The long-term holding and short-term operation of fund investment, whether it is coin-invested funds or investment stock funds, will always be a pair of contradictions. How to make investors run in these two contradictions is of great significance, and we also regard it as the run-in of "foresight" and "independence" of fund tactics.
The "foresight" of fund tactics, in a word, is to look ahead and choose the direction of long-term investment funds. Investors should start with fund companies, fund products and fund managers, and analyze them from a top-down or bottom-up perspective-those who do not seek the overall situation do not seek a domain. The "independence" of fund tactics, in short, is the process of judging the timing of short-term trading independently. Investors should focus on the domestic and international macroeconomic cycle, market supply and demand trends and policies, micro-investment sentiment of institutions and retail investors, deeply capture the momentum effect and momentum reversal of the industry, and objectively identify the market operation trend and trajectory-those who do not seek the world, do not seek for a moment.
When choosing these two tactics, many people will have different hesitation. The first is the short and long mistakes of the blind. If you can't make an independent judgment of accurate timing in the short term, and you can't cultivate a long-term and stable forward-looking vision of selecting bases, just listen to hearsay, listen to other people's suggestions, and invest blindly, then maybe the ending of the story has been foreseen before the curtain is opened. In this sense, you don't need to know who is swimming naked after the tide recedes. In most cases, you will know when you get into the sea.
The second is the opportunist's short right and long wrong. Short-sighted, only pay attention to a little gain in the short-term investment process; In intraday trading, what fund investors should avoid is undoubtedly a speculative attitude, choosing the right time to exceed the right base and let the fund invest in stocks and even warrants. Not only does it not help individuals to obtain stable relative income, but it will also lead to the phenomenon of "kidnapping" fund managers by the citizens, which will further cause violent fluctuations in the securities market.
The third is the long-short comparison of idealists. It can not only keep foresight in the long-term base selection direction, but also realize independence in the short-term timing process, and at the same time ensure absolute returns, it also obtains excess returns. Such an ideal state of "quasi-private placement" is unattainable, which is beyond the reach of an ordinary fund investor.