Just now, two news came from the securities market. This time, has the market bottomed out?
The market index quietly rebounded when everyone was not optimistic! The real market rises very fast, because the fundraising is over, it will rise rapidly, and there will be no chance for those who are short. A real investor only wants to make a profit 5-20% of the time. How can you be on the market when it goes up?
News 1: Fund subscription is active
The net subscription of equity ETFs reached 2.633 billion last week, and has achieved net subscriptions for six consecutive weeks, with a total net subscription of 37.487 billion. Since September, some equity funds under the top public offerings have also maintained a net subscription trend.
Xiaofan's point of view is very clear. In the future, most retail investors are more suitable for funds. You don't need your approval. You can just continue to play according to your own. What I share is not to convince anyone. ! Seeking truth from facts can’t be done, looking at any problem is with a survivor bias, staring at a small probability, only after losing the principal and being ashamed of the parents and children, will they reflect.
When it comes to investing in stocks, it means that you can invest in stocks. You should have hundreds of millions of funds, and you still need to code? They think that they can invest in stocks, that is, 10,000 to 100 million, and they can invest in stocks. 20% of the year is very stressful, but they don’t know how to invest in stocks. 2 times of retracement and back to the origin, profit and loss are the same.
When it comes to value investment, it is PetroChina, and when it comes to funds, it is Ge Lan and Zhang Kun. In fact, their returns have only retreated, but they are still positive, and they have more than doubled, killing 99% of small retail investors. People who have trouble getting their money back are not qualified to laugh at them. Most funds, institutions, foreign capital, and social security have had positive returns since their establishment! In the game of chasing the rise, participating in everything is a loss. It is not the fund that falls that causes the stock to fall. It is the stock that falls and the fund falls. Understand the logic of this sequence.
News 2: Hundreds of listed companies quickly repurchase
The new regulations are immediate, increasing holdings and repurchases have become a trend, and more real money is on the way. Major shareholders, Niu San, institutions, foreign capital, social security, etc. have all recognized the bottom, but only investors think it is still the top, or still halfway up the mountain.
When it reaches the top, the main force is leaving the market. At this time, I advise you not to enter the market. It seems to delay everyone's profits. Therefore, analysts who are realistic and realistic are very tired, and it is also very irrational to share the trading experience of traders. In mid-to-long-term value investing, it is best to satisfy 90% of people's gaming emotions, otherwise, it will be thankless.
How many times has Xiaofan reminded me of overestimating risks, new energy, semiconductors, photovoltaics, liquor and other track stocks, when I peaked in a short period of time, I said so many times, and at the bottom, how many times did I insist on it? . Unfortunately, I have no memory. I am not a master, just a mortal. I only do things that are practical and realistic. I made a profit, not by playing the board, short-term, stock exchange, predicting the rise and fall...
It is to insist on doing things according to objective laws. If it goes up, I will not chase it. If it falls, I will enter the market. I have never shared the chase, and I have never shared the meat at the bottom. At the beginning of the year, the direction of the index prediction was wrong, and it also shared the relatively undervalued blue-chip stocks of the main board, the weighted index, and the stocks far away from the track. From January to March, they did not fall either. In March, the Shanghai Composite Index was 3500 points!
Has the market bottomed out this time?
There is no fear in the market. This time, 3000 points is the bottom area. In 2025, when you look back, you will be grateful to yourself! Idle money to invest, the more it falls, the more you buy it, the more it rises, the more you sell it, a good company and a good future! Stay away from 95% of stocks, including hot spots, themes, concepts, small and medium-sized caps, new stocks, loss-making stocks, reduced holdings, and most private enterprises. It is only personal style, and I share it with everyone, without anyone's approval.
My way of continuing to make a profit is to invest heavily in the index, and invest heavily in good stocks with high dividends, high growth, and high gross profit... I don't think about stock picking, I only hold stocks that I am familiar with, stock up stocks at low levels, and distribute them at high levels.
Personal opinion, not investment basis. Thank you for your likes and attention, so that you will receive updates as soon as possible next time...