Fund position
For example, if you always have 10000 yuan to invest, and you buy a fund with 3000 yuan, then the position of the fund is 30%. If 10000 yuan is bought in full, it will be Man Cang; if it is redeemed in full, it will be a short position.
For a fund, if you are buying this fund for the first time, this process is called opening a position. After buying a fund, do nothing and hold a position. If the fund you hold makes money, you will increase your position. If the fund you hold loses money, increasing investment at this time will make up the position. If you keep the total amount of investment funds unchanged and change funds, it is a position change. If you hold several funds at the same time, and the proportion of funds in one fund far exceeds that of other funds, then
(of investors) buy in
In the process of fund investment, the position control is very important, because it affects the risk and income of your investment. Good position setting can enhance our sense of investment experience. Whether it's going up or down, we can keep a normal mind, that is, no matter how the market fluctuates, such a position will not make investors feel uncomfortable.
Are there any specific standards for fund positions? Here is a suggestion for opening a position, which can be used as a reference.
When the Shanghai Composite Index reaches 3000 points, we will open 50% positions. After that, every time the index falls by 100 points, we will increase the position by 10%. In other words, if the Shanghai Stock Exchange only reaches 2500 points, our capital account is in Man Cang at this time. If the Shanghai Composite Index suddenly rises above 3,500 points, you can consider temporarily holding a wait-and-see state.
Of course, everyone's investment style is different, and the standard for setting positions is also different.
position control
After opening positions, another important step is to control positions. The market changes in real time, and investors need to adjust and control their positions according to market conditions.
Under normal circumstances, if the market is in an obvious benign upward trend, investors can appropriately hold heavy positions. When the market has a larger upside, heavy positions can bring higher returns to investors. If the short-term market increase is too large or has fluctuated at a relatively high level, it is more appropriate to maintain a position of around 50% or even below. When the market begins to show signs of decline, we should continue to lighten up our positions and abide by a principle: low position, middle position, half position, high position and light position. This way is to control the position according to the market situation.
Another way is to control the position according to the growth rate of fund net value. Especially for theme funds and industry funds, in the volatile market, among the promising funds that can be selected, try to choose the fund layout with small net increase and small increase, avoid funds with excessive net increase and avoid market adjustment.
Of course, from the investment experience, investors can control their positions according to their risk preferences. If you are a short-term speculator, you can appropriately increase the position allocation to obtain high returns, but you will also face higher risks. Choosing short-term frequent speculative trading is a risky choice in itself. If you are a long-term investor, you can reduce your position appropriately.