The good market in the first week of September was a little regretted by the decline of the GEM today. The GEM index ended its five consecutive positive market trend and finally closed down 0.38% today, closing at 1489.84 points.
The extremely strong Shanghai Composite Index rose 0.85% again today to close at 2326.43 points. In five trading days, the performance of five positive lines shocked countless investors.
In terms of the overall performance of the index, this week has been extremely strong. The Shanghai Composite Index rose 4.93% within a week, and the ChiNext Index, which retreated today, also rose 4.59% this week.
Although the performance of several positions in the first three trading days of this week was somewhat unsatisfactory, with Gu Junhao's position adjustment plan and Yin Zhijie finally launching it as Gu Junhao thought, the profit of Junshi No. 1 this week was still
Very good.
Dongfang Fortune had good gains on the first trading day this week and today, and ended up with a gain of 8.79%, with the stock price closing at 13.98 yuan.
Xibe Securities fell 0.74% today to close at 12.08 yuan. It rose 5.06% this week, barely outperforming the index, and its performance was the worst among the four stocks.
Wan'an Technology also fell today, slightly outperforming Xibu Securities with a 5.25% increase this week, and the stock price was finally fixed at 13.02 yuan.
Yinzhijie performed well this week. Although it fell slightly today, within a week, Yinzhijie brought considerable profits to Junshi No. 1 with a gain of 17.01%.
You know, as of today, Junshi No. 1 already holds 11,100 lots of Yin Zhijie, with a market value of 24.2868 million yuan, accounting for 35.19% of the total size of Junshi No. 1.
All four positions outperformed the index, and the index rose sharply. Coupled with the sharp increase in the largest position, this also indicates that Junshi No. 1's earnings this week will explode.
As of the close of trading on September 5, the overall size of Junshi No. 1 was as high as 69.0124 million yuan, with a net worth ratio of 1.7253. This net worth increased by 0.1535 compared to the net worth on the last day of August.
This week, Junshi No. 1’s net income reached an astonishing 6.14 million yuan, with a profit rate of 11%. The performance can be said to be quite explosive.
Moreover, the current amount of cash held in the fund account has reached 11.01 million yuan, which is fully prepared for the subsequent high fluctuations in the index.
After calculating the income for the first week of this week, Xu Jianqing and the others were a little stunned. The size of the fund was almost reaching 70 million yuan without even realizing it.
It only took less than three months for the rate of return to reach about 75%. If no big surprises occur, if this rate continues, wouldn't it take about two months for the overall fund size to reach a level of 10%?
More than 100 million yuan?
I didn’t expect that the first private equity fund I joined would be able to achieve such a scale. Isn’t it a perfect start to my career?
Nowadays, it is quite difficult for newcomers to the fund industry to manage a fund with a scale of over 100 million without a strong background. Newcomers who have just entered the profession can only do some odd jobs.
"Boss is awesome!" Xu Jianqing gave Gu Junhao a thumbs up and said, this time he was not flattering, but sincerely admired him.
In terms of operation, Xu Jianqing does not think that he, Wang Ruoyu and Liu Tingting can compare with experienced traders.
In terms of the specific operation of the fund, the help the three of them can provide is particularly limited. The fact that the fund's income is so impressive has something to do with the choice of the boss.
According to the boss's position building plan, even without any operations, the returns from these four stocks will not be bad, and this does not include the initial wave of returns from Highlander.
"It's not bad. In three months, the difference was from 1 million yuan to 70 million yuan. Everyone did very well." Gu Junhao was also very happy.
The fund was officially launched on June 9th, and there will be no trading on Monday the 8th. Counting it up, today is exactly three months of trading. In three months, the rate of return has been very high.
Of course, it is also inseparable from the sharp rebound of the market and the GEM in the past two months. There are no so-called stocks in the market, and everything can only follow the general trend.
Judging from the current trend of the four positions I selected, since the opening of the position, the range increase has basically remained between 30% and 40%, and the final closing price of Xibe Securities was less than 20%.
There are not many excellent stock picks, but stability is the key to success. For large-capital positions, stability is the most important; the reason why such a rate of return can be achieved.
In addition to the reasonable allocation of positions among these four stocks, the operations of Xu Jianqing and the others also played an important role. In the past three months, the three of them rarely made major mistakes.
Junshi No. 1 is always within his control, which makes Gu Junhao feel at ease.
"Okay, there will be no meeting today. I will announce my net worth early and get off work early."
Then Gu Junhao added: "Next Monday is the Mid-Autumn Festival, and I wish you a happy Mid-Autumn Festival."
The A-share market is closed during the Mid-Autumn Festival, and Junshi Capital will also have a day off accordingly. Counting the weekend, there is a three-day holiday, which is a rare holiday for office workers.
The Mid-Autumn Festival is a festival for family reunion. Liu Tingting is a local, so it doesn't matter. Wang Ruoyu's hometown is in Zhejiang Province, so naturally she can go home to celebrate the festival.
And Xu Jianqing's hometown is a mountain city, which is relatively far away; it's not that he can't go back during the three-day holiday, it's just that it's relatively rushed, so Xu Jianqing doesn't plan to go home.
After hearing the arrangements of the three people for the Mid-Autumn Festival, Gu Junhao also smiled and said to Xu Jianqing: "Then you are miserable? You are spending the festival alone. I have long advised you to find a girlfriend."
Xu Jianqing rarely said anything back, and missed his family even more during the holidays; this emotion was also reflected in Xu Jianqing.
"Your income is pretty good now and you are doing pretty well among your peers. Or you can bring your parents over to live with you?" Gu Junhao saw that Xu Jianqing was a little depressed and comforted him.
"Both my parents are farmers, so I'm not used to living in the city." Xu Jianqing said softly.
"Oh, that's it; then it's okay to stay for a few days for a short period of time. Let's take a look at your working environment. You can also bring your parents to the company to have a look."
As for giving Xu Jianqing a few more days off, Gu Junhao had no intention of raising this topic himself. Everything must be done in a certain way. If Xu Jianqing asked himself, Gu Junhao would agree to it.
It's one thing to ask for leave, but it's another thing for your boss to take the initiative to give you a day off. This is not fair to other employees.
However, Xu Jianqing did not mention this topic again. The young man's emotions came and went quickly. After Wang Ruoyu and Liu Tingting comforted each other for a few words, Xu Jianqing's emotions also disappeared.
"How about going home with me?" Wang Ruoyu said suddenly. His hometown is not far away, and both of them have new cars. It is very convenient to drive back.
"Ah? Wouldn't it be bad to disturb your family during the Mid-Autumn Festival?" Xu Jianqing said with some emotion.
"There's nothing wrong with it. Just treat it as a trip. You have nothing to do anyway. Just remember to bring a gift." Wang Ruoyu said with a smile.
He doesn't have a girlfriend either. He will inevitably be talked about by his parents when he returns home during the Mid-Autumn Festival. It's a good idea to bring Xu Jianqing as a shield. With his colleagues around, his parents will give him some face.
"Well, the gift is fine. Well, let's go to your place and have some fun." Xu Jianqing didn't want to spend the holidays alone, but it was the first time to go to a colleague's house to celebrate the holidays.
It's a bit embarrassing.
"Okay, you can decide for yourself. I'll leave first." Seeing that the three of them were chatting enthusiastically and had no intention of leaving get off work early, Gu Junhao also said a little funny.
After leaving the trading room, Gu Junhao came to the office, dealt with some backlogged company affairs, and then left the company. As for the Mid-Autumn Festival welfare and other matters, he did not need to worry about it.
Although Junshi Capital does not have many employees, it can be considered a formalized operation model. Small matters such as company benefits do not require personal intervention by the boss Gu Junhao.
The administrative department comes up with a specific plan and Gu Junhao just signs it.
The Mid-Autumn Festival in 2014 was Gu Junhao's second Mid-Autumn Festival in this world. Last year, Gu Junhao spent the Mid-Autumn Festival alone.
Not long after the Mid-Autumn Festival, Gu Junhao also officially resigned and embarked on the path of full-time stock trading. Not long after, he met Zhang Yiru again.
The second half of 2013 was a year of change for Gu Junhao; times have changed, and the Mid-Autumn Festival in 2014 is completely different from before.
Not only do they no longer need to spend the Mid-Autumn Festival alone, Gu Junhao and Zhang Yiru will also move to a new home. The new house has been fully decorated and ready to move in at any time.
The two also chose the Mid-Autumn Festival to move into their new home, which can be regarded as a more memorable day; Zhang Mingde, Qin Ruolan, and Aunt Huang will also come to warm Gu Junhao's home.
Gu Junhao also invited Lao Lu, but Lao Lu refused directly. According to the memory of the original owner, Lao Lu had this kind of character, which was not strange in Gu Junhao's opinion.
The next day, Gu Junhao and Zhang Yiru packed up the house they were currently living in, packed some clothes and the like, and packed them up to take them to their new home.
"This house still has half a year's lease term. Do you want to cancel the lease with the landlord?" Zhang Yiru said to Gu Junhao before going out.
"No, I have already negotiated with the landlord. We will buy it when the time comes. We will wait for the landlord to come back from his business trip before signing the contract. Then you can go and sign with him." Gu Junhao said with a smile.
"Ah? Why buy it? There are so many new properties now, why buy an old house?" Zhang Yiru said with some surprise.
"The location here is not bad. Besides, I have rented a house many times. This house should be the last one. I will buy it as a souvenir." Gu Junhao said with some sigh.
It is understandable that the location of this house is very good in Gu Junhao's opinion. It is also considered a school district house, and the price negotiated with the landlord is higher than the market price.
However, the last reason is Gu Junhao's true feelings. After buying this house, the appreciation in value is secondary. The most important thing is to keep it as a souvenir, which is like waving goodbye to his predecessor.