How to do research after buying a fund

For many people who are new to funds, the problems begin after buying the fund, such as how to research after buying, how to Tracking and more. For these reasons, this time the editor has compiled for everyone how to research after buying a fund, hoping it will be helpful to everyone.

How to research the fund after buying it

How to operate the fund after investors buy it:

1. Hold it for a long time: Only if the fund is held for a long time It makes sense. Investment funds are likely to exchange time for returns, and the fund mainly invests in the stock market. The stock market is bullish and bearish, so the probability of earning returns is relatively high if you hold it for a long time.

2. Cover-up: When investors suffer losses when buying a fund, they can reduce costs by adding positions. The lower the cost, the lower the risk investors bear, and they will be able to recover their capital or generate profits in the future. The greater the probability.

3. Take profit: After investors buy a fund, they must take profit in a timely manner, because the rise and fall of funds are cyclical, and funds cannot rise all the time. Therefore, investors gain profits, or the fund reaches a certain level. Investors can stop profits based on their expected returns. Stop profits can ensure investors' profits and also stop losses in disguise. Investors can stop profits in two ways: valuation and the trend of the fund's underlying assets.

4. Stop loss: The continued decline of the fund may trigger the risk of liquidation. Therefore, when the fund's losses are relatively large and investors are worried that the fund will continue to decline and bring greater losses, they can choose to stop the loss. Loss out.

Things to note after buying a fund investment

First, pay attention to arranging the proportion of fund types according to your own risk tolerance and investment purposes. Choose the fund that suits you best, and set an investment limit when buying equity funds.

Second, be careful not to buy the wrong "fund". The popularity of funds has attracted some fake and shoddy products to "fish in troubled waters", so be careful to identify them.

Third, pay attention to post-maintenance of your account. Although the fund is worry-free, it should not be left alone. Frequently pay attention to new announcements on the fund website in order to have a more comprehensive and timely understanding of the funds you hold.

Fourth, please note that when buying funds, don’t care too much about the net value of the fund. In fact, the fund's income is only related to the growth rate of its net worth. As long as the fund's net value growth rate remains ahead, its returns will naturally be high.

Five, we must be careful not to “like the new and hate the old” and not to blindly pursue new funds. Although new funds have inherent advantages such as price concessions, old funds have long-term operation experience and more reasonable positions, which are more worthy of attention and investment. .

Sixth, be careful not to buy dividend funds unilaterally. Fund dividends are the return of investors' early profits. It is more reasonable to try to change the dividend method to "dividend reinvestment".

Seventh, we must be careful not to judge heroes based on short-term rises and falls. It is obviously unscientific to judge the quality of a fund based on short-term rises and falls. Funds still need to be comprehensively evaluated from multiple aspects and examined over the long term.

Eighth, pay attention to the flexible choice of investment strategies such as stable and worry-free fixed investment and affordable and simple dividend transfer.

Limitations of fund research

Most fund research is based on historical data, but history does not repeat itself, it is just surprisingly similar. Historical performance is not indicative of the future. Sometimes, even if we find a great fund manager/portfolio through historical performance analysis, there is actually no 100% guarantee of future performance. This is the uncertainty we have to face in investment. For example, one person has been proven to be a scumbag before, and the other one is someone who really loved you before. Who would you choose? But it is also possible in the future that the scumbag will turn around, and the one who truly loves you will change his heart. After all, I never imagined that The image ambassador of Guangzhou actually went back to visit prostitutes. Heart is under the kyte. Therefore, it can only be said that if you choose this way, the probability of better performance in the future is greater, but the future is really not 100% certain, and dynamic screening and adjustment in the middle are also necessary. How to do this part, I currently have no systematic method. Concentrate on getting the first step right first, and maybe you will have feelings and ideas later on.