Chapter 155 [Investors who forget their account numbers (16/73)]
It is worth mentioning that Zhongguo Construction not only has a Tiansheng value growth mixed holding of 6.5 billion, but is also a heavy holding of the "Tiansheng 150", so it is certain to be listed next.
The Tiansheng 150 portfolio requires an allocation of 8 billion, and the total of 16.5 billion already exceeds the 10% shareholding ratio of this ticket.
As the world's largest engineering contractor, mainly engaged in housing construction projects, infrastructure construction, etc., Zhongguo Construction's current market value is also 150 billion yuan. It is a proper first-line blue chip with a large weight, regardless of the current transaction volume of several hundred million a day.
, after half a year, the daily trading volume will be one to two billion.
The logic of Lu Ming's heavy position on this stock is that he knows that Zhongguo Construction will usher in a super main rising wave market in the second half of the year, and it is a doubling stock. You must know that this is a 150 billion-level doubling stock. Isn't this a super market?
is rare.
The reason is that this company has greatly benefited from the country's One Belt and One Road strategy. At the same time, the real estate market this year is also very hot, and its performance has soared. Last year's net profit was 26 billion, and this year it is expected to be close to 30 billion.
Although an announcement will be made when the shareholding reduction is announced, it doesn't matter. This is a big blue chip. Even if the stock price drops by 20 to 30% due to the announcement of the shareholding reduction, it will not hurt. Tiansheng Capital's cost is almost at the floor price.
If you buy more, even if you earn 50%, you can bring in profits of more than 8 billion.
What's more, Lu Ming knew very well that it was impossible for such a big vote to happen all the way down just because he issued a shareholding reduction announcement.
80% profit is not a problem.
…
Today's morning meeting ended before the market opened. Li Mingyang and other fund managers also entered their respective trading rooms before the call auction started, opening positions, adjusting positions, and closing positions.
Entering the second half of the year is about position adjustment, which is also the theme of July.
As the scale of funds expands, position adjustment and stock exchange cannot be completed in a day or two. Distributing chips by shipping and distributing chips at a price can easily trigger emotional panic, and it is very possible to hit the lower limit.
It is absolutely no problem to close the position within half a month.
On the other side, Lu Ming returned to his office and sat for a while, then typed a few keys on his work computer, then opened the fund performance rankings for the first half of this year and took a look.
"Huh? Tiansheng ranks third in value growth mix?"
Lu Ming was a little surprised. There were actually two funds whose income in the first half of the year exceeded the funds he managed?
The cumulative total return of Tiansheng Value Growth Hybrid on June 30 in the first half of this year was +73.36%, while the top two hybrid funds, Cathay Nongyi Flexible Allocation and Cathay Aminocon Regular Payment, had a first-half return of +91.55% respectively.
and +86.27%.
Actually outperformed Tiansheng Enchantress?
Moreover, the next five funds are also very good, two of them have a return of more than +50%, and the other three have a return of more than +30%.
Lu Ming was very curious and clicked in to take a look. He clicked in and took a look. Oh my god, it skyrocketed from minus ten points to plus eighty plus points in one day.
Seeing such a vertical surge, Lu Ming burst out laughing on the spot and shook his head repeatedly, somewhat speechless.
I thought I had met a master and wanted to get to know him and communicate with him. Unexpectedly, I encountered a huge redemption fee and my net worth skyrocketed.
This is not a strange thing. The flash crash last year was too tragic. In the second half of the year, the China Securities Regulatory Commission even ordered the suspension of IPOs. Even those who have paid must be fully refunded. Now investors are anxious. The fund has not yet started to make money, and the new shares have not
If it is broken, then break it off, and simply redeem it. If you are not careful, you will redeem it with a clean bowl.
The huge redemption fees generated were all included in the remaining fund asset income, and the net value skyrocketed.
In other words, the windfall earned by the Christians who are still inside is a piece of pie in the sky. It is the result of other Christians gathering at the same time to redeem their flesh on a large scale. The income for which the redemption fee must be paid is equivalent to the money in the same fund.
Christians cut their flesh to another group of Christians in the same fund.
But this is definitely a huge embarrassment for fund companies.
The two funds ranked in front of Tiansheng Value Growth Mix and the five funds behind them all encountered sudden large-scale redemptions, resulting in a sharp surge in net worth, which was indeed very embarrassing.
After excluding the gains, these seven funds are almost at the bottom, losing money in the first half of the year.
Excluding them, Tiansheng Value Growth Hybrid Fund topped all peer funds in the two cities with a return of +73.36% in the first half of the year. The real second-ranked fund in the first half of the year had a cumulative return of about +26%, which is considered very good.
Performance is good, most similar funds have been lonely in the past six months and still lost money.
…
At the same time, in a small family in a second-tier city in China.
"...the total amount is 280,000, and there is still 170,000 left to pay for the down payment."
In this rental house, a middle-aged couple is totaling all the belongings at home. There are cash, bank cards, etc. on the table.
The reason why my wife looked sad was because she wanted to pay the down payment for a house.
Originally, the couple planned to save more money before buying a house, but they found that the speed of saving money could not keep up with the current increase in housing prices. The average house price in the city where they lived at the beginning of the year was over 10,000, but now the price in July
It has increased to 11,300/square meter.
So I became more and more anxious and had to put together the down payment as soon as possible, otherwise I would not be able to afford it later.
The problem is, it’s not enough to scrape together now, and a down payment of 450,000 is needed.
"Husband, I remember I heard you say that you had bought a fund before. Yes, yes, the money was not included in the calculation. How much did you invest? How much did you earn?" The wife suddenly looked at the man and said.
"Fund? Do you have one?" The man was stunned for a moment after hearing this. He hesitated for a moment and recalled it carefully. Suddenly he slapped his forehead with his big hand and said immediately: "Look at my memory. I would have forgotten this even if you didn't tell me.
, I bought it in 2011. It was called a profit-generating fund. I remembered that it was a phone call from a bank that recommended me to buy it. I didn’t think much about it at the time. It sounded like a pretty good return, so I invested in 8
Ten thousand yuan is still a lot."
When the wife heard that there were 80,000 yuan, her eyes lit up and she quickly said: "It's been four or five years, so it should be 100,000 yuan. No matter whether it's a profit or a loss, take out as much as you have. The house is the top priority!"
At this time, the man hesitated and said: "Old...wife...I forgot my account password, don't you remember?"
"What? You can forget this? 80,000 yuan! Are you a pig?"
When his wife heard this, he was about to cry. Just when she was about to curse in anger, the man suddenly said: "Wait a minute, wait a minute, I remembered. I'm afraid I forgot to have a special notebook to write down these accounts and the like."
Just to prevent forgetting, just wait and I’ll look for it!”
After the man finished speaking, he got up and went to the bedroom. After a while, he took out an old notebook from a box.
The couple leaned together, and the man kept flipping through his notebook. After a few minutes, he finally saw an account and password record on a page, with the words "Profit Creation Fund" written on it.
The man was overjoyed: "This should be it. It turns out you can log in with your ID card."
The wife quickly urged: "Don't worry about these things, just go in and take a look."
The two people immediately came to the computer table in the bedroom. After starting the computer, they opened the search engine and entered "profit-making fund." After clicking in, the web page suddenly jumped. The man was puzzled: "Tiansheng Fund? What's going on? I remember I
What I bought was a profit-generating fund!”
When the wife saw it, she yelled angrily: "It's over, you must have encountered a scammer. You can complain to the bank? You idiot, you were defrauded of 80,000 yuan and you didn't even know it. I'm so angry!"
The man also felt guilty and did not dare to refute his wife. At the same time, he was heartbroken that the 80,000 yuan was gone.
I don't know it's the same thing, but when I know it, I feel really sorry for the money.
After a while, the man clicked on the query with the mentality of giving it a try, and entered the fund account number and password. He had never used an agency sales platform such as Zhifu Bao or Tiantian Fund. This was how he registered the fund account when he bought it.
With the mentality of giving it a try, he entered his account password and clicked to confirm. The man was surprised again when he saw the page jump: "Huh? How the hell can you log in?"
The furious wife turned back and glanced at the computer screen silently. The man clicked to check the account assets again. When he clicked in and saw the net assets of the account, he was completely confused.
When my wife who glanced over saw the string of numbers, she was so shocked that she subconsciously covered her mouth with her hands!
