00641
Practical Guide to Investment: Family Financial Management Cases
Short
Practical Guide to Investment: Family Financial Management Cases
A 53-year-old shop owner weighs a NT$2 million loan at 4.5%, rising mortgage payments, different allocations for himself and his daughter, and when to rebalance.
6:32
00639
Don’t wait for the market direction: 433 + pledge 2% now, and the accumulation will be the largest in ten years
Short
Don’t wait for the market direction: 433 + pledge 2% now, and the accumulation will be the largest in ten years
A worker with about NT$17 million in a 541 allocation compares waiting to build cash with immediately moving to 433 and borrowing 2% annually, while pursuing greater job freedom over ten years.
2:30
00639
Too many houses? Not as good as 00662
Short
Too many houses? Not as good as 00662
The video reviews rent, vacancy, repairs, and mortgage costs on non-owner-occupied property, then presents selling rentals and using 00662 and 00865B in either 70/30 or 613 as the speaker’s preferred path.
1:59
00639
If you want to grow, you must be able to sleep: 433, the three iron rules of 30% pledge and cash
Short
If you want to grow, you must be able to sleep: 433, the three iron rules of 30% pledge and cash
A NT$3 million investor who already used personal credit to buy 00662 considers 433 and pledged borrowing under rules requiring at least 30% cash, leverage caps, beta no higher than 1.0, and small annual loans.
5:25
00639
From day trading to index investing: A mother’s awakening and asset restructuring
Short
From day trading to index investing: A mother’s awakening and asset restructuring
A former brokerage employee moves from day trading, derivatives, margin, and policy loans to 00662 while planning education costs, a home sale, insurance, and 70/30.
8:10
00638
Wealth is a gift: Investment philosophy, practice, and personal transformation
Short
Wealth is a gift: Investment philosophy, practice, and personal transformation
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
6:49
00638
The correct answer to Han Xin's advice: first repay the loan, then discuss interest distribution, and then use pledges to enlarge assets
Short
The correct answer to Han Xin's advice: first repay the loan, then discuss interest distribution, and then use pledges to enlarge assets
A 43-year-old with about NT$75 million in stocks and a NT$20 million mortgage compares salary, dividends, and annual borrowing equal to 2% of assets as three ways to service additional debt.
6:24
00638
From confusion to clarity: your first ETF portfolio
Short
From confusion to clarity: your first ETF portfolio
A beginner portfolio uses 70% 00662 and 30% 00865B, illustrated with NT$4.2 million and NT$1.8 million from a NT$6 million total, before a possible transition to 433 and annual rebalancing.
5:41
00637
From short-term futures to CLEC, 30% cash + 2% pledge
Short
From short-term futures to CLEC, 30% cash + 2% pledge
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
10:15
00637
Once Finances Are Secure, a Second Child Can Be the Real Legacy: Assets Support Retirement; Children Diversify Family Risk
Short
Once Finances Are Secure, a Second Child Can Be the Real Legacy: Assets Support Retirement; Children Diversify Family Risk
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
5:51
00637
Don’t mess around with your retirement life-saving money: Don’t rush to 433 when you are 50, accumulate step by step to be safe
Short
Don’t mess around with your retirement life-saving money: Don’t rush to 433 when you are 50, accumulate step by step to be safe
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
4:07
00637
Life is more important than rate of return: first determine the cash ratio, then choose Beta, and the investment will be stable
Short
Life is more important than rate of return: first determine the cash ratio, then choose Beta, and the investment will be stable
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
5:10