Financial markets are inseparable, as are stock markets and funds. Therefore, the investment between the fund and the stock market needs to maintain a certain rhythm, so as to reduce some risks. The following small series will tell you what kind of rhythm the investment strategy should maintain with the broader market.
The strategy of investment funds and the pace of the broader market 1. Etfs rose the most.
From the perspective of classified funds, exchange funds rose across the board, among which ETF funds rose the most, and the overall weekly trading price rose by an average of 1.53%.
Last week, the market rose as a whole, and all 37 ETF funds rose except Cathay Pacific SSE 180 Financial ETF, which fell by 0.46%. From the performance of various industry indexes, except for the financial service index, other indexes all rose, among which light industry manufacturing, textiles and clothing, and electronics rose the most; Judging from the performance of various funds, Huitianfu SZSE 300ETF rose by 4.02%, with the largest increase, followed by China Merchants SZSE 50ETF and Guangfa SME 300ETF, with increases of 3.82% and 3.26% respectively.
LOF fund was weaker than ETF, and the overall weekly trading price rose by 1.20%, up by 52, flat by 3 and down by 14. Among them, SDIC UBS Emerging Markets saw the biggest increase, rising by 17.08%. Followed by small and medium-sized enterprises in South China and BRICS countries in Xincheng, which rose by 6.50% and 5.66% respectively. The richest person with the biggest decline was CSI 500, down 2.64%. Although the overall increase of LOF is less than that of ETF, the increase and decrease of single fund is obvious, which is mainly the difference between active investment and passive investment.
Traditional closed-end funds rose 0.03% overall last week. Among them, the fund's open source maintained its previous upward trend, rising by 1.37% last week, with the largest increase, followed by Ji Jinkui and Fund Anxin, which rose by 1.265, 438+0% and 0.96% respectively. Tianyuan Fund experienced the largest decline, with a weekly decrease of 1.64%, followed by Yulong Fund and Xinghe Fund, with a decrease of 1.57% and 1.22% respectively.
Among the innovative funds, the B share of the stock grading fund is outstanding, and its leverage characteristics have obvious advantages when the market rebounds. The biggest increase is still Yin Hua Xinli, with a weekly increase of 17.2 1%, followed by Yin Hua Ruixiang, with an increase of 8.68% and TEDA's aggressive increase of 5.74%. The biggest decline was Cathay Pacific Credit Mutual Benefit Rating A, down 6.64%.
Investment strategy and the pace of the market. Internal factors affect the market in the short term.
Considering the inflationary pressure shown by CPI data in June 5438+ 10, and the current relatively abundant liquidity, the expectation of lowering the short-term deposit reserve ratio and relaxing the policy may be further reduced. At present, the domestic news is relatively stable, the US economy is recovering well, and the core CPI has reached 2.2%. Therefore, the main factors affecting the market in the short term will be the internal factors such as the coordination of quantity and energy and the rotation of hot spots in the future.
Under the above conditions, the investment strategy of the fund should be consistent with the rhythm of the broader market. If the market continues to rise, investors with higher risk tolerance can pay attention to graded index funds and conduct short-term operations, but don't hold them for a long time. For investors with low risk tolerance, ETF funds and traditional closed-end funds can be considered. Among them, we can focus on funds with large financial real estate allocation, or ETF funds with tracking financial real estate as the target index.