How Many Funds Will Be Invested Every Month?

6 months ago, Mr. Zhou voted for a certain company. Equity Fund It's 1500 yuan a month. His original idea was to pass. Automatic investment plan Way to save up a sum of money to pay for the purchase of the first payment. Mr. Zhou is 27 years old. His monthly income after tax is about 5500 yuan, of which 1500 yuan is used for the fund's fixed investment. About 1800 yuan is used to pay the rent. The expenses for food, transportation, communications and utilities are about 1500 yuan, and the remaining amount is about 700 yuan.

After a period of time, Mr. Zhou found that the fund's fixed investment plan had brought a lot of pressure to his life. Besides eating and drinking as much as possible, it is impossible for him to buy clothes at the mall every month as he used to. In order to save money, he seldom attended friends' gatherings, and his relations with friends were far apart. Sometimes I want to go to a movie with my girlfriend, and I hesitate half a day for the price of movie tickets. Mr. Zhou is very upset. He even wants to terminate the fund's fixed investment plan so that he can extricate himself from his poor life.

Mr. Zhou's relatively high level of consumption allowed him to invest in relatively few assets, and a monthly investment of 1500 yuan would affect the quality of life to a large extent. A basic starting point for investors to invest in finance is that funds must be "idle money". If investors put these funds into the capital market, they will not affect their normal life too much. In the case, Mr. Zhou's monthly investment quota is high.

Investors must be clear. Conduct financial transactions The significance of this is to manage our wealth more scientifically and rationally, and to achieve steady growth of assets over a long period of time, rather than "getting rich overnight." The fund needs to do its best. With regard to the relevant provisions of the fund company on the fixed investment of the fund, it is possible to make a fixed investment even if it only needs 100 yuan a month. Investors can fully arrange the fixed investment plan according to their own income and expenditure.

Overall, the fund's fixed investment is closely related to long-term investment. The concept of long-term investment is actually describing the strategic thinking of a fund's investment, and the fund's fixed investment can be understood as the tactical thinking of fund investment. In the process of investors' investment, strategy and tactics complement each other.