After waking up on the first day of 2022, Niu Yanjun felt that today was not much different from the last day of 2021 except that the sun was better and the body was lazy.
however, the mentality has indeed changed a lot: yesterday, I was still trying to think about how to make the stock speculation performance in 2021 a little higher. Today, I immediately considered how to adjust positions and exchange shares at the beginning of 2022 and make him a good start first (would I be too anxious?).
Therefore, sometimes I envy those people who engage in quantification. Anyway, computer programs trade according to market conditions. Trading will not be affected by changes in mentality. Relatively speaking, regardless of income or loss, they are quite stable, and there will be no emotional fluctuations of regret and beating their chest and feet.
For example, when I read the messages of netizens yesterday, I can feel their joys and sorrows in last year. Image source: every bull's eye backstage
Everyone is tossing in the same market, resulting in such different results. In addition to their different mentality and affecting the operation, the key must be the difference in stock selection. In the "structural" market, if you choose a popular track, you can naturally enjoy hot and spicy food; Once you choose the wrong one, you can only see that others are popular and spicy, and you may be beaten at both ends. After all, small people are taking some spare money to speculate in stocks, and they can't have complete research and judgment ability like professionals.
therefore, Niu Yanjun often has a lazy idea: is there any quick way to learn from the stock selection of institutions and cattle people, plus a little of his own preferences and combination ability, which can help him obtain good returns in the market?
I didn't think such a method was reliable, but I believed it when I took out the data - if simply "copying lessons represents homework", it can achieve 80% of the annual income, which is similar to "lying and earning", which is still very fragrant!
Of course, copying homework does not mean 100% copying. It is more meaningful to learn from it. How to treat it depends on everyone's ability and habits!
4 the yield of gold stock portfolio of securities companies exceeded 50% in 2021
Due to the dominant small cap style in the market in 2021, the performance of CSI 500 in major indexes is relatively outstanding, with a cumulative increase of 15.58% in the whole year. This year, the cumulative return of the gold stock portfolio of 22 securities companies has exceeded CSI 500, among which the return of the gold stock portfolio of open source securities, Cinda securities, Chuancai securities and China Merchants Securities Co.Ltd(600999) 4 securities companies in 2021 exceeded 50%.
On the other hand, there are still nine gold stock portfolios of securities companies with negative cumulative returns this year, of which Tianfeng Securities Co.Ltd(601162) , Shanxi Securities Co.Ltd(002500) , and Dongguan securities have experienced a cumulative decline of more than 15% in 2021.
From January to October this year, China Merchants Securities Co.Ltd(600999) , Cinda securities, Chuancai securities, Kaiyuan securities and The Pacific Securities Co.Ltd(601099) securities ranked among the top 5 in the industry.
From the end of the year, the gold stock portfolio of various securities companies showed a certain trend of strength and strength in the market performance. For example, the monthly earnings data of the gold stock portfolio in the last two months of this year show that the performance of these securities companies is still not lagging behind.
According to the statistics of each city, as of yesterday's closing, the top 10 securities companies in the cumulative yield of gold stock portfolio in 2021 are: Kaiyuan securities, Cinda securities, Chuancai securities, China Merchants Securities Co.Ltd(600999) , The Pacific Securities Co.Ltd(601099) securities, Zheshang Securities Co.Ltd(601878) , Sealand Securities Co.Ltd(000750) , Shenwan Hongyuan Group Co.Ltd(000166) , Sinolink Securities Co.Ltd(600109) , Guoyuan Securities Company Limited(000728) .
Among them, the yield of the gold stock portfolio of open source securities, Cinda securities, Chuancai securities and China Merchants Securities Co.Ltd(600999) securities companies exceeded 50% in 2021, and the annual cumulative yield of open source securities was nearly 80%!
It is worth mentioning that this year, the annual cumulative yield of the gold stock portfolio of 22 securities companies has exceeded the China Securities 500 index.
On the other hand, the cumulative return of gold stock portfolios of 9 securities companies this year is negative, namely Tianfeng Securities Co.Ltd(601162) , Shanxi Securities Co.Ltd(002500) , Dongguan securities, Founder Securities Co.Ltd(601901) , Western Securities Co.Ltd(002673) , Northeast Securities Co.Ltd(000686) , Galaxy Securities, Changjiang Securities Company Limited(000783) , Caitong Securities Co.Ltd(601108) .
Among them, Tianfeng Securities Co.Ltd(601162) , Shanxi Securities Co.Ltd(002500) and Dongguan securities, the cumulative decline of the three securities companies' gold stock portfolio in 2021 exceeded 15%, and the cumulative yield of the three securities companies' gold stock portfolio this year significantly lost the CSI 500 index by more than 30 percentage points.
some securities companies successively released the gold stock portfolio in January 2022
As of press time, the gold stock portfolios of some securities companies in January 2022 have been released one after another. For example, in January 2022, Kaiyuan securities was optimistic about the performance of steel, transportation, automobile, building decoration, computer, public utilities, agriculture, forestry, animal husbandry and fishery, social services, media and other industries.
The recommended stocks of the January gold stock portfolio of open source securities include: Wuxi Best Precision Machinery Co.Ltd(300580) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Muyuan Foods Co.Ltd(002714) , Beijing Roborock Technology Co.Ltd(688169) , Xlinmen Furniture Co.Ltd(603008) , Gf Securities Co.Ltd(000776) , Orient Securities Company Limited(600958) , Suntak Technology Co.Ltd(002815) , Shunyu optical technology, Ingenic Semiconductor Co.Ltd(300223) . source: official account of open source Securities Research Institute
The top ten gold stock portfolios recommended by Anxin securities in January 2022 include: China National Nuclear Power Co.Ltd(601985) , Guangdong Ellington Electronics Technology Co.Ltd(603328) , Baoji Titanium Industry Co.Ltd(600456) , Sailun Group Co.Ltd(601058) , S.F.Holding Co.Ltd(002352) , Ficont Industry (Beijing) Co.Ltd(605305) , China Tourism Group Duty Free Corporation Limited(601888) , Guangzhou Automobile Group Co.Ltd(601238) , Zhejiang Founder Motor Co.Ltd(002196) , Gf Securities Co.Ltd(000776) .
China Securities Co.Ltd(601066) recently released more than 20 gold stock portfolio stocks in January 2022, including satellite chemistry, Yangzhou Chenhua New Material Co.Ltd(300610) , Zhongmin Energy Co.Ltd(600163) , Beijing Enlight Media Co.Ltd(300251) , Bank Of Ningbo Co.Ltd(002142) , Quzhou Wuzhou Special Paper Co.Ltd(605007) , Cosco Shipping Holdings Co.Ltd(601919) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , Quakesafe Technologies Co.Ltd(300767) , Petpal Pet Nutrition Technology Co.Ltd(300673) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Kweichow Moutai Co.Ltd(600519) , East Money Information Co.Ltd(300059) , Weihai Guangwei Composites Co.Ltd(300699) , Shanghai Huide Science & Technology Co.Ltd(603192) , Ninestar Corporation(002180) , China Vanke Co.Ltd(000002) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Beijing Tianyishangjia New Material Corp.Ltd(688033) , Zhejiang Chint Electrics Co.Ltd(601877) , Yijiahe Technology Co.Ltd(603666) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Porton Pharma Solutions Ltd(300363) .
The latest gold stock portfolio released by Debon securities in January 2022 has only 7 targets, including an ETF. The seven targets are Luzhou Laojiao Co.Ltd(000568) , Shanghai Kindly Enterprises Development Group Co.Ltd(603987) , Zhejiang Hangke Technology Incorporated Company(688006) , China Express Airlines Co.Ltd(002928) , Qumei Home Furnishings Group Co.Ltd(603818) , Beijing Career International Co.Ltd(300662) and intelligent vehicle ETF (515250. SH).
"class representatives" have put their homework on the table. Can you copy it?
(Daily Economic News)
