Fund investment proposal

Dear ★★★:
On July 30, 2019, in view of the market conditions at the time, combined with my understanding of the stock market, I provided you with the first fund investment advice and showed my comprehensive judgment.
Two months later, the market basically oscillated downwards as expected. During the period, the minimum was 2,369.76 points. In view of the current market situation, according to the trend trading theory, the point of gold segmentation and the measure of the rate of increase, I think it is necessary to provide you with investment suggestions for your reference again; thank you again for your trust and support. In the future, I will consider The changes in the situation provide you with occasional investment advice. The recommendations are as follows:
First, the basic judgment:
Reasons for the market decline:
1. The outflow of illegal investment funds caused by the tightening of bank credit in the second half of the year is the main reason for the drop in blood loss in the stock market;
2. The number of new shares issuance is constant, especially the GEM is about to be launched. There will be a group of small enterprises listed on the market, and the test pressure on the market funds is also one of the reasons for the decline;
3. The investor’s lack of confidence leads to the specter’s mentality being conservative and the loss of the claim;
4. Global investors’ concerns about the US quantitative easing monetary policy and the unclear reasons for suicide by the famous American investment management company Rockefeller Ceo James MacDonald are also one of the negative effects;
5. Investors are selling some lucrative stocks for the purpose of locking in annual investment profits, resulting in an imbalance in the supply and demand of local funds;
The future is good:
1. China took the lead in getting out of the shadow of the economic crisis, in line with expectations;
2. In the future, inflation will cause expectations of rising prices of assets, consumption, and commodities, and the stock market, gold market, real estate market, and foreign exchange market related to investment will be reflected accordingly;
3, the second bottoming is the view of the vast majority of investors; more, in accordance with the technical analysis theory, that the current market is going to fall c wave, perhaps to 2150 points before the adjustment is in place. However, the investment market is often the minority that determines the inflection point of the trend.
4. Looking at a longer period of time, China's demographic dividend, urbanization process, and consumption upgrade are all in a period of rapid rise. Long-term investment in the stock market can obtain higher risk returns to meet the needs of future household consumption;
5. Although the market may continue to explore in the short term, but below 2800 points, the market valuation is obviously not expensive and has investment value. It's time to consider configuring assets to normal levels. I think it is feasible to increase the proportion of investment assets from 30% to 50% in early August;
6. If the market falls further, increase the allocation by 15% for every 10% increase. It can be said that the current decline provides us with an opportunity to obtain cheap chips at a lower price. Now is the time to overcome fear and rational greed. Like the current financial sector, it has great investment value.
In summary, it is realistic and necessary to buy back to the normal asset allocation level. At this stage, it is a good time to cover the allocation of risk assets. Maintaining a certain percentage of the cash position is in response to a subsequent callback.
I will continue to pay attention to the changes in the market and provide investment advice at any time.