Winners and Losers: How to seize major opportunities in investment?
Odds, win rates, and reasonable positions.
50 great investment quotes from Wall Street Godfather Graham
“Investors don't have to wait for a bear market to arrive before they can buy at a low price. Perhaps a better approach is to buy the right stocks as long as they have capital, unless the market price is too high to be measured using mature valuation methods.”
Learn how investment bosses develop their own investment philosophy in one article
Wealth is a product of one's ability to think. In the ever-changing trading world, if you don't want to be influenced by others, you must carefully develop your own investment philosophy and stick to the right investment philosophy. Of course, a core investment philosophy cannot simply be replicated; we can only get it with our own time and effort.
Munger: Be proactive, patient, strict in discipline, and unbiased
“A smart pilot never forgets to use his checklist, no matter how gifted or experienced he is,” Munger said. Munger has stuck to the investment principles checklist for over 50 years. Munger's investment philosophy is extremely concerned with “what to buy” and very little attention to “when to buy.”
Too tired to invest in funds? Why don't you “get the hang of it” for yourself first
I believe many investors can see these questions when watching financial news: “Which funds are worth investing in this year?” , “Why can't I make money by investing in funds?” , “What are the fund's investment opportunities this year?” etc. Some investors are always unable to make money by investing in funds, or feel that investing in funds is very tiring. They want to invest in funds more easily, conveniently, and quickly and get profits.
Looking for a “two-part” low-volatility fund
When buying a fund, we tend to focus on the fund's historical returns. Risk and return are relative. When purchasing funds, we need to not only understand the benefits, but also estimate the risks. By investing in low volatility funds, we can both have a better position experience and better control retracement.
Q4 2022 Fund Position Announcement
The teenager counted the top ten individual stocks held by 8119 public funds in the third quarter of 2022 and the shares of individual stocks held by these 8119 public funds. Funds include equity funds, hybrid funds, index funds, and on-market ETFs.
Depth: Understanding the true meaning of value investing
The concept of value investment with Chinese characteristics is to combine the relatively volatile characteristics of the A-share market. In addition to being a good shareholder of the company and choosing a price with a margin of safety, it is also necessary to create large bands as appropriate.
Economic and Asset Allocation Outlook 2023
This paper provides an outlook on global economic trends in 2023 and corresponding asset allocation strategies.
Quarterly Market Outlook - Q1 2023
This article mainly provides a market outlook on the different asset classes and investment markets for the first quarter of 2023.
Investment tips are smart approach+stupid effort. The core is probability, margin of safety, and compound interest (depth)
First, look for companies with high certainty of medium- to long-term business improvement; second, seek prices with good odds in the short to medium term; third, build an investment portfolio that can balance the risk of black swans and the effective return of research; fourth, continue to study to improve a little bit each year; and fifth, maintain physical and mental health, complete the above cycle and wait patiently. Everything else is basically left to China Transport.
What did those fund managers whose investment and research capabilities “go out of the loop” do right?
People often say, “Choosing a fund means choosing a fund manager”. The reason we invest in a fund is that we trust the fund manager who manages this fund, trust his ability to invest, and are willing to hand over the hard work money to him. Therefore, many fund managers will create a table showing the historical performance of their managed portfolios and the fund products they have managed.
Is the higher the fund yield the better? Don't ignore this “pass line” indicator
In recent years, many investors have become more and more rational. More and more people are paying more attention to the “performance comparison benchmark” indicator when buying funds. It has even replaced “expected yield” to a certain extent, becoming an indicator for considering future earnings of funds. However, this performance comparison benchmark and expected rate of return are two different concepts.
Red roses and white roses: who should you choose for a long time?
In investing, stock investment is like a red rose, with sharp ups and downs, bringing investors a “thrilling” experience where their hearts beat faster; bond investments are like white roses. When the years are quiet, there is a slight rise and security; it is more of a kind of steady happiness. This mentality, which not only pursues controlled retracement, but also strives to achieve steady returns, has led “fixed income +” funds to gradually enter the eyes of investors.
Fund Weekly Report | US bond funds experienced the biggest weekly capital outflow in 2022, and US inflation has not peaked
Since 2022, the top ten overseas Chinese equity funds have achieved positive returns only from Fidelity Funds - China Focus A-share funds; the remaining nine products have all had negative returns. Although this year's record has not been as good as expected, foreign giants have indicated that they are looking forward to China's economic recovery in the future.
Fund Weekly Report | What is the outlook for the stock market next year? The world's top fund managers see it this way
Some fund managers said they are very optimistic about the rebound in the Chinese stock market next year. They will selectively invest in the Chinese stock market, and are bullish on China's industrial, insurance, and healthcare industry stocks.
There are ups and downs in the market, how to invest rationally in funds?
Original title: Introduction to Fund Investment Series 23: Rational Investment 1. What common irrational behaviors may cause fund investment to fail? In the course of investment practice, the following common irrational investment behavior may cause fund investment to fail: (1) Unconscious pursuit and decline “I heard that Lao Wang made a lot of money by buying funds recently”, “I heard that the stock market performance in 2018 was so poor. They all fell to 2,500 points in October. Should I sell all of my stock funds?” ... There are always sounds like that. Historical experience tells us that it is easy for investors to catch up and fall in the process of investing in equity products and see others buy funds to make money
Fund Weekly Report | Federal Reserve officials have taken turns to emphasize interest rate hikes! Komo: The US economy will fall into a “mild” recession in 2023
After experiencing sharp fluctuations earlier this year, the US stock market has stabilized.
Fund Weekly Report | The NASDAQ surged more than 7%, Goldman Sachs: Predicts capital market recovery in the next few months
On Thursday, the US CPI data for October brought a major surprise. The three major US stock indices experienced long-lost gains.
Read in one picture | Hong Kong and US stocks rebounded violently, how should major asset classes be allocated in November?
The domestic short-term market has rebounded from an overfall, and many institutions have indicated that there may be good allocation opportunities in the next four quarters. Expectations of interest rate hikes in US stocks have weakened, and the inflection point may be getting closer, but we still need to maintain some patience and wait for a more clear turnaround.