market Situation Analysis

If you bought a house 10 years ago, 20 years ago, it is the most correct thing to do now. But now using real estate as an investment tool, the risk is too high. Some people may ask: Aren't house prices still rising? But its upside is already very small.

In fact, what is most needed for investment is foresight. The so-called predictability refers to things that have room to rise but have not yet risen.

<h1 class="pgc-h-arrow-right" data-track="4" > investment mindset analysis</h1>

Do the points of the market matter? I don't know. I know I don't have the answer, in this regard, stock investors are also worthy of envy of futures investors, because futures investors are bullish to buy, see bad to sell, do not understand to run, do not care about bear market bull market. After crossing two markets, I found the difference between stock investment and futures investment, futures investment must be precise and accurate, while stock investment is vaguely accurate. That is to say, if we do stock index futures, we must accurately know the continuity of the current trend and the location of the reversal point, otherwise we will lose money.

And stock investment does not have to, because stock investment can be balanced between the selection time and stock selection, and there is the right to die and not cut meat, that is to say, we do not have to care about where the market falls accurately, as long as you think it is almost over, you can do it, and then go to play dead and not cut meat. Money is king in the stock market, and in a place where money is piled up, money is earned. Historical experience has proved that the first admission funds on bear tails must be professional institutions. When the shareholding of professional institutions reaches a certain scale, the bulls and bears of the stock market will be converted, and a long-term bull market will begin. As for the arrival of the bull market, whether the stock will rise and celebrate, or the index will double the national carnival, it may be possible. This is a characteristic of China's stock market.

Usually when the public is ignorant, it is the time when the institution opens a position. It can be imagined that once the market breaks out, the main upward section of the bull market is none other than it. After the main force opens a position, before the market rises, it is the best time for the public to intervene. Too early, you must endure the process of market bottoming; too late, the stock price is already high, then it is not equivalent to others taking profits you to take over? So, investing is about doing the right thing at the right time. That's what I've always argued.

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Let's be honest, the general trend of the market is up after all, there is no harm in disrupting the situation, suppress the market, and the overall retracement will help the shock slow bull to continue for a long time. Not afraid of shocks, the most feared is the mad cow, once the mad cow is crazy to a certain extent, it is impossible to do business, and it is normal to look at the retracement in the medium and long term.

In this market, small and medium-sized investors are always saying that I buy stocks with low price-earnings ratios, which is not the case according to investment science. A high P/E ratio in a mature market should be given to a great company, indicating that it has good growth and will be greater in the future, so you must buy this stock at a higher premium now and let it sell to you, otherwise you can't buy it, so the P/E ratio is high. Some people say what growth sex says? "Small" has growth! Wrong, "small" is going to be eliminated. In a fully competitive market economy environment, oligopolys will naturally form, and the smaller it is, the more difficult it is, which is the economic rule. In the end, only core blue-chip stocks can be invested in a capital market for a long time.

I will only give you a conclusion, compared to Wall Street people say that the S&P 500 index has only 20 stocks, then China's CSI 500 is better, the exact number of 26, these 26 meet the very loose core blue-chip standards. How do you say public funds are mixed? It's hard not to buy these 26. How to pick the remaining 474? So in the end, young fund managers can only look at the financial statements, and only invest according to the financial statements. The older the fund manager, the more paranoid, playing with value plays value, playing growth is playing growth, playing track is playing track, so that most fund managers are disdainful of the right side of the smashing plate.

Finally, you can continue to look at the evolution of the market: is the small ticket reversing the pattern of rising more and falling less? Is the big vote gradually being bottomed out? Is it that the sooner it falls, the more it will be ahead of the bottom? ...... As for wine, do not dare to stand on the platform, you are willing to hold for a long time, you must adhere to the concept - long-term holding to make long-term money, you have to accept the drawdown, the reason is that high yields are beaten, can you make money without being beaten? This is a matter of course.