01
今日有消息说,当初发行的6只独角兽基金要上市了。也是,这些基金原本是奔着专打独角兽公司的新股去的,所以当初说好了要封闭3年。结果,没有那么多独角兽,加上大家对独角兽是造血的还是吸血的存在着巨大的争议,所以,独角兽公司没有批量上市,这些基金基本成为债券型基金,现在尽快按原约定上市,令风险收益不匹配的客户及早退出,不失为一种对客户的负责精神。
看到场内基金的日益壮大,本号还是深感欣慰的,因为本号致力于为投资场内基金的读者服务。事实上,场内基金品种足够丰富,交易费用较低,又有波段可以操作,比场外的基金优势太多。不知道为啥很多人还是愿意在场外买基金。
伴随着场内基金又要迎来6只重量级的基金,场内基金的成交有望进一步活跃。那么我们不妨来看一看,今年到目前为止,哪些场内基金的表现最为亮眼。
真正把表格列出来,场内基金的表现可以亮瞎场外基金投资者的眼了!
当然,这是因为场内基金有分级B这一类的杠杆金基!场外就没有这等好品种了。
今年以来场内分级B涨幅超过100%的品种列表:
今年以来,前海开源旗下的基金以50%以上的收益震惊市场。这个出色的成绩,不但说明人家看对了大势,下了重仓去买买买,更重要的是还选对了上涨的板块。这在去年底那个令人绝望的环境下,能如此逆市操作,实属不易。
但是会埋头若干的不如能巧用工具的,大家可以看一下,只是加了一个杠杆,涨幅50%根本进不了场内基金排名的前60!光是涨幅超过100%的分级基金,就有15只!而且选中这些基金的难度并不大,一个就是券商,另一个就是与科技密切相关的分级B,比如电子、TMT、信息安等等。
02
不过,分级B虽好,政策门槛高,没有30万元的身家,不去券商处面签协议,一般人还买不到。那么我们可以看一下场内人人都可以交易的ETF类基金与LOF基金。
这两类基金到底有啥区别呢?简单说,ETF类基金全是跟踪指数的,但是LOF基金却以主动型基金为主。所以,认为自己对行业判断较有把握,不太在意个股差别的可以重点考虑ETF类基金,而相信基金经理择股能力的,可以选择LOF类基金。
先看一下ETF类的基金哪些强。
今年以来涨幅领先的ETF基金:
可以看出,基本也是科技类与券商的天下,当然,这张表下面还有很多涨幅超过36%的基金,便是跟创业板有关的基金。它们之间的涨幅差距非常小。
关注本号的读者可以看到,本号重点推荐的深红利榜上有名!之前也推荐过消费ETF,如果有心的读者选了这两只基金,一定会非常开心。
03
而在LOF基金方面,成绩也是相当不错的。
今年以来涨幅超过30%的LOF基金:
可以看出,上述基金,基本上也是所属基金公司的“名基”,今年以来再展风采。很开心的是,这张表里,也有本号重点推荐的景顺鼎益(162605)与博时睿远。
如果投资者相信今年是科技股的大年,那么本人推荐人工智能这只基金,毕竟人工智能应当是科技含量最高的科技了。
与场外交易最大的不同之外在于,选择场外基金,投资者不用考虑是否能够成交的问题,除非基金公司公告暂停申购,通常情况下投资者想要申购或者赎回,其交易愿望都可以得到满足。但是在选择场内基金时,投资者就需要考虑成交的问题了:如果一只基金成交量太小,就导致交易价格不连续,价格会出现大幅跳跃的情况,同时也会出现想买买不到,想卖卖不掉的情况,所以在投资标的相差不大的情况下,投资者应当优选成交量较大的基金。这样可以方便随时进出。
本文所有表格的最后一列,是今年以来该基金的成交总量,大家可以认真看一下,如果成交量级在千万级别以下的,可以忽略不计。
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There is news today that the six unicorn funds that were originally issued will be listed. Also, this fund was originally directed at the new shares of the Unicorn Company, so it was said that it would be closed for three years. As a result, there are not so many unicorns, and there is a huge controversy about whether the unicorn is hematopoietic or blood-sucking. Therefore, the unicorn company has not been listed in batches. These funds have basically become bond funds, and they are listed as soon as possible. It is a kind of responsibility to the customer that the risk-benefit mismatched customer withdraws early.
I am deeply gratified to see the growing funds in the market, because this number is dedicated to serving the readers of the investment fund. In fact, the variety of on-market funds is rich enough, the transaction costs are low, and there are bands that can be operated, which is much more advantageous than off-market funds. I don't know why many people are still willing to buy funds off the court.
With the on-site fund welcoming six heavyweight funds, the turnover of the fund is expected to be further active. So let's take a look at which floor funds have been the most eye-catching so far this year.
Really list the table, the performance of the fund can be brighter than the eyes of the fund investors!
Of course, this is because the fund in the field has a leveraged gold base like Grade B! There are no such good varieties on the sidelines.
A list of varieties that have increased by more than 100% in the rankings this year:
Since the beginning of this year, the funds of Qianhai Kaiyuan have shocked the market with more than 50% of the proceeds. This outstanding achievement not only shows that people have seen the general trend, but also bought a heavy warehouse to buy and buy. More importantly, they also chose the right sector. This is not easy to operate against the market in the desperate environment at the end of last year.
But it will be better to use a few tools, you can look at it, just add a lever, 50% increase can not enter the top 60 of the fund fund ranking! There are only 15 grading funds that have risen more than 100%! And it is not difficult to select these funds, one is the brokerage, the other is the grading B closely related to technology, such as electronics, TMT, information security and so on.
However, although the rating B is good, the policy threshold is high, there is no net worth of 300,000 yuan, and the brokers are not signed outside the brokerage agreement, and the average person can't buy it. Then we can look at the ETF funds and LOF funds that everyone can trade on the market.
What is the difference between these two types of funds? Simply put, ETF funds are all tracking indicators, but LOF funds are mainly active funds. Therefore, I think that I am more confident in the judgment of the industry. I don't care about the difference of individual stocks. I can focus on ETF funds. I believe that the fund managers can choose LOF funds.
Let's take a look at which funds of the ETF class are strong.
ETF funds that have risen this year:
It can be seen that the basics are also the world of technology and brokerages. Of course, there are many funds that increase by more than 36% under this table, which are funds related to the GEM. The gap between them is very small.
Readers who pay attention to this number can see that the number of the recommended deep red list is famous! Consumer ETFs have also been recommended before, and if you are interested in choosing these two funds, you will be very happy.
In terms of LOF funds, the results are also quite good.
LOF funds that have risen more than 30% this year:
It can be seen that the above-mentioned funds are basically the "name base" of the fund companies, and have been re-appearing this year. I am very happy that this table also has the focus of this issue, Jingshun Dingyi and Bo Shi Ruiyuan.
If investors believe that this year is a big year for technology stocks, then I recommend artificial intelligence as a fund. After all, artificial intelligence should be the technology with the highest technology content.
The biggest difference from over-the-counter trading is that if you choose an over-the-counter fund, investors don’t have to think about whether they can trade. Unless the fund company announces the suspension of the purchase, usually the investor wants to buy or redeem, and the trading wish can be Satisfied. However, when choosing a fund in the market, investors need to consider the issue of the transaction: if the volume of a fund is too small, the transaction price will be discontinuous, the price will jump sharply, and there will be a desire to buy or not. When you want to sell, you can't sell it, so if the investment target is not much different, investors should prefer a fund with a large volume. This makes it easy to get in and out at any time.
The last column of all the tables in this article is the total volume of the fund since this year. You can take a serious look at it. If the volume is below 10 million, it can be ignored.
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