Many people have many fund managers, especially the funds managed by several very famous top fund managers. The income for a period of time is not very ideal, but we can't know in time whether the fund manager has changed positions or reduced positions. Here is a way to share it with you, so that you can have a spectrum, that is, look at the valuation of the fund.
Fund valuation refers to the fluctuation range predicted by major sales platforms according to the fund's position in the last quarter. For example, at the close, according to the valuation, how much the fund fell or how much it fell. This income is predicted according to the position of the first stock, but it does not reflect the real income of the day.
The real income is usually released by the fund company around 9 pm. If it is assumed that the actual income of the fund increases by 1% in the evening, it means that the fund has obviously changed its position, because this is completely different from the income calculated by position in the second quarter.
If the real income comes out at night, like the closing forecast, it is 1%, then it can be said that the fund manager has not made a large-scale position adjustment.
By comparing the valuation and actual value of the fund, we can conveniently and effectively judge whether the fund has made a large-scale position adjustment, but we still can't know the details of the position adjustment, such as which stocks have been added, which stocks have been sold and which stocks have been added.
And we don't need to care too much about the short-term position adjustment of fund managers. After all, for fund investment, what we need to pay more attention to is the long-term investment effect of the fund, not the temporary skills.