The three management dimensions of 2022 fund investors are filled with all kinds of myths about getting rich overnight in the investment circle. These stories are widely circulated, attracting countless money diggers to rush for it, and use these myths to

Stories guide investment transactions.

So what kind of knowledge should a mature fund investor have? Today, the editor has compiled for you some three management dimensions that fund investors have. Let’s take a look! Concept Management Dimension There are various market investment philosophies, among which

The myths and stories are also miraculous. These concepts ultimately reflect investors’ understanding of the world, as well as their understanding and attitude towards the investment market.

A simple and straightforward understanding is: in this market, what do you believe, what do you not believe, and what do you think will make you money.

For example, many investors have a gambler mentality in the market. They believe that this market is purely betting on the size of the funds of both long and short parties.

Another example is that some retail investors believe that market makers control the domestic A-share market.

Usually people with these ideas cannot believe in the concept of value investing and believe that value investing will not work in China.

On the contrary, many people will agree with the "growth value investment concept", which makes them believe that the purpose of investment is to earn the growth of the commercial value of the enterprise.

From these examples, we can see that investment philosophy is very important in the investment and trading system. It is top-level strategic thinking. Different investment concepts will allow traders to gain completely different results.

Investors who have been in the information knowledge management dimension for a long time know that information that affects market investment includes: economic, political, macro, micro, business, company, shareholder information changes, etc.

Therefore, the management of information can also be called the management of knowledge system.

The information management dimension mainly includes information collection and retrieval capabilities, information filtering capabilities, information interpretation capabilities, etc. These capabilities will determine whether the investment system is complete and rich.

In the Internet age, information circulates rapidly. On average, each of us receives thousands of pieces of information every day. How to obtain valuable information from it? This involves the issue of our personal "knowledge circle".

The size of the knowledge circle is not the most important. What is important is that investors need to know the boundaries of their knowledge circle and stick to acting within the knowledge circle.

"This is applicable to any investment philosophy. The management dimension of trading behavior is in our specific trading plan. Strict implementation of our trading plan involves the success or failure of our entire investment system. The concept of investment is to invest a certain cost, and within the corresponding time,

Bearing certain risks in order to obtain expected returns. Therefore, transaction management needs to solve several important issues: first, how to understand investment costs and rates of return? Second, how to understand and measure investment risks? Third, how

Balancing the relationship between costs, risks, and returns? This introduces a concept that we need to understand, "asset allocation". "Asset allocation" is used to solve the balanced relationship between these three. Similarly, the concept of asset allocation is applicable to any situation.

Investment philosophy. There are quite a few people trying to pursue some kind of "unusual magic" to achieve "abnormal" investment purposes, which actually shows that their investment system is incomplete and immature.

The common way of thinking is to use the lowest cost, without taking any risks, and at the same time have unlimited returns. In the system of value investment, recognizing the margin of safety is a very important part of the transaction management dimension.

Is there an 80-20 rule? Because 80% of investors always put the cart before the horse during the investment process. However, the fundamental reason is that your top-level strategic thinking is not good, even for us.

Seeing that most investors are learning how to control their personal emotions, the essence is that investment philosophy affects information knowledge management and transaction management methods, and information knowledge management affects the results of transaction management, which in turn promotes the understanding of investment philosophy.

In the end, your personal emotions will be soothed by your cognition. There are no unintelligent investors, only traders who do not work hard. Now, there is such a welfare opportunity that can help you create an investment philosophy and shape your cognitive system.