In view of the market outlook, many fund managers believe that the focus of 202 1 investment is to avoid the valuation risk of individual stocks, not the position level. At the same time, 202 1 may not be a good year for investment experience, so it is necessary to make a good portfolio allocation from the perspective of balance and retreat management.

But at the same time, after the decline in the last two weeks, the valuations of many companies have gradually become reasonable, and the market will gradually return to normal. In the case that the competitiveness of the company has not changed greatly, the best choice for rational investors is to stay in the market.

Extended data

After the holiday, more than 2,000 funds fell by over 10%.

After the Spring Festival, with the increasing volatility of the A-share market, many partial-share funds also showed obvious net withdrawal. It is worth mentioning that as of March 1, the data shows that from February 18 to February 26, the net value of over 2,000 funds in the whole market fell by more than 10% (A/C share is counted separately).

Specifically, Yin Hua's rich theme, ICBC Credit Suisse's generous return and Yimin's quality upgrade all fell by more than 20% in the same period. In addition, the ultra 12 fund fell by over 19%. Under the background of the adjustment of the "Bao Tuan" plate such as liquor in the early stage, many star funds have obviously withdrawn recently.

Phoenix Net-Fund Early Shuttle: After the holiday, over 2,000 funds fell by 10%! Positions and shares have been exchanged. How should the people make this round of adjustment?