Today, let's talk about the key points that should be paid attention to when choosing theme funds for reference.
First, the choice of investment theme.
A good investment theme must first have reasonable investment logic, good growth and all kinds of top data support.
The heat of the market is constantly changing, and most of the themes in the market will change with the passage of time. Therefore, the strategy of theme funds needs to be flexible.
However, the strategy and investment scope of the theme fund should not be too broad, otherwise this fund product is nothing special compared with other products invested in the whole market.
As an investor, we should have a certain judgment on market hotspots, and consider the heat of the theme and the time node of configuration. For theme funds, the choice of configuration time nodes is very important.
How long is this theme trend expected to last? How long is the investment period?
We can set some indicative indicators, including valuation, to judge the timing of buying and selling, and closely follow these indicators.
Understand the risk-return characteristics of the theme
Talking about investment without risk is an unsuccessful investment. When we understand the investment opportunities of a certain theme, we should also pay attention to the risk coefficient, such as the regulatory risk of enterprises related to the theme.
Moreover, if you want to choose a fund that can operate for a long time and outperform the market for a long time, the probability is very small.
Theme investment is naturally speculative and the investment scope is relatively narrow, so investors will inevitably take more risks in theme investment.
When building their own fund portfolio, investors should consider theme funds more from the perspective of satellite configuration than as core positions.
Only by fully understanding investment opportunities and investment risks can we maintain rational judgment.
Third, choose active investment or passive investment
Theme funds include active funds and passive funds. Active theme fund refers to common theme stock fund or theme partial stock mixed fund, while passive theme fund refers to theme index or industry index fund.
Active management theme funds are usually more flexible in investment strategy and target selection, and have more advantages than passive funds in exploring early investment opportunities.
The advantages of passive funds are mainly reflected in the low rate, relatively stable positions and transparent operation, which is more conducive to investors' tracking.