What is the trigger node for automatically buying funds? Is there any node that needs to be triggered for automatic fund buying? Do you know all these fund tips? The following is an automatic fund purchase trigger node brought to you by Bian Xiao, hoping to help you to some extent.
Automatic fund purchase trigger node
In general, the trigger node of automatic fund purchase will execute the purchase operation according to the conditions you set. The following are some common trigger nodes:
Time-triggered: You can choose to make regular purchases on specific days every month, quarter or year.
Limit purchase trigger: you can set the amount of each purchase. At the set time point, the system will automatically purchase the set amount of fund shares.
Trigger by Net Value or Index: you can set the fund net value or index level. When the net value or index of the fund reaches a set level, you will automatically buy the fund.
Fund Balance Trigger: When the account balance reaches the set amount, the system will automatically buy the fund.
For different fund trading platforms or bank financing platforms, the specific trigger node settings may be different. You can choose the appropriate trigger node according to your own needs when setting up the automatic fund purchase plan. It is recommended to carefully read the relevant instructions provided by the platform or consult customer service before setting up, so as to ensure the correct setting and understanding of the impact of trigger nodes on investment.
Please note that the above is only a general introduction. Please refer to the platform operation guide or consult the customer service of the platform for setting the trigger node of the specific fund trading platform.
Fund tips:
A fund is a collection of investors' funds, which is managed and invested by professional fund companies or fund managers.
By diversifying funds into various assets, such as stocks, bonds and money market instruments, the fund has achieved the goal of asset allocation and risk diversification.
Funds can be stock funds, bond funds, hybrid funds and other different types, which are different in investment scope, strategy and risk-return characteristics.
When investing in funds, we should pay attention to the historical performance, management fees, background and management ability of fund managers and other factors.
Are index funds risky?
Index funds are essentially stock-based risks, and the risks are still relatively large. Although the index fund copies the tracking index to adjust the stock portfolio in the basket, if the fund manager doesn't have time to adjust the index, there will be deviations in the income.
In addition, it is worth noting that when buying a fund, it is impossible to accurately judge whether it is high or low. Therefore, when investing in an index fund, the risk can be dispersed through the fixed investment of the fund.
How do novices choose funds?
1. Choose a fund that has performed well in the past.
Although the past performance does not represent the future, it will also have certain reference function, but it is worth noting that when choosing, try to avoid the particularly large increase in the past month or week, because the fund may be at a high level at this time, and the risk of buying and chasing up will be greater. You can choose funds with good returns in the past year and recent years.
2. Choose the fund type that suits you.
Funds can be divided into: money funds, bond funds, index funds, mixed funds, stock funds and so on. If you don't want to take a big risk, you can choose a money fund or a bond fund. If you can take certain risks and want to get high returns, you can take index funds, hybrid funds, stock funds and so on.
3. Fund manager
Investment fund is that investors give money to fund managers for investment, so it is very necessary to choose a good fund manager. Then, when choosing a fund manager, we can consider whether this fund is a good fund manager from many aspects such as the historical rate of return and the rate of return from employment in the past.
How to buy quantitative funds?
Generally speaking, there are three kinds of public offering quantitative funds: active quantitative funds, index-enhanced quantitative funds and quantitative hedge funds.
The essence of active quantitative funds is the same as that of other active management funds. However, it mainly relies on computer systems to screen investment targets and conduct trading. In the current A-share market, the performance of most active quantitative funds is still better than that of the Shanghai and Shenzhen 300 Index. However, the long-term performance does not have much advantage compared with the ordinary partial stock funds managed by fund managers.
Index-enhanced quantitative funds, generally speaking, the goal is to outperform the specified index. For example, the Shanghai and Shenzhen 300 Index Enhancement Fund, the fund manager will calculate a large number of indicators on the basis of the Shanghai and Shenzhen 300 constituent stocks, and select some stocks that are better than ordinary constituent stocks. Or make some adjustments to the allocation ratio, so as to obtain better returns than the index. What it pursues is to outperform the market index.
Quantitative hedge funds generally pursue absolute returns. Most quantitative hedge funds will sell stock index futures while buying stocks and establish hedging relationships. The purpose is not to let one side move. For example, a stock crash leads to a loss. At this time, the reverse direction of stock index futures means making money. Once the two hedge, the overall risk will be reduced. The purpose is to strip off systemic risks and seek stable excess returns after long and short hedging. This kind of fund is more suitable for ordinary investors.
Steps and methods of selecting funds
When making fund selection, we can gradually narrow the selection range from large indicators to small indicators, and choose from large to small. The steps of selecting funds mainly include the following aspects:
1, select a fund company
Many people ignore the step of choosing a fund company when choosing a fund. In fact, it is also very important and crucial to choose a good fund company, because the fund managers of well-known and large fund companies are relatively higher. Give a simple example: for example, it is a truth whether those excellent talents will go to big companies, and good fund managers will also go to big companies.
2. Choose the fund size
The size of the fund is also an important criterion for selecting the fund. The larger the fund scale, the more stable the fund is, and the fluctuation range is relatively small. In addition, the larger the fund, the more resources the fund company will invest. Therefore, when choosing a fund, we should try to choose a larger fund. But it does not mean that the bigger the fund, the better, because the fund scale is too large, so it is more difficult for fund managers to control, and it should be judged according to the actual situation.
3. Choose a fund manager
The professional level of the fund manager has a great influence on a fund, and the rise and fall of the fund is also influenced by the subjective consciousness of the fund manager to some extent. Think about it, all our funds are invested by fund managers. If you want to reassure yourself, you need to know enough about fund managers.
4. Look at the historical performance of the fund, fund rating, Sharp rate, Shanghai and Shenzhen 300 income curve and other indicators.
After pre-screening, we have narrowed the scope a lot, so it is relatively easy to look at these indicators at this time, and it will not be aimless on a large scale. At the same time, the maximum withdrawal index of the fund is also more important, because the maximum withdrawal index of the fund corresponds to our risk tolerance, to see if we can bear the biggest loss of the fund.