What does the so called rebalancing mean in the fund market?

The so-called rebalancing in the market refers to this operation of the manager. For example, it is very likely that there will be this kind of rebalancing behavior between each quarter, because within different quarterly ranges, the development of some companies is also different, so it is necessary to rebalance positions at this time. For ** managers, rebalancing is indeed a very important part, and many times rebalancing is judged according to this situation in the market.

The position of ** can be seen in the specific situation of **, and it can also be seen through this position of ** what kind of ** belongs to**. And the position situation also determines how we choose, some managers will adjust their positions in the second quarter, for example, some companies or rejoin some companies, so that its overall allocation becomes more reasonable. <>

This kind of rebalancing is more relative to the ** manager, and normally speaking, we don't need to pay special attention to this kind of rebalancing. Generally speaking, if you buy the industry sector, its rebalancing situation will not change very much, but if you buy some relatively unpopular types, you need to see how it adjusts the position, and what kind of judgment the manager has for the development of the market outlook. Like in the previous time when the liquor sector was hot, many ** would add some funds in the liquor sector.

And now it is the hot spot of new energy, and there are also many managers who have begun to adjust their positions, reducing some of the liquor plates in the company and replacing them with some new energy, which is actually a position adjustment behavior of the ** manager. <>

Therefore, the rebalancing in ** refers to how the manager manages the position content of this **. Whether the manager wants to adjust the position also means that he has an approximate understanding of the future development. At this time, it is more important to look at their rebalancing information.

Of course, if you are a novice, you may not know much about this aspect, and you may not understand what the purpose of position adjustment is. Therefore, at this time, you need to learn more to understand these professional terms, so that it is more convenient for you to buy**. <>

When the investment target has obtained greater returns, it is possible to adjust the position to obtain greater returns, and the manager can adjust the position according to the market in real time, and the position will be announced once a quarter, and investors can view the manager's position in the quarterly report on the company's official website.

Position adjustment refers to the company's market and certain laws. Sell your money for a better profit. Change the direction of your investments.

The meaning of rebalancing is that investors adjust and replace all the ** in their hands to achieve the purpose of making profits.

It is to sell all or part of some of the ** in your hand and replace it with other varieties of ** at this time is the so-called position adjustment.

It means that the manager will adjust the variety according to the market to face some fluctuations in the market, so as to obtain better returns.

When there is a loss of funds, this can maximize the profits, and can reduce our losses, and can be exchanged or sold, which is what it looks like.

The easiest way to buy ** to increase and reduce your position is that you watch this **** decline, and the decline reaches a certain standard, for example, a drop of 5%, then you increase your position, because it is low, buy when it is low, sell when it is high, don't you just make money, and then wait for it to rise by 5% when it is high, or it has risen by 10% in the short term. It is unlikely that he will usher in a big **, in order to ensure your profits, you will reduce your position in time and settle down.

Generally, if these two words appear in the market, then it means that some of them may need to be sold slowly, but it does not mean that all of them are sold out.

When the **** held reaches its profit target or loses money, it is still **not**, and the act of selling the ** held for the safety of their own funds is called ** position reduction.

refers to the previous **, which has sold some of it, but there is still a part left, and it will be divided into several times to increase the position.

Generally, the **** time is relatively long, and at this time you can be appropriately slow, which is called reducing positions, and it is also for the sake of falling into the bag.

Deleveraging refers to selling a portion of your holdings. Huatai**'s one-stop wealth management platform - "Fortune Pass" provides a wealth of investment and wealth management series learning courses, which can be learned and understood.

Increasing your position will expose you to a higher risk, while you may miss out on higher gains. During this period of time, A-shares have begun to pick up, and many ** yields have also begun to increase, so many investors have begun to think about whether to choose to reduce their positions at this time. You must know that now A-shares have 3,600 points, which is a relatively high position in the past few years.

Judging from the past history of A-shares, they have never stood at a high position for too long, and they will basically return to 3,000 points in the end, so many people think that 3,000 points is the curse of A-shares. But now there are many voices in the market, on the one hand, some people think that if they choose to reduce their positions at this time, they will miss more opportunities.

But on the other hand, some people believe that the current ** mood is too enthusiastic, and many ** valuations are still high, and there may be ** risks in the future, so they choose to reduce their positions at this time. Some professionals pointed out that in fact, the most important thing to invest in is to hold it for a long time, because there are professionals to take care of it, and the risk is controllable. If you frequently chase up and down, the final result may be continuous losses.

For the second half of the year, the general view of the market is relatively optimistic. Although no one is sure that the second half of the year will be a bull market, the probability of a bear market is not high, and the biggest possibility is that the market may maintain a leading trend.

Guotai Junan, a well-known investment institution, even directly shouted a high of 4,000 points, which believes that there is no chance for small-cap stocks in the future, and there is still room for big blue chips. Judging from the operation of other ** companies, it seems that everyone is more optimistic about the ** in the future. Many companies began to issue new **, and "daylight-based" reappeared.

Many of the ** that had previously closed the subscription have also opened the subscription door one after another.

In fact, in the past few years, the capital market has indeed ushered in great changes. First of all, the crackdown on illegal activities has become stricter, the delisting system is more mature, and many junk stocks have no room for speculation. Moreover, from the perspective of long-term wealth flow, the wealth and asset allocation of Chinese residents are gradually shifting from the property market to the middle of the country, which is also in line with the normal pace of a country's development.

At present, the proportion of financial assets in China's national wealth is still low, and there is still a lot of room for growth in the future.

On May 25, A-shares experienced a general rise, and the Shanghai Composite Index closed at the point in a single day. On the evening of the same day, Huang Yanming, director of the Guotai Junan Research Institute, posted on Weibo: "A-shares have collectively risen sharply, and the challenge of 4,000 points has just begun. ”

He mentioned that the Guojun strategy team previously pointed out in the report that with the uncertainty of the macro and external environment, the risk assessment will decline, which will drive the ** from ** to the rise. "On May 25, the market rose sharply, the trading volume was amplified, and our logic and politics were constantly being cashed in, and the trend of mid-cap blue chips leading and ** blue chips following was also being cashed in. ”

**After adding a position, it is chasing high**, which may make money or lose money. ** After reducing the position, if the cost is lower than this price, then you can make a profit, if it is higher than this price, it is a loss. Ordinary people buy**, it is recommended not to operate, ** and then just put it.

To put it simply, adding a position is the meaning of **, and reducing a position is the meaning of selling.

**In the case of adding a position after **, in fact, I think it is a very loss, because it is very likely to be ** next, so I don't make a few days of money to lose, I think it's not worth it, but if you can find the right time to reduce your position at the highest point that is, to sell, then you can make a lot of money.

There will be a risk of keeping up with the position, and it is easy to lose money, and reducing the position will take the profitable part in hand, there is no risk, but the opportunity to continue to make profits is lost.

**Rebalancing is the adjustment of the manager, there is no fixed time, generally**rebalancing will be presented in the company**company for announcement, and you can often pay attention to the announcement.

The rebalancing of the company is based on the change of its own investment field to ensure the safety of investors' income and funds, so that the normal operation of the company.

**Rebalancing includes adding and decreasing positions. To put it simply, it is to sell all or part of some of the ** in your hand and replace it with other varieties of **, which is called position adjustment, which means adjustment**.

**Rebalancing includes adding and decreasing positions. To put it simply, it is to sell all or part of some of the ** in your hand and replace it with other varieties of **, which is called position adjustment, which means to adjust**.

Each type of ** will have its own position ratio, **up and down, **manager** in the position of ** income to reach the advance or risk, and then sell**buy other**, this is the normal work of **operation. Under normal circumstances, when entering the upward channel, the **** of the leading varieties should be increased, or even full positions; When entering the downward channel, it is necessary to lower all the **, and the Tong is destroyed and the varieties should be replaced in time according to the market hotspots in order to obtain higher returns.

**Judgment method of position adjustment:

If you want to quickly leave the existing profits by adjusting the position, you must strictly abide by the operational discipline of step-by-step adjustment. Appropriately reducing positions when making profits can not only retain the profits that have been obtained, but also appropriately reduce the cost of holding positions. And don't panic when you're **net worth**.

Follow the operation of "big drop big plus, small drop small plus, no drop no increase". In addition, each rebalancing should be carried out step by step, and do not invest all the money at once. If you plan to invest 2,000 yuan in a certain **, this **** is 3%, which is at a relatively low level in the near future, then you can add 1,000 yuan to the warehouse.

If the **** is obvious the next day, suspend the position. If the next day **still**, but the trend is not bad, you can add another 500 yuan. The principle of step-by-step position addition is very effective in ** investment.

Rebalancing: After the manager buys, he will make a judgment on the market based on his trading experience and expertise. If it is expected that a certain **will**, this ** will be sold and another ** will be purchased, this process is called rebalancing.

**Opening or rebalancing is a trading term.

**Open a position: It means to buy**. When the new ** is first established, there will be a position opening period, during which the **manager will buy ** according to the category of **.

For example, according to the regulations, the proportion of **type investment bending die is not less than 80% of the assets, assuming that there is a scale of 1 billion, you need to use 80 million funds to buy, this process is called opening a position.

When the manager adjusts the position, investors have no way to know, and can only analyze the top 10 heavy stocks announced by the manager. The top 10 heavy positions** announced can only view the holdings of the previous quarter.

Extended Materials. 1. Is it okay during the closure period?

Whether it can be during the lockdown period depends on the type of closure:

1. During the closed period, the company does not accept investors' requests for subscription and redemption, and only after the opening can it be subscribed or redeemed. Usually there is a 3-month closure period for the new **, and only after 3 months**.

2. The off-site closed-end ** cannot be purchased during the closed period**, for example: the strategic placement ** cannot be purchased during the closed period, and this kind of ** cannot be purchased during the closed period until the contract expires.

3. The closed type in the field can be, such as: Penghua Qianhai closed type, which can be traded in the market, as long as the entrustment is reasonable during the trading hours, the order will be traded.

Closed-ended: It refers to the total amount of issuance and the issuance period have been determined at the time of establishment, and after the completion of the issuance, the total amount of issuance is fixed within the specified period. Closed-end investors cannot redeem their shares from the issuer during the duration of the shares, and the realization of the shares must be listed and traded on the trading venue.