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write them down

write them down

作者: 彩虹金刚_Q | 来源:发表于2024-05-23 09:25 被阅读0次

    nuoAn     

    reason:

    1. Scale is small 

    2.MDD 28.21 relatively high but acceptable

    3.history is long enough

    huashang (oh it is really a mistake from some point of view , maybe someday will change to Gongshang , but we will see)

    reason

    1.need a long term tracking of convertible bond , but actually I prefer Gongshang more, but this one is also fine

    2.MDD 27.6 not recover yet ,should still be a relative low position 

    3. history is long enough and rank is also ok 

    4.relatively stable

    medical 100

    1.it is the industry I am in , I need to know it , learn it , and own it is the best motivation of doing that

    2.it is an index , and after several month monitor , it is ok and sometimes can benefit more than active management no matter what other people say , it is still my own point of view

    3.From a long term point of view, it is recovering , plan to hold more than 1 year

    Quant Fund

    1. it is an area I am interested

    2.MDD 37 , took more than 1 year recover , be careful~ don't put much , covert when necessary

    3.long enough

    Zhongtai (oh this one is true love)

    1. MDD 17% 100 days recover for more than 5 years , what other reason do you need?  all in it~

    Jingshun

    1. more than 10 years history

    2.MDD 9% recover 90 days in recent 5 years

    SSE 100

    1. originally I think it is good , now I know I need to learn more about it

    2.investor in this market is more professional

    3.some promising company in it

    DongWu

    1.scale is small

    2.this year it is promising

    3.I like those companies

    4.won't hold long

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