Recently, it is concluded that the valuation is very underestimated. According to the index valuation of omelet fund, it is currently 6.7 1, and the coverage area is 15% percentile. At the same time, according to the dividend index announcement, the latest dividend valuation of Shanghai Stock Exchange (65438+ 101202 1 65438+ 10/1). At present, the PE is 6.67, and the percentage of PE is 15.24%. This valuation point is already at an all-time low.

First look at the logic of this strategy. This is a double-click strategy based on valuation. Buy when it is undervalued and wait for the valuation return. At the same time, because the net profit of dividends is stable, when the valuation returns, the growth of net profit and the growth of stock price valuation will be increased by multipliers, which will bring relatively large benefits.

The recent revision of dividend ETF is relatively large. Only 1 1 trading day dropped from the highest point to the lowest point of 3.448 yuan, down 1 1.3%. Ru Shanjun reduced his position at the highest point on September 13, and analyzed the reasons for the short-term post adjustment on September 14. The subsequent trend verifies the correctness of the analysis. If you don't know, you can read the post of September 14. Although Rushanjun reduced the position of the profitable part, he still withdrew from nearly 10%, and the floating profit decreased by 260,000.

At all times and in all countries, if too many people are used, any way to make money will fail. Basic analysis or technical analysis, as long as more and more people use it, will inevitably fail for the simple reason. If the strategy adopted by most people is effective, the stock market will not be reduced by 7, 2 and earn 1. This is why the style of the stock market changes every year.

Dividend ETF is to select 50 kinds of stocks with good liquidity and adjust them once a year by weighting the dividend rate. Its core advantage is that the strategy carries high selling and low sucking, and its risk is large at present, and the impact cost is high when adjusting the position. When investing, we should mainly pay attention to the dividend yield.

First of all, the main weaving method of dividend index is based on dividend yield. The dividend yield of dividend index constituent stocks is much higher than that of other index constituent stocks. The reason for the dividend is that the rest of the money is useless.

Dividend index After the stock pays dividends, although the trend of the index can be restored, this point will also be restored. Dividend money is real money, not cash in cash.

For example:

The Shanghai and Shenzhen 300 Index and dividend index are the main reasons for 10000 yuan. Suppose they increase 10% in the second year, and the principal of CSI 300 becomes 1 1000 yuan; The principal of dividend indicator is still 10000 yuan, of which 1000 yuan is used for dividend. If you don't invest 1000 cash, there will be no income. So the trend of the index will be weak for a long time.

The second is the scope of stock selection. The stock selection of the Shanghai Stock Exchange dividend index is the top 50 stocks with high dividends listed on the Shanghai Stock Exchange, which can be used as an enhanced version of the Shanghai Stock Exchange 50.