Wealth _ professional financial self-media platform
Recommended 6 articles for you
      Last seen here, click refresh
        736Article
        Active semiconductor concept
        1144Article
        Military prominence
        789Article
        Liquor stocks are active
        72 hours click ranking One week click ranking
        • 1 These funds were squandered in the first half of the year and can be properly followed in the second half of the year.
          "The winner is the loser", the fund is no exception. When the performance is good, you can hold the altar; when you lose money, you will not be shit. The following funds have performed well in the past and have received many honors. However, due to various reasons, the performance in the first half of the year was not satisfactory, and it was all kind of being spit. I will give you an analysis. I. Huaan Strategy Optimization / Huaan Dividend The above chart is the trend chart of Huaan Strategy for the most recent year and half year. To be fair, the performance is not so bad. Even the worst performing first half, it still outperformed the Shanghai and Shenzhen 300 Index. What caused investors dissatisfaction was mainly the newly released Huaan bonus list in January this year. At the time of the fund's issuance, the Shanghai Composite Index was at a stage high of 3,500 points. After the fund was established, Yang Ming took a quick turn.
        • 2 Excessive performance is amazing, my index is quantified!
          This year is the Lunar Year of the Lunar New Year. If all kinds of investment strategies also have zodiac signs, then this year should be the birth year of the quantitative fund. why? Because... Alpha dog... ah. Of course, this is just a piece of it. In the past few years, the quantitative investment has attracted more attention due to the dog-dog war that caused the widespread onlookers of the Google Alpha Dog. In fact, we don't need to use myths or labeling to quantify the investment, but the mysterious coat is faded, and the quantitative investment is really a hot and interesting world. 1. If the mysterious quantification is summarized in one sentence, the quantitative investment is: using modern statistics and mathematical methods to find a variety of “high probability” strategies and laws that can bring stocks up from massive historical big data. And on this basis, comprehensively into factors and model programs, the most
        • 3 Hedge funds with outstanding performance can still buy?
          Are Alpha (α) and Beta (β) just Greek letters in mathematics? No, it also represents a strategy and benefits in the investment field. Fund income = alpha income + beta income + residual income (residual income is a random variable, the average is 0, negligible) Alpha income is the income brought by the fund strategy, that is to say, the part that exceeds the market income; beta income is the market income That is to say, the gains brought by the market's rise. It can be roughly understood that the active public fund mainly relies on the fund manager's active decision-making, and strives to earn more than the market average to obtain the alpha income; while the passive public fund, or index fund, focuses on the market to obtain the beta. income. Hedge funds have performed well this year, A shares are not overall
        • 4 I am afraid of "old"? We invited seven young people to talk.
          Recently, the discussion on the “Retirement Target Fund (TDF)” in the circle (public fund company) has been heated up. This is a new kind of financial product, and strives to help the people to prepare the layout of the old-age assets in advance from the perspective of investment. A number of fund companies have already declared that the pension fund is ready to go! Everyone is busy collecting/collecting old-age related materials and data. But after thinking about it, as a "manufacturer" selling funds, do we really understand the real thoughts of investors at the end of the product (endowment fund)? What do young people feel about “nursing”? Are they afraid of getting old, worrying, imagined their old life after retirement... To this end, Xiaoou and his colleagues interviewed seven young people of different ages.
        • 5 [Bond knowledge] Phase 6: What is the difference between interest rate bonds and credit bonds?
          Source: 30% off life said interest rate debt (#^.^#) here to share two bond funds, to stop stepping on the thunder: one is Jinying Tianrui short-term debt C ​​(005011) key investment with good liquidity of short-term debt The subject matter securities (the remaining period is not more than three years), and such assets are not less than 80% of the non-cash fund assets, do not invest in equity, warrants and other assets, nor invest in convertible bonds or exchangeable bonds, which are expected to be lower risk. , but the expected return is higher than the fund type of the money fund. In the past month, the increase was: +0.87%, which is equivalent to earning 87 nests per month (the deadline: 2018.7.25), which has far exceeded the freight index. The other is the interest rate debt issued by the Golden Eagle Yuansheng Bond E (004333) in the main investment country.
        • 6 [Daily Quick Review] 20180727 Fixed investment layout bottom area
          I. Market Overview Today's market still lacks the admission of incremental funds. From a structural point of view: 1. The state-owned enterprise concept stocks are relatively good. The first meeting of the state-owned enterprise reform leading group held a hot spot, and the state-owned enterprise concept stocks once strengthened; 2. The financial sector was active. It has been weakened by financial de-leverage and has been weakened. Now that the uncertainty of boots is eliminated, and the benefits of monetary, credit, and fiscal policies are fully relaxed, the market’s pessimistic expectations for bank asset quality are expected to be greatly eased. The sector gradually showed a configuration value. 3. The consumer sector is expected to be in the future. On the one hand, we should be aware of the pressures and risks that we may face in the future. On the other hand, we should differentiate ourselves to look at the sub-sectors. In the short term, the effect of market group consumption may be weakened.
        • 7 What is the performance of the fund? These indicators are related to your "money way"
          How do the fund performance look the most comprehensive and objective? The old reveals today to introduce you to several commonly used indicators, and the base friends can make a reference. After the recent disclosure of the fund’s interim report, there have been many discussions on the performance of the fund. Many people think that high yields and high rankings mean that the fund performance is good. In fact, this is largely misled by various performance rankings. At present, almost all fund performance rankings on the market are actually simple yield rankings. It is a matter of amateur players to use the simple and rude rate of return to fund performance. If you are really responsible for your own "money route", at least Know how the fund's performance is the most comprehensive and objective? The old reveals today to introduce you to several commonly used indicators, and the base friends can make a reference. Basic version: unit net worth, tired
        • 8 In the 13 months, 200% of Fuling mustard has been sold, how is the performance of the fund that bought it?
          Original: MT has a base manor / three pounds in the first half of the stock market to adjust and decline mainly, on December 29, 2017, the Shanghai Composite Index closed at 3307.17 points, on July 23, 2018, the Shanghai Composite Index closed at 2895.54 points, this year the Shanghai Composite Index has fallen 488.78 Point, the decline reached 13.53%. However, a listed company, Fuling mustard, has undergone adjustments and has risen against the trend. On June 2, 2017, the stock price of Fuling mustard was 9.93 yuan. After that, the stock price hit a record high. On July 16, 2018, the closing price was 29.98 yuan, which was more than 200% compared with the stock price of 9.93 yuan. Seeing this increase, if I say that I don’t envy people who buy low, it’s definitely a fake. After all, it’s a real yuan! Although not caught
        • 9 Listening to the fund manager | GF Fund Li Yaozhu: optimistic about US stocks, not afraid of "10-year crisis"
          In the eleventh issue of this year, the old mother-in-law "listening fund manager" came. Show the fund manager's style in all aspects, highlight the insights of fund managers, and present the thinking of professional investors with truthful words and vernacular words. This issue is from the fund manager of the GF Fund, Li Yaozhu. Li Yaozhu, who manages many QDII funds such as GF Nasdaq 100 and Guangfa Shanghai Hong Kong Deep Start, how do you think about the trend of US stocks? Please see the interview between Lao Niang and Li Yaozhu - Li Guangzhu's resume: Mr. Zeng, a stock trader of the Central Trading Department of Guangfa Fund Management Co., Ltd., a researcher of the International Business Department, an assistant to the fund manager, and a GF-Asia Pacific High-yield Bond Securities Investment Fund Manager (from August 23, 2016 to November 9, 2017). Current GF Fund Management
        • 10 The strength of the French team is overwhelming! What is the foundation of the fund company?
          Original: In the overall return of the active equity fund in the first half of the year, Bank of Communications Schroder ranked first among the 30 billion asset fund companies, and its active debt base is also very good, ranking 100 billion fund company The four World Cups in Russia have just come to an end. Relying on a group of young teenagers, the French team with many attack points and team battles, they eventually became the winners and won the Hercules trophy for the second time. And Messi's Argentina, Neymar's Brazil, C Ronaldo's Portugal, these teams around the superstars are out early. Idol football and individual heroism are giving way to team football. "Team combat is the king of the king" - this is also a universal law of the development of things, the world's football field constantly interpreting the truth, in the public foundation
        • 1 After the underestimation, this section will repeat history!
          The CSI 500 is undervalued. Entering the bottom of the history, the CSI 500 Index has a valuation percentage of only 1.3% in the past three years. The valuation percentage in the past five years is only 0.9%. The valuation has entered the bottom of the history. Source: Eastern Fortune Choice data, as of July 9th, 2018, history is always strikingly similar, others fear my greed. The two big bottoms of CSI 500 in history are November 4, 2008 and December 4, 2012. Both occurred in a market environment where transactions were very light and sentiment continued to be sluggish (the volume of the two-month period was only 18% and 16% of the historical average), and then the CSI 500 opened the upswing mode. As shown below.
        • 2 [Recommended position this week] 20180723 Policy spring breeze or warming up market
          First, the market pre-judgment this week (1) The general trend of judgment: the long-term relatively optimistic, medium-term shocks and bottoming views remain unchanged. 1. The trade issue is likely to escalate. In general, the disturbance or escalation of trade issues will be a medium- and long-term event, and investors are advised to be mentally prepared. 2. The policy introduced to give market confidence. The market rebound or difficult to continue as expected last week was mainly due to the poor economic data in June and the second quarter. What was more than expected was that the relaxation of the policy was faster than expected, so the market rebounded last Friday. At present, it is slightly optimistic in the general trend, because there are clear marginal changes in the policy, and it is believed that there may be more easing policies in the future. The direction of the policy is clear, and it is undoubtedly to give confidence to the market. (II) Opportunities in the sector: optimistic about consumption and
        • 3 These funds were squandered in the first half of the year and can be properly followed in the second half of the year.
          "The winner is the loser", the fund is no exception. When the performance is good, you can hold the altar; when you lose money, you will not be shit. The following funds have performed well in the past and have received many honors. However, due to various reasons, the performance in the first half of the year was not satisfactory, and it was all kind of being spit. I will give you an analysis. I. Huaan Strategy Optimization / Huaan Dividend The above chart is the trend chart of Huaan Strategy for the most recent year and half year. To be fair, the performance is not so bad. Even the worst performing first half, it still outperformed the Shanghai and Shenzhen 300 Index. What caused investors dissatisfaction was mainly the newly released Huaan bonus list in January this year. At the time of the fund's issuance, the Shanghai Composite Index was at a stage high of 3,500 points. After the fund was established, Yang Ming took a quick turn.
        • 4 Pharmaceutical stocks and pharmaceutical base: cold or dry mix?
          The investors who bought the pharmaceutical stocks panicked, and the market value of 50 billion a day was transpired from Shenwan Biomedical; the fund manager of the heavy stocks of pharmaceutical stocks was anxious, and the related products fell by 4% in one day; the brokerage researchers who tried to maintain stability were Tear off, the communication analyst asked the vaccine to "close the tmd stink"; trying to use the suspension to escape the "culprit" of the plunge, stupid, long-lived creatures were forced to resume trading after the afternoon of the afternoon, the bottom of the market, the fate of the market Or not far away; in the medical stocks around the storm eye, the mother-in-law, even the Chinese medicine and medical equipment have encountered the "decapitation of the public"; the foundation of the medical fund, stunned, between the clearing and bargain-hunting impulses . ←The above landscape will continue to be inertia in the short term. → Let us talk about the next pharmaceutical stocks and pharmaceutical base. What should we do?
        • 5 Excessive performance is amazing, my index is quantified!
          This year is the Lunar Year of the Lunar New Year. If all kinds of investment strategies also have zodiac signs, then this year should be the birth year of the quantitative fund. why? Because... Alpha dog... ah. Of course, this is just a piece of it. In the past few years, the quantitative investment has attracted more attention due to the dog-dog war that caused the widespread onlookers of the Google Alpha Dog. In fact, we don't need to use myths or labeling to quantify the investment, but the mysterious coat is faded, and the quantitative investment is really a hot and interesting world. 1. If the mysterious quantification is summarized in one sentence, the quantitative investment is: using modern statistics and mathematical methods to find a variety of “high probability” strategies and laws that can bring stocks up from massive historical big data. And on this basis, comprehensively into factors and model programs, the most
        • 6 Hedge funds with outstanding performance can still buy?
          Are Alpha (α) and Beta (β) just Greek letters in mathematics? No, it also represents a strategy and benefits in the investment field. Fund income = alpha income + beta income + residual income (residual income is a random variable, the average is 0, negligible) Alpha income is the income brought by the fund strategy, that is to say, the part that exceeds the market income; beta income is the market income That is to say, the gains brought by the market's rise. It can be roughly understood that the active public fund mainly relies on the fund manager's active decision-making, and strives to earn more than the market average to obtain the alpha income; while the passive public fund, or index fund, focuses on the market to obtain the beta. income. Hedge funds have performed well this year, A shares are not overall
        • 7 I am afraid of "old"? We invited seven young people to talk.
          Recently, the discussion on the “Retirement Target Fund (TDF)” in the circle (public fund company) has been heated up. This is a new kind of financial product, and strives to help the people to prepare the layout of the old-age assets in advance from the perspective of investment. A number of fund companies have already declared that the pension fund is ready to go! Everyone is busy collecting/collecting old-age related materials and data. But after thinking about it, as a "manufacturer" selling funds, do we really understand the real thoughts of investors at the end of the product (endowment fund)? What do young people feel about “nursing”? Are they afraid of getting old, worrying, imagined their old life after retirement... To this end, Xiaoou and his colleagues interviewed seven young people of different ages.
        • 8 [Bond knowledge] Phase 6: What is the difference between interest rate bonds and credit bonds?
          Source: 30% off life said interest rate debt (#^.^#) here to share two bond funds, to stop stepping on the thunder: one is Jinying Tianrui short-term debt C ​​(005011) key investment with good liquidity of short-term debt The subject matter securities (the remaining period is not more than three years), and such assets are not less than 80% of the non-cash fund assets, do not invest in equity, warrants and other assets, nor invest in convertible bonds or exchangeable bonds, which are expected to be lower risk. , but the expected return is higher than the fund type of the money fund. In the past month, the increase was: +0.87%, which is equivalent to earning 87 nests per month (the deadline: 2018.7.25), which has far exceeded the freight index. The other is the interest rate debt issued by the Golden Eagle Yuansheng Bond E (004333) in the main investment country.
        • 9 [Daily Quick Review] 20180727 Fixed investment layout bottom area
          I. Market Overview Today's market still lacks the admission of incremental funds. From a structural point of view: 1. The state-owned enterprise concept stocks are relatively good. The first meeting of the state-owned enterprise reform leading group held a hot spot, and the state-owned enterprise concept stocks once strengthened; 2. The financial sector was active. It has been weakened by financial de-leverage and has been weakened. Now that the uncertainty of boots is eliminated, and the benefits of monetary, credit, and fiscal policies are fully relaxed, the market’s pessimistic expectations for bank asset quality are expected to be greatly eased. The sector gradually showed a configuration value. 3. The consumer sector is expected to be in the future. On the one hand, we should be aware of the pressures and risks that we may face in the future. On the other hand, we should differentiate ourselves to look at the sub-sectors. In the short term, the effect of market group consumption may be weakened.
        • 10 "Value Investment, Oriental Winner" Oriental Red Shanghai Hong Kong (002803) Observation Report
          It has not been updated for a long time, and the market is in a state of turmoil. It is busy with the review and health care activities of fund accounts with colleagues and clients. Some of my friends' fund accounts may have floating losses, but the combination is healthy, and the survival of the fittest can be a little bit. Waiting for the market to warm up, some of the friends’ fund accounts have suffered serious losses, while the varieties are mixed, or the good bases for making money are redeemed and left. A bunch of products that don't know until the Year of the Monkey, or active management products, grading products, instrumental products, and theme industry products are stupid and unclear, and no one is going to give advice. You can only choose the "ostrich strategy." The fund's formal rating evaluation agencies have, but may not be easy to use. I have also written several articles to sort out ideas and recommending tools. I don't think it is systematic and difficult to continue. At the same time, fund analysis is inevitably affected.
        Rogue video recommendation Don't like it? Change it