Recently, some friends may feel that their "stock luck" is a bit back, and the performance of what to buy is not ideal, which once made people doubt their investment ability. But don't worry, after looking at these tens of billions of ** position adjustments at the end of the fourth quarter of 2023, do you suddenly feel that your losses are not so easy to panic?
This year has returned -1786%
At the end of the fourth quarter of 2023, the asset scale was 11.9 billion yuan.
*Manager Zheng Weishan, whose overall position thinking has not changed much, continues to insist on investing in innovative listed companies with good growth. Concentrated holdings in the integrated circuit and semiconductor industry, the top 10 positions are basically unchanged, but there is a small adjustment in the number of shares.
This year has returned -1675%
At the end of the fourth quarter of 2023, the asset scale was 19.6 billion yuan.
*Manager Cai Songsong will leave in September 2023, and the new **Manager is Liu Huiying. Clearance 2**, increase holdings by 6, **2, new 2, it can be seen that the manager is still working very hard. The rebalancing action is a bit large, but most of the total positions are still concentrated in high-tech listed companies such as integrated circuits and semiconductors.
This year has returned -1596%
At the end of the fourth quarter of 2023, the asset scale was 10.6 billion yuan.
*Founded in October 2022, the manager is Zhao Yi, whose position ideas are more diversified. 2 stocks were cleared, and Tencent Holdings, a new Hong Kong stock, continued to keep CATL** unchanged, and other holdings also increased and decreased. Generally speaking, the first manager still prefers some high-end manufacturing listed companies.
This year has returned -1211%
At the end of the fourth quarter of 2023, the asset scale was 13.5 billion yuan.
At present, it is a double-manager management system, which is jointly managed by Xie Zhiyu and Cheng Jian. Its position adjustment action is a bit large, with 3 ** clearances, 3 new **, and a slight reduction in San'an Optoelectronics. **The manager's position includes high-tech enterprises such as integrated circuits, as well as Meihua Bio, which produces food additives, and a new industry that is mainly engaged in in in vitro diagnostics. It can be said that the manager's position ideas are very diverse.
This year has returned -1045%
At the end of the fourth quarter of 2023, the asset scale was 18.5 billion yuan.
At present, it is the implementation of a double-manager management system, which is jointly managed by Fu Pengbo and Zhu Lan. The asset scale in the third quarter of 2023 was 20.8 billion yuan, and the fourth quarter was 18.5 billion yuan, with a net redemption of more than 300 million shares. Clearance of photovoltaic equipment stocks TCL Zhonghuan, another new photovoltaic equipment stock Maiwei shares, 6 **, 3 increased holdings, but the number of shares increased or decreased is not large. Overall, the manager's position thinking remains stable.
*As an expert in financial management, managers should be more rational, calmer and more professional than ordinary investors. However, in practice, as one of the many investors, ** managers will also be affected by various psychological factors, resulting in various deviations in their investment decisions.
No one can succeed casually, and this may be the charm of investing!
Investment is risky, **Past performance does not represent the future, sharing is not recommended, and the operation needs to be judged by individuals.