The internal charity class on May 7 was uploaded to the Internet. I focused on the current bear market investment strategy of in the A-share market:
long-termism, halved the leader, two highs and two lows, and combining long and shorts.
policy bottom is sharp, and the pole is immediately visible. The government's policy support for and 04/26 is clear, but the market bottom is round, and it takes several times to grind out the bottom.
Two highs are high growth and high elasticity, and two lows are low valuation and low market value. Use dynamic price-to-earnings ratio as a ruler and refer to other valuation standards to build your own investment portfolio.
Don’t listen to anyone’s recommendations, and don’t ask anyone’s stocks. Learn to use intelligent systems, choose familiar industries, and build your own portfolio.
The era of great inflation is coming, and any asset may depreciate, and only one's own cognitive ability will not depreciate. The finance philosophy course I teach is to study cognitive monetization and apply what I have learned. Ordinary people rely on their abilities to realize, investors rely on their cognitive to realize, and a very small number of people rely on their blessings to realize, and they cannot be found.
There are more investment opportunities in the bear market, and the opportunity to improve the class in the next ten years is at this time. Buying a house in the United States during the financial tsunami from 2008 to 2009 has almost doubled now. Buying Chinese stocks this year is the same opportunity, but don’t speculate, focus on the leaders of the sub-sectors and look for investment targets with low valuations and high growth.
focuses on resource-related listed companies, focusing on big consumption and technology, and the stocks of the big health sector should look for leading companies that will be cut in half and then cut in half.
The structural bull market in the fourth quarter of last year introduced 200 million to 300 million people into the stock and fund markets. In the fourth quarter, the stock and mixed funds made a total profit of more than 150 billion yuan, and fools made money; from the beginning of this year to the end of April, the cemetery fund lost 1.5 trillion yuan overall, and the stock fund lost more than 22.5%. There are many funds with halved performance, including some star fund managers. But since you have come to the securities market, you must learn to make money. Once you learn, you may change your destiny.
There are too many traps in the A-share market at present. We must avoid the big road and go the two sides. We should try not to touch celebrity stocks in the early stage. We should mainly lead the sub-industry with a market value of 100 billion yuan, and mainly investing targets with low valuations and low market value.
