市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

作者: 发布时间:2017-12-09 17:19:25  来源: [手机访问]
导读: 市场回顾:本报告期(11.30-12.6),市场各主要指数涨跌情况: 本期的市场行情持续下跌,不过与上周相比跌幅有所缓和,连续的下跌使大盘点数已经来到了3300点以下

市场回顾:

本报告期(11.30-12.6),市场各主要指数涨跌情况:

市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

本期的市场行情持续下跌,不过与上周相比跌幅有所缓和,连续的下跌使大盘点数已经来到了3300点以下。今年熬了一年的时间定投基金,大盘跌跌撞撞的从3100点涨到3450点,所有基金定投的浮动收益均值也超过了10%,短短的几天,收益也基本跌完了,经历这样一个过程,对于刚刚投资基金的人来说应该是比较失落的。个人认为这时候考验的就是心态了,基金定投要有耐心和定力,日图上这半年以来的上涨趋势已经被破坏了,接下去要看大盘下跌到什么地步,所以后续也要做好继续回调的心理预期。

1.定投基金收益一览:

市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

注:精选原则,成立三年以上,采用多因子策略精选

截止本周定投时间1年零60天,2016年9月28日至2017年12月6日。

本周市场持续下行,多赚在投基金有26只基金本周是亏损状态,剩余的4只基金是盈利状态,其中交银优势行业在本期上涨了2个百分点。截至目前,多赚30只定投基金有21只持有期为正,9只为负。本周基金共亏损3843.95元,所有基金共盈利15980.85元。定投以来,正收益的共38周,负收益20周。

基金在多赚的整个投资组合中的占比为40.03%,其余为网贷投资。

本周重点基金表现一览:

市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

本周在投的绝大部分基金都跟随市场的脚步持续下跌,所以前五名和后五名10只基金都有一定幅度的下跌。其中,持有收益率最高的兴全社会责任本周下跌2个百分点,最差的中邮也降了一个百分点,持有收益率已经亏损30%了。

2.定投组合收益

市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

本周的组合持有期收益率与上周相比持续下跌,收益为4.97%,连续2周的下跌,综合持续率从10.07%来到4.97%,收益下降很明显。

目前,多赚基金定投累计投资额319800元(不包含待确认金额),实际持有金额329693.58元,历史现金分红4197.27元,红利再投资的额度9742.61元,本周无基金有分红发生,截止到2017年12月6日的定投累计收益为15890.85元,基金的持有期收益率为4.97%。

3.关注市场

1) 公募加紧布局可转债基金

沉寂已久的可转债市场今年较为红火,尤其近期可转债密集获批上市引发市场关注。正是因为看准这一机遇且在可转债市场扩容的大趋势下,不少基金公司积极加紧布局。

评:而从今年情况看,可转债发行预案数量大幅上升。截至12月2日,今年以来发布可转债发行预案的上市公司数量达到146家,拟发行规模达3850.08亿元。这让不少专业投资人士看好可转债市场。今年年底及明年,债券市场会逐步企稳,而股票市场也会迎来比较好的市场环境,因此是配置可转债基金的好机会。

2) 公募基金重新审视蚂蚁财富 积极寻求合作

蚂蚁财富的发展壮大,尤其是“财富号”的巨大影响力,令不少基金公司重新审视蚂蚁财富,并积极寻求合作。蚂蚁财富在发展初期与基金公司的接触并不顺利。如今,不少基金公司重新审视与蚂蚁财富的合作价值,也燃起了入驻意愿,但是,此前未与蚂蚁财富建立合作的基金公司已错失它发展初期的“美好”。

评:对于成立时间不长、规模不大的基金公司来说,电商投入是笔沉重的负担。而中型规模及以上的基金公司,由于早期没有重视蚂蚁财富这样新兴的平台,没有前期合作关系的铺垫,很难跻身蚂蚁财富号的合作序列。

定投基金分红明细:

市场持续下行,定投需要定力和耐力—多赚基金定投每周追踪

说明:由于之前定投基金多以红利再投的形式折算,小部分现金分红并没有统计,本次把基金分红的详细情况在此公布一下,因为分红日期不确定,后期会在一定期限内再向大家公布。

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