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00430 September 2, 2023 Clubhouse00431 September 4, 2023: Leveraged Fund Seminar00432 September 9, 202300433 September 16, 2023 Handout00434 September 23, 2023 Clubhouse00435 September 30, 2023 Clubhouse00436 October 7, 202300437, October 14, 202300438 October 21, 202300439 October 28, 202300440 November 4, 202300442 November 11, 202300443 November 18, 202300444 November 18, 2023: Major Questions About Stocks, Real Estate, Taxes, and Retirement Accounts00445 November 25, 202300446 December 2, 202300447 December 9, 202300001 Special Topic, December 16, 2023: U.S. Retirement Account Management Issues (1)00448, December 16, 202300449 December 23, 202300450 December 27, 2023 How Much Do You Know About Wealth
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Presentations2023

00430 September 2, 2023 Clubhouse

00430 September 2, 2023 Clubhouse

00430 September 2, 2023 Clubhouse cover
Number: 00430
Published: 2023-09-02
Pages: 25
Source filename: 00430 2023年9月2日 clubhouse PDF檔.pdf
Original PDF: Open PDF

Related Materials

  • Next presentation: 00431 September 4, 2023: Leveraged Fund Seminar

Document Text

The Market Only Rises Over the Long Term: Casual Investment Talk on Clubhouse

Disclaimer

Our videos and all related content are non-profit, and we do not run any groups. If someone pulls you into a group, it is a scam.

We have taught for more than twenty years on a fully voluntary basis and have never earned a cent. Do not trust any paid investment advice.

Recently, YouTube has placed ads on our videos. That is outside our control. Even with ads, we have not enabled monetization and will not receive a cent. Please do not misunderstand if you see ads.

The videos, all content, and comment replies are investment education only. All information is shared from personal experience for reference only, and is not investment advice for individuals or institutions.

We are not professional investment advisors (Certified Financial Advisor/Planner). The video content and comments/sharing are for educational purposes only and are not investment advice; all investment decisions should be based on your own research rather than our videos or statements.

Investing is risky, and losses can be substantial.

If you cannot tolerate a temporary drawdown of more than 10% within one year, or a loss of more than 20% over several years, please do not invest. When a bubble bursts, a 70% decline is possible; pay attention to the safety of your cash flow.

Invest cautiously. Investors should understand investing before they begin. We recommend fully understanding our investment philosophy before investing.

We also welcome feedback from people who have followed most of our videos. But do not judge from fragments; hearing a few sentences does not mean you fully understand our investment philosophy.

We Have Kept All of Our Videos on YouTube Since 2018

  • We keep these videos available so everyone can learn investing in chronological order. Some guidance was appropriate at the time but is no longer suitable now; these are all learning materials.

  • Viewers should consider the market environment at the time when thinking about the video content. These are all materials for learning investing; viewers should think independently and use their own judgment.

  • In 2018, some of our investment suggestions included individual stocks and general funds. Those were good investment targets at the time and had strong returns. After the market reversed, from late 2021 to early 2022 we gradually recommended leaving individual stocks and general funds entirely and investing only in the QQQ index fund.

  • When watching older videos, pay attention to the conditions at that time. Individual stock analysis is only for learning reference. Past general funds and ARKK are no longer good investments and are not recommended; we only recommend the QQQ index fund.

  • We have pinned updated guidance in the comment sections of older videos: please use judgment when watching past content. You may ask questions about older videos. All videos remain available only for investment learning and reference, not as investment advice.

Please Like, Subscribe, and Share

Investors stay extremely optimistic!

Investors always face the sunshine!

The market will ultimately rise!

Investment needs patience!

Wealth is worth waiting for!

Please like, subscribe, and share.

Subscribe, Comment, Like, and Share. Remember to Give Apple Podcast Five Stars to Receive Timely Market Updates.

The Market Keeps Rising Over Time

Why We Recommend Investing in QQQ Instead of SPY

The world's top 10 companies by market capitalization in 2007 are as follows (in order of market value)

    1. Exxon Mobil
    1. Sinopec

  • General Electric

    1. Microsoft
    1. PetroChina
    1. China Construction Bank
    1. Industrial and Commercial Bank of China
    1. Royal Dutch Shell
    1. Apple

  • Citigroup

According to my September 2021 data, the following is the top 10 companies by market capitalization in 2021 (in order of market value)

    1. Apple Inc.
    1. Microsoft Corporation
    1. Amazon.com Inc.
    1. Alphabet Inc. (Google)
    1. Meta Platforms, Inc. (formerly Facebook, Inc.)
    1. Berkshire Hathaway Inc.
    1. Tesla, Inc.
    1. Tencent Holdings Limited
    1. Alibaba Group Holding Limited
    1. Visa Inc.

  • Please note that this ranking is based on my September 2021 cut-off date and market capitalization changes over time, so that the latest market capitalization ranking may have changed.

Backtest Portfolio Asset Allocation

  • https://www.portfoliovisualizer.com/backtest-portfolio

  • https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults

It's too much to worry about. It's too much. beta It's 2.07. It's a double investment fund. QLD ( 00670 l )

  • Set up part of the fund, as long as it can be controlled. beta It's only internal, it's outperformed the performance of a single stock and there's no need to worry about the risks of a single stock.

  • The risk of a share comes from running a team, the risk of production, the fear of financials, the risk of selling products, and the risk of a regional economy. These kinds of concerns can torture investors who own a stock and lose confidence. In the end, the opportunity to expect high returns was lost.

  • Prototype and prototyping funds do not have the risk of a single stock, reducing doubts and concerns about the stock. It is easy to hold funds for long periods of time because they are simple and simple.

Beta 1.0

00430 September 2, 2023 Clubhouse - figure 12-1: Beta 1.0 00430 September 2, 2023 Clubhouse - figure 13-1: Beta 1.0 00430 September 2, 2023 Clubhouse - figure 14-1: Beta 1.0

Beta 1.2

00430 September 2, 2023 Clubhouse - figure 15-1: Beta 1.2

Annual rebalancing

00430 September 2, 2023 Clubhouse - figure 16-1: Annual rebalancing 00430 September 2, 2023 Clubhouse - figure 17-1: Annual rebalancing 00430 September 2, 2023 Clubhouse - figure 18-1: Annual rebalancing 00430 September 2, 2023 Clubhouse - figure 19-1: Annual rebalancing 00430 September 2, 2023 Clubhouse - figure 20-1: Annual rebalancing

High Beta. It's made of the same. Beta The next one is less risky.

00430 September 2, 2023 Clubhouse - figure 21-1: High Beta. It's made of the same. Beta The next one is less risky. 00430 September 2, 2023 Clubhouse - figure 21-2: High Beta. It's made of the same. Beta The next one is less risky. 00430 September 2, 2023 Clubhouse - figure 21-3: High Beta. It's made of the same. Beta The next one is less risky.

High Beta. It's made of the same. Beta The next one is less risky.

  • It's decided. Beta Whatever the combination is, it doesn't matter. But it's gotta be cash, it's non-mobility, it's possible to kill low cash.

  • Rebalancing every year. Maintaining. Beta No change, fund. QLD TQQQ ) provides a little high motion and a little high return. A little. High Sharpe ratio

  • It's better not to rebalance performance, but the shock is greater. Young people have more time to invest. Rebalancing retirees to avoid bubbles.

  • High Beta. It's made of the same. Beta The next one is less risky.

  • The fund will make it safer for new investors to enter the market. Compared to 100% single input, 50% double or 33% TQQQ And in relative safety, there's half the cash flow or 67%. Long-term results are better than 100 per cent investment in prototype funds. The next one is less risky.

  • Not at all. UPRO SSO

Watch CLEC Investment and Financial Education Academy on YouTube: https://youtu.be/QkBTUQVA0IE

The market rises over time; that is beautiful and encouraging.

Invest with calm conviction.

  • Market volatility has nothing to do with me!

  • International affairs have nothing to do with me!

  • Market analysis has nothing to do with me!

  • Financial statements have nothing to do with me!

  • Economic conditions have nothing to do with me!

  • Everything has nothing to do with me!

  • Ignore market noise and volatility!

2023

Presentation materials from 2023.

00431 September 4, 2023: Leveraged Fund Seminar

00431 September 4, 2023: Leveraged Fund Seminar

Table of Contents

Related MaterialsDocument TextWe Have Kept All of Our Videos on YouTube Since 2018Please Like, Subscribe, and ShareThe Market Keeps Rising Over TimeWhy We Recommend Investing in QQQ Instead of SPYBacktest Portfolio Asset AllocationBeta 1.0Beta 1.2High Beta. It's made of the same. Beta The next one is less risky.High Beta. It's made of the same. Beta The next one is less risky.The market rises over time; that is beautiful and encouraging.Invest with calm conviction.