Bull Market Comes To Mind The Private Sector "Stock God"

Since the beginning of this year, a large number of investors have entered the private sector.

However, because there is no entry threshold for private placement, the genuine and the most talented "stock gods" are mixed with them.

According to statistics of private placement network, 2758 new private placement products have been set up this year, exceeding 50% of last year's total number of products.

The hot issue has also obviously promoted some people who are not capable of management to be promoted to the private sector.

According to the reporter, in the past week, because of the rapid changes in the market, many managers who had been bursting with confidence caused huge losses due to leverage.

Previously, fund managers have sighed, "the market is so high, and now some big mothers feel that they are very strong, so that professional investment people can feel it."

However, the changes in the market once again prove that there is still a need for professionals to do professional things. After all, investment is a long-distance race, not one fifteen.

Shenzhen, an investment veteran, has said that making stocks is not much more than who wins, but is better than who lives longer.

A week ago, when buying stocks such as brokerages and banks with closed eyes, it became a "stock god".

However, there has been a sharp change in the market this week, and brokerage firms and bank stocks have been deeply adjusted, and the voice of the active "stock gods" has gradually weakened.

Turning A shares will reveal that this is an interesting phenomenon in every bull market.

For example, in 2009, "Ye Rongtian" was popular in maverick city. When the "Ye Rongtian" was most popular, its blog hits exceeded 100 million times, and its lectures were often hard to find.

However, the good times didn't last long. In 2010, the market turned, the camouflage of "Ye Rongtian" was punctured.

Again as

In 2010, after returning from abroad, it was re packaged with "stock god", which is different from the former. Judging from the market trend in 2011 and 2012, Zhao Xiaoyun is still accurate. "2011 terrorist big C wave is coming", "2012 will explore 1700 points".

But judging the general trend is one thing and concrete operation is another matter.

Zhao Xiaoyun's management fund was forced to liquidation after its establishment for over a year.

Speculation is easy and difficult.

If we take a look at the rankings of private equity over the years, we will inevitably suffer from dramatic fluctuations in product performance and company infighting within a few years after winning the private placement championship.

Whether it was the new investment of value before, or the Swiss investment in 2011, or the Silver Sail investment in 2012, it was hard to escape this curse.

In 2010, the private champion Chang Shi Shan, which managed the WorldCom 1, won a private champion with a 96.16% yield in that year. But in the following year, the bad luck followed, on the one hand, the company's internal strife, and the company's shareholders struggled. On the other hand, the product was extremely tragic, and its 3 products were finally forced to liquidate in 2012.

For example, in 2009, Luo Weiguang's new value 2 phase won the private placement champion with a 190% yield, but then there was a tragic Waterloo.

From 2011 to 2012, the new value of its products all suffered from Waterloo's performance, and half of its products approached the liquidation line.

Reaffirming the fact that "living" is the absolute truth.

From a reporter's observation,

For so many years, investment managers who can live and who are still alive can not be the loudest ones, but those who are silent and cautious.

This is also one of the biggest differences between "stock gods".

Publicly raised

The manager summed up the investment so that investors who had more than 5 years of investment experience were successful. Why did they fail? Many investors knew that high places should be sold, low places should be bought, others should be greedy when they are afraid, others should be fearful when others are greedy, but few can do at the level of "row".

As a fund manager, it does not mean that the idea is advanced. Instead, it should be effective in practice. After all, investment is a way to catch up with the earth.

In vernacular, we should continue to make money without losing money.

In the bull market, let the net run forward, in the bear market can control the downside risk, prevent net value retreat substantially.