Shanghai Composite Index :
(1) The June PMI economic data will be released on Thursday this week, which exceeds expectations and returns above the boom and bust line. I think that after short-term adjustments, it will continue to rebound upward and continue to open up space. A shares 7 stood firm in the 3400-3500 area.
(2) The current idea is to continue to rationally adjust positions, and the basis for the allocation of each industry sector will be based on the fundamentals and news opportunities in the second half of the year. Reasonably change the proportion of holdings and in each industry sector.
(3) is currently -4.3% this year, with a floating loss of 40,000
personal position strategy:
Today’s increase in position:
(1) Invest in Morgan Large-cap blue chip stocks (3765 10) (add 3,000 yuan to the position) )
personal plan:
(1) At present, the weight of Shanghai Stock Exchange 50 category is at the bottom area, and the position allocation can be arranged on dips by distributed entry.
(2) At present, the blue-chip weight class has not yet been launched. The strength of this aspect cannot be ignored. First, arrange a part of the position at the bottom to prepare.
(3) I plan to focus on entering the market today, and wait for the market in the third and fourth quarters to continue to trend upward.
(2) China Merchants Credit Tianli Bond (LOF) C (009637) (Add 1,000 yuan)
Personal plan: The long-term trend of pure debt is stable growth. The bond market has been in a small correction process recently. I think it can Distribute the entry method and steadily increase the proportion of position allocation as a stable bottom-line strategy.
(3) Penghua National Securities Steel Industry Index (LOF) C (012810) (add 1,000 yuan)
Personal plan: The steel industry index belongs to one of the main tracks of the cyclical category. I expect that in the second half of the year, There will be a price increase concept for basic raw materials, so we should adopt an early layout plan for the steel sector that is still at a low level and has not yet started. Steady entry into the market on dips.
Today’s positions are unchanged:
(1) Wells Fargo CSI Science and Technology Innovation 50 ETF Link C (013314)
(2) Wells Fargo CSI Value ETF Link C (007191)
(3) Celestica S&P 500 (QDII-FOF) C (007722)
(4) Everwin CSI All-Index Medical Devices ETF Link C (013416)
(5) Harvest Hang Seng Hong Kong Stock Connect New Economy Index (LOF) C ( 006614)
(6) Harvest CSI Software Services ETF Connection C (012620)
(7) CICC CSI Shanghai-Hong Kong-Shenzhen Preferred Consumer 50 Index C (008520)
(8) China Europe Advanced Manufacturing Stock C (004813)
(9) China industry boom mixed (003567)
(10) Shanghai Investment Morgan Rui Yi pure bond bond C (007330)
(11) Guolianan China Securities All-Index Semiconductor Products and Equipment ETF Link C (007301)
(12) Everbright GEM Preferred C (003070)
(13) Penghua Wine Index C (012043)
(14) Pengyang CSI 500 Quality Growth Index C (007594)
( 15) Harvest CSI Rare Earth Industry ETF Connection C (011036)
(16) Galaxy Sports and Entertainment Theme Flexible Configuration Mixed A (005585)
(17) Guolian CSI Pharmaceutical 100 Index C (006569)
(18) Penghua CSI 800 Real Estate Index (LOF) C (015674)
(19) Huashang New Trend Preferred Flexible Allocation Mix (166301)
(20) Tongtai Shanghai and Shenzhen 300 Index Quantitative Enhancement C (012912)
(21) Wells Fargo CSI Military Index C (013035)
(22) Cathay CSI Livestock Breeding ETF Connection C (012725)
(23) Qianhai United Yonglong Mixed C (007040)
(24) Investment Promotion CSI New Energy Automobile index C (013196)
Today’s position reduction and baggage part: None
The current fund portfolio as of June 30 has a total of approximately .745 million positions. (The settlement of 18,000 yuan is in progress)
passed by, please take a minute to leave a message and comment below the long article of the old stock. thanks all old friends for your long-term support and will steadily improve.
