The rate of return in the most recent year
2007- 10- 12 58.07%
At the end of 65438+February last year, the net value of the Fund was 1.0420, 2008-114, and the net value was 0.45 1 1. I want to know how many copies you bought. You can use the fund calculator to calculate your loss.
Guangfa Jufeng: an active fund that can be held for a long time
Guangfa Jufeng (net position) was established on February 23, 2005. With its successful investment operation, it became the fund with the best performance in 2006, with an annual net growth rate of 144. 1%.
Quickly and accurately judge the opening position.
Looking back on the investment operation of the fund in 2006, the success is mainly manifested in the words "quick opening and accurate judgment".
Yi Yangfang, the fund manager of Guangfa Jufeng, has rich experience and accurate judgment. When the fund was established, it happened to be the time when the stock market turned from bear to bull and the bulls just looked up. The funds were quickly distributed in the stock market. By the time the first quarter report of 2006 was published, the fund's stock position had reached 87.438+0%.
Throughout the investment operation in 2006, the Fund has always maintained a bullish view on the stock market outlook. The investment positions of stock assets in the second quarter, the third quarter and the fourth quarter were 90.38%, 92.58% and 89.29% respectively. At the same time, the Fund does not invest in bonds, and always maintains about 10% of highly liquid monetary assets on the books, and adheres to the large-scale asset allocation strategy of attacking and retreating.
In the first half of 2006, the fund adopted the strategy of "investing in scarce goods", with consumer services, independent innovation and resources as the main investment directions. In the annual investment, the fund adopts a long-term holding strategy for food and beverage, wholesale and retail trade; For metals, nonmetals, real estate and other industries, the investment strategy by stages can be adopted, and the term can be increased or decreased, so as to create the maximum income as much as possible in the process of flexible investment.
Judging from the investment situation of individual stocks, the stocks that the fund has invested in and still holds, such as Kweichow Moutai (Quote Forum), Salt Lake Potash (Quote Forum), Suning Appliance (Quote Forum) and Baoti (Quote Forum), all performed well in the bull market in 2006, which fully shows that the fund has high stock selection ability.
Moderate scale deserves continuous attention.
The scale of the fund was 65.438+0.3/kloc-0.60 billion shares when it was established, and 65.438+0.47 billion shares at the end of 2006. After more than a year of successful operation, the scale of the fund has only increased. According to relevant historical research data, the fund belongs to the best state range of scale/income in the current market, that is, funds with a scale of less than 5 billion shares usually have a higher probability of achieving better performance. Therefore, funds with good historical performance records and relatively moderate scale, such as Guangfa Jufeng, are relatively more valuable for investors to focus on.
Second, whether to recover the loss.
It is very painful for anyone to see the current market and watch their funds being swallowed up bit by bit ~ ~ But we still have to think about how to minimize our decline, don't you think? So now let's rationally look at what we should do!
1. Analyze the reasons for the decline of your fund.
There are many reasons for the decline in the net value of funds, which may be the deterioration of the market or the decline in the management level of fund companies. There are also many cases of net value decline, which may be temporary or long-term. When the net value of the fund falls, the first thing you should do is to analyze and judge carefully, because different reasons and situations should have different ways to deal with it.
If the decline in the net value of the fund is due to major changes in the fund management company, and there is no sign of improvement in the short term, then you should consider selling the fund.
However, if the net value of the fund falls because the market situation has changed, then you'd better not make a hasty decision, because the market changes are unpredictable.
The securities market is a rising market, with fluctuations and risks in the short term, but the long-term trend is consistent with the fundamentals of economic development. Under the long-term upward trend, it is difficult to grasp the short-term fluctuations of the market. You should treat the short-term fluctuations of the market with a normal mind and pursue the stable appreciation of capital through long-term investment.
2. Besides redemption, what are the strategies after the loss?
Fund conversion and moderate Masukura may be both options.
At present, most fund management companies that manage more than three funds have opened the conversion business of their different funds. If investors buy a fund with poor performance and another fund with good performance, they can consider switching. Another common situation is to switch from high-risk varieties to low-risk varieties when the market fluctuates greatly, and quickly switch from low-risk varieties to high-risk varieties when the market rises. The cost of conversion is lower than that of subscription and redemption.
Under the current circumstances, if investors are not satisfied with the positions of their investment funds, they can also consider adding positions moderately.