Is the fund covering the position a purchase? You need to consult relevant information to understand. According to years of learning experience, if you find out whether the fund is buying or not, you will get twice the result with half the effort. Let's share the relevant experience of fund covering positions as a purchase for your reference.

Is the fund buying in a short position?

The fund's cover position is to buy again, that is, after the fund falls, buy the fund again, thus diluting the cost. The method of fund covering positions is suitable for long-term holding funds. For some long-term holding funds, covering positions is one of the methods to reduce costs. However, it should be noted that there are risks in fund covering positions, and investors should make investment plans according to their own risk tolerance and investment objectives.

Is it better for the fund to cover the position or change the position?

Replacement and transposition are two different operation modes, each with its own advantages and disadvantages, which need to be selected according to the specific situation.

Covering positions means that when the price of a fund falls, investors increase their purchases of the same fund. The purpose of this operation is to reduce the cost by increasing the position share, thus diluting the loss. However, there are certain risks in covering positions. If the fund price continues to fall, it may lead to an increase in the cost for investors.

Changing positions means that investors change their funds into other funds. The purpose of this operation is to spread risks by changing funds, or to find funds with better performance. However, there are certain risks in changing positions. If investors do not fully understand the fundamentals and market trends of funds, investment decision-making mistakes may occur.

Therefore, investors need to make up or change positions according to their own risk tolerance, investment objectives and the fundamentals of the fund. If the risk tolerance of investors is low, they can choose to make up their positions to reduce costs; If investors have high risk tolerance, they can choose to change positions to spread risks. No matter which operation mode you choose, you need to fully understand the fundamentals and market trends of the fund in order to make wise investment decisions.

Calculation of fund coverage position share

The calculation of fund covering position mainly involves the calculation of covering position cost, that is, the ratio of the total cost after covering position to the previous investment cost. The following is the formula for calculating the position share:

If the total cost after covering positions is X, the investment cost before covering positions is Y, the quantity of covering positions at one time is N, and the average price of covering positions is Q, then the formula for calculating the share of covering positions is:

X=Y+N__Q

For example, suppose Xiaoming invests 1 0,000 yuan in a fund, and the current net value of the fund is 1.2 yuan, then his share is 1 0,000/1.2 = 833.33. If Xiao Ming decides to cover positions, the average price of covering positions is 1 yuan, so he needs to cover positions in 200 yuan three times at a time. The process of calculating the share of covering positions is as follows:

Make up the position for the first time:

X1= y+n _ _ q =1000+200 _ _1=1200 yuan.

Second cover position:

X2 = x1+n _ _ q =1200+200 _ _1=1400 yuan.

Third cover position:

X3 = x2+n _ _ q =1400+200 _ _1=1600 yuan.

Therefore, after three positions, Xiao Ming's total share of * * * is x3+x2+x1=1600+1400+1200 = 4,200 yuan.

It should be noted that the average price Q of covering positions may change with the passage of time. Therefore, in practice, it is necessary to constantly pay attention to the changes in the fund's net value and make adjustments according to the actual situation.

How to calculate the cost price after the fund fills the position?

The calculation method of the cost price after the fund covers the position is as follows:

1. Average cost price = principal/holding share.

2. For example, if an investor subscribes for Fund A, the subscription amount at the time of subscription is 6,543,800 yuan, and the holding share is 6,543,800 yuan; After some time, investors pulled the fund price from 3 yuan to 4 yuan. At this time, investors have to cover 654.38+00,000 shares, so the cost price = (654.38+00+4) ÷ 2 = 3.5 yuan.