However, except for the week of March 18, the net value fluctuation of almost all products tends to zero, and the news media infer that more than 100 products under Danbin Group have long been short. There is no doubt that this report was obtained by Shan Bin, which shows that the content of the article is more objective.
Not only that, Bing also pointed out that "in fact, every important decision is not easy, and it requires a lot of' thinking', and it also needs to bear the corresponding adverse effects and results ... After the plight of pure grain and wine in 2008, Oriental Harbor added a" encounter system risk "to everyone's selling standard, also taking into account the temporary avoidance of selling. 18 The time for revision is also available for Rose. In recent years, the plight of Ukraine and its future derivative risks have been the focus of attention. "
However, Shan Bin also mentioned that although the positions of individual stocks are relatively low at this stage, some commodities in Oriental Harbor can snowball, most of which are snowballs of US stocks. On the official website in the Oriental Harbor, the investment strategy of enterprises is to "choose excellent companies, invest in projects at effective prices, and develop with the company for a long time" and "excavate excellent companies, invest in projects at effective prices, and have them for a long time".
For this matter, but Bin also showed that the specific situation of reducing positions three times in history is like this, and he spoke with net worth. It also shows that this kind of lightening in the short term is right and has entered the "policy bottom". When the "bottom of the sales market" comes, the risks will be removed, and of course, opportunities for reinvestment will be found.
In view of Shan Bin's substantial lightening in 2022, some private investors said that as a double-headed private equity investment, the commodities of Oriental Harbor Group have been lightened for nearly a year, and some commodities have fallen below the liquidation line, which solves the risk impact of uncertainty and is also a kind of "self-protection" for private equity investment managers. As of March, 18, the net value of 10 equity funds under Oriental Harbor Group was less than 0.7, which is the traditional stop loss point. Most of these products were established in 20021early this year.
According to the verification of the reporter and Shan Bin, the position of Oriental Harbor at this stage is indeed at a very low level, which is about 10%. However, from the position data monitoring of private placement network, the new position index value of 100 billion private placement investment is 79.25%, which is similar to the position index of the same period in 2020.
At the same time of lightening its position in Oriental Harbor, Lin Jing Real Estate, which is also privately owned by 1000 billion yuan, bought shares at the bottom of the stock market. Gao Yuncheng, Lin Jing real estate manager, said that from the perspective of liquidity and forecast, the plummeting sales link was "formed last week" and the sales market will look for the bottom of valuation and sales performance. Enterprises that maintain or even improve their core competitiveness should buy stocks in heavy positions and hold them for a long time. At the level of China Stock Exchange, buying a fancy company at the bottom has a great rebound in the future sales market, which is "the return of reverse investors".
More private investment shows that at this stage, the sales market is likely to enter the bottom area, and after striving for stability, it will get rid of the split market and must unswervingly own high-quality properties. Shiva Liang Hong pointed out that investing in stock fund projects is the best asset allocation in the next decade. If we look at the longer-term sales market, the best countermeasure is to have high positions and long-term high-quality enterprises.
There are also hundreds of billions of private equity investments to sell new products at this stage. Jacky invested in Liao Maolin stock fund, which was fully sold at 5438+00 in June last year, and became a new base in March 2022. Liao Maolin thinks that the stock market in 2022 is similar to that in 2020 and 202 1 year, and it will be a structural market with a top and a bottom. 2022 is more like 2020, but better. At present, the stock market has been at a relatively low level for a long time, and the mentality has actually been released. The most anxious process has long passed, and there is not much room for backwardness.