How to make up the position when the fund fluctuates upwards needs to consult relevant information. According to years of learning experience, if you think about how to make up the position when the fund fluctuates upward, you can get twice the result with half the effort. The following are some related methods and experiences on how to make up the position when the fund fluctuates upward for your reference.

How to make up the position when the fund fluctuates upward

In the market where the fund fluctuates upward, the way to cover the position can refer to the following steps:

1. The pyramid method can be used in the initial investment of funds. This is the way to buy in batches after the fund's net value falls. When the number of funds subscribed for the first time reaches a certain number, if the net value of the fund falls again, it can be subscribed again, but the number of subscriptions should be gradually reduced. The principle of this method is to make profits grow continuously and reduce costs effectively.

2. When the fund price shows an upward trend, the inverted pyramid method can be used to cover the position. The principle of this method is to buy from the back to the front, which means that the number of funds purchased for the first time is small, and the number of additional purchases will gradually decrease.

3. Investors can also cover their positions by evenly distributing. That is, every time you add a position, you will invest the same amount of money according to a certain proportion until you add a position to the target amount.

It should be noted that the premise of covering positions is that the fund price is on the rise, otherwise covering positions may increase the losses of investors. At the same time, investment itself is risky, and investors should make reasonable investments according to their own risk tolerance and investment objectives.

How to calculate the net value of fund covering positions

The calculation method of the fund's net covering position is: new net value = original net value (1- covering position ratio).

For example, if you buy 1000 on the basis of the original fund 1000, the net value of each fund will be (1+ margin ratio) /( 1- margin ratio) =1(1)

It should be noted that the net value calculation method of fund covering positions is based on the original net value, and it is necessary to clarify the original net value and the proportion of covering positions.

How does the fund make up for the loss?

When the fund loses money, covering the position will help solve the problem as soon as possible, but the following two points should be noted:

1. Make-up positions should not be too frequent: if you make-up positions frequently, the cost will decrease continuously, but the risk will also increase.

2. It is not appropriate to make up the position excessively: if the position is made up excessively at one time, it will not only be unprofitable, but may also lead to greater losses when it falls to a certain extent.

Therefore, it is necessary to make up the position according to your actual situation, formulate a position strategy that suits you, control the risks, and increase the chances of closing the position.

Can stock funds make up the position and make up the balance?

Whether you can cover your position depends on your investment objectives and risk tolerance.

If you have a long-term investment strategy and can withstand short-term fluctuations, it is possible to gradually reduce costs and finally achieve profitability through continuous replenishment. However, if the stock price continues to fall, then you need to invest more and more money, which makes your investment risk increase rapidly. At the same time, if the ability of the fund manager you choose can't meet the investment target, then even if you keep covering your positions, you may not be able to meet your investment income requirements.

Generally speaking, you need to decide whether to make up the cost according to your specific situation. Please note that investment is risky and you can do what you can.

The strategy of covering the position by the fund's fixed investment decline

The fixed investment of the fund will fall to cover the following positions:

1. Make up the position and don't buy: after the fund falls, continue to make a fixed investment and stop buying.

2. One-time covering positions: If the cost of holding positions is low, you can cover positions at one time.

3. Make up positions in batches: If the cost of holding positions is high, make up positions in batches.

4. After covering the position, it will not continue to fall, and other funds can be sold.

5. Continue to fall after covering the position, and wait for the decline to stop before acting.

I hope the above information is helpful to you.

This is the end of the introduction of how to make up the position in the fund oscillation.