1. Why do you want to engage in the band of pork ETFs?
Borg removed pork from its long-term allocation before. Pork is a typical cyclical industry. The lower the pork price, the more serious the loss of the company, the lower the stock price. The higher the pork price, the higher the profit of the company and the higher the stock price. Unlike other industries, the price-earnings ratio of aquaculture companies is high when the stock price is cheap, and the valuation is low when the stock price is high (price-earnings ratio).
There are no pork stocks in the long-term allocation, so we can use the volatility of pork stocks to make some bands:
(1) It is difficult to do a band. If you can make money in a band, who will invest for a long time?
(2) The small amount of money is used to solve the problem of itchy hands. To solve the problem of itchy hands, the main positions can be held for a long time in the future.
2. How does pork ETF engage in bands?
In a relatively short period of time, the cost of raising pigs is relatively fixed, and whether pork companies make money depends mainly on the price of pork.
Borg often looks at the price of live pig futures (LH). This is the price of live pigs. For example, the latest price of LH is 21215, which means that the price of a ton of pigs is more than 20,000 yuan. The total is 21 yuan per kilogram. There is still a gap in the price of pork.
If the price of LH goes up and the price of pork ETF goes down or does not go up, then it is time to engage in the band of pork ETF.
Specific two bands of pork:
(1) Pork ETF connection (1 burger earns 7%)
In the first wave, the price of meat rose in April, but the stock price of pork did not rise, and the share of farming ETFs was increasing. Boger also bought some joint funds of farming ETFs with the flow.
After holding it for a period of time, I found that the rise in meat prices caused the CPI to rise. Under the current background, we cannot let the CPI rise. Brother Fa always keeps an eye on the price of meat, and he sold it when he thought that he couldn’t fight. This time, he spent 1 hamburger. , earned 7%.
(2) Pork ETF connection (10 burgers earn 3.3%)
In the second wave, pork prices began to rise again in September, and the National Day holiday will soon be 7 days. Many people buy currency funds. Borg is thinking about making another wave of pork. If the price of pigs rises during the holiday, the stock price of pork will definitely be after the holiday. rise.
As expected by Borg, the breeding ETF rose sharply on the first trading day after the holiday, and Borg sold the pork stock fund. This time spent 10 burgers and made 3.3%.
Later, I also did the chemical ETF band and lost money. Thinking about the future, we should mainly do the pork band.
3. Some information on breeding ETF
The CSI Animal Husbandry Index tracked by the breeding ETF is currently the main constituent stocks of this index are as follows:
The top ten constituent stocks, Peking University, Wen’s Shares, Haid Group, Muyuan Shares, New Hope, Shengnong Development, Biotechnology Shares, China Animal Husbandry Shares, Tiankang Biology, etc., are mainly related to farming.
Funds that also track the CSI Animal Husbandry Index:
Among the funds tracking the CSI Animal Husbandry Index, the largest is Cathay Pacific’s breeding ETF (3.554 billion)
If you have any experience with pork in any band, please share with us.
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@PlayerWelfare #Looking for investment opportunities for the main line in the fourth quarter#
$ Breeding ETF (SZ159865)$ $ $ Muyuan Shares (SZ002714)$ $ Wen’s Shares (SZ300498)$
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