Early bull market
The call of bull market must be the rebound of blue chips first, and the rebound of blue chips will push the index out of a substantive breakthrough. Therefore, buying blue-chip stocks, brokers and diversified finance on a large scale in the early stage of the bull market is the first choice. Don't ask me why I prefer brokerage and diversified finance, because the brokerage and diversified finance at the bottom of A-share history have already ushered in the daily limit of the sector. You didn't choose him first. Who do you choose?
Mid-bull market
A bull market entered the middle stage of speculation, and an unchanging phenomenon of A shares began-the weight of small and medium-sized board singing opera, which was the stage when the theme stocks of small and medium-sized board began to be active. At this time, the funds should be decisively switched to the main theme of the small and medium-sized board to speculate on stocks.
At the same time, there is an obvious status quo at this time, that is, the blue-chip stocks of heavyweights are mixed, showing a weak upward trend. On the other hand, some small and medium-sized theme stocks have a trend of connecting boards. With the official start of this rhythm theme speculation, there is only one buying principle in the bull market, that is, the board difference determines the leading position, only chasing leading stocks and staying away from following the trend.
The bull market is over
At the end of the bull market, one of the biggest characteristics is that the weight has not dropped, but the topic speculation has been frequently switched (chip speculation today, software speculation tomorrow, anyway, it is the rhythm of who pursues high and who dies), and the height of the market space board is suppressed below the height of the space board in the middle of the bull market. In the case of frequent theme switching and you have no foresight, the best way to operate at this stage is to switch funds from theme to weight. If the short-term ability can reach my level, I can switch the fund selection from the theme.