How to trade in private placement bond? For many people, private placement bond trading may be a risky behavior, but is it really? The following is a compilation of Bian Xiao on how to trade private placement bond stocks. I hope you like it.
How to trade private placement bond stocks?
1. Make a trading plan: Private equity firms need to make a reasonable trading plan according to their own investment strategies and market conditions.
2. Choosing a securities broker: Private equity firms need to choose a suitable securities broker as an intermediary for trading.
3. Opening a securities account: Private equity companies need to open a securities account with a securities broker in order to conduct stock trading.
4. Order transaction: Private equity firms place orders in securities accounts for stock trading according to the trading plan.
5. Delivery and settlement: After the transaction is completed, the private equity firm needs to carry out delivery and settlement, including stock delivery and fund settlement.
How to buy private equity
First, confirm whether you are qualified to buy private equity funds.
Before buying a fund, investors should first confirm whether they are qualified to buy it. The main body of purchasing private equity funds must be qualified investors.
Qualified investors in private equity funds refer to units and individuals with corresponding risk identification ability and risk-taking ability, and the investment amount of a single private equity fund is not less than 6,543,800 yuan and meets the following relevant standards: units with net assets of not less than 6,543,800 yuan; Individuals whose financial assets are not less than 3 million yuan or whose average annual income in the last three years is not less than 500,000 yuan.
(Financial assets include bank deposits, stocks, bonds, fund shares, asset management plans, bank wealth management products, trust plans, insurance products, futures rights and interests, etc. )
Second, choose the private equity fund you want to buy.
First of all, we should fully understand the nature and investment field of the private equity fund to be purchased (stocks, bonds, futures option derivatives, etc.). ), the past performance and team situation of the fund company, the historical performance, operation style, work background and experience of the fund manager, etc. According to your own risk tolerance and style adaptability, you can start buying after you decide which private equity company to buy.
Of course, if you don't know what kind of private equity fund you are suitable for, you can also screen the fund according to your preferences and requirements on the third-party platform of private equity funds (such as private placement network), or directly consult relevant service personnel. The third-party platform is relatively independent. As a "private fund supermarket", it has a huge amount of data for reference.
Third, choose the purchase channel.
Common purchase channels include fund managers' own sales channels, brokerage sales channels and third-party platform sales (such as private equity networks and bank counters). ).
Fourth, official purchase.
For private equity fund buyers, the usual steps mainly include:
1. Participate in the specific object determination procedure.
Investors need to fill in the questionnaire survey of private equity funds, evaluate their risk identification and risk-taking ability, and make a written commitment that meets the requirements of qualified investment.
2. Attend some product promotion meetings appropriately to get a better understanding of the products.
Investors need to know the relevant information of products and their rights and obligations as detailed and clear as possible. For example, product investment scope, strategy, risk situation, fees and rates to be paid, purchase right, redemption right, transfer right, etc.
3. Sign the risk disclosure.
The risk disclosure book contains the special risks, general risks and investors' rights and interests of private placement products, and investors need to sign the contract terms one by one. Finally, it shall be signed and sealed by the investor, manager and fundraising agency.
4. Provide proof of assets or income.
Investors need to provide asset certificates or income certificates to fundraising institutions to prove that they really meet the standards of qualified investors. You need a written commitment to ensure that you buy the product and don't illegally split or transfer the product.
5. Sign a contract and pay
Investors need to reconfirm the authenticity of the cooperation information, ensure that they are aware of the product risks, and ensure that they are qualified investors before they can finally confirm the signature payment.
6. Investment cooling-off period
After signing the contract, investors have a cooling-off period of not less than 24 hours.
7. Return visit confirmation
After the cooling-off period of investment, the non-sales personnel of the institution will pay a return visit to the investors for confirmation. This is a reconfirmation process, and all the core information should be checked. This is a job performed by non-sales personnel after the cooling-off period. The purpose is to confirm the authenticity of cooperation information and protect the rights and interests of investors to the greatest extent.
Causes and avoidance methods of warehouse infiltration
1, the warehouse is too heavy. This is the category of excessive trading, and it is also the main reason for excessive trading. Due to the psychological reasons of quick success and instant benefit, investors use a large proportion of leverage to trade heavy positions when placing orders, and the ability of accounts to resist market risks is too low. In fact, investors should develop the good habit of light warehouse operation. Take the spot silver investment account with the principal of 1000 as an example. If investors conduct primary trading, the change of $0.04 per ounce of silver will affect the profit and loss of the account by $200. Therefore, investors should fully consider the recent average fluctuation of silver prices, make full use of the minimum trading volume of 0.0 1 lot, and strictly manage the warehouse to ensure that the losses of the account will not pass through the warehouse.
2. Don't stop losing money. Many spot silver investment customers are lucky, because they have no stop loss after opening positions, waiting for the silver price to go in the direction of opening positions, but the market has its own laws and the trend changes, and no one will reverse it in a short time. Therefore, even if the warehouse is not heavy, under the expansion of leverage effect, the lost warehouse may pass through the account. Therefore, investment customers buy and sell spot silver, whether it is empty or multiple tickets.
How can the fund buy more money?
First of all, doing long-term work is more profitable than doing short-term work. An organization once did a survey. For the citizens who have held the fund for more than three years, more than 95% of the fund investment income is positive, while for the citizens who have held the fund for less than three months, more than half of them are losses. Why do funds make more money in the long term than in the short term?
One reason is that the long-term trend of most funds is upward. As long as it is held for a long time, even if the buying time is not good, there is a great probability of making money.
If you can buy a good fund in a better position, the long-term holding income can even be very considerable. Someone once spent more than 80 thousand to buy a fund. 12 years later, it became 1.39 million yuan, earning more than ten times the principal.
Another reason is that the short-term fluctuation of funds is unpredictable, and day trading is prone to make mistakes. Although theoretically speaking, it is more profitable to keep a fund high and low, it is too difficult to do it well in practice.
Of course, you don't have to hold the fund all the time to be a long-term fund. It is also possible to throw high and suck low at an appropriate frequency. If we can persist in long-term investment and seize the opportunity of high throwing and low sucking, it is difficult to make money.
Secondly, the rational use of fund portfolio is more profitable than single investment in one type of fund. In the eyes of many people, funds are only stock funds or funds related to stocks. This understanding is obviously one-sided.
It is true that most funds are related to stocks, but even so, the risks and returns of these funds will be very different. In addition, there are many funds that have nothing to do with stocks.
For different types of funds, the income and risk are corresponding, that is, the higher the income, the higher the risk and the greater the probability of loss. There are naturally low-risk funds, but the returns of these funds are also relatively low.
If you only buy one type of fund, the high-risk ones may earn more when the market is good, and may lose more when the market is bad. Buy low-risk ones, you won't make much when the market is good, and it's certainly not easy to lose money when the market is bad. I can't make much money anyway.
If you use a fund portfolio, you can buy more high-risk funds when the market is good and buy more low-risk funds when the market is bad, so that you can share the high returns of fund investment and avoid its high risks. In the long run, it is definitely more profitable than buying only one type of fund.
Thirdly, choosing dividend for reinvestment is more profitable than choosing cash dividend. For the same fund, the investment income of the fund is calculated according to compound interest when dividends are reinvested, but the investment income of cash dividends cannot be calculated according to compound interest completely.
Why does the fund show holding after it is sold?
After the fund is sold, it also shows that it can generally be held on the same day, so it will show the holding status. Secondly, the system update is slow, and may not be updated. Generally, don't worry too much, just wait a few days after sale, and you can basically get the account.
Generally, the funds will arrive at t+ 1 after being sold, and some may be a little longer, such as t+2, t+3, t+4, etc. You can look at the fund rules, and t stands for working day. If there is a holiday, the arrival time will be delayed.
Therefore, when the fund is sold, it will not arrive immediately, and it will not arrive until the share is confirmed. Therefore, the share will still be held when it is not confirmed, but there will be no ups and downs when the fund is sold. There's nothing to worry about.
It should also be noted that the trading time of the Fund is 15:00. The trading time of the Fund is 9:30- 15:00 every trading day, and the closing time is11:30-13: 00, generally 15.