Plastic Porter
Plastic Porter Nongfu Spring is not a porter of nature, but a porter of plastic Topics: Startup, Management.
Weekly Thoughts
- Things have priorities. When there are many things to do, rely on task management to achieve goals, rather than working at will or passively. For related concepts, you can read “The 7 Habits of Highly Effective People”, and for related methods and productivity tools in the digital age, you can refer to Computer Playthings.
- Choice is more important than effort, and waiting is more important than trading. Valaris (VAL), bought two months ago, has risen by 132%, with considerable returns.
- For orders of the same type, large and small, the time spent is the same. You should do large orders instead of small orders to be worthy of the time cost invested.
- Record working hours by the hour, and do only one thing at a time. Multi-threading is a lie, and single-threading is the efficient tool. If you don’t believe it, you can try working while playing with your phone.
- Judging from the Nongfu Spring prospectus, Nongfu Spring is not a porter of nature, but a porter of plastic. All retail is essentially trade. Seize market trends and use commodity futures to hedge risks.
Weekly Events, Period: 2020525-20200531
- Musk completed another feat, creating history for private enterprise manned aviation. Musk’s greatness lies in the fact that he chose three entrepreneurial tracks that few people enter: new energy vehicles, aviation, and tunnels, and he has succeeded to a certain extent.
- Street stalls are hot, but the street stall economy will not be. No one will get rich by relying on street stalls, because street stalls are a crowded and threshold-free track. It is better to use the time spent setting up a street stall to learn and improve, and build a high career moat.
- Comparing Musk and street stall entrepreneurs, the return on investment is clear at a glance.
Weekly Market
Period: 2020601-20200607
Global indices rose sharply.
Hot Industry Concepts
From the perspective of Wind Level 4 industries, real estate operations, motorcycles, and leisure goods led the gains, while home decoration, internet, and gold indices led the declines. This week, the street stall economy, bicycles, and exhaust treatment led the gains, while Hainan Free Trade Zone, dairy industry, and land transfer led the declines.
| Market (%) | Index | This Week | 1 Week Ago | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|---|
| Shanghai Composite | 2930.8 | 2.75 | 1.37 | -1.91 | -0.93 |
| Shenzhen Component | 11180.6 | 4.04 | 1.33 | -3.28 | -0.33 |
| ChiNext Index | 2166.38 | 3.82 | 1.96 | -3.66 | -0.04 |
| Hang Seng Index | 24770.41 | 4.37 | 0.14 | -3.64 | -1.79 |
| HSCEI | 977.29 | 2.86 | 1.38 | -2.31 | -2.79 |
| Red Chip Index | 3886.14 | 2.6 | 1.5 | -3.46 | -2.39 |
| Dow Jones | 27110.98 | 6.81 | 3.71 | 3.29 | -2.65 |
| Nasdaq | 9814.08 | 3.42 | 2.21 | 3.44 | -1.17 |
| S&P 500 | 3193.93 | 4.91 | 3.25 | 3.20 | -2.26 |
Shanghai-Shenzhen-Hong Kong Stock Connect
| Market (CNY, Billions) | This Week | Last Week | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|
| Shanghai Connect | 29.84 | 77.86 | -1.02 | -23.14 |
| Shenzhen Connect | 121.94 | 74.58 | 41.64 | 51.71 |
| Hong Kong Connect | 32.10 | 65.30 | 30.04 | 16.89 |
Portfolio
Reduced positions in Jingbeifang, bought Meirihudong, and cleared some funds that did not meet the expected increase.
| Type | Code | Name | Current Dynamic |
|---|---|---|---|
| Stock | SZ300766 | Meirihudong | In |
| Stock | SZ002987 | Jingbeifang | Reduce |
| Stock | VAL | Valaris | Flat |
| Fund | F210008 | Golden Eagle Strategy Allocation Mixed | Flat |
| Fund | F005311 | Wanjia New Economy Momentum Mixed A | Flat |
| Fund | F000363 | Guotai Juxin Value C | Clear |
| Fund | F005911 | GF Dual Engine Upgrade Mixed | Clear |
| Fund | F161725 | CMSC Baijiu Graded | Flat |
| Fund | F163415 | Xingquan Commercial | Flat |
| Fund | F270022 | GF Domestic Demand Growth Mixed | Flat |
| Fund | F004856 | GF CSI All Share Construction | Clear |
| Fund | F001592 | Tianhong ChiNext ETF | Clear |
