Chapter 194 [The best card strategy is to show cards (37/73)]
Now Lu Ming basically won't deliberately catch monsters. He just happens to encounter them while watching the market, and he happens to be interested, so he stretches out his hand to catch monsters, but he will not deliberately take the initiative to catch monsters.
It is no exaggeration to say that the funds he manages now are not about catching monsters, but that as long as he wants to easily create monsters, even penny stocks can be easily smashed into monster stocks with funds.
In a sense, Lu Ming's current energy can even trigger an exponential super market.
But even if a few monster stocks rise several times or ten times, they may seem to be rising fiercely, but the absolute profits they can make are not enough to fill your teeth.
The scale of funds is there, tens of millions to one or two billion are jumping around on a monster stock, but it still cannot beat the inflation rate of the overall funds.
Lu Ming has now transformed from his early fame as a hot money investor to an institutional investor, and he is a typical institutional investor.
The ceilings of the two are not at the same level.
The most powerful ability of hot money is to take advantage of hot topics in the market. Emotions can rise rapidly in a short period of time, creating one monster stock after another. How it goes up will eventually come down. In the end, it will end in a mess, and then look for the next one.
Hot spots, a cycle that starts over and over again.
If hot money is the creator and promoter of monster stocks, then institutional funds are undoubtedly the creator and promoter of the bull market. If the market does not have institutional funds to join forces to launch the market, it is undoubtedly a fantasy to get out of the index-level super market.
.
The speed and frequency with which hot money cuts leeks reflects the word "fast". Almost every month in the market, a monster stock will be born and become the most beautiful kid at that time. The time period is basically calculated on a monthly basis.
The time period for institutional harvesting is calculated on an annual basis. Generally, if you don't make a move, the move is unusual. Basically, it is a small cut every year, and a big cut every five to eight years. Once you decide to harvest, it will basically be combined with all aspects of the market.
There is a lot of money on the road.
Institutions are the real strongest harvesters in the market. Not only do they cut off retail investors, large investors and hot money, institutions also cut off each other. After all, there are so many institutions in the market. When the market crashes, no investor is innocent.
…
afternoon.
An Yirou finished handling her work matters in her office and took advantage of her free time to think that the market would not close for another hour. She immediately opened the market software client through her work computer and logged in to her stock account.
"It actually went up and down in the afternoon?" An Yirou was surprised when she looked at the intraday time-sharing of Baobian Electric's stock. "He really calculated it in advance. No wonder that guy said that the stock market is his withdrawal."
machine……"
While An Yirou was muttering, she did not forget to start trading. She cut the meat in the morning. Now that the market fell back in the late trading, she bought it in batches again, using the classic "S-B operation". There was an S mark on the intraday time-sharing trend in the morning.
, this is the selling point position, and now there is a B mark on the time-sharing chart. This is the buying point position. One after the other is an S-B operation...
At present, An Yirou's stock account only has 35 million yuan in net assets. Previously, 300 million yuan was transferred from the depository bank, and the net loss exceeded -88%. It successfully proved that speculators can make excess returns.
, do not engage in insider trading, compete fairly in the market seriously, and catch monsters really requires talent.
After all, this way of making money does not rely on the central bank’s monetary easing, nor does it rely on corporate value growth dividends, but on earning money from opponents. It happens to be the most difficult way to make money in this market, and it is the smartest one in the market.
Putting meat in a group of people's bowls is really not something that ordinary people can do.
…
On the other side, Lu Ming was in his office, currently browsing the material report submitted by the technical department, which was a content report on the index design and compilation of Tiansheng's three major investment portfolios.
These three major indices are Tiansheng Upper 50, Tiansheng Shenzhen 100, and Tiansheng Mid- and Small-Cap 300. Tiansheng Capital is an asset management investment company, not an index company, and will not make profits through the indexes designed and compiled.
Even if you want to make a profit from the index business, you still need to entrust the two index companies of CSI and China National Securities to compile the index by yourself, and then sell the authorization to publish fund products based on the index to the fund company. Otherwise,
It cannot be made into a fund product to obtain income.
Although these three major indexes are non-profit in nature, this does not mean that they are unprofessional. In fact, the team that compiles these three major indexes includes Lu Ming himself, senior fund managers from Tiansheng Capital, derivatives experts, actuaries, and
A lineup of industry professionals.
The purpose of compiling the index is very clear and necessary. First, it is to allow major LPs to check the investment income of Tiansheng Capital in real time. The three major indexes can clearly and intuitively visualize the price fluctuations of assets. What is Lu Ming?
Did the LPs make money or lose money?
In the past, the approximate profit and loss of staged investments could only be known through the financial reports released by Tiansheng Capital. Now, with these three major indices as key references, they can be viewed in real time on every trading day.
You can intuitively see the big losses or big profits on any day through these three major indexes. Although the actual returns of Tiansheng Capital's LPs are skewed due to the time factor before and after getting on the train, the specific profit and loss situation is still unclear.
Data must be obtained through Tiansheng Capital’s internal accounting system.
But there is no doubt that these three major indexes obviously still have huge reference value. If the index falls, it can basically be estimated with a high probability that the investment income will definitely be a loss or profit retracement, and vice versa.
After the three major indexes compiled are officially launched, they will be published on the homepage of Tiansheng Capital's official website, and they will be in the most eye-catching position. Not only its LPs, anyone can view them, and they will also be authorized to major market quotations.
The software carries out sampling. For example, Tonghuashun Software itself also compiles industry indexes. These market software will definitely sample, allowing its users to view them directly on their own software.
This is the second important significance. It is public. Not only can every investor view it, but after the position is completed, the index constituent stocks will also be made public.
In this way, investors can be favored to a certain extent. After all, there are many people copying the work in the market, and many investors like to copy the work of institutions.
In the eyes of retail investors, the stocks held by large institutional investors like Tiansheng Capital must be more professional than themselves, and it is better than buying them blindly.
The advantage of public index constituent stocks is that they are recognized by some market investors and have funds to drive up the stock price. It is of course a good thing to have someone to carry the sedan chair.
Public index constituent stocks must have established positions in advance, which means that the cost of holding shares must be lower than those of investors who are copycat in the market.
Lu Ming put down the material report and immediately looked at the computer on his desk. He tapped on the keyboard a few times and the K-line market chart and intraday time-sharing chart were quickly displayed on the screen.
The three groups of charts displayed are clearly the three major indices of Tiansheng Upper 50, Tiansheng Deep 100 and Tiansheng Mid-Small Cap 300.
It is still in the limited opening stage within the company. Lu Ming can only view it through the company's own market software. Even ordinary employees within the company do not have permission to view it because the small and medium-cap 300 is still in the position building stage.
If it is leaked prematurely, there will definitely be funds in the market to intervene to raise funds and cause trouble, destroying the plan to build a position.
After the small and medium-cap 300 position is completed, it can be made public online. The expression of high emotional intelligence is to provide market investors with investment analysis, performance measurement, asset allocation, and investment portfolio for reference. The straightforward expression is that I have completed the position building of these tickets and can come to
I'm carrying a sedan chair for you.
The best card-playing strategy in this world is to play with your open cards.
