1. If it has a greater negative effect on the policy, you can consider profit-taking or partial profit-taking, and lock in the market impact brought by the income observation policy.
2. If the bull market heats up and the market continues to strengthen, and the funds you hold have obviously stagnated or started to decline, you can consider taking profit.
Don't deviate from the value. If the share price of the fund has obviously deviated from its intrinsic value, it is better to take profits in time.
Extended data:
Fixed-term investment funds only need investors to go through the one-time formalities at the fund agency, and then they will automatically deduct the subscription for each period, usually on a monthly basis, but there are also other time limits such as semi-monthly and quarterly as regular units.
In contrast, buying a fund by yourself requires investors to go through the formalities in person at the agency every time. Therefore, the fixed investment fund is also called "lazy financial management", which fully embodies its convenient characteristics.