How to amortize the cost of fund covering positions needs to consult relevant information to solve it. According to years of learning experience, if we can solve how to amortize the cost of fund covering positions, we can get twice the result with half the effort. Here we share our experience on how to amortize the cost of fund covering positions for your reference.

How does the fund cover the position and share the cost equally?

The fund covering position is to reduce the investment cost by gradually buying the same number of fund shares and sharing the investment cost equally. The specific operation steps are as follows:

1. Determine the number of funds and positions to be covered. The amount of covering positions can be determined according to your investment plan and risk tolerance.

2. According to the plan of covering positions, gradually buy the same number of fund shares. In the process of covering positions, you need to pay attention to controlling risks and don't buy too much at once.

3. Check the net value of the fund regularly and decide whether to sell according to the net value. If the net value falls, you can continue to make up the position and share the investment cost; If the net value rises, you can sell some fund shares appropriately to get more income.

It should be noted that there are risks in fund investment, and investors need to decide whether to make up their positions according to their actual situation and market conditions.

How to manage funds to cover positions?

The following principles should be followed in the management of funds for covering positions:

1. Don't use spare money: Before covering positions, investors need to ensure that they have enough spare money to cover positions, so as not to affect their daily lives.

2. Make a reasonable plan: Before covering positions, investors need to make a reasonable plan, including the type and quantity of funds and the time for covering positions.

3. Buy in batches: When covering positions, investors can buy in batches to reduce risks.

4. Pay attention to market trends: investors need to pay attention to market trends in order to adjust their investment strategies in time.

5. Insist on long-term investment: When investing in funds, investors need to insist on long-term investment in order to get better returns.

Calculation formula of fund liquidation and equal share

The calculation formula of fund covering position is: holding cost = total investment before fund covering position+(funds used by fund covering position-increase of fund in covering position interval). For example, the first subscription of a fund cost 20,000 yuan, the fund increased by 10%, and the second subscription cost 30,000 yuan. If the fund rises by 5% during the second purchase, the cost of covering positions is 2000+20000 _ _ (30000/20000) =1950.

Calculation of fund coverage cost

The calculation formula of the fund's cover position cost is: cost price after cover position = (total purchase cost)/(number of purchase shares).

For example, Xiao Ming bought a stock at the price of 10 yuan for the first time. Later, when the stock fell to 9 yuan, Xiao Ming decided to cover his position. He bought 65,438+0,000 shares at the price of 9 yuan per share. Then, the initial subscription cost is 10 yuan/share, the total cost is 10000 yuan, and the number of subscribed shares is 1000 shares; The cost of the second subscription is 9 yuan/share, with a total cost of 9,000 yuan, and the number of subscribed shares is 1000 shares. Then, the cost price after covering positions = (10000+9000)/(1000+1000) = 9.9 yuan/share.

Therefore, if Xiao Ming wants to calculate the cost price after covering the position, he only needs to add the cost of the first purchase to the cost of the second purchase and divide it by the total number of shares.

Does the fund have to make up the position at any time?

It is not necessary for the fund to cover the position, but it is an investment strategy, which needs to be comprehensively considered according to the investor's own situation, fund situation and market situation.

First of all, covering positions can help investors reduce costs. If investors buy when the fund price is low, but then the fund price continues to fall, investors can consider covering their positions to further reduce costs.

Secondly, there are certain risks in covering positions. If an investor buys a fund at a higher price, and then the fund price continues to fall, covering the position at this time may have a negative impact on the investor's income.

Therefore, investors need to comprehensively consider their own situation, market situation and capital situation when investing, and determine whether they need to make up their positions. At the same time, when covering positions, we need to fully understand and analyze the investment strategy, historical performance and other factors of the fund.

This is the introduction of how to spread the cost evenly through the cover fund.