How can I short the fund? This may not be a strange word for everyone involved in fund operation, but how should it be operated? The following are the buying skills of short funds brought by Bian Xiao, hoping to help you.
Buying skills of short funds
Short selling of funds means that investors can sell their fund shares, buy them at low prices in the future and earn the difference. Different from the general fund investment strategy, shorting needs to be operated in a bear market, but for investors, it is also different from the general investment. Short-selling funds are facing greater risks while earning high returns, which requires investors to make correct judgments and corresponding risk control measures when the market value goes down.
Correct methods and skills of purchasing funds
Methods: 1. Choosing investment targets: You can choose high-quality funds from three aspects: fund manager, historical performance and maximum withdrawal. The fund manager is the manager of the fund, and the longer the fund is employed, the better. Historical performance is the income of the fund since its establishment. The higher the historical performance, the better. The maximum withdrawal amount is the range from the highest to the lowest net value of the fund within a period of time. The lower the withdrawal value of the fund, the better.
2. Fixed investment: Fixed investment does not require high investment level of investors, as long as you choose high-quality targets. Advantages of fixed investment: there is no need to stop loss at the right time and compound interest calculation.
3. Long-term holding: Historically, the probability of long-term holding of funds is high, and there is no need to care about short-term adjustment in the process of fund investment.
Tip: OTC fund transactions are calculated according to the net value at the close. Investors can decide whether to buy the fund a few minutes before the close, not when the fund goes up, but when the fund goes down.
Steps and methods of selecting funds
When making fund selection, we can gradually narrow the selection range from large indicators to small indicators, and choose from large to small. The steps of selecting funds mainly include the following aspects:
1, select a fund company
Many people ignore the step of choosing a fund company when choosing a fund. In fact, it is also very important and crucial to choose a good fund company, because the fund managers of well-known and large fund companies are relatively higher. Give a simple example: for example, it is a truth whether those excellent talents will go to big companies, and good fund managers will also go to big companies.
2. Choose the fund size
The size of the fund is also an important criterion for selecting the fund. The larger the fund scale, the more stable the fund is, and the fluctuation range is relatively small. In addition, the larger the fund, the more resources the fund company will invest. Therefore, when choosing a fund, we should try to choose a larger fund. But it does not mean that the bigger the fund, the better, because the fund scale is too large, so it is more difficult for fund managers to control, and it should be judged according to the actual situation.
3. Choose a fund manager
The professional level of the fund manager has a great influence on a fund, and the rise and fall of the fund is also influenced by the subjective consciousness of the fund manager to some extent. Think about it, all our funds are invested by fund managers. If you want to reassure yourself, you need to know enough about fund managers.
4. Look at the historical performance of the fund, fund rating, Sharp rate, Shanghai and Shenzhen 300 income curve and other indicators.
After pre-screening, we have narrowed the scope a lot, so it is relatively easy to look at these indicators at this time, and it will not be aimless on a large scale. At the same time, the maximum withdrawal index of the fund is also more important, because the maximum withdrawal index of the fund corresponds to our risk tolerance, to see if we can bear the biggest loss of the fund.
How much is the income from buying a fund for 30 thousand yuan a day?
How much does 30 thousand buy a fund to earn a day? There is no clear answer to this question, mainly for the following reasons:
1. Different types of funds have different expected returns.
As we all know, according to the different investment targets, funds can be roughly divided into money funds, bond funds, hybrid funds and equity funds. Different types of funds have different expected returns. For example, the expected return of money funds is smaller than that of equity funds, and the balance treasure in Alipay is one of the money funds. In Yu 'ebao, the income of 10,000 yuan a day will not exceed 1 yuan, which means that if 30,000 yuan is transferred to Yu 'ebao, the expected income of one day will not exceed that of 3 yuan.
2, the fund's rate of return is constantly changing.
The fund's rate of return has been changing and adjusting. It may rise by 5% today and fall by 6% tomorrow. It may fall for a while, or it may rise for a while. Because the fund's rate of return is constantly changing, it is impossible to calculate the exact value of each day.
3. The fund may lose its principal.
Funds do not guarantee principal and interest, so if you buy a fund for 30,000 yuan, the daily income may be negative, and the fund may lose its principal. Therefore, you should not only consider how much income you can earn, but also consider whether you will lose the principal.
For example, if an investor buys a fund of 30,000 yuan and the fund increases in value by 10%, then the investor can get: 30,000 yuan ×10% = 3,000 yuan. Fund income = principal × yield-handling fee.
Characteristics of securities investment funds
(1) Securities investment fund is a collective investment system.
Securities investment fund is a kind of overall portfolio investment, which collects huge funds from investors and establishes investment management companies for professional management and operation. Under this system, the operation of funds is subject to multiple supervision.
(2) Securities investment fund is a trust investment method.
Like the general financial trust relationship, it mainly includes three parties: the principal, the trustee and the beneficiary, among which there is a trust deed between the trustee and the principal. However, as a form of financial trust business, securities funds have their own characteristics. For example, there is an indispensable custodian in the main body engaged in securities investment, which cannot be held by the same institution as the trustee (fund management company), and the fund custodian is generally a legal person; Fund managers don't use each investor's funds separately, but gather them together to form a huge sum and then operate.
(3) Securities investment fund is a kind of financial intermediary.
It exists between investors and investment objects, and through specialized institutions, it plays the role of transforming investors' funds into financial assets and reinvesting them in financial markets, thus increasing the value of monetary assets. Managers of securities investment funds have the responsibility to manage the funds invested by investors, and must determine the investment of funds according to the requirements of contracts (or contracts) to ensure the safety of investors' funds and maximize the benefits.
(4) Securities investment fund is a securities investment tool.
The certificates issued by it, that is, fund certificates (or beneficiary certificates, fund shares and fund shares), together with stocks and bonds, constitute three kinds of securities. Investors complete their investment behavior by purchasing fund bonds, share the investment income of securities investment funds and bear the investment risks of securities investment funds.
Equity investment fund: PrivateEquity (PE) is usually called private equity investment in China. From the perspective of investment methods, according to the definition of relevant foreign research institutions, it refers to the equity investment in private enterprises, that is, unlisted enterprises. In the process of transaction implementation, the future exit mechanism is considered, that is, through listing, mergers and acquisitions or management buyback, the shares are sold for profit.