Yesterday I saw three things that I deeply felt:
1. One melon, the China Securities Regulatory Commission investigated and dealt with a number of **practitioners' violations**, all of which are large accounts, and the trading volume is often tens of millions or even more than 100 million.
It turned out that only 29 out of 62 made money, and this trading cycle spanned several years.
Professional players with financial strength, certain professional abilities and insider information, ** did not make money.
2. A fan said that the private placement ** he bought was liquidated in the past few days, because he bought financial stocks at a private placement price for two or three years, and finally couldn't stand it, and then went to micro-cap stocks in 23 years.
As a result, in January**, it fell to 0Within 7, the stop loss is triggered, and the money has just been returned recently....
3. Neighbors chatted, his uncle was previously worshiped as a trading god, with a stable annualized rate of return of 20 to 30% per year, helping relatives and friends manage funds.
As a result, it was revealed that he lost 40% in January this year, and he returned to the pre-liberation period overnight, and did not dare to come back for the New Year.
ps: He is also mainly speculating **, trading micro-cap stocks....
Anyone who has experienced bulls and bears understands that most of the high returns are given by the dividends of the times, and there are too many that disappear and return to their original shape.
So what a folk god, it's better to say that it's a big rope jump.
It is undeniable that there are masters, but most of them are just ordinary people who have hitchhiked.
Speaking of the market, today's A-share trading volume is less than 800 billion, and the market continues to be red.
are all talking about crowded high-dividend trading, so what kind of crowding method is, just show you the group data.
China Shenhua now has a dividend yield of 64%, Moutai's dividend yield is 27%。
Put two tickets in historyDividend yield ratio curveDraw it a bit:
At present, the dividend ratio of Shenhua and Moutai has gone to the lowest range in historyAt the most terrifying time in 21 years, Shenhua's dividend was 10 points, but Moutai's dividend yield was less than 08%, the dividend yield ratio is more than ten times.
And now the dividend yield ratio is 24, about the same as the year.
Then you may want to say that Moutai's dividend is still not as high as Shenhua.
No, although Moutai dividends 27%, but Moutai's gross profit margin is 94%, the ex-factory price of 969 yuan, and only 40% of the market price of 2500
No matter how good coal is, it is also a shrinking industry, combined with the expected prospects and business model, Moutai is definitely stronger than Shenhua.
For most ordinary investors, the threshold of 200,000 yuan for a high-quality asset like Moutai is indeed quite high, but the people can borrow ETF layout.
As I have popularized it to you before, there are currently two investment tools tracking the Science and Technology Innovation Board, one is CSI Liquor, and the other is Food and Beverage ETF (515170).
The Food & Beverage ETF (515170) tracks the CSI Segment Food & Beverage Index, with heavyweights such as Moutai (15.).8%), Wuliangye (15%), Yili (13.).2%), Haitian (43%), Tsingtao Beer (19%), etc....
Compared with CSI liquor, food and beverage is more milk, beer, and condiments, which are more dispersed and less fluctuating.
You will find that although the economy has declined in the past two years, the basic food and drink have not been greatly affected, and Japan's aging population is the same, soThis index also has a relatively high win rate relative to **, and it is one of the strongest industry indexes.
In addition to eating and drinking, by the way, also mention the mouth to live and travel, the recent tourism data is not bad, the number of people traveling and the amount of consumption during the Spring Festival have reached a record high, tourism ETF (562510) plus food ETF, it has become a theme package of eating, drinking, housing and travel.
There is no operation today, continue to lie down patiently.
1. He Qiang, a financial expert, attended a symposium of the China Securities Regulatory Commission and proposed to first carry out a "T+0" pilot project in state-owned ** blue chips and the Beijing Stock Exchange, said that T+0 is actually to protect interests, if you are worried, you can now state-owned ** blue chips and the Beijing Stock Exchange pilot. This thing is actually a heart-piercing truth, to put it mildly, if T+0, the institution will not have so many ** easy to cut, and the market will tend to slow cattle, so you say that as **, should it be supported?
2. Yesterday, there was a fan reminder that there was a wooden sister arkk in ChinaLater, it was indeed found that Huabao overseas technology LOF, more than 70% of the positions are the ARK series base of Sister Wood, it turns out that the ** manager Zhou Jing is also a fan of Sister Wood, but unfortunately the FOF rate is too high, and it itself deducts 12%+ cost, ARK itself still has about 1%, too expensive to start, unless you do a ** fight.
3. The largest decline in history, the 5-year LPR from 42% to 395%, the five-year LPR drop, the biggest impact is the mortgage, so a drop per million mortgages can be repaid less than 150 yuan per month, now residents' deposits are growing wildly, deposit and loan interest rates are falling together, the side shows how fragile confidence is now, but the news of interest rate cuts and RRR cuts is the same as taking medicine, and everyone will be immune if they use more drugs.