How to make up for the fund's falling positions and rising positions needs to consult relevant information. According to years of learning experience, if we figure out how to make up for the fund's falling positions and rising positions, we can get twice the result with half the effort. Here is how to make up for the fund's falling positions and rising positions for your reference.
How to make up for the decline and rise of the fund?
The fund's strategies for covering positions downwards and upwards are as follows:
1. The premise of covering the position is that you have to hold it for a long time. If you can only accept medium and long-term holdings, then covering positions is a good way.
2. The security of covering positions is not reliable, because the chips bought at low positions may not be of high quality. If the fund manager has obviously shown weakness, he can make more money after you buy chips.
3. The profit of covering positions may not be higher. Although you bought it cheaply, the quality of the fund you bought is not necessarily better.
4. If you buy a lot of funds, then each fund may have the action of covering positions.
5. If you choose a fixed investment, then regular trading is to cover the position.
6. If your fund is a hybrid or equity fund, don't make up the position.
Tips: You are advised to choose carefully before investing and allocate assets reasonably according to your risk tolerance and investment objectives.
Double the principal of the fund to cover the position
Double the fund principal to cover the position means that when the fund makes money, it will increase the position to buy and reduce the cost.
Mode of fund coverage:
1. Fixed investment method: Even if the fund market is not good, you should invest according to the original plan, and don't change the investment plan without authorization.
2. Stop loss method: Before purchasing the fund, set a stop loss point, and if the fund price falls, make up the position. This method requires strict discipline, and a clear figure should be set after the loss.
3. Fixed proportion method: The fixed proportion method is applicable to the proportion of funds in the allocation of household assets and the proportion of funds in household assets.
4. Target income method: This method is based on your own judgment on the fund market and risk tolerance, and carries out high and low allocation within a certain range.
Is it necessary for the fund to make up the position on the same day?
The fund will make a fixed investment on the same day and does not need to make up the position. Fixed investment is a way of regular fixed investment of funds. When the fund price is undervalued, buy several funds at one time, and covering the position means buying the fund again on or after the next trading day to make up for the loss of the current investment. If the fund price has not changed after the fixed investment on that day, then there is no need to cover the position.
The common meaning of fund covering position and adding position
In the popular sense, the fund's covering and adding positions is to buy funds again. The main difference between the two is that covering positions is carried out at a loss, while adding positions is carried out at a profit.
When the fund loses money, investors will make up their positions in order to dilute the cost, that is, buy the fund again, hoping to get back the funds by increasing the buying share and improving the overall net share value. When the fund is profitable, investors can increase their positions, that is, increase the share of buying funds.
Generally speaking, the main difference between fund covering positions and adding positions is whether it is carried out under the condition of profit, covering positions under the condition of loss and adding positions under the condition of profit.
How to calculate the coverage income of the fund?
Calculation method of fund covering position income;
1. Cost price after covering positions = (purchase amount+covering positions)/(purchase amount+covering positions).
2. For example, if you buy 100 in 10 yuan, the cost price is10 yuan. Later, the fund price fell to 8 yuan, and I bought 20 more. The cost price =( 10 yuan __ 100 20 yuan __20) /( 100 +20) =9 yuan.
It should be noted that it is necessary to carefully cover positions, remember not to blindly follow the trend, make investment plans according to your risk tolerance, and choose investment targets that suit you.
How to make up for the decline and rise of the fund.