The fixed investment of the fund is a long-term and stable investment method of the fund, which has the characteristics of low threshold, time-saving and labor-saving, no need to consider the time point and compound interest effect. It has become an important investment method at this stage, so in the investment process, how much is the expected rate of return of the fund's fixed investment suitable for redemption?

Why set up a fund to make a fixed investment and make a profit?

The fixed investment of the fund is a long-term investment, but this does not mean that the longer the investment time, the more expected income. We need to grasp the market trend and redeem it in time to ensure a higher expected rate of return, so we need to set a profit-taking point for the expected rate of return of fixed investment.

How appropriate is the fund's fixed investment and profit-taking point?

The fixed investment of the fund and the setting of the profit-taking point depend on their own situation.

The purpose of the fund's fixed investment profit point is to redeem it in time when it reaches a certain expected rate of return, so as to protect its current expected income and prevent the fund from depreciating. Because the fixed investment of the fund belongs to long-term investment, the profit point needs to be set relatively high, but not too high, otherwise it will be difficult to achieve and will lose its role.

Therefore, if investors have problems with their current capital turnover or the market rises very high and the fund price is too high, they can choose to stop investing 1 or 2 months, which will not affect their future fixed investment.

Note: the fixed investment of the fund cannot last for three consecutive months, otherwise the fixed investment will automatically stop.

If the stock market is in a bull market and the fund price rises too much, then the investment funds can be appropriately reduced to reduce the investment cost of funds;

If the stock market is in a bear market, we can increase investment funds appropriately for the purpose of accumulating fund shares, so as to increase the value of funds in a bull market.

Of course, the take-profit setting of fund fixed investment needs to be analyzed according to the specific market environment.

The above views on how many profit-taking points the foundation has set are for reference only, and I hope they will be helpful to everyone. Warm reminder, financial management is risky and investment needs to be cautious.