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小牛入市时,刚好赶上牛市的大调整。他用自己入市前钻研过的波段技法操作,却每每判断错误,幸好用止损法则控制了损失。小牛开始反思,决定考虑之前某位私募好友建议他走的路,即通过研究绩优基金的选股思路,来将自己铸造成专业投资者。小牛首先打开了华夏旗下基金的季报,发现在2008年一季度华夏大盘精选的前10大重仓股中,地产股占据了显要的位置。作为少数在中国赢得广泛认同的基金经理之一,王亚伟为何要买这些前期其他基金避之不及的重灾股呢?
Mavericks into the market, just caught up with the bull market adjustment. He used his band techniques studied before entering the market, but often judge the error, but fortunately controlled with a stop-loss rule. The Mavericks began to rethink and decided to consider the way a private buddy suggested he walk before, casting himself into a professional investor by studying the stock pickings of a blue-chip fund. The Mavericks first opened the quarterly report of Huaxia’s fund and found that real estate stocks took a prominent position in the top 10 Awkwardness stocks selected in the first quarter of 2008 in the Huaxia market. As one of the few fund managers to win widespread approval in China, why did Yaowapa buy these reckless stocks that other earlier funds could not escape?