My Profitable Fund List

In the last article, I shared ” My Losing Fund List ” with you. In this article, I will share with you my list of profitable funds. There are many profit-making funds, so I will list the funds with a profit of more than 10,000 yuan for everyone~

Top1 Harvest Shanghai, Hong Kong and Shenzhen Selected Stocks

The principal is 150,000, the profit is 57,000, and the rate of return is +37.9% . The current investment status is lightening up positions.

Started buying in 2018, stopped buying at the beginning of 2019, began to lighten up at the end of 2020, and still have a certain position. This fund was one of the four bases I bought on the first day (20180516). At that time, I was a pure fund novice. The platform recommended this fund in beautiful language, and I stupidly placed the order. Not long after I bought it, I lost more than 30 points. Fortunately, I knew at that time that I would buy more and more, so I continued to cover the position, and finally the profit turned positive.

The top ten Hong Kong stocks of this fund account for 45.6%, and the manager Zhang Jintao has a management scale of 19.7 billion. Among the Shanghai-Hong Kong-Shenzhen funds, its income in the past 3 years, the income in the past 4 years, and the income in the past 5 years are all poor (the same ranking is low)! I plan to sell the remaining 50,000 this year, even if its income takes off again in the future, I don’t want it anymore.

This incident made me understand a truth, even if you buy the wrong fund at the wrong time, as long as you dare to continue to cover your positions, you will be able to earn back with a high probability in the end.

Similar candidate funds with high intentions: Crowes Greater China Select Mix, Wells Fargo China Small and Medium Cap Mix (QDII) RMB, Huaan Hong Kong Select Stock (QDII)

Top2 E Fund Safe Return Bond A

The principal is 50,000, the profit is 15,000, and the rate of return is +30.5% . The current investment status is cleared.

At the end of July 2019, I bought the Zhang Tsinghua bond base with a shuttle. At that time, I was a novice. I thought that only equity funds needed to be bought in time, and the bond base was stable and could be bought at one time. At the beginning of January this year, I felt that a debt base had risen by 30% in less than three years, which was a bit exaggerated, so I closed the position. Zhang Qinghua is still very powerful, and now the management scale exceeds 100 billion!

Zhang Qinghua’s debt base is relatively aggressive. As a defensive part of the configuration, I now prefer a stable debt base.

Similar candidate funds with high intentions: CEIBS Jintong Flexible Allocation Mixed A, Southern Antai Mixed A, Anxin Steady Value-Added Mixed A, Bank of Communications New Return Flexible Allocation Mixed A

Top3 Nanfang Ruihe fixed open mixture (LOF)

The principal is 20,000, the profit is 14,000, and the rate of return is +79.0% . The current investment status is to continue to hold

This is Celgene that I bought in 2018. Before January 2020, it did not outperform the CSI 300, but it clearly outperformed after that. Since its establishment, this base has made a profit of about 80 points, while the CSI 300’s profit in the same period is only 32%. The manager Shi Bo has invested for nearly 18 years, with an annualized income of 15.38%. He has won the Golden Bull Award and the Star Award.

The size of this fund is 688 million, the valuation of the holdings is low, and the ROE of the stocks held is extremely high, at 20.8%. Its heavy warehouse coal (coal accounts for 40%), this year’s income is -3.73%, the largest drawdown since its establishment is -21.88%. I think this base has good returns and drawdowns, so there is no take profit.

Similar candidate funds with high intentions: Zhongtai Xingyuan flexibly allocates mixed A, Guofu small and medium-cap stocks, and Guofu deepens value mixing

Top4 Tianhong Growth Enterprise Market ETF Linking Fund C

The principal is 31,000, the profit is 14,000, and the rate of return is +44.3% . The current investment status is clearance

This fund is also one of the four bases that I bought on the first day (20180516). At that time, I bought 20,000 yuan and lost more than 30 points. However, from February 2019 to August 2019, the positions were replenished by 11,000, and then they began to be sold in June 2020, and the positions were cleared at the end of July, which were basically sold at local highs.

I used to like to buy regular indices and now prefer index enhancements.

Similar candidate funds with high intentions: Broadway CSI 500 Enhanced A, Wells Fargo CSI 500 Index Enhanced (LOF) A, Huabao CSI 300 Enhanced A, Broadway CSI 300 Enhanced A

Top5 China Universal Absolute Income Fixed Open Mix A

The principal is 80,000, the profit is 12,000, and the rate of return is +15.3% . The current investment status is clearance

In May 2019, it bought 50,000, and in November of the same year, it bought 30,000. In June 2021, the first time to reduce the position, and in January 2022, the position will be cleared directly. The size of this fund was 22.6 billion in December last year, and it was only 11.7 billion at the end of the first quarter, a decrease of 48%. Moreover, it is only opened once every six months, so there is no flexible access. For fixed income + products, I don’t like fixed-open products very much, and it is inconvenient to use money.

Looking back at the investment income in recent years, from 2019 to 2021, there have been positive returns for three consecutive years, and a loss of about 5 points this year. Since October last year, I have learned to invest every day. Although I don’t make much more money than I did in the Xiaobai period, my mentality is much more stable. We often overestimate our one-year effort and underestimate our ten-year effort. Whether the market is a bear or a bull, it is always beneficial to insist on learning some investment knowledge every day~

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Routinely attach the previous 6 popular fund list articles for your convenience~

” 2022 Fund Article Summary “, ” 2021 Fund Article Summary “

1. ” After researching hundreds of funds, I am optimistic about these 23 funds “: Like 139 Comments 130 Forward 29 Favorites 234

2. ” Super-Complete Index Fund List “: 216 favorites, OTC index funds that invest in the A-share market

3. ” Super complete list of QDII index funds! 》: 151 collections, investment in QDII, covering markets including Hong Kong, the United States, the United Kingdom, Germany, Europe, Vietnam, India, Japan, the BRIC countries, etc.

4. ” Super complete list of index funds, on-site + off-site! 》: The number of collections is 146, and the index fund for investing in the A-share market, on-site + off-site, and according to the feedback of golfers, the fund code is added.

5. ” Index Enhancement Fund Recommended by Securities Analysts! 》: 94 favorites, 6 CSI 300 indexes and 6 CSI 500 indexes added

6. ” Industry Active Fund List! 》: 62 favorites, active funds in some industries

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@eggroll fund @snowball creator center @today topic @snowball fund@ ETF star push officer @marco12
#A batch of funds has returned blood! Pocket for An or continue to hold? # #There is a kind of love, called a fixed investment fund for my father # #Fund today’s topic#

$ Zhongtai Xingyuan Flexible Configuration Mix A (F006567)$ $ Zhong Ou Jintong Flexible Configuration Mix A (F002009)$ $ Anxin Steady Value-Added Mix A (F001316)$

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Top1 Harvest Shanghai, Hong Kong and Shenzhen Selected Stocks

Top2 E Fund Safe Return Bond A

Top3 Nanfang Ruihe fixed open mixture (LOF)

Top4 Tianhong Growth Enterprise Market ETF Linking Fund C

Top5 China Universal Absolute Income Fixed Open Mix A

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