2021.11.3Personal transaction records
Record the growth path of a small leek, not to seek great wealth and nobility, but to seek a big g. The principal of 200,000 yuan, the first target is 600,000 yuan, and the second target is 1.8 million. [Teeth] [Teeth] [Teeth]
Record the 14th day of an individual's transaction
1. Trading strategy, mainly based on swing operation, supplemented by ultra-short operation;
2. Hope to make a monthly profit of 6%--8%;
3. Formulate trading plans and strictly implement them;
4. Record what you think when placing an order, and make a record for the review;
5. Accept empty positions;
6. Continuously improve self-ability.
Current Gross Assets: 265723
Position: 8.3
Change in net worth: -0.84% -2244 yuan
Today's operation: Minus Nanning Sugar Industry at Fenggao; Hangfa and Jiaze at Low; Hengshun and Yili newly opened positions.
Peripheral LONGi shares may be pulled into the "blacklist" by the United States, falling sharply today, with photovoltaics, lithium batteries, energy storage, green electricity to varying degrees of killing, until the end of the half an hour with funds involved. In contrast, pork and oversold cycle performance is better, pork is the Spring Festival effect + institution left side of the warehouse, coal and other cycles are "above" shouting, coal heat control is almost over, do not have to fall every day to stop the board, the operation of bo rebound can try.
Many people sent me private messages asking: how to improve the ability to select stocks, improve the winning rate, this problem is really too big, one or two sentences can not be understood, then I will gradually update my personal more optimistic about the industry and stocks, to the right position to gradually open a position. Hope that helps.
Make a division according to each person's personality and trading frequency
1. Fixed series (low frequency operation) [sun] [sun] [sun]
The fourth quarter earnings are relatively high, the volatility is small, I prefer the Shanghai 50, CSI 300, consumer 50 and other index funds. The mentality should be Buddhist, find a relative low, and directly lie flat after buying in batches.
Second, the longitudinal ladder (high prosperity), the band is mainly [sun] [sun] [sun]
Features: The industry will have a high degree of prosperity in the next few years, give greater support in policy, have a large space for domestic substitution, and ensure performance. The movement is a bit like dancing (three in and one back).
1. Military industry. The performance of the fourth quarter and the whole year of 2021 is guaranteed, and it is expected that the performance of the military industry will continue to 2023, with an average annual growth rate of about 30%. The guarantee of performance is the modern weapons and equipment of the Chinese army. Personally, I am optimistic about Hangfa Power and AVIC West Flight.
2, new energy industry chain parts igbt. igbt is the core device of the new energy revolution, and has a high application in photovoltaic, new energy vehicles, energy storage, and industrial frequency conversion, especially under the incremental development of new energy vehicles and photovoltaics, the future demand is huge. According to the forecast of China Industry Information Network and The Leopard Research Institute, China's igbt industry will achieve a scale of 19.77 billion yuan in 2020, reaching a compound annual growth rate of 16.32%, and maintain a growth rate of about 15% in the next few years, and is expected to reach a scale of 29.08 billion yuan in 2023. The domestic igbt market accounts for about half of the global market, the share of domestic enterprises is still very small, and the domestic replacement space is huge. Focus on: Times Electric, Star Semiconductor, Silan Micro
Third, the carp stiffens (dilemma reversal), biased to the left side of the trade [Sun] [Sun] [Sun]
Because of the epidemic in 2021 was hammered, with the gradual improvement of the epidemic, the recovery of performance to promote valuation repair, which is optimistic about aviation, mandatory consumption, entertainment, tourism and so on.
1. Aviation --- Spring Airlines, Juneyao Airlines, and China Southern Airlines are basically wrapped up by GF Fund, and the institutional group is very strong.
2, the mandatory consumption ---- at this stage has been expected to raise prices better, such as milk, soy sauce, vinegar. Yili shares, Haitian and Qianhe and Hengshun vinegar industry are preferred, and individuals are more optimistic about the price increase space and valuation repair of Qianhe flavor industry. Next year's pork-based, Wen's shares, Zhengbang Technology, is expected to be next year is the year of the bottom of the pig cycle, personal speculation is expected to see a bear-bull watershed around May and June 2022; at present, the institution has begun to build a position, but the performance of the fourth quarter and the first quarter of next year will not feel too ideal.
To be continued.........
Investing is a very self-made thing, and you must have your own independent thinking process and make judgments; the review process and sharing of others can only be used as a reference.
The above is only a personal transaction record, not an investment recommendation
The stock market is risky and investments need to be cautious
