In the past few trading days, the adjustment of medicine and medical care is not small, and then I will say my attitude towards medicine and medical care, this year, in my opinion it is very good**, the basic configuration is completed, and then in addition to the automatic band, I don't look at it much, up or down, I don't feel anything.
Sharing the latest valuation status, the current PE of CSI Medical is 3011, PE percentile is 1243%, this variety is more suitable for 5 years of unit configuration, if you feel that ** has a great impact on you, or the expectations are different, then return to the cost of selling.
Because the valuation of medical and pharmaceutical products is constantly changing, at the beginning I planned to be three years for the allocation period, and before I knew it, I had invested for five years, and I felt that the cycle was coming back, if it was really necessary, then I would allocate it in ten years, or directly hold it until retirement, as a pension, which is the worst situation.
It is undeniable that in the past 20 years, the medical sector has been one of the few long-term bull sectors in A-shares, but in the past two years, it has become a sad place for countless investors.
From the perspective of the price-earnings ratio and price-to-book ratio of the sector, there is basically no reference significance for the recent trend, because now these two are lower than 18 years, and the only reference is the absolute index.
At the end of 18, the lowest fell to 5803 points, the highest point in 21 years was 19992 points, and the current 6874, 18 years was just out of centralized procurement, and the impact was very large, and the GEM also squeezed the bubble clean.
According to the end of 18 years, the limit of CSI medical treatment is still 15%, and it is down by about 25%. That is, the highest point is down 71%, * basically down 80%.
At present, this is the limit, no matter how pessimistic I can't see it for the time being, at present, my pharmaceutical ETF has **20%, so I am ready to fall by another 17%.
From the beginning of investing in medical care, in fact, it has been 10 years since the third round, and this time ** makes me firmly believe that my investment system is still effective, one of which I have always followed is that the proportion of a single industry is strictly according to the planned share, and will not be temporarily changed because of the downward range of the plate**.
* It can't be fully quantified, but the approximate direction and vague correctness must exist and must be there, so now hold medical **, profit drawdown or shallow chagrin, deep set has money to make up the position, no money to pretend to be dead, now is really not the time to cut meat. If it rises too fast, you must reduce your position to reduce costs, most of the ups and downs in ** are a kind of floating, and the funds in hand are real.
This article is only a record of personal opinions, not the basis and recommendation of investment, and you buy and sell at your own risk. Investment is risky and should be traded with caution.
The original code word is not easy, I hope you will pay attention to like it after reading it to show encouragement!
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