For individuals to buy stocks, it is enough to study the fundamentals of the industry and policies. For in-depth things, there is a research team and big funds have helped screen them. Retail investors have no advantage in this regard. Just imagine what Agu and Meigu are. There are also people who make big money by doing value investing, and 80% of retail investors will be delisted. Anything that goes too far and ignores logic is just superstition.
Share a transaction summary of a certain boss
The time when hot money increased And types of stocks
Let’s talk about the issue of stock trading software first. I talk about this for the sake of literacy. Many people may use it and refer to it. This is how I feel. If you want to see that information, you might as well read the annual report, but if you are willing to spend 10,000 to 20,000 a year to buy software, that’s fine too. But I don't think it has much effect.
First of all, it’s because I have a friend who has a very good relationship with me. Last time he came here, he opened everything on my computer, including that he could check many things in a securities company, including what you do and what you have. How much money you have, you can find out everything. It is still very strong in data processing. I’m just telling you that a lot of the data you see is filtered. I'm not saying it's fake, it's just that it's been filtered.
For example, for a certain stock, they can see which institutions it has, which funds have come in, and which funds have gone out. But there is something about you that he doesn’t want you to see, and he has already taken care of it for you. The information you receive has already been processed. But everything you see is true. Even though what you see is true, its value is not that great. Everything of value has been dealt with.
Then another question is, assuming this software is very effective, that is, what you see is completely accurate. If it is not filtered, I actually think it is of little significance. Because software is dead after all, and people are alive after all. People use software and people are not used by software.
If there is a big fund, a main force, a very awesome kind of hot money, if he uses software and is always discovered by you, and then you always ride in his sedan chair, I think the hot money will definitely lose money in the end, and it will not be hot money. , if it doesn’t become a death squad, it will definitely be eaten up by retail investors in the end, and it will eventually become a retail investor.
If there is a big fund, a main force, a very awesome kind of hot money, if he uses software and is always discovered by you, and then you always ride in his sedan chair, I think the hot money will definitely lose money in the end, and it will not be hot money. , if it doesn’t become a death squad, it will definitely be eaten up by retail investors in the end, and it will eventually become a retail investor.
Many times he will make a golden cross to lure you in, and then make an dead cross to lure you out. Many things have become very public, and he will be taken advantage of. Because people are always the smartest in technology, and dead things cannot compete with living things.
So many people buy software. I feel that in fact, the ugly thing about stocks is that it is half and half. The probability of going up and down is half, so I tell many people not to look at the K-line. The K-line is calculated. In fact, the probability is almost the same.
You make a lot of money in a bull market, but you lose a lot of money in a bear market. Why do many software companies sell well in bull markets but have a lot of returns in bear markets? This is actually the case. Why
should follow hot money: Participants analyzed why
should follow hot money, mainly like this. In this stock market, just like when we analyze a thing, you have to analyze it systematically and holistically.
Let’s analyze who and what participants are in the stock market.
First is the country, Social Security Fund includes policy aspects, followed by securities companies. Securities companies have two aspects, one is their own business, and the other is they charge fees and make money from IPOs. He will definitely make money by charging fees and IPO.
Secondly, there are private equity funds and public equity funds, insurance, QFII, retail investors, and hot money, including death squads.
In China's stock market, everyone knows one thing. There is always more money coming in, and there is always less money making money. Why?
Because first of all, the dividends from the Chinese stock market are very low. Its dividends are not even close to the amount of money it makes. In addition, when we buy and sell stocks, we need handling fees, stamp taxes, etc., so this stock market is created by most people losing money and only a small number of people making money.
Then take a look at which people are losing money. In fact, among retail investors, everyone knows that there is a proverb in the stock market: seven losses, two draws and one profit means that 70% of people will eventually lose money. This includes a bull market plus a bear market. This is not a bull market. 99% of bull markets make money. .
means that after a bull market and a bear market, 70% of people will lose money, 20% of people will tie, and only 10% of people will make money.
Social security is definitely profitable. There are two reasons why Social Security makes money. One is because it is long-term. In the stock market, most of the people who make money are long-term, but profiteers are generally short-term, but there are very few people in this group. Except for Social Security, they are long-term. In addition, he is doing value investing.
The second one can be based on the policy, because he knows the direction of the policy best. Social security investment cannot be a loss. The country will not let him buy at a high level and sell at a low level. It won't be like this, he will have a limit.
Then there is QFII. In fact, when it comes to QFII, most of it is related to politics, and many things are not well kept secret. I dare not say that they took bribes or anything like that. Anyway, they didn’t do a good job of keeping it secret.
In many cases, QFII is sure to make money in this area.
is due to many policy reasons, including the fact that their QFII traders are very powerful. Combined with these two aspects, they will definitely make money, but we will definitely not be able to keep up with QFII, because they often do a medium and long-term business. investment.
One problem with medium and long-term investments is that by the time you see them building a position, the stock price has already risen a lot. In fact, I have said before that when it comes to long-term investment, you don’t need to look at many things at all. Just buy when it's low, sell when it's high, and you don't have to worry about the fluctuations in between.
You have also learned a lot about valuation. When to buy and sell in the long term, experienced partners don’t need me to say more.
If this thing is worth ten yuan, you bought it for eight yuan, even if it drops to one yuan. Money, he will eventually reach ten dollars, it is just a matter of time. Because most of us are doing short-term or medium-term, we need to understand this aspect.
Then there are public funds. Anyone who has been speculating for a long time knows that public funds are not actually smart funds.
First of all, the operators of public funds are not elected by the citizens, but appointed by the superiors.
Because the fund manager’s salary is very high, will he be appointed based on some connections? This is definitely true, but I don’t know how much.
In addition, the money he trades is not his own, and he does not have to bear any responsibility. No matter whether he loses or makes a profit, this fund will charge handling fees, so why do almost all people who buy the fund lose. When the market rises, it cannot rise as much as the market. When it falls, it falls more fiercely than the market. That is to say, because if the money you make is not your own, how much effort will you use to do it, and there are still a lot of mice and in it, so you will definitely need money in this regard.
What we are talking about here is active stock funds. Broad-based index and industry index funds are passive and do not rely on the fund manager’s stock selection ability. Everyone should be aware of this.
Also, it was early 2008. At that time, the country imposed restrictions The position of public funds is . If you want to sell social security at a position as high as more than 5,000 points, start selling it at more than 3,000 points, start selling it at more than 3,000 points in 2007, and continue selling it until 6,000 points. Social security began to be withdrawn at more than 3,000 points. In January and February of 2008, the state restricted the positions of public funds at more than 5,000 points, which means that you cannot reduce the fund to a certain position.
With such restrictions, how can public funds make money?When it was at a high level, the country's most important social security fund ran away, and then told you that you can't go below this position. Of course you can go below this position. If it's lower than this, don't do it. If you are a fund manager, just go home. So, of course, a fund manager’s butt determines his head. If he sits in this position and gets such a high annual salary every year, he will definitely not do anything for money that is not his own.
This is not a moral issue, there is nothing you can do about it, otherwise you will get out. Therefore, public funds basically lose money. And it’s a big head. Public funds basically sell at low prices and buy at high prices every time, and they hold the most.
There are also retail investors. In fact, apart from some novices, there are also some retail investors who don’t know how to do it.
We can see The Expendables, which was actually very famous in 2003 and 2004. Next comes hot money. For example, hot money was particularly strong in 2006 and 2007, and then in 2009 and 10. Hot money was very strong in many cases.
You have to have a concept. I saw some people writing about wanting to capture the banker, or destroying the banker, as if you want to defeat them, I want to eliminate you. This kind of thing is very stupid. In fact, the real way to make money in the gu market is not to eliminate him, but to follow the strongest force and follow him. He makes a big profit, and you follow him and make a small profit. We and hot money are not trying to defeat him.
Operations include social security, QFII, and hot money. These three aspects are profitable.
I also analyzed a lot in the middle, which I won’t go into. It also involves some celebrities. We don’t speak ill of others.
In short, the only thing we can follow in the short term is hot money.
In addition, because the money he operates with hot money is basically his own money, he will cherish it and operate it well. In terms of research, he will put a lot of thought into research.
will not be like a public fund. It is not my money anyway. I just get this handling fee every year. The big deal is that when I operate well, I get more bonuses, and when I operate poorly, I get less bonuses. He has no pressure at all.
Hot money is to operate your own money or your friends' money.
Another very important aspect is the technical aspect, because hot money is not very big at the beginning, it is medium-sized, and then only when it has this ability can it grow bigger and bigger, and there are many possibilities. At first you feel that it is a hot money, but Because he was not good enough, he kept losing money, and eventually made himself smaller and smaller, becoming a retail investor. So the part left behind is the real strong one.
The first one is that they have technology, and the second one is that they serve themselves, so you make money if you follow them.
If you make a hot investment, what is the most important thing? The most important thing is not my opening a position and raising prices. These two are secondary. The most important thing is shipping.
For example, if I am interested in this stock, such as PetroChina , of course it is impossible to do it with hot money. Let me give you an example, but it is definitely a large-cap stock. For example, if I am interested in PetroChina, I am a big hot money player and I want to do it, so I want to build a position. Then I opened a position at ten yuan. Some people may say that building a position is very important. What if you can't build a position? If I want to buy it for ten yuan, but no one is selling it or there are very few people selling it, and I can’t open a position at all, then forget it. If PetroChina fails, I will do Sinopec . If Sinopec fails, I will do Industrial and Commercial Bank of China . Anyway, there is always a stock I can build a position on. Why can't I open a position? First of all, this fund is dead. Many of his chips are already controlled by big funds, or in the hands of some long-term retail investors, but he cannot build a position at all. If I can't build a warehouse, I may change it. Let me first talk about the mid- to long-term, and how to increase hot money in the mid-term. I won’t give examples of individual stocks now, and I won’t give detailed examples. I'm just talking about their philosophy. I won’t go into detail until the second quarter. Building a position is actually not as important as shipping. If this one doesn't work, I can choose another one. If the other one doesn't work, I can choose the third one. If the third one doesn't work, I can choose the fourth one. As for pulling up, pulling up is actually a simpler problem.
If you have enough funds, you can pull it up.People without funds often do this. You can often see some individual stocks. Often this kind of thing is relatively short-term, that is, in the last three minutes, they pull up 7% or 8%. Obviously his funds are weak, this may be very short-term, and then after the establishment is completed, it is found that the funds are not enough, and it is impossible to do it normally, and can only pull up at the closing of at the end of . The most important thing about
is shipping. There are two things to ensure when shipping.
The first point is that it is very simple. Only if the price of my shipment is higher than the price of my purchase, will I make a profit; that is, many times you will find a fund who will open a position and then pull it up. After being high, you can't get out, and there are no takeovers, or very few takeovers.
The second point is the most important. Many people may not consider the issue of whether they can go out. It is definitely not possible if there are no takeovers, that is, there are very few takeovers and almost no retail investors. Even if he sells a thousand lots, the price will directly drop by 2%. This problem will also occur if
and a fund are wrong. Once I sell it, there is no takeover at all. Some of them are very rare. The ones below are all ten lots or twenty lots. You can't sell them at all. In fact, this is what he is most worried about about hot money.
If you want to have funds and hot money, you may see a lot of information saying that tens of millions are involved. In fact, it is not that small at all. It is directly several hundred million, or even a billion. If you want to see him ship goods, the most worrying thing is that there is no takeover.
When you see a price from ten yuan to fifteen yuan, he will finally get it down. Sometimes, he even has to get it very low before he can get out. Therefore, the most important thing for him is whether there is an order below and whether he can sell safely. This is the most important thing.
The easiest way to make hot money is to look at the Dragon and Tiger List.
