Small cap strategy doubles in three years?

Mondo Social Updated on 2024-02-11

This *** years ago can be described by the words "ups and downs".

First of all, the micro-cap stocks were rapidly approaching 50%, and the 1,000-share limit was shocking.

Immediately send a message to the village, malicious short sellers, and the joint public security will arrest people.

Then there is the blessing of securities, the entry of the national team, and the index begins to stretch rapidly, from ** shares, mid-cap stocks, small-cap stocks, and finally to micro-cap stocks.

broke the news again that the village chief is going to be changed, and the new village chief must turn the tide and save the shareholders from fire and water.

Let's talk about these things one by one.

Let's talk about micro-cap stocks first, which is also a new knowledge point we have learned. In A-shares, the index is divided in descending order according to the market capitalization of the Shanghai and Shenzhen stock exchanges

CSI 300 Index, the top 300 by market capitalization represents the 300 largest listed companies in China, which is the ** index.

CSI 500 Index, with a market capitalization of 301-800 companies, including 500 companies, representing mid-cap stocks.

CSI 1000 Index, select 801-1800 companies with market capitalization, including 1000 companies, representing small-cap stocks.

CSI 2000 Index, choose a market capitalization of 1801-3801, including 2000 companies, representing small cap stocks.

WhileMicro-cap stocksThe bottom 400 companies in terms of market capitalization are selected, representing the listed companies with the smallest market capitalization.

There is oneSmall cap rotation strategyLast year's profit was particularly good, probably 50%, which is still a comparison of the 10% decline in the large and mid-cap index last year. Therefore, at the end of the year, many big Vs who play the small market capitalization rotation strategy have amazing returns.

The small market capitalization rotation strategy is like this, choose the smallest market capitalization, for example, 30 (the number depends on the amount of your own funds, not fixed, as long as you can meet the requirements of dispersion), observe once a week, exclude the ** with ST, sell the ** that is not the minimum market value of the 30, **new into the minimum 30**, and operate once a week.

A-shares often have the play of speculating on the concept of small, rotten, and speculating. The market value of these ** is too small, and if you have a little bit of concept, or if there is any good news, it will rise sharply, and you will get high-volatility returns.

So,The small market cap strategy earns the highest volatility returns

Masters who play quantification can use programs, automate operations, and do intraday rotation, with higher returns.

Jin Yuan Shun An Yuanqi is playing a small market capitalization strategy, which has doubled in three years, and its performance has exploded. Last year's performance was too good, and a large number of people poured in, which scared the company to close the subscription channel.

We also studied the small market cap strategy at that time, and to be honest, we really couldn't play this one. The main reasons are these:

First,High-frequency trading, can't be played。There is no quantification, I can't drive a harvester, my mobile phone is also stuck, and if I can't harvest others, I will be harvested by others.

What I've been pursuing in investing in this area isLow-frequency tradingBecause I still have a job, I am not a full-time investor, and I don't have time to keep an eye on the market.

Keeping an eye on the market will allow you to pay too much attention to the fluctuations of **, and your mentality will also suffer from gains and losses, and it is easier to make mistakes. We've all suffered losses in this area before.

At present, I buy and sell more than 5 times a month. Usually do not pay attention to the real-time ** in the market, generally the first night, will look at the situation of the day, make the next day's trading plan (if any), and hang up the next day's trading order in the evening. The opening time basically does not pay attention to the day**.

The teacher said two days ago that he was researching "inverted T", and he had a small achievement, and he could earn 2-30,000 yuan a day from **, which was like an ATM.

I'm not interested, I trade frequently, I pay too much attention to the stock price, anxiety, insomnia, this is not what I want, acceptable investment method.

* It's like a river and lake, with people of all genres mixed in. It's like when I practice Tai Chi, there are people who learn Shaolin, Wudang, Seven Injuries Boxing, Kongtong School, playing darts or something, small sects. They all rely on their own skills to survive in the rivers and lakes.

In **, value investment is the right way and a broad road, but there are also arbitrage, quantitative, high-frequency, board-playing, technical and other people, relying on their own competitive advantages, fighting and making money in **.

We don't envy. You're great, you earn more.

When choosing an investment method, you should match your personality。It's time to practice martial arts with Xuan, and you can still let the masculine Qiao Feng practice the Sunflower Treasure Book? I amIf you are conservative, it is very uncomfortable to lose money, so the gameplay that is beyond my cognitive circle, avoid it first.

Second, relying on the small-cap stock strategy, the selected **,The fundamentals are really bad, the business does not see the potential for future growth, either revenue decline, profit loss, or high debt. Take such a **, I really don't know the bottom of my heart.

I really admire those who do quantification, stock selection only looks at the tips of the buying and selling points, and the hands are up and down, and the killing is decisive.

Third, the small-cap strategyIt does not comply with the "three knows" rule, I don't know where the limit of the strategy is.

The three knowings are proposed by Mr. Delong, that is, to know the bottom, to know the top, and to know the time.

That is, when we make an investment, it is best to understand how much money can be lost in the worst-case scenario, how much money can be earned in the best-case scenario, and how long do we need to hold it?

After understanding this, you can decide whether you need to bet or not, and how much to bet. You have an idea of the expected risks and rewards.

Like this small market cap strategy, the fundamentals are very poor, what is the bottom? The risk of delisting is not small, and the bottom will be directly zero. How much can it be? I don't know, such a scattered combination can double in a year? Unlikely; When to invest? I don't know, how can there be an expiration time.

Therefore, this small market capitalization strategy is a strategy that I don't know, and I don't know the bottom of my heart. So I gave up this money-making opportunity at that time. Let those who have the ability earn this money.

A dog has his day.

The small market capitalization strategy that was popular in the circle of friends last year, how did it deflated this year, and how will I take advantage of this opportunity? Let's talk tomorrow.

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