Investment Diary: the "initial experience" of Generation Z Investment funds

Lele is a junior in a university. Adhering to the concept of "increasing revenue and reducing expenditure", Lele began to learn some small financial skills. First, he bought some sound wealth management products with the wealth management blogger on Weibo Corp. Seeing the balance increasing every day, Lele was very happy at first, but gradually Lele began to be no longer satisfied with this small return, and he began to seek a bigger "stimulus"-the fund.

In order to avoid unnecessary losses, Lele did a lot of homework online. He carefully read the experience and recommendation posts of financial bloggers and called them "copying homework". Finally, Lele bought more than 5000 yuan of fund products.

The fund Lele bought is called Jingshun Great Wall New Energy Industry Stock C. At present, Lele's holding income is 147.50 yuan.

Jingshun Great Wall New Energy Industry Stock C, the full name of Jingshun Great Wall New Energy Industry Stock Investment Fund (011329), was established on February 18, 2021. It is a stock fund, which has been managed by Yang Ruiwen since February 22, 2021. The rate of return is 27.29%.

Data show that Yang Ruiwen, Master of Engineering and Master of Science, has 11 years of experience in securities industry. He worked as a senior analyst at Shanghai Ivy Derivatives Investment Company from August 2008 to November 2010 and joined Jingshun Great Wall Fund Management Co., Ltd. as a research fellow in November 2010. He has been the fund manager of the stock investment department since October 2014, and is currently the deputy director and fund manager of the stock investment department. On September 9, 2020, he was appointed as the stock investment fund manager of Jingshun Great Wall Electronic Information Industry.

The investment goal of the fund is to select listed companies related to the theme of high-quality new energy industry through bottom-up professional research. Under the premise of strictly controlling risks, we should pursue investment returns that exceed the performance benchmark, and strive to achieve long-term stable appreciation of fund assets.

Lele is still satisfied with the fund as a whole. It has not risen much, but it is better than losing money. Although the feeling of holding earnings is like a roller coaster every time I check it, Lele still thinks it's a different experience. Through this test, Lele is ready to accumulate some experience, and the time has come to start another fund.

Lele usually has a low material desire and does not have much desire to buy. Coupled with the occasional part-time job, Lele still has a little "small treasury". As the saying goes, "if you don't manage money, money doesn't care about you." Lele believes that investment funds are also a valuable wealth of experience, even if there are losses, but as long as they are within a reasonable range of affordability, it is still worth a try.

"Let's just pay the tuition!" Lele joked, "what's more, I've made more than a hundred dollars, not to mention whether I'm losing money or not." Lele also said that he was still in the rookie stage of copying homework, and it would take a long time to figure out how to get to the fund.

(this article is for reference only and does not constitute an investment suggestion, based on which the operational risk is borne)