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Is it worth learning from Zhang Kun's idea of substantially increasing positions in medicine, banks and star fund managers in the first quarter?
Whether we should learn from the operation ideas of star fund managers can only say that there are many practical reasons for this operation, not that it is not good. People's eyes may be much better than ours, and people know much more news than us, so it takes a long time to think about it, but you can't get the latest first-hand news, and what you see is outdated.

Don't buy stocks, follow the fund manager's operation synchronously, because you don't know when the other party will add positions, when to withdraw positions, how much to add and how much to clear, and you don't know whether it is an ordinary increase or a heavy position. Basically, there will be such changes in half a month or a month. You know, the change of the stock market is one day worse, maybe much worse, rising by 1% every day.

What is the concept of 3%? That is to say, 1000 yuan, one day in 300 yuan. You bought one day in advance, just hitting the bottom. It rose by 3% the next day, so your 10300 directly became 10300, which is the time of day. But if you buy this 10000 a day later, it may become 9500,9000 in a few days, and you won't get real-time funds.

I believe that the best way for this radical manager to operate is to buy funds with him. He is manipulating this radical, you can buy the fund he manipulates. And this way of sinking the bottom is simple and effective. He was around 20% when you bought it, and then he dropped by 3% before you bought it. You can go all the way to the end. You can't keep losing money and keep it for a long time. 10 If you don't sell it for half a day, you will definitely lose money. A fund is a long-term investment.