Core Viewpoint - The trend of fund managers publicly sharing their real investment portfolios is gaining traction, serving as a tool for attracting investors and enhancing engagement with them [1][10][15]. Group 1: Overview of Fund Managers Sharing Real Portfolios - At least 20 fund managers have publicly disclosed their real investment portfolios on platforms like Ant Fortune and Tian Tian Fund, with total amounts ranging from 40,000 to 4 million yuan [1][4]. - The total investment amounts of six fund managers exceed 1 million yuan, with notable figures including Yao Jiahong and Ma Fang from Guojin Fund, and Liang Xing from Guotai Fund [4][5]. - Fund managers have reported positive returns on their real investments, with some achieving cumulative profits exceeding 1 million yuan and returns as high as nearly 130% [1][5]. Group 2: Performance of Individual Fund Managers - Yao Jiahong's total investment amount is 4.1772 million yuan, with a cumulative profit of 1.1714 million yuan, and holding returns of 39.44% and 38.03% for specific funds [5]. - Ma Fang has a total investment of 2.0005 million yuan and a cumulative profit of 643,300 yuan, with holding returns of 47.68%, 43.79%, and 33.51% for her funds [5]. - Lei Tao from Debang Fund has a total investment of 1.7611 million yuan and a profit of 546,500 yuan, with some holdings still in negative territory [5]. Group 3: Impact and Reactions - The practice of sharing real portfolios has sparked discussions about potential compliance risks and the possibility of investors following trends irrationally [1][10][14]. - Fund managers' public sharing is generally welcomed by investors, as it can boost confidence during market downturns and promote good investment habits through regular contributions [1][14]. - The trend is seen as a step forward in enhancing transparency and fostering trust between fund managers and investors [10][15]. Group 4: Future Considerations - While sharing real portfolios can enhance investor engagement, it is essential for investors to assess their own risk tolerance and investment goals before following fund managers' strategies [17][18]. - Fund managers are encouraged to maintain transparency and provide risk warnings to avoid misleading investors [18].

Group 1 - The core viewpoint of the article is that the trend of fund managers publicly sharing their real investment portfolios is gaining popularity, serving as a tool to attract investors and build trust [1][2][19] - At least 20 fund managers have publicly shared their real portfolios on platforms like Ant Wealth and Tian Tian Fund, with total investment amounts ranging from 40,000 to 4 million yuan [1][7] - Fund managers' real portfolios have generally achieved positive returns, with some reporting cumulative profits exceeding 1 million yuan and return rates as high as nearly 130% [1][8][11] Group 2 - Fund managers' public sharing of real portfolios has been well-received by investors, as it boosts confidence during market downturns and encourages good investment habits through regular contributions [2][20] - The highest investment amount comes from two quantitative fund managers at Guojin Fund, with total amounts of 4.1772 million yuan and 2 million yuan, respectively, achieving significant returns [8][9] - The trend of sharing real portfolios is seen as a new industry phenomenon, enhancing interaction between fund managers and investors while providing insights into investment strategies [13][19] Group 3 - The article highlights the potential risks associated with fund managers sharing their real portfolios, including compliance issues and the possibility of investors following trends irrationally [1][19][20] - Fund managers express confidence in their investment strategies and aim to share their experiences with investors, reinforcing the idea of shared risk and commitment to performance [18][19] - The practice of sharing real portfolios is viewed as a step forward in enhancing transparency and trust in the investment process, although caution is advised regarding the interpretation of short-term performance [19][20]

Core Viewpoint - The article discusses the recent trend of fund managers sharing their real-time investment performance on the Tian Tian Fund platform, highlighting both successful and struggling investments among various fund managers [1][4]. Performance Highlights - Several fund managers have reported impressive real-time performance, with some achieving returns as high as 68%. For instance, Jiang Feng from CITIC Prudential Fund has a portfolio with returns of 68.08%, 25.58%, 18.34%, and 2.91% across four funds [5][6]. - Fund manager Ren Jie has a holding return of 61.90% with total assets of 213,600 yuan, while Chen Bo's portfolio shows a return of 10.10% with total assets of 414,700 yuan [3][4]. - Quantitative fund managers Yao Jiahong and Ma Fang have also reported strong returns, with Yao's holdings yielding 29.19% and 30.14%, and Ma's yielding 36.83%, 35.58%, and 23.69% [6]. Market Sentiment and Investor Confidence - The act of fund managers sharing their real-time performance is seen as a way to boost investor confidence, especially in a volatile market where many products are underperforming. This practice is believed to provide psychological reassurance to investors [6].

Core Viewpoint - The recent trend of fund managers publicly sharing their real-time investment performance has sparked significant discussion within the investment community, reflecting their confidence in the current equity market and the potential for recovery in corporate earnings [1][2][3]. Fund Manager Performance - Several fund managers, including Ren Jie from Yongying Fund and Ji Jun Kai from Hai Fu Tong Fund, have initiated real-time operations on platforms like Tian Tian Fund, with some achieving impressive returns, such as Ren Jie's nearly 70% holding return [1][2]. - Chen Bo's portfolio, named "Left Hand Dividend Right Hand Technology," has a holding return of 10.10% with total assets of 414,700 yuan [2]. - Fund managers Jiang Feng and Guo Xiang Bo have also reported strong performance, with Jiang's funds showing returns of up to 68.08% [2][3]. Long-term Holding Strategy - Many fund managers have been operating real-time portfolios for over two years, demonstrating a commitment to long-term investment strategies [2]. - Guo Xiang Bo's investments in the pharmaceutical sector have yielded returns of 7.48% and 17.32% for different share classes, despite market volatility [2]. Market Sentiment and Investor Confidence - The act of fund managers sharing their real-time performance is seen as a way to boost investor confidence and convey a message of shared risk and reward [3]. - Industry experts believe that this transparency can help investors maintain a rational perspective on market fluctuations [3]. Market Outlook - The outlook for the equity market in the second half of the year is optimistic, with expectations of policy measures to stimulate economic growth and enhance market confidence [4][5]. - Analysts suggest focusing on sectors aligned with new production capabilities and consumer demand, indicating potential structural opportunities in the market [4][5].