Here is a detailed analysis of the operation process.
Choose the investment-portfolio strategy that suits you.
China-Europe wealth portfolio has many strategies. The overall strategy includes four categories, including 13 portfolio. Therefore, the first step is to choose a suitable portfolio.
After entering the fund portfolio page, you can evaluate it through "customized scheme". After the demand diagnosis, the system will automatically help us match the appropriate investment account. We can suggest holding time, risk level, historical performance, index backtesting, strategic concept, trading rules and expenses. Learn about the portfolio through the portfolio details page and then choose the most suitable portfolio according to our actual situation, so don't worry about not knowing how to choose the portfolio.
Through the record of position adjustment on the combination page, we can understand the position adjustment strategy, main market information, macro strategy interpretation and so on.
If there are still unclear questions, you can click on the customer service page for detailed consultation.
After selecting the combination, you can choose to buy directly or invest in batches. There will be a cautious period after buying the investment, and the subscription application can also be cancelled before the confirmation time.
Step 2: Continue to follow up the combination.
After the purchase is successful, you can check the ups and downs of the strategic portfolio on the "My" asset page, usually on the second trading day after the purchase is confirmed.
The asset page of an investor's account will regularly push attached contents, including Zhou Du report, monthly report, position adjustment report and account income analysis report.
Through these pushes, we can better understand the benefits of the strategy portfolio, analyze the reasons for the account profit and loss and give countermeasures.
The third step is to sell the portfolio.
Generally speaking, our selling plan is best to refer to the suggested holding time of the portfolio, or when the target rate of return is reached, we can consider redemption in batches; If there is a big retracement during the holding period, consider adding positions in due course.