How to reduce the position after the fund makes up the position needs to consult relevant information. According to years of learning experience, if you find a way to reduce your position after the fund makes up your position, you will get twice the result with half the effort. Here, I would like to share the experience of how to reduce the position after the fund makes up the position for your reference.
How to reduce the position after the fund makes up the position?
Covering positions is a way of buying and selling stocks in order to obtain higher profits. After covering positions, investors can reduce their positions again, so that different types of assets in the portfolio can be optimized and sold at any time to control risks or gain more income.
How to calculate the cost price after the fund fills the position?
Calculation method of cost price after fund covering position;
1. initial subscription cost price: the price of the fund at the time of initial subscription.
2. Cost price for covering positions: the price used for covering positions each time.
3. Cost price after covering positions = (initial purchase cost price+covering position purchase cost price) /( 1+ covering position quantity).
For example:
1. Suppose Xiaoming buys 1000 fund at the price of10 yuan, and then declines, and Xiaoming buys 1000 fund again at the price in 9 yuan.
2. Cost price after covering positions = (10+9)/(1+2) = 9.509.
3. Suppose Xiaoming bought the capital of 1000 at the price of10 yuan for the first time, and then the capital fell to 8 yuan again, and Xiaoming decided to make up the position. Xiaoming bought the 1000 fund again at the price of 8 yuan.
4. Cost price after covering positions = (10+8)/(1+2) = 8.61.
It should be noted that the fund investment is risky, and the fund profit and loss need to be analyzed according to the actual situation.
Fund 100 times to cover the position
The fund covering position refers to buying when the fund falls. The purpose of covering positions is to buy funds at a lower price, thus diluting costs. If the price of the fund rebounds in the future, it will earn more profits.
The fund's 100 short position means that investors lack confidence in the future trend of the fund, or think that the current price is undervalued. Repeated cover positions may be because investors have limited funds and hope to dilute the cost through repeated small purchases. However, it should be noted that investors may face greater risks if the fund price continues to fall, or even after covering positions for many times.
Therefore, investors should fully understand the performance, risks and other factors of the fund when investing in the fund, and make reasonable asset allocation according to their own risk tolerance and investment period. At the same time, it is also very important to evaluate and adjust the portfolio regularly.
How do closed-end funds cover their positions?
Closed-end funds can cover positions by the following methods:
1. Fixed investment method: regardless of the price of closed-end funds, they are bought according to a certain fund plan, so that when the price of closed-end funds falls, it will not affect the daily life of families and normal financial management.
2. Fixed proportion method: when the price of closed-end funds falls, they still buy according to the fixed proportion of funds, which is suitable for investors with strong risk tolerance.
3. Target model method: According to the highest net value of closed-end funds, at what price do you intend to buy, and then continue to buy as planned when the price falls, which is suitable for investors with weak risk tolerance.
What are the advantages of the fund covering position method?
The fund covering position method is an investment method to reduce the buying cost through repeated small purchases. The following are its advantages:
1. Reduce cost: Through repeated purchases, the cost can be diluted to a certain extent, thus reducing the investment risk.
2. Maintain the investment plan: the capital replenishment method is to add investment to the original investment plan, which can help investors maintain the original investment plan and avoid interruption or change of the investment plan due to market fluctuations.
3. Increase the income: through the way of capital replenishment, you can get more shares when the price falls, thus improving the future rate of return.
4. Avoid chasing up: covering the position when the market falls can avoid the risk of chasing up the quilt cover to some extent.
5. Gradually absorb chips: With the continuous decline in prices, covering positions can allow investors to gradually absorb more chips and increase the possibility of future profits.
It should be noted that the fund covering position method is not applicable to all situations, and investors should decide whether to adopt this method according to their investment objectives and risk tolerance.
This is the introduction of how to reduce the position after the fund makes up the position.