0 The sector with the best performance in the entire market since November is real estate stocks. The recent real estate stocks have ushered in epic positive stimulus. Since November, the real estate theme fund has risen strongly. Real estate has faced the most difficult period since last year, with housing prices falling, sales not rising, and capital breaking. It is at this time that we have ushered in the stimulus of favorable policies.
According to Wind data, as of November 28, among the funds, which have a large holding of real estate, including index funds and active funds, 174 funds have achieved positive returns since November, and 18 funds have risen by more than 20% in the month.
The rise of real estate stocks is closely related to the intensive introduction of policies. rescues the market and the three arrows are important driving forces. The first one is 16 financial items, and large banks provide trillions of credit lines to high-quality enterprises; the second arrow supports private enterprises to issue bonds with a quota of 250 billion; the third arrow restarts real estate companies' equity financing.
The major rescue measures made real estate companies feel relieved, and real estate stocks also recovered quickly. The most obvious thing is that some high-quality real estate companies have been favored by funds. Therefore, I firmly believe that the real estate industry has ushered in good opportunities for long-term investment.
The real estate sector started a good start in November, launching a sharp attack, and people's depression was boosted again. This wave of market happened to last a month, and it peaked and fell on November 30, and the real estate index entered a adjustment market.
Real estate stocks just recalled . I saw many pessimistic comments on the market again, "geographical conflict has not ended", "mask incident has not ended", "economics are still not improving", etc., but in my opinion, I think the pullback in the early stage of the rise is normal and does not mean the end of the market.
In the real estate sector’s pullback, do you still have confidence in holding stock ? What I want to tell you is that confidence is more important than gold. If you don’t have confidence, no matter how good the variety is in your hands, you will fail. A stock friend once bought Moutai for 200 yuan per share, but stop loss for 180 yuan. This is because lack of confidence has led to a wave of wealth being ruined in his hands.
A wave of market will have to rise for at least one or two years. Moreover, it has been eight years since the real estate index fell in 2015. From the perspective of valuation, the industry is already very low and low. How can the market end after only one month of rise?
Never be as excited as you see the wind and rain, you will be extremely excited when you see the rise, and you will be pessimistic and disappointed when you see the fall. This unstable state is difficult for you to win in your investment. My stock market experience in more than 20 years has gone through the baptism of many sharp drops, and it has been proven to be safe afterwards.
If you want to become a stock market tumbler, you must first practice a good attitude of facing ups and downs calmly. I have never been sad about the market. The most important reason is that I hold high-quality blue chip stock . They can bring me very satisfactory dividend returns, and I don’t need to worry about a decline.
If it is a stock with poor performance, I will be uneasy and I will fail to invest, so only good stocks can give me confidence and calmness. Remember what Li Daxiao said in is very useful, "Be a good person and buy good stocks and get good returns."
Real estate stock investment I also choose to undervalue blue chips . No matter how the market changes, no matter how negative and negative are harassed, as long as we firmly hold blue chips with low valuation and high dividends, we will become the ever-winning generals in the stock market and the tumbler in the stock market.
Faced with the adjustment of real estate stocks, friends, what do you think? Welcome to leave comments.
If there is venture capital in the stock market, be cautious!
