My fund pool is filtered through historical data performance.
Then some people will say that historical performance does not represent future performance. I also agree with this point of view, but I want to say, if the historical performance is not convincing, why should I bet on his future.
The selected funds have the following characteristics:
The income in the past year is better than the average of the same kind;
The revenue in the past three years is in the top quartile of its peers;
The revenue in the past five years is in the top quartile of its peers;
The fluctuation in the past three years is less than average;
The drawdown in the past three years is less than the average;
Ranking considers Sharp and Karma;
The manager is not a novice and has managed the fund for over three years.
I have been using this method for fund selection for a year, and I have recorded the results every time, and finally formed the current active-biased fund pool. as follows:
explain:
This table has been established since May 7, 2021, and it has been more than a year until the 1st of this month. During the period, a total of 16 times were calculated and screened.
Among them, HFT’s reform-driven flexible configuration will be selected every time. This time he is ranked 12th.
The No. 1 stock this month is ICBC Strategic Transformation Stock.
In this way, it is estimated that everyone will understand what this table means.
I think my method of selecting foundations is scientific to a certain extent, because most of the funds selected are also favored by institutions. But they are still somewhat different.
Haifutong reform-driven, large-cap value. At present, the scale has reached 15 billion, and institutions account for more than 90%. In the past three years, the income has been 180%, and the maximum drawdown in the past three years has been 27%. This data is quite excellent. Many FOFs hold Zhou Xuejun’s funds. If you think the scale is too large, you can consider his HFT income growth or HFT balanced selection.
ICBC’s strategic transformation, this fund needs no introduction. Just look at the ranking I gave him to know how good his overall performance is. The return in the past three years is 211%, and the maximum drawdown in the past three years is only 14%. It is estimated that the return is higher than that of him, and there is no fund with a smaller drawdown than him. Please let me know if there is any, thank you.
ICBC New Finance, ICBC New Trend, ICBC Beautiful Town, these three ICBC Funds follow. This is the power of the team.
BOC’s preferred mix, BOC’s fixed income plus is doing very well, only Wang Wei is well-known in the rights category, and was nominated for the Morning Star Fund Award this year.
Wealth of Nations deepens the value, Liu Xiao’s fund, she may not be as famous as Xu Lirong, Zhao Xiaodong, etc. of the company, but Liu Xiao is also a hero in women’s middle school, and the overall value style, which can explain why he was not selected before last September and fell in the market. In the process, she came to the front instead.
Huaan Shanghai, Hong Kong and Shenzhen, this is a regrettable fund, Cui Ying is gone.
Shanghai Investment Morgan Technology Frontier, with an obvious growth style, has not been selected in recent months because of the large drawdown, and the long-term returns are still good. 122% return in the past three years.
Featured in CCB’s big security strategy, Wang Dongjie, her wife’s name is Chang Zhen, Harvest’s star manager. In the past three years, the income has been 118%, and the maximum drawdown is only 16.7%. This fund is small in scale, and CCB’s equity fund is not well known as a whole. Jianxin also has the following Jiang Feng, and Tao Can who is not listed, with relatively good performance.
CCB is healthy and people’s livelihood, with a little growth, slightly more volatility, and higher turnover rate. So not selected in recent months, ranked low.
E Fund New Income, fund boss Zhang Qinghua’s fund, although Zhang is always famous for managing debt, this fund is on the growth side, and the volatility and drawdown are relatively high, so when the market was hot last year, it ranked at the top, and after the market fell , he went to the back.
China Post’s new idea, Guo Xiaowen is an excellent growth-oriented female manager. Because of the retracement and fluctuation, the ranking has been low in recent months. In the past three years, the income has been 117%.
The transformation and growth of the South, the growth of Essence’s advantages, and the development of SDIC UBS Ruili, they all have one thing in common, that is, a stable style, not showing mountains and water, and interpreting slow is fast. Taking SDIC UBS Rayleigh as an example, the profit has doubled to 112% in the past three years, but the maximum drawdown in the same period is only 11.13%. This data is really amazing. Last year, the size of this fund was less than 200 million, and now it has exceeded 1.2 billion. You can’t see good things, but others will.
I think the above funds can be used for a long time. It is my recommendation for vomiting blood. I sincerely recommend them. I really think these funds are very good and recommend them to everyone.
It’s a little vacation benefit.
#雪ball star plan# #雪ball star plan public fundraising talent# @snowball creator center
Add a vertical image to prevent it from being unclear.
There are 8 discussions on this topic in Snowball, click to view.
Snowball is an investor’s social network, and smart investors are here.
Click to download Snowball mobile client http://xueqiu.com/xz ]]>
This article is reproduced from: http://xueqiu.com/2080692569/221727122
This site is for inclusion only, and the copyright belongs to the original author.