Since the beginning of 2020, the stock market has become a little different from history, and it is no longer the same ups and downs. As of June 5438+February 18, 2020, the Shanghai Composite Index rose by 1 1.63%, and the Shanghai and Shenzhen 300 Index rose by 22.47%.
If you only look at the market index, it seems that it has not risen in 2020. However, let's take a look at the index differences of various industries:
It can be seen that the index increase of all walks of life is very different. The biggest increase was 80% for food and beverage, 70% for new energy vehicles, and-10% for the real estate and aviation industries at the bottom.
In other words, it is no exaggeration to choose the right industry as a bull market and the wrong industry as a bear market.
In addition, let's look at another data:
By 2020, 65438+February 23, there will be 54 funds with double annual income. There are 69 funds with a return of 90%-99%; There are 123 funds with returns over 90%; There are 260 funds with income exceeding 80%; There are 509 funds with income exceeding 70%;
Even if I hold 30% of my income in my hand and compare it with others, it is not worse than the average, twice as bad. Will you regret missing this structural bull market in 2020?
In fact, you can never predict whether the next structural bull market will appear. If you don't grasp the present and miss the good harvest opportunity, when the black swan comes, your profit will be unable to resist the risk.
Therefore, we must not blindly trust the so-called star fund managers. Behind the fund is the fund manager, and behind the fund manager is the stock he invests in. Even Taurus fund managers can't reverse the decline in performance if they are in the wrong direction in the plate layout.
Second, a concept: the fund is a kind of financial management, a long-term financial management product, not used to chase up and down.
Looking forward to 202 1, I think the next 10 will be the golden age of Public Offering of Fund, China. Why do you say that?
The trend of the times is irreversible. Let's compare our future competitors, developed countries and the United States:
What is the GDP size of the US stock market? It is about 1.5 times. The size of the entire fund in the United States is close to 80% to 90% of the total GDP. At present, the scale of funds in China accounts for less than 20% of the total GDP, while that of Public Offering of Fund in the United States is $25.7 trillion, that of Public Offering of Fund in China is about $2 trillion, and that of the United States is 10 times that of China. As the second largest economy in the world, the total GDP of the United States is only 1.4 times that of the United States.
I personally tracked 42 stocks for a long time. These 42 stocks are basically medium and long-term bull stocks, mainly from industries such as consumption, medicine, medical care, science and technology with outstanding growth and strong performance certainty, and meet the following four conditions: (1) The return on net assets for more than 5 consecutive years is greater than 20%; (2) The gross profit margin has been above 30% for more than 5 consecutive years; (3) The net interest rate is greater than10% for more than 5 consecutive years; (4) Three-year net profit, net asset growth, reasonable PB and reasonable market value, which can be shared if necessary. As usual, old places and small circles will choose the most valuable stocks for you to follow. (WeChat) Search: aecc9785 notes 42, a rare layout opportunity, seize the best boarding opportunity.
Furthermore, China's industrial GDP ranks first in the world, with the largest and most complete industrial system in the world, and our GDP will rank first in the future. China's economic strength is very strong, and China's financial market will keep pace with the United States in the future, which is a historical trend.
History will not disappear, it will only repeat itself. Incremental funds will bring higher return on investment to investors who enter the market earlier.
It can be seen that China Public Offering of Fund will have great development potential in the future, and this potential will bring sustained and strong:
In 2020, the total scale of fund public offering has reached 18.6 trillion yuan, an increase of 3. 1 trillion yuan compared with the beginning of the year, 20% more than the sum of 20 18 and 20 19, and nearly twice as much as that of 20 15 leveraged bull market.
In other words, the first year of the fund has been formed, and the trend is very strong. McKinsey's research shows that from 2065438 to 2025, Public Offering of Fund, China will maintain a compound annual growth rate of 18%.
If the fund insists on fixed investment and chooses the right industry, it will gain a lot from a macro perspective.
Third, investment funds can't just copy their homework. Learning to choose a fund is the last word.
For funds, performance is everything, and making more money is the last word. Although past performance does not represent the future, 202 1 is not bad for industries that can maintain a certain level for a long time.
Investment funds, choose industries, not for a long time. I predict that 202 1 is still a structural market. Only by choosing high-quality plate layout can we obtain excess returns.
As we all know, only by investing in A-shares and following the national policies can we get good returns. Then, according to the eight tasks deployed by the National Economic Work Conference, let's see what hot spots are worth starting with:
1. new energy: this meeting emphasizes "vigorously developing new energy", including wind power, photovoltaic and new energy vehicles. Of course, among the three industrial chains, wind power is relatively less concerned, and the new energy vehicle sector is undoubtedly the most concerned, with great opportunities in the future.
2. Self-controllable technology: This piece mainly benefits from science and technology sectors such as semiconductor chips, software, artificial intelligence and quantum technology. One of the biggest opportunities is in the field of semiconductor chips.
3,5G, big data: 5G communication, the performance in 2020 is not satisfactory. For the first time in the first half of the year, the communication ETF quickly reached the short-term goal of 10. However, since the second half of the year, the overall technology has been relatively sluggish, especially the communication ETF has been falling. At present, the short-term has basically bottomed out, and now the risk of buying is not great.
4. Big consumption: This has always been the focus of long-term investment. Recently, the large consumption sector represented by liquor has performed strongly, and it is a relatively certain choice to choose large consumption funds in the medium and long term.
5. Pharmaceutical industry: You may think that the increase in 2020 is too high, but the pharmaceutical industry is one of the few industries worthy of long-term attention. Perhaps the market will worry that the centralized procurement and medical insurance negotiation in the pharmaceutical industry will definitely have a certain impact, but it will not have much impact on the excellent nature of the pharmaceutical industry. In the final analysis, medical insurance negotiations are only to reduce those artificially high drug prices.
In short, no matter how good the fund is, it must be bought at the right price or at a lower price to earn more money. Many people lose money in investment funds for many reasons. Even if I give you the investment target, you may not be able to make money. To put it bluntly, investment is the realization of cognition. If you only know one code, you are likely to invest in the same fund. I make money by investing and you lose money by investing. Therefore, before investing in 202 1, we must thoroughly study and understand before reinvesting. Because no one can rely on luck and others to recommend investment for decades and succeed.