Consumer funds have always been a hot topic of public concern. Recently, consumer theme funds have performed well. Since the performance of consumer theme funds is so good, can consumer funds still buy them now?

Characteristics of consumption plate

Let's first understand the characteristics of the consumer sector.

The consumer industry is generally weak in periodicity and strong in persistence, which can be said to have the characteristics of natural long-term growth. Consumer sector funds are more defensive and are an indispensable part of stock fund investment, with long-term investment value. Under the witness of time, the consumer sector fund is indeed the representative of the long-term cattle base in the market. The most obvious advantage of long-term high-quality funds is that they can dilute the impact of short-term market fluctuations, exchange time for space, and truly realize long-term stable returns.

Consumer theme funds can be used as part of our asset allocation. What we have to consider is not whether to choose a consumer fund, but which consumer theme fund to choose, how to allocate it, and how to set goals to make a profit.

Statistics show that in the past 30 years, the necessary consumption of Standard & Poor's 500 has increased by nearly 10 times, and the unnecessary consumption of Standard & Poor's 500 has increased by more than 20 times. Although there was an adjustment stage during the period, it did not change the overall upward and stable development trend.

Consumer theme funds are worth holding for a long time.

Consumer theme funds are worth holding for a long time, and the periodicity of the consumer industry is relatively weak, often relatively strong, usually in 5 to 10 years. Therefore, if you hold a consumer theme fund, you must first prepare for long-term holding. You need to be more patient, and you will have more opportunities to reap the dividends brought by the growth of consumer theme funds.

However, the theme of consumption will also encounter market adjustment, and the performance of sub-sectors will also be divided. Of course, the consumer sector will not face deep adjustment because there will be performance support. In the context of abundant performance and liquidity, there is a high probability that it will not face deep adjustment. From the perspective of investment, the adjustment of the consumer sector is only an opportunity for investors to enter the market.