Common sense of how to choose an anti-falling fund
Everyone should like it, but the anti-falling fund has to be listed in a blue-chip company with excellent performance, so how to choose an anti-falling fund? The following small series will analyze it for everyone.
At present, anti-falling funds are turning their eyes to blue-chip listed companies with large market value and excellent performance. The valuation level of such stocks has reflected the expectation of stage tightening and the impact of refinancing. From the perspective of financial innovation of stock index futures and margin trading, it will bring positive stimulus to both the stage allocation demand and the long-term business growth of key industry sectors. Therefore, proper allocation of anti-falling funds is another choice to prevent systemic risks.
When it comes to funds that resist falling when the stock market plummets, it seems that "you can only see who is swimming naked when the tide is low". In 21, when the investment environment was extremely complicated, the investment style of the fund industry quietly changed. At the end of the year and the beginning of the year, the fund collectively misjudged, and the cross-year market did not arrive as scheduled. The market in the second quarter that the fund generally expected also frequently changed. The rebound of the weight plate due to the introduction of stock index futures and valuation repair was often "short-lived".
at present, lightening positions and adjusting the structure have reached a * * * understanding in the fund industry. In this process, the ability to capture market opportunities and select individual stocks has become a "sharp weapon" for fund managers of major fund companies to overcome the market and surpass their opponents.
The whole investment environment this year will be mainly reflected in the seesaw of "economic recovery and policy tightening". If the economic recovery is better than expected, the central government will tighten the policy; If the economic recovery is lower than expected, the central government will slow down the pace of policy tightening.
structural investment opportunities will be the characteristics of this year's stock market. As a long-term strategy of the government, economic restructuring will provide development opportunities for a large number of emerging industries, especially in the fields of consumption, service, scientific and technological innovation, energy conservation and low carbon, and regional economy.
The reason why the anti-falling fund can resist the market decline is to focus on the adjustment of economic structure and the development of emerging strategic industries, select individual stocks within the whole market, and deeply explore the investment opportunities of industries and individual stocks in the volatile market.
It is worth noting that a number of medium-sized fund companies, with their flexible advantages, have made a tight encirclement in their performance this year. According to the statistics of Galaxy Securities Fund Research Center, as of April 26, the average net growth rate of 184 standard equity funds was -3.37%, and only 52 funds have achieved positive returns this year, accounting for less than 4%.
analysts believe that the flexible operation style and relatively small scale of medium-sized fund companies have gained great advantages in the volatile market environment. Based on its moderate scale and flexible investment strategy, medium-sized fund companies can better grasp the opportunities in the volatile market.
This year, the stock market will be a volatile market, and there will be no trend ups and downs. Judging from this, for a long time to come, the seesaw effect of maintaining economic growth and compressing asset bubbles will continue, and the market will maintain a volatile pattern for a long time, so the control of positions becomes less important. What is important is the choice of structure and stock varieties.
in the economic transformation, this year's investment opportunities will mainly be industrial structural opportunities, such as medicine, consumption and electronic information sectors represented by TMT, while avoiding cyclical stocks represented by real estate and nonferrous metals, and allocating some high-quality stocks in the region.
It is worth noting that since the beginning of this year, blue-chip stocks with low valuation have fallen instead of rising, but the increase of small and medium-sized stocks involved in emerging industries is "not the highest, only higher". In this case, many fund managers are lost in confusion and self-doubt, and a group of fund managers who once looked forward to the "big blue-chip market" have to start to revise their expectations.
This year, it is very important to choose between small and medium-sized stocks with high valuation and blue-chip stocks with low valuation. At present, some companies with high growth still have investment value. The key is how to select companies with high performance growth from many target companies, so as to "lurk" ahead of time and obtain excess benefits.
The reason why anti-falling funds beat the market is that they adopted conservative investment strategies, controlled the positions of stock assets and effectively avoided systemic risks. In the process of the stock market's upward fluctuation, the top-down strategy was used to focus on the allocation of large-cap cyclical stocks such as finance, real estate, steel, coal and machinery. After the fine-tuning of the credit policy, the transition to bottom-up investment in growth stocks. The accurate judgment of trends and the combined use of strategies have become an important guarantee for anti-falling funds to obtain ideal positive returns in a complex market environment.