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My Fund Investments of the Week

time：2023-03-24 01:37:51 source：clevelanddrifters.com author：Individual stock analysis

My Fund Investments of the Week

Entering August, the A-share market continued the strong and weak posture of July. The adjustment of the new energy sector has made the overall market adjustment trend obvious. Most of the investors went into losses again. The funds I invest in are still profitable because they have more positions at low levels and thus have lower costs. Among the funds I hold, the most profitable one is the photovoltaic industry fund, which currently has a profit of about 39%. The photovoltaic sector has risen sharply in the rebound that started at the end of April, and the adjustment rate has been relatively small, and it is one of the strongest sectors in the market. I am still optimistic about the long-term development of the photovoltaic sector, and I firmly hold the photovoltaic fund. Other profitable funds are animal husbandry, consumption, liquor, medicine, and CSI 300 sectors. In the livestock sector, I think there will likely be a market high in the second half of this year, because last year's sharp drop in pig prices has severely shrunk the production capacity, and it is difficult to make up for the production capacity immediately within 6 months. Therefore, the price of pork this winter is worth looking forward to. When the price of pigs hits a new high again, it is the time to sell the livestock sector. Liquor and consumption sectors are the sectors that I have firmly held for a long time. Only when the bull market is too hot and the valuation is too high will I consider reducing positions. At present, I think the valuation of the consumption and liquor sectors is reasonable, and there is no need to lighten up positions. Continue to hold at the moment. It doesn't take a long time for the consumption and liquor sector to rise sharply, maybe this winter, maybe next spring, in short, there will definitely be a chance for a big rise in three or two years. The pharmaceutical sector is a sector that many friends are very concerned about. Since the pharmaceutical sector has been in decline for a long time due to the negative impact, many investors are deeply involved. My research on medicine is not deep, and I think innovative drugs should be a sector in the pharmaceutical sector that is less affected by the centralized procurement system. Personally, it is estimated that the recovery time of the pharmaceutical sector may be slightly later than that of the consumer sector. Therefore, my investment in the pharmaceutical sector is significantly less than that in the consumer sector. The CSI 300 Index Fund is a "defense" I do when building a fund portfolio. Investing in a more "moderate" broad-based fund is used to prevent yourself from misjudging the sector or market and causing excessive investment losses. This year is obviously not a market for large-cap stocks, and the increase in the CSI 300 Index is really too small. In the future, the Science and Technology Innovation Board may be a major direction for investment, and I may consider investing this year. The losers this week were property, insurance and dividend index funds. To be honest, I didn't expect the Dividend Index Fund to be in the red. I originally used it together with the CSI 300 Index for the defense of investment layout. I didn't expect that the "big-eyed" dividend index fund would also make me lose money. The sharp drop in dividend index funds signaled weakness in the market, as well as investors' concerns about the prospects of the industry in which the low price-to-earnings ratio sector belongs in the current economic environment. High-dividend industries such as real estate, banking, and insurance are now marginal sectors that have been left out by the market. In the future, when the market is hot, these sectors will definitely have an oversold rebound, but don't have high expectations for the rebound. My investments are mainly concentrated in consumption, medical care, and new energy sectors, with less layout in real estate and insurance. I think industries such as real estate, insurance, and banking may have greater investment opportunities in three to five years. It is difficult for their performance to change significantly in the past two years. Our investors do not have good investment opportunities. . In the end, my investment decision is still no matter how the market fluctuates, firmly hold the friend who is time, and wait for the rose of wealth to bloom slowly.

(Responsible editor：Fuel stock)

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