Watching institutions play up and down, stepping on the right rhythm can ensure safety

In the afternoon, Yin and Yang changed their faces greatly. After Yin swallowed Yang, a viewer sent me a message saying that the wind was pulling tightly and retreating.

Just like everyone thinks that the economic trend is going outLEven if the stock market bottoms out after adjusting, it will not be the caseVA major reversal and repetition is a common occurrence, but the new leader that has been brewing during this period may stand out.

To put it simply, there has been a lot of analysis on the holdings of public funds in the market these past few days. However, if it's just counting, it's meaningless for everyone because these are all past tenses. But is there really no trace to follow?

For example, the construction machinery and rail transit sectors with more stock reduction in the first quarter were actually the most popular sectors to benefit from the the Belt and Road and supply side reform at the end of last year, and it is no mistake to increase or decrease some of them; And the electronic consumer stocks that claim to have built the most positions are not the hottest consumer stocks during this period! In other words, behind today's excitement may be the shipment of public funds.

It's interesting that since the fourth quarter of last year until now, the hot topics in the market have not been scattered. For us, it's actually a process of rotating hype, at least in my eyes, that's how it should be. Perhaps those who reduce their holdings too much will become those who increase their holdings in the next quarter's report.

So this is also a way of thinking. Now that the quarterly report is over, you can also take a look at the conversion time of your individual stock fund holdings. Perhaps this rhythm will be followed accurately

At the request of a certain reader, I would like to discuss my own operational ideas. Actually, I am not willing to say these things. I believe that doing solid homework and digging out real money is what we need to do well at the moment. Cheap products are not common. Speaking of which, I have been conducting an analysis of military holdings in cemeteries these past few days. Let me show you some time.

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