How to calculate the amount of fund replenishment needs to consult relevant information to solve it. According to many years' study experience, if we figure out how to calculate the amount of fund replenishment, we can get twice the result with half the effort. Here, I would like to share my experience on how to calculate the fund's cover position for your reference.
How to calculate the amount of fund cover position
Calculation method of coverage position:
1. Cost price after covering positions = (initial cost+initial purchase fee) _( 1- fee)/{(original purchase quantity-covering position quantity) _( 1- fee)}.
2. Make-up order is that investors choose a lower price at the delivery price after placing an order.
3. Covering positions is a kind of buying behavior that we do more in order to reduce costs and increase income when the stock assets in the portfolio fall on the basis of the original positions.
According to the above calculation method, it can be seen that the first step of covering positions is to calculate the cost price, and the second step is to determine the number of shares to be further invested.
What is the low-cost short-selling operation of the fund?
"Low-cost fund replenishment operation" usually refers to an investment strategy, that is, when the market falls, investors gradually buy fund shares according to the valuation of their portfolios to equalize the costs held. This strategy is suitable for investors who invest for a long time and hope to obtain stable income for a long time.
In this operation, investors need to have a good understanding of market trends and have a certain risk tolerance. In addition, investors also need to consider their own liquidity needs and possible risks in the process of covering positions.
What is the reason for the fund to cover the position?
The reasons for the fund to cover the position are as follows:
1. Dilute the cost, make up the position after the loss, and increase the income by reducing the cost.
2. If the net value weakens, the net value callback can reduce the turnover rate of fund managers, because the turnover rate of fund managers is high. In closed-end funds, because the fund manager must manage the fund according to the contract, the net value callback will not weaken the performance of the fund manager.
3. Win a rebound. If you keep holding the fund, you may keep holding it until you lose money and have to cut your meat. Covering the position can win the rebound, and when the losses are made up after the rebound, it is also profitable to sell the fund.
4. Not willing to cut meat after losing money is the mentality of many people. Because after buying the fund, not only the money is not less, but also the honor is damaged.
How much does the fund cover the position without losing money?
There is no fixed standard for fund covering positions. The degree of investors' losses is closely related to the timing of covering positions and changes in market conditions.
Take 100 as an example, assuming that the cost is 1.5 yuan and each fund is 1 yuan, then 53.3 copies need to be covered to recover the cost station. If the market shows a downward trend, then you need to make up more positions to achieve the effect.
Therefore, investors need to know the current market trend before deciding to make up their positions, and at the same time, combine their own risk tolerance and choose a suitable plan.
Does the fund have any good methods to cover positions?
There are two ways for funds to cover positions:
1. Continuous replenishment method: in the selected fund operation, the cost is lower than the selling price because it falls after buying, so the cost can be reduced to the original price through continuous buying operation. Although this operation can reduce the cost, it also needs to control certain positions and consider risk control.
2. Make up positions regularly: in buying funds, the cost is gradually increased through regular buying operations, and when the cost reaches the expected price, it is no longer bought. This operation can also reduce costs, but attention should be paid to risk control.
The above two methods are for reference only. You can choose the method that suits you according to your own situation.
How to calculate the fund's cover position is here.