Chapter 196 Net Worth Breaks 1.5
Throughout the day, Tonghuashun completed a transaction of 261 million yuan, with a turnover rate of 8.74%, while Dongfang Wealth's transaction volume reached 989 million yuan, with a turnover rate of 8.3%.
After the market closed, Gu Junhao turned off his computer and went to the trading room. The three of them left work early, and they had to announce the net value of this week themselves. Having said that, Gu Junhao didn't really know much about the fund's situation this week.
However, this week, among the four holdings, only Dongfang Wealth performed well. The other three were not very good. I don’t know the specific situation, but I think there will be no pullback.
Today, the three major indexes all rose. The ChiNext Index rose 4.97% this week. Although the Shanghai Composite Index did not perform well this week, it benefited from today's rise and ended the week with a 0.63% increase.
From the weekly perspective, the Shanghai Composite Index has been up for six consecutive days, but as the volume has not been able to break through and the differentiation of heavyweight stocks, divergence has already appeared.
Therefore, in Gu Junhao's opinion, the probability of the Shanghai Composite Index achieving seven consecutive weekly gains is not very high, unless there is a significant breakthrough in volume next week.
The ChiNext Index also saw four consecutive positive days , rebounding by 16% since the 1,255 point a month ago, which can be regarded as a partial bull market.
The index rose by more than 15% in a month, which can definitely be called a bull market.
Dongfang Wealth is undoubtedly the most popular player in the ChiNext this week, with a weekly increase of 18.90%. It has a turnover of 3.09 billion yuan in five trading days, with an average daily volume of more than 600 million yuan, which is strong enough.
Compared with previous weeks, Tonghuashun was a bit lackluster this week. Although it finally rose by 8.65%, this was all thanks to today. If it had performed generally today, it would have closed down this week.
"It's not going to be strong enough. Next week may not be so good." After analyzing the recent trends of the two stocks, Gu Junhao decided to reduce part of Tong Huashun's position next week.
Since we are only optimistic about his rights issue this time, then we should put knowledge and action into practice and carry it out.
As for the other three holdings of the fund, their performances this week were all average. Yinzhijie was affected by negative news and fell 0.57% for the week. The weekly trading volume was only 223 million yuan, with an average daily volume of more than 40 million yuan. The patience of the retail investors who were trapped in it should have been exhausted, right?
Xibu Securities and Wan'an Technology fell 1.70% and 2.52% respectively this week; Wan'an Technology, which announced its financial report in advance, will hold an extraordinary shareholders' meeting after today's close.
It can be said that even if there is no fancy tricks, you have to work hard to come up with something. Small and medium-sized growth stocks are too dependent on news.
After a simple review, Gu Junhao also became concerned about the net value of the fund. After looking at the fund account, Gu Junhao was a little surprised.
"Xiao Wang is great. It is indeed the right decision to entrust Dongfang Wealth to him."
He didn't expect that there were actually 12,500 lots of Dongfang Wealth. After looking at the delivery note, Gu Junhao was very satisfied. It was stable enough, but he would also act decisively when it was time to act, like today.
The other two people also performed very well. After Liu Tingting reduced her position this morning, she has not added any more positions. Gu Junhao thinks this decision is very good. During the adjustment period, Xibu Securities will obviously have a lower price.
Xu Da's speculator performed well this week and was able to turn 2 million yuan of funds into 2.5 million yuan. However, this number is really a bit weird.
All three of them performed well this week, which is also reflected in the net value of the fund, thanks to the surge in Dong Fang's wealth, Wang Ruoyu's high-level operations and Xu Jianqing's short-term trading.
As for Liu Tingting's reduction in holdings, that was in preparation for next week.
This week, the overall scale of Junshi No. 1 officially exceeded 60 million yuan, reaching 61.3945 million yuan, with a net value rate of 1.5349, including a stock market value of 52.1945 million yuan and cash of 9.2 million yuan.
“The net value is above 1.5. If you keep it that way you can get a share of the profits.” Gu Junhao said with a smile.
When the rate of return exceeds 1.5, the feeling is completely different. Otherwise, even if the net asset value rate is 1.49, it feels like working for rich people.
But it’s different if it’s above 1.5. You can participate in the profit sharing, which is equivalent to using the bosses’ money to make money for yourself. Gu Junhao still feels happy about it.
"Let's release it first, and wait for the Dragon and Tiger Rankings later."
Gu Junhao did not hesitate. Of course he shared this good news with others as soon as possible and officially announced the net value of the fund.
However, compared with the net value gain last week, the return of Junshi No. 1 Fund this week increased by almost 10%, which seems to have completely confirmed to the market that Junshi No. 1 has a large position in Dongfang Wealth.
In fact, this is true.
At 5:30 p.m., the Dragon and Tiger list data was updated, and Tong Huashun and Dongfang Wealth were both on the list. Although Tong Huashun's transaction volume was not large enough, its Dragon and Tiger list was luxurious.
Among the top five buying seats, there are four institutional seats, with a total purchase volume exceeding 25% of the total transaction volume, and a net inflow of 38.5 million yuan on the Dragon and Tiger List.
"It seems that institutions have not bought enough and want to continue building positions." Looking at the Dragon and Tiger List data, Gu Junhao became more certain of his judgment.
On average, each institution only bought 12 million chips. Directly raising the price can indeed speed up the collection of chips, but the cost is too high.
Institutions will naturally not do such a thing. In addition, the financial report previously released by Tong Huashun shows that funds occupy three seats and the number of shares held is not large, which obviously means they have not bought enough.
The Dragon and Tiger List of Dongfang Wealth is much more luxurious than that of Tonghuashun, with both hot money and institutional seats on the list.
The top five purchases of Dongfang Wealth today totaled more than 145 million yuan. The first buyer was Galaxy Securities Ningbo Cuibai Road Branch, with a purchase amount of nearly 50 million yuan, which is the 37,000 lots of funds.
“This is also a seat for top speculators.”
The second buyer was an institutional seat, and judging from the third buyer, the Yongcheng Jiangdong North Road Securities Branch, and the fourth buyer, the Galaxy Securities Shaocheng Branch, it is very likely that it was the big hot money that became famous in a certain car.
Today's Dragon and Tiger List of Dongfang Wealth can be described as a large-scale game scene between large institutions and hot money from Zhejiang Province.
Among the top five buyers, except for the institutional seats that cannot be identified, the other three seats are hot money from Zhejiang Province, and it is very likely that they were done by the same person.
Among the top five sellers, there are three institutional seats, and the selling amounts are all between 26 million and 30 million yuan, with not much difference.
Judging from the final result today, it is obvious that hot money defeated the institutions. Of course, this also has a lot to do with the fact that the institutions had no intention of dumping the market.
It has to be said that the person who can make such a huge profit on a certain car and become famous overnight does have his own unique qualities. At least, the courage to withstand the market crash by institutions today is not something that ordinary people have.
"There are certain reasons for everyone's success, and no one is an exception." Looking at the Dragon and Tiger list, Gu Junhao sighed.
That’s all for today. These three people running away forced me to announce the fund’s performance myself, but it’s not without gain. This unexpected surprise still makes me very happy.
After walking out of the trading room, Gu Junhao took out his mobile phone. Since the market was already closed, Gu Junhao didn't think too much about it and just carried the phone with him. His attention was just on the Dragon and Tiger List.
At this moment, when I opened the VIP customer group, it was already very lively. Since the official operation on June 9, the net value of the fund has exceeded 1.5 in less than two and a half months.
For these small business owners, it was truly an unexpected surprise. Some of them invested out of curiosity and the diversification of financial management methods , while others simply invested one million yuan out of face.
Unexpectedly, this one million turned into more than 1.5 million in more than two months. Of course, this is just the book figure, and the operating expenses and share of the profits must be deducted.
However, who cares about these? All people will see are numbers and will only sigh that the speed of making money is too fast, even faster than the appreciation of the house.
"I regret it, I regret it. If I had known earlier, I would have cast a little more. Then I could have been a fisherman without any worries."
"Xiao Su is really good at vision. He turned 20 million into 30 million. Young people are really brave." Xiao Su is Su Mingyu. After two months, he has become familiar with this group of small bosses who are obsessed with fishing.
"Mr. Gu, please launch the next fund quickly. With such good returns, why don't you launch the next fund? It doesn't matter if you don't have a venue or staff. We will use our connections to help you find a good place. I don't believe that we can't find a good place."
"To be honest, I'm a little jealous. The speed of making money is too fast. I work hard in the industry, but I only make a profit of a few million yuan a year. Mr. Gu has helped me make more than 500,000 yuan in the past two months. It's really unbalanced."
Seeing this, Gu Junhao stopped and tagged the client, "It's different, Mr. Liu. In my opinion, the ultimate goal of finance is to serve the real economy. The two are inseparable.
I admire you guys who work in the industry, and I can see how hard you work. And, if nothing unexpected happens, I will become one of you.”
"Ah? Mr. Gu showed up. What does Mr. Gu mean by that? Are you going to start a business as well?"
"Did Mr. Gu pledge the stocks last time for industrial investment?" All the customers in the group knew about the stock pledge incident, and everyone was feeling a little uncomfortable.
If an individual buys the stock, then the fund cannot buy it; during this period of time, these people also knew that Gu Junhao bought such good stocks for himself, but the fund cannot hold it.
This is equivalent to everyone making less money, but it doesn't mean anything. The fund manager has absolute rights over the positions, and even the clients have no right to interfere. This is written in the contract.
However, after this week's big rise, everyone has become mentally balanced. Since we can't resist, let's just enjoy the process.
"Haha, that's right, Mr. Gu is going to invest in me. You local bosses are not good enough. The fund's first client was snatched away by Xiao Su, and now Mr. Gu's first industrial investment has been given to me. You guys have to work harder."
These words were said by Jiang Jianbai. After a week of asset evaluation by a professional institution, Gu Junhao and Jiang Jianbai reached a consensus on the final assets of the factory and will formally sign the investment contract this weekend.
Therefore, whether it is Gu Junhao or Jiang Jianbai, they are not afraid to let everyone know the news in advance.
However, Jiang Jianbai's teasing remark made the local customers in Beicang in the group feel a little embarrassed. After seeing it, Gu Junhao smiled and said nothing. He put away his phone and prepared to go home.
