Rebirth: The Financial Giant

The net worth was updated that night, and a large number of redemptions were ushered in. However, it still took T+3 days for the account to be received. Most of the investors who chose to redeem the fund were investors who pursued huge profits. Now they plan to redeem the funds to invest in stocks by themselves. .

Not long after the net value was updated, Tiansheng Pioneer Mixed Fund also released the latest position announcement, and the top ten heavy-holding stocks were finally updated to March 31.

The newly announced top ten heavyweight stocks and their holding ratios are:

Zhongguo CSR (601299)—9.98%

Zhongguo CNR (601766)—9.98%

Zhongguo Zhongtie (601390)—9.98%

Zhongguo Railway Construction (601186)—9.98%

Longji Shares (601012)—5.35%

Diaminoine (002030)—4.23%

Source Light Software (002063)—4.16%

Jinlong Electromechanical (300032)—3.75%

Del Future (002631) - 3.28%

Tong Huashun (300033)—3.08%

Investors saw that the top ten stocks with heavy holdings in Tiansheng Pioneer Mixed Fund and the top four stocks with heavy holdings were all in the middle, which was far beyond people's expectations.

I finally understand why the recent rally has pulled the crotch, and the licenses of the north and south cars have been suspended. This accounts for 20% of the fund's overall holdings, and there has been no net worth contribution these days.

Zhongtie and Tiejian have been adjusted for several days, and today they opened high and turned green and closed.

The following six heavy-weight stocks, although they are also heavy-weight stocks, only account for 23.85% of the total positions. Although all of them have reached the daily limit today, they are dragged down by the four major prefixes.

But what is surprising is that I never thought that Lu Ming would put a lot of stock on the north and south cars. This is a pleasant surprise. After this wave of mergers, there will definitely be a surge in the market. At that time, the merger into Zhongguo Zhongche will be equal to one target. The ratio of holding positions up to 20%.

Seeing the newly announced position details, some practitioners who want to study find that it is really mixed. In addition to the concentration of shares held by the four Zhong prefixes, the other announcements are all messy. There are securities companies, photovoltaics, etc. There are genes, there is an Internet home...

However, the announcement of Goose's position has no useful reference value, because tomorrow, in addition to the four major prefixes remaining unchanged, Lu Ming has conducted a one-day tour adjustment for the following constituent stocks.

In the next few trading days, Tiansheng Pioneer's net value increase was as steady as an old dog, and basically just outperformed the broader market by a few tenths.

Some investors have endured it because they saw that 20% of the positions held by the four major Zhong prefixes are North and South cars. After the resumption of trading on April 7, there are big market expectations, and Zhongtie and Railway Construction have also adjusted almost. ? Should you rush? By then, it won't be so hip, will it?

Under the expectation of many investors, Zhongguo CRRC finally ushered in the resumption of license.

...

Tuesday, April 7.

This morning, at 9:15, the call-to-action auction started, and the Zhongguo Zhongche after the resumption of trading went directly to the one-word board.

After 9:25, the on-board order was blocked.

When Christians who bought Tiansheng Pioneer Mixed Fund saw the word Zhongche, they all shouted at the bottom of the comments that they are eating big meat today.

At 9:00 p.m., the updated data of net worth is:

2.6082 yuan (+1.78%)

The results of the data are shocking, and the expectations are met with disappointing results. It is conceivable what the comments under the major consignment platforms will look like.

Today's market has risen +2.52%, and it has begun to underperform the market, can you believe it?

Why so little?

Dacheng came to see the legendary enchantress with flexible configuration. It's very comfortable for more than 4 points today...

Zhongche holds 20% of the combined position of the two cars in the north and the south. Today's one-word plate, the other two Zhong-heads did not drop much today, and the other major positions are also okay. There are more than three, right?

Definitely stole it!

The Jue Pen is eaten by stealing, I am afraid that a lot of mouse warehouses have been built.

I'm afraid it's not stealing for a day or two!

It is recommended that the management check Tiansheng Fund and Lu Ming.

Spicy chicken, redeemed, wasting a great deal!

Let's just say, how can there be such a noble person in this world!

The brain is a good thing, and now it is said that the fund managers are not a liar who stole the food, and it is just seven or eight years ago? To take a step back, Tiansheng Pioneer Mix has gained huge attention from the market because of walking demons. Many Everyone is watching, but no one with a brain will be dead at this time.

Isn't it a steady happiness at one or two o'clock every day? No matter how the Tiansheng Pioneer mixes, it still has zero retracement and keeps rising every day. Isn't this fragrant enough?

...

the next day.

Wanxiang Group headquarters morning meeting.

How much do you know about this Lu Ming? Wang Yue, President of Wanxiang Group, said to a group of management personnel who attended the meeting. Wanxiang is a large capital operation institution with many over-the-counter investment platforms. A capital group with assets of 350 billion yuan, but its headquarters is not in Ningzhou.

This person is really worth the research. In three months, 10,000 times, and the fund under management has risen by as much as 160% in less than a month.

It's true. It's not an exaggeration to say that this kind of income is a 'demon base'. Individual stocks are considered to be demons.

Recently, this young trader is not very recognized by his investors, and some people even think he is playing a rat warehouse and stealing food.

Haha, you mean those Christians? Stealing food? Both the two major exchanges have organized fund managers to visit the real-time monitoring hall of the exchanges. After every fund manager I know came out, they sincerely said 'I want to be a good person'. .

The so-called rat warehouse is the lowest level of clumsy means. If you really want to do things, and fight against industrial capital, the bridge is the real weapon.

Several major management members who attended the meeting exchanged words with each other. At this moment, one of the senior analysts suddenly said: I don't know if you have noticed the special changes in the recent net worth of Tiansheng Pioneer Mixed Fund.

Wang Yue looked at him curiously: How do you say this?

Mr. Wang, the recent change in the net value of this fund gives me the feeling... as if it is deliberately controlling its increase, especially in the recent period, no matter how the market fluctuates, whether the market hits a new high or pulls back, the sky is the limit. The daily net worth growth of Sheng Xianxian Mixed continues to fluctuate within a range of 1.5 to 2 percentage points.

As soon as these words came out, everyone couldn't help showing a surprised expression, looked at each other, and the conference room suddenly became quiet.

Looking back, it seems that this is the case, it is really like being controlled by the height.

This... If it's really like what you said, Lu Ming's trading strength is really terrifying. It is more than ten times more difficult to control the net value trend of a hybrid public fund with a high degree of control than a single stock!

The net worth of the fund is the comprehensive net worth derived from all the constituent stocks held, and each individual stock is inconsistent. From the top ten constituent stocks recently announced by Tiansheng Pioneer Mixed Fund, it is obvious that it involves different industries. Plate, which is even more uncontrollable.

Is it possible? Is there really such a gifted person in the world?

I don't know, I'm also guessing, but I think the recent performance of the funds he manages is worth scrutinizing and studying.

It is 10,000 times in three months, and even after deleveraging, it has reached more than 1,400 times. Ordinary traders can't do it. He can be called a genius player.

There is one thing I don't understand. Assuming that he intends to control the increase in net worth, why did he do it? What is the motivation? What is the purpose? From the current situation, it is obviously not good for him Tiansheng Fund Company and himself.

Hearing this series of questions raised by his subordinates, Wang Yue thought for a moment, suddenly a little shocked, and immediately said: This young man is not simple, he is cooling himself down!

Cool down?

Wang Yue continued: If Tiansheng Pioneer Mix has maintained a net worth growth of seven or eight or even a dozen percentage points, then that's fine? Study Lu Ming in a targeted manner, and observe him for a while, then find someone else. If you have the opportunity to meet him, such a talent should do private equity, I believe many people are willing to ask him to do private equity, and I can give him at least 5 billion or more.”

Mr. Wang, can you consider merging his Tiansheng Capital?

No, if my speculation is correct, don't do such a waste of energy. How can such a person be willing to rely on others? Don't seek annexation, cooperation, and the benefits of being friends are not low, When the time comes, the Wanxiang Group will come to visit and do a bow, and the etiquette will come first.

clear!

...

(Ps: There are more than 300 fans on the PC side, fulfilling the previous promise of adding updates, although it is a new book period... If someone is a cute master, the fourth update will be sent immediately. Anyway, there will be no real cute one. no car)

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A reader in the comment area left a message, Why don't you invest in stocks yourself, but open a public fund with other people's money to speculate, and you still earn less, what are the factors? This is a good question. There may be more than one reader who has similar questions. Let’s talk briefly, because there will be protagonists who will accept more funds in the follow-up plot, please entrust them to do asset management. Considering that some readers will not understand, there will be a kind of senior workers who help the rich to make money, and the reading experience will be unpleasant. .

It is not wrong to understand working for the rich, but it is the most superficial.

On a deeper level, when accepting funds from an LP (investor), the direct benefit is the management fee to guarantee income during droughts and floods, while the hidden benefit is the connections, relationships, high-value information and many other resources behind the LP.

But these are secondary. As far as the protagonist in the book is concerned, the most important thing is not that a sum of money belongs to him, but whether the money can be used by him, that is, the right to dominate.

The LP handing over the money to the protagonist for management is to take the initiative to transfer the control of the money for a period of time, such as a ten-year closed period.

Ten billion or one trillion, which has more influence? There is no doubt that it is the latter. Dominating tens of billions of assets may subvert a sub-sector, while dominating trillions of assets may subvert the prosperity and decline of a country's economy. The recent economic collapse in Turkey is a living example.

To understand this problem, in fact, as long as you understand the concept of Cao Cao relies on the emperor to command the princes, it will be clear at a glance. The surname of Liu, the imperial power of the Han Dynasty, is owned by Cao Cao.