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Hai Tian Wei ye Guo 502. Focus on the pro-cyclical Mao index stocks with low valuation, core competitiveness, policy support and recovery performance: big finance, big consumption, real estate chain and new quality productivity technology.9. Position allocation: 60% for US stocks and US funds+40% for A shares.

Second, Mao index stocks will surely become a hot spot in the market.7. Pay attention to the opportunities of high dividend blue-chip stocks, bonds and convertible bonds with a sharp callback.On the comparison of funds, you can compare them in software such as Tiantian Fund and Straight Flush Fund. See which funds are rising for a long time and are doubling.

6. At present, the ones that haven't risen much and are relatively cheap are the big consumption (wine, food and beverage, aviation, airports, hotels, tourism, etc.), some real estate chains, some big finance and some securities in the Mao Index.5, pay attention! It is necessary to adjust the fund to the relevant funds of Mao Index in time!3. Now is the period when the institutions adjust their positions for stock exchange, and a large amount of funds will flow into the pro-cyclical Mao index stocks. Mainly: big finance, big consumption, real estate chain and new quality productivity technology.