[Basic situation]: Today the Shanghai Stock Index closed at 3202.14-0.78%, the Shenzhen Component Index closed at 11815.79-1.29%, and the GEM Index closed at 2570.41-1.60%.

2025/01/0820:49:32 finance 1226

[ position amount]: 12W.

[Number of positions]: 27 (ceiling of number of funds).

[Profit and loss for the day]: -3225.19, miserable! The profitability exceeds that of 93.42% of the country’s citizens (screenshot as proof).

[Basic situation]: Today the Shanghai Stock Exchange Index closed at 3202.14-0.78%, the Shenzhen Component Index closed at 11815.79-1.29%, and the GEM Index closed at 2570.41-1.60%. The turnover between the two cities was 943 billion yuan. The net inflow of funds from the north was 7.9 billion yuan, bucking the trend and coming to to buy . 2973 funds rose, 8216 funds fell, communication equipment +2.88%; charging pile -6.42%.

[Today’s Events]: Buffett reduced his holdings of BYD stocks for the first time in 2014.

[Operation of the day]: Increase the position of Huatai-Berry New Energy with flexible allocation of mixed A1000.00, increase the position of SDIC UBS Ruiyuan with flexible allocation of mixed A1000.00, and cover the position of GF Dow Jones Oil Index (QDII-LOF) 2000.00.

[Operational gains and losses]: Panic is not caused by retail investors, but is caused by the switching of institutional styles between large and small caps. Now, you can reduce your positions in new and old energy and switch to the direction of and Shanghai Stock Exchange 50! large cap and have been switched between large and small caps and high and low valuations. Fellow Christians, we must take advantage of the situation!

Today it is the third time that I have purchased a fund with a low retracement rate and a high margin of safety. The best way to control the retracement is to use a low retracement rate to control the retracement! Today I posted an article "Dry Information (Collector's Edition)!" The article "Carefully Selected, a Fund with High Margin of Safety and Excellent Performance" is to introduce a fund with low drawdown rate, high margin of safety and good returns. I hope it will attract everyone's attention!

added to the oil position because he pulled back sharply yesterday and bought the bottom.

[Looking forward to tomorrow]: Optimistic about funds with high margin of safety and low drawdown rate. Go with the trend and switch towards the low valuation of large-cap stocks!

The above is only my investment fund review, not investment advice!

finance

Although the Nord Stream pipeline has "holes", it does not affect Germany's natural gas reserves at present. At least in the past few days, the natural gas price has dropped to the lowest price in more than two months. Natural gas is currently down 6%, down from 160 EUR per MWh t

Natural gas prices have dropped. Will Germany get better this winter?

04/28 1738

The report pointed out that in September 2022, Shanfu New Materials and Haitong Securities signed the "Guidelines for the Initial Public Offering and Listing of Anhui Shanfu New Materials Technology Co., Ltd. and Haitong Securities Co., Ltd.".

Shanfu New Materials plans to IPO, and there are three main risks.

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In the first half of 2022, Semir Clothing achieved revenue of 5.64 billion yuan, a year-on-year decrease of 13.4%; net profit attributable to shareholders reached 104 million yuan, a year-on-year decrease of 84.3%, and revenue and net profit both declined.

Yingya Securities Consulting Revenue declined in the first half of the year, and Balabala could not drag Semir Clothing

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A-shares were successfully washed before the festival, and the outside world rose sharply during the festival, and A-shares would inevitably rise step by step after the festival! On October 5, Hong Kong stocks opened high and closed high, and the Hang Seng Index rose 4.29% at the

A-shares were successfully washed out before the festival, and the outside world rose sharply during the festival, and A-shares would inevitably counterattack after the festival! (For memorial only)

04/28 1814

On October 4, local time, Bridgewater, the world's largest hedge fund, announced on its official website that the company's management transition has been completed and control has been transferred from Rui Dalio to the operating board of directors.

A legend of a generation, officially announced "retirement"! Dalio stepped down and the trillion-dollar hedge fund completed the handover of control! In China, it has been in China for more than 4 years, with a scale of more than 10 billion

04/28 1349