The skill of covering the position of fixed investment fund needs to be consulted first and then solved. According to years of learning experience, if we can solve the skills of covering positions with fixed investment funds, we can get twice the result with half the effort. Here are some methods and experiences of covering positions with fixed investment funds for your reference.

Skills of covering positions of fixed investment funds

The skills of covering positions for fixed investment funds are as follows:

1. The operation of covering positions is the same as the usual trading, which requires our manual operation.

2. The reason why covering the position is covering the position is because the fund we bought at the beginning fell, so in order to spread the cost, we will cover the position.

3. There is no fixed time for covering positions, but the investment amount must be fixed.

4. The strategy of covering positions is generally to buy regularly every week or month. In the long run, the pure profit will be very considerable.

5. Covering positions is suitable for investing in growth funds, such as stock funds, hybrid funds, index funds, ETF funds and funds with weak explosive power. Not suitable for investing in bond funds and money funds.

6. Timing is very important. If the timing of covering positions is not well grasped, it is easy to lose more than gain. For example, a fund has gone up by 50%, and you think it can go up, so you start to make up the position, but the fund continues to go up, and it is easy to lose more.

7. Make up the position and don't be too persistent. For example, you bought a 5000-yuan fund at the beginning, and it fell by 10%, so you started to cover your position. As a result, when you made up 5000 yuan, the fund went up 10%. At this time, you earned 500 yuan by investing 5,000 yuan before, and investing 5,000 yuan later is actually the same as not investing, so you are too obsessed with covering positions.

Timing of fixed investment fund to cover positions

Fixed investment funds can choose two opportunities to cover positions:

1. Make up the position if it falls. This is the most common opportunity to cover positions. Because the fixed investment is to buy a certain number of funds regularly, if the net value of the funds held decreases when the market is bad and the funds fall, but the fund share held by investors remains unchanged, it is necessary to make up the position. In the process of fund price falling, investors can buy a fixed number of funds regularly through fixed investment, thus reducing the average cost of holding positions and waiting for the market to pick up, thus obtaining certain income.

2. Make up the position if it goes up. This is a rare opportunity to make up the position. Because the fixed investment is to buy a certain number of funds on a regular basis, if the market is good and the net value of funds is rising, investors can make up their positions and buy the same funds on a regular basis, which reduces the cost of holding positions, but the gains will gradually decrease. If the funds held by investors are popular funds, such as index funds and hybrid funds in Alipay, investors can also consider suspending fixed investment, because it is difficult for investors to obtain greater returns by buying the same fund share regularly.

Generally speaking, the timing of covering positions needs to be decided according to the specific situation of investors. Investors need to pay attention to the amount of funds to cover positions, and don't cover all funds.

How to make up the position of a fixed investment fund is the most appropriate.

The best way for fixed investment funds to make up positions is to buy in batches, which can reduce costs and help spread costs. Generally speaking, you can buy it when it falls, but it should be noted that the longer the fixed investment period, the better the effect.

Calculation of covering position amount of basic fixed investment

The calculation method of the covering amount of fixed-term funds is: covering amount = total net value of covering funds-total handling fee for covering positions.

Among them, the total net value of covering positions is the total assets of investors' regular fixed funds, including the stock market value and cash market value of positions, and the specific calculation method is as follows:

The market value of the shares held by 1. remains unchanged. If there is no need to make up the position, the amount of making up the position is 0.

2. When the holding stock falls, the closing amount is the average of the closing price and the lowest price on the closing day multiplied by the closing quantity, and then the commission and stamp duty are deducted.

3. When the holding stock rises, the covering amount is the average of the closing price and the lowest price on the day of covering the position multiplied by the covering amount.

It should be noted that the amount of cover positions of fixed-term fixed funds is a fixed value, which is not affected by market conditions.

How many days does it take to sell the fund that covers the position?

The selling time of covered funds depends on whether closed-end funds or open-end funds are sold.

If you sell closed-end funds, you can't sell them during the closed-end period, and you can only sell them after the closed-end period. Generally speaking, closed-end funds are closed for 1.5 years, and there are also three years, so it takes some time to sell.

If you sell an open-end fund, you can sell it at any time on the open day, without waiting.

The introduction of the fixed investment fund to cover the position ends here.