First, the total yield for this year
I have a total of 5 accounts, the following is the income of my two large accounts, barely outperforming the CSI 300, the average of these two accounts, the maximum close to my total investment income this year, the other three have little impact on the total return, so I will not stick.
If you exclude the new income, it may be even lower than that. The purpose of opening so many accounts at the beginning was to increase the probability of winning the lottery for new stocks and new bonds, but this year's income from new listings has dropped sharply compared with previous years, and may be less than 3% of the income.
In terms of new shares, the lowest income is Hua Hong Semiconductor, only 1467 yuan;The best is Dengkang Oral Cavity, which has 1360,000 yuan, I have to say that after winning the lottery, the feeling of getting so many windfalls and legal gains is really crooked.
Second, the advantage of outperforming the CSI 300 is in the best of the best
My investment philosophy is:Select excellent companies, diversify portfolio holdings, and hold them for a long time
The companies I choose, relatively speaking, the performance is still good, the proportion of positions occupied by each company does not exceed 3% in principle, * when gradually build a position, ** when gradually sell, if the valuation is not expensive, try to hold these companies for a long time.
Because of the rotation of the industry or the plate, although I didn't make much, the loss was also controlled within an acceptable range.
In the first few days, I was still gradually increasing my position in some targets, calm and not afraid, such as Dabo Medical, Photovoltaic ETF, Oriental Wealth, Hengli Hydraulics, etc.
Third, what are the problems that need to be corrected?
Among the masters I have seen, the income of people with investment styles similar to me is as high as 20%, which is quite outstanding.
So what about the difference between me and the master?I think I have to overcome the following problems gradually.
1. Hurry to build a position: In the process of building a position, I am in a hurry, and the grade is not open enough, or in other words, a good company must also be goodThe essence of buying in a hurry is actually not waiting for a good **,This is bound to pay the price of time, not that you can't accept the floating loss caused by opening a position on the left, but just like a war, there is no need to pay unnecessary sacrifices.
2. Take it too hard: After some varieties have a large increase, they are too optimistic about the market outlook, do not reduce their positions in time, and want to earn more, and when the retracement appears, the profit is taken back and is not reachedReduce costssuch as Industrial Bank, Antu Biotech, Focus Media, WuXi AppTec, Songcheng Performing Arts, etc.
3,**Chose too many and too miscellaneous varieties: I chose the OTC of regular investment**, and also chose the ETF** on the field**, in the operation of **, the lack of trading plan, increased arbitrariness, resulting in follow-up funds are very tight and stretched.
4. The trading plan is not rigorous enough: although the plan is not as good as the change, but if the transaction is too arbitrary, the variety increases at will, and the goal is not reached, the plan will lose its meaning.
5. Not enough learning: It seems that I haven't read a few books this year, or I haven't read them seriously, and I haven't comprehended them seriously, so I don't know them well, so there will be some bloody operations.
Fourth, what are the plans for the next year?
1. Study hard, especially to study carefully, which is the best shortcut to gain and improve ability.
2. Control the subject matter of the transaction, especially the number of **, to control.
3. Remember the principle that the goal of each operation is to reduce the cost of ownership.
4. Be hopeful for the country and investment.
The new year is coming, I wish you all a smooth investment, **Changhong!