Method 1: every time the fund falls by 5%, it will cover the position, and the share will be equal each time. The first investment 100 yuan, market value 100 yuan. The principal of the second investment is 95, the total investment amount is 195, the market value is 200*95= 190, and the loss is 2.564%. The principal of the third investment is 90, the total investment amount is 285, the market value is 0.9*300=270, and the loss is 6.3 16%.
Method 2: Every time the fund falls by 5%, the amount will be equal. The first investment 100 yuan, market value 100 yuan. The second investment principal is 100, with a total investment of 200, a market value of 0.95 * (100+100/0.95) =195, with a loss of 2.5%. The principal of the third investment is 100, the total investment amount is 300, the market value is 0.9 * (100+100/0.95+100/0.9) = 284.737, and the loss is 5.09%.
As can be seen from the above data, when the fund falls, increasing investment can take the lead in making profits.
Extended data:
Generally speaking, when the market or individual stocks bottom out, the stock price will rise rapidly or even limit due to the strong intervention of bargain-hunting funds. Because the market is in an uncertain period, the desire for profit realization of funds is very strong. In the next time, it will inevitably be suppressed by the profit-taking disk. Investors can go out when the stock price is blocked and there is a technical adjustment, wait patiently for the adjustment and then eat back on dips, throw high and suck low, and do the band back and forth.
Generally speaking, if the market or individual stocks rise in a straight line at an angle of more than 70 degrees, there will be greater technical adjustment and retreat pressure due to excessive energy consumption in many ways. Investors can consider selling T+0 chips with the same amount as the cover position when the stock price rises sharply. If it is certain that the rebound will continue, there is no need to take this approach.
Baidu encyclopedia-fill position