Last night, fund of an ancient name for a quarterly its funds 2011 all disclosure, "one elder brother" WangYaWei fund this year choose a strategy to exposure. According to fund of an ancient name for a quarterly reports released last night, Tory Burch Flats Sale, WangYaWei quarter continue to keep a high position strategy. The combination varieties, its a modest adjustments of the top 10 heavy warehouse shares also appeared greater adjustment. He says, the second quarter before rising stock index is expected to be a promising, will continue to lower valuations blue chip, with property may also welcomed investment opportunities.
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Take a higher position operation strategy
For Chinese market and Chinese strategy WangYaWei quarter, two funds, are adopted to remain higher up the operation strategy for combination a modest adjustments do varieties. Two funds have reduced concentration to increase the flexibility of operation and reduce the varieties of defensive, the more inclined to choose offensive stocks. In China the operation, the bond strategy continue to increase, Tory Burch Boots Sale,the investment of convertible bonds offensive improved. Combined
Broad remit shares (600256) is still two fund holdings most stocks, and two funds have analyses the influential sharply. Ending March 31, 31.5 million shares held huaxia grail huaxia strategy will hold the 1274 million shares, accounting for up to 9.07% and 9.08% than respectively. Late last year the holdings than 18 million shares and the 780 million shares had improved greatly, this shares recent performance is good. For once for its brought doubled earnings JinYu (600086), east WangYaWei again in the first quarter, the stock immediately leapt two funds in second, but heavy warehouse strands finalists.
Shandong HaiHua (000822), baosteel shares (600019) in WangYaWei value, all in the first quarter was for new into two fund 10 heavy warehouse stock list stocks. Among them, the Chinese market, Chinese strategy HaiHua 3210 million respectively hold shandong 11.9 million shares, shares and the share prices since the beginning, since the start of ending March 31, enter 33.77% accumulated rise since April. Keep good apparently still And baosteel is relatively common shares trends, since 14.87% early rise only.
ST ShanJiao is one of the winners WangYaWei pressure, statistics show that the stock has reached this year 46.8 rise. This stock although failed to enter Chinese market top 10 holdings lists, but in China, ranked ninth strategy rose compared with the 2010 annual number of shares has not changed. According to WangYaWei consistent operation idea, may also not huaxia grail of its reducing the holdings. According to the annual data, two funds hold the strands of about 16 million shares on schedule.
It is worth noting WangYaWei investment also not barnes&noble.com victory, since last year GuangZheng steel structure (the intervention 002524), level of hongdu ing year to the first quarter 600316 airlines () etc, have been in did not bring excess profits trend. In the fourth quarter of last term 000090), deep tian jian (also not satisfactory, movements last November 9, and fresh record highs this year began to decline, February also dipped below half year line. And in the first quarter of huaxia grail still the influential, holding to 500 million shares.
Bank shares sharply reducing their holdings
From the beginning has been WangYaWei hold a lot of bank stocks, but these stock to fund net value did not bring added value.Tory burch outlet In the fourth quarter last year, from start to construction bank (WangYaWei, industrial and commercial bank of China (remnant) 601398) were greatly reduce their holdings of bank of communications (, 601328), everbright bank (the 601818) immediately. And in the first quarter of this year saw WangYaWei bank stocks has almost vanished from the warehouse, currently remains only in Chinese strategy of them hold traffic bank compared with million shares, without any change ownership annual reports.
For the second quarter WangYaWei believe that with the international trend of the rise in oil prices, input increasing inflationary pressures, but cause domestic inflation short-term factors will be strong administrative measures to effectively control dissolve, without causing inflation. Stocks in the listed company of good results, is expected to be driven by rising slightly. The second quarter represented by bank valued lower valuations qualified blue chip stocks; If not issued tougher measures to even policy of real estate, adjust fully relax somewhat the words of the real estate stocks will have a larger rise space. This fund will be "bottom-up" seeking investment variety, to optimize and actively grasp investment opportunities.
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Fund of an ancient name for China heavy warehouse shares at a glance (form)
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Take a higher position operation strategy
For Chinese market and Chinese strategy WangYaWei quarter, two funds, are adopted to remain higher up the operation strategy for combination a modest adjustments do varieties. Two funds have reduced concentration to increase the flexibility of operation and reduce the varieties of defensive, the more inclined to choose offensive stocks. In China the operation, the bond strategy continue to increase, Tory Burch Boots Sale,the investment of convertible bonds offensive improved. Combined
Broad remit shares (600256) is still two fund holdings most stocks, and two funds have analyses the influential sharply. Ending March 31, 31.5 million shares held huaxia grail huaxia strategy will hold the 1274 million shares, accounting for up to 9.07% and 9.08% than respectively. Late last year the holdings than 18 million shares and the 780 million shares had improved greatly, this shares recent performance is good. For once for its brought doubled earnings JinYu (600086), east WangYaWei again in the first quarter, the stock immediately leapt two funds in second, but heavy warehouse strands finalists.
Shandong HaiHua (000822), baosteel shares (600019) in WangYaWei value, all in the first quarter was for new into two fund 10 heavy warehouse stock list stocks. Among them, the Chinese market, Chinese strategy HaiHua 3210 million respectively hold shandong 11.9 million shares, shares and the share prices since the beginning, since the start of ending March 31, enter 33.77% accumulated rise since April. Keep good apparently still And baosteel is relatively common shares trends, since 14.87% early rise only.
ST ShanJiao is one of the winners WangYaWei pressure, statistics show that the stock has reached this year 46.8 rise. This stock although failed to enter Chinese market top 10 holdings lists, but in China, ranked ninth strategy rose compared with the 2010 annual number of shares has not changed. According to WangYaWei consistent operation idea, may also not huaxia grail of its reducing the holdings. According to the annual data, two funds hold the strands of about 16 million shares on schedule.
It is worth noting WangYaWei investment also not barnes&noble.com victory, since last year GuangZheng steel structure (the intervention 002524), level of hongdu ing year to the first quarter 600316 airlines () etc, have been in did not bring excess profits trend. In the fourth quarter of last term 000090), deep tian jian (also not satisfactory, movements last November 9, and fresh record highs this year began to decline, February also dipped below half year line. And in the first quarter of huaxia grail still the influential, holding to 500 million shares.
Bank shares sharply reducing their holdings
From the beginning has been WangYaWei hold a lot of bank stocks, but these stock to fund net value did not bring added value.Tory burch outlet In the fourth quarter last year, from start to construction bank (WangYaWei, industrial and commercial bank of China (remnant) 601398) were greatly reduce their holdings of bank of communications (, 601328), everbright bank (the 601818) immediately. And in the first quarter of this year saw WangYaWei bank stocks has almost vanished from the warehouse, currently remains only in Chinese strategy of them hold traffic bank compared with million shares, without any change ownership annual reports.
For the second quarter WangYaWei believe that with the international trend of the rise in oil prices, input increasing inflationary pressures, but cause domestic inflation short-term factors will be strong administrative measures to effectively control dissolve, without causing inflation. Stocks in the listed company of good results, is expected to be driven by rising slightly. The second quarter represented by bank valued lower valuations qualified blue chip stocks; If not issued tougher measures to even policy of real estate, adjust fully relax somewhat the words of the real estate stocks will have a larger rise space. This fund will be "bottom-up" seeking investment variety, to optimize and actively grasp investment opportunities.
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