Snowball today | 雪球

If you believe in its feasibility, it will be difficult to move mountains and fill seas, and you will eventually succeed. If faith is not feasible, it is easy to turn the palm and break the branches, and there is no period of effect. ——Sun Yat-sen I started with the words of Mr. Sun Yat-sen […]

$China Ping An(SH601318)$ $China Taiping(00966)$ $New China Insurance(01336)$ (one) This year’s account has generally increased by about ten points. These ten points are not earned, but newly added investment. From 2017 to now, the overall profit is 50%, but in 2017, the account doubled, so since 2018, the floating loss has been a bit large.

Disclaimer: This article is only my thoughts and staged combing in my personal investment process. I am just an ordinary casual person. The opinions of the article may not be correct, and the investment level is also very average. The stocks or funds involved in the article may have the risk of a sharp decline

#2022Investment Summary# The global stock market in 2022 will show a trend of deep adjustment, and 2022 will be very difficult for global investors. In the context of the raging epidemic, the energy crisis, and the war between Russia and Ukraine, the global market has been violently turbulent. The Shanghai Stock Exchange and Shenzhen Stock

After two sharp falls in 2022, the risks in the A-share market have been fully released. Stabilizing growth in 2023 will become the government’s top priority. Overseas tightening policies are coming to an end, and the internal and external policy environment is extremely favorable. The equity market may stage a recovery. Hong Kong stocks have

In my opinion, there are two main reasons for the spin-off of Zhongtian Submarine Cable and its listing on the Science and Technology Innovation Board: 1. Zhongtian Submarine Cable needs more funds for development. 2. The original shareholders of Zhongtian Submarine Cable need to cash out. Therefore, I propose a possible solution for management’s reference:

It has been sunny for 2 days, and the market has turned cloudy today. This is normal at the end of the year. The national bond reverse repurchase 204001 has reached as high as 4.935% since the close at 3:30 today, and the intraday high was 5.505%, which shows the tightness of funds. It’s not

Leverage is a double-edged sword. While increasing returns, it also magnifies risks. Several ways of using leverage that I am familiar with: 1. Use high leverage to buy deterministic targets. For example: A public utility stock from 2012 to 2014 (performance from 1 billion to 5 billion, market value from 10 billion to 50 billion).

———The fixed income fund classification method we created Fund classification is the foundation of fund research. We have published the classification method of equity funds before, see ” 8 Style Classifications of Partial Equity Funds “ Fixed income funds are more difficult to classify than equity! From the perspective of product positioning, there are short-term

This is the ninth part of my reading experience of “The Text Record of the Berkshire Shareholders’ Meeting”. The background of writing this series is: “If there is a “cheat book” for investment, in addition to Buffett’s letters to shareholders over the years, in fact, there is another material that is probably ignored by 99%

#Major adjustments! New Coronary Virus Infection Implements “Class B and B Management” According to the news at 11 o’clock last night, the new crown has been adjusted from “Class B and A tubes” to “Class B and B tubes”, which will take effect on January 8, 2023. The main adjustments are as follows: Quarantine measures

2022 has entered the last trading week, and there is a major event this week, that is, the National Health and Medical Commission announced that it will adjust the new coronavirus infection from “Class B and A” to the same “influenza” on January 8, 2023. Class B and B control”, which means that from the

Guide: At the beginning of this year, my good friend Lingcheng Investment and I jointly released the “2022 Top 100 List of Equity Fund Managers”. As the first list we have interviewed fund managers for so many years, we are very pleased that this list has been recognized by many readers and industry insiders. So,