Although half champions still have suspense, but the Fund as a whole huge losses in the first half is a foregone conclusion. During the intense battle for the first three funds the big test will be settled, and six Championship rivalry, also entered the most critical moments. Recommended reading
· fengji Forum investment real disc week summary · Index Fund concentrated discussion posted this year Pocket Fund frequency out unit base first half of performance first and last difference 30% shares break into bargains Fund discount buy first half of only has 5 only unit base make money (list) 2011 second half: use lever Fund Hing full hold mission killed into BYD shares deciphered fuck disc password master main trends according to statistics, ended June 15, Peng China value advantage year Trojan gains for 4.09%, and South Lung Yuan industry theme year gains about for 3.8%.
Since May, Peng hua once leading value advantage; and on June 10, Lung Yuan industrial theme performance suddenly punches in the South, one-day net worth rose 1.12%, year gains value over Peng Hua superiority. Later, Peng Hua value advantage began to catch up, on June 13, two fund performance gap has been narrowed to two, on June 14, penghua value advantage owned stocks begin to overgrowth across.
Among them, a rose 3.31%, overseas Chinese city, gree electric appliances (000651, unit) surged 3.95%, investment real estate (000024, unit) surged 4.28%, and on this basis, Peng Hua value advantage again overtaking South Lung Yuan industry topics, and gap to 0.46%. In fact, judging from a quarterly industry configuration, Peng Hua value advantage and Lung Yuan industry topics have many similarities in the South, the same warehouse machinery, metal and Nonmetal, finance and insurance sector, the same preference for China Unicom (600,050, unit), the Bank of people's livelihood (600,016, unit) and so underestimated the value blue chip. Two distinct funds on different attitude reflected in property stocks.
According to statistics, Peng Hua value advantage real estate sector allocation in the first quarter amounted to 7.48%, and South Lung Yuan industry topics, a quarterly data showed where the real estate sector is not configured. Most of the number three in national civil examinations is expected to occur between the great wall brand and theme when Bo. As of June 15, the great wall brand selection year rose 1.42%, Bo theme (160,505, funds) rose during the year 0.87%. While the gap between the two since June 13, narrowing trend is also clear.
June 13, the great wall brand optimization net growth rates during the year leading the theme industry when Bo 0.95%, 14th becomes 0.87%, 15th narrowed further.
The huge losses in the first half while the battle for the top three in full swing, but the first half of this year, huge losses on unit base is a foregone conclusion. According to measurement data, as of June 15, 370 last year has an open unit annual report data base has accumulated losses of $ 158 billion, while 370 stocks in base, two years more than 20% only 5 achieved positive returns.
According to statistics, as of June 15, net growth ranked penghua transient Omega YINHUA domestic demand compared to value advantage, first and last performance difference in growth rate, 26.8%. A study of securities companies in Beijing said: "this phenomenon is normal, the Fund took too much last year in his hand and small-cap stocks, market style has changed this year, the Fund did not escape in time, so even relatively good Fund or to investors to earn any money. "He further said," standing in the front of the last year, plunged this year exam, or have poor results. "Results from the first half of this year to achieve relatively good performance of the Fund, without exception benefit from heavy cartridge blue-chip sector.
But the same need is concerned, in 5 achieved positive returns of the Fund during the year, 3 units remains inadequate net worth only $ 1 par value, rose also hardly cover losses of the past performance of this year. A public-fund manager in Shenzhen, told reporters: "the best strategy now is to see more small, clear market opportunity now, it is hard to see, first half of the market in the wheel of time between the plates is very short, first consideration is the security of investment. "The times of China
