00617
How the 442 Allocation Evolved from Aggressive to Prudent
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How the 442 Allocation Evolved from Aggressive to Prudent
A student can add NT$3.5 million of mortgage debt and plans to invest NT$2 million in 40% 00662, 40% 00670L, and 20% 00865B. The video compares 4:4:2 with 4:3:3 and 4:2:4.
4:22
00616
What is true love? ──Starting from the struggle of a marriage
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What is true love? ──Starting from the struggle of a marriage
A husband married for more than a decade with two children describes repeated conflict, his wife’s exhaustion from family care, and a dispute over his proposed six-day baseball trip to Japan.
3:25
00616
Individual stocks are not a safety net: correct asset allocation can protect you in retirement
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Individual stocks are not a safety net: correct asset allocation can protect you in retirement
Two Taiwan public-school teachers report pensions near NT$60,000 each, no mortgage, NT$20 million in stocks, and a planned NT$10 million flexible mortgage. The video compares individual stocks with 00865B.
4:18
00616
The starting point for doubling assets: From conservative to proactive, a 16-year plan to reach 300 million
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The starting point for doubling assets: From conservative to proactive, a 16-year plan to reach 300 million
A 49-year-old dentist reports about NT$25.6 million in liquid assets and possibly NT$30 million after surrendering savings policies. The video models a NT$300 million goal over 16 years.
4:40
00616
Triple leverage is not a shortcut to financial freedom: how misallocation can bring assets to zero
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Triple leverage is not a shortcut to financial freedom: how misallocation can bring assets to zero
A 48-year-old with NT$15 million considers NT$5 million in TQQQ and NT$10 million in 00865B, rebalanced toward beta near 1. The video illustrates triple-leverage risk and compares three alternatives.
3:50
00615
The key to financial freedom: Correct asset allocation and cash flow strategies
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The key to financial freedom: Correct asset allocation and cash flow strategies
Using NT$100,000 of monthly spending, the video models a NT$36–60 million retirement range and compares 433, 424, 70/30, securities-backed cash flow, and two property sales.
5:05
00615
The best allocation strategy and single trust planning for 30 million assets
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The best allocation strategy and single trust planning for 30 million assets
With about NT$30 million of liquid funds and NT$60,000 monthly spending, the video discusses a 70/30 allocation, a rental-property decision, and trust supervision for a single person without children.
6:07
00615
The mortgage limit is high, but you don’t have to borrow all of it! How to safely plan funds and avoid future cash flow crises
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The mortgage limit is high, but you don’t have to borrow all of it! How to safely plan funds and avoid future cash flow crises
A couple nearing 50 reports NT$10 million invested and NT$50,000 monthly free cash flow. The bank offers NT$21 million at 3% for 30 years with a three-year interest-only period.
4:59
00615
Look at your future self from now and decide your destiny 30 years from now
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Look at your future self from now and decide your destiny 30 years from now
The video contrasts short-term trading with holding QQQ or 00662 over 30 years, using NT$1 million, a 10% assumed return, and NT$100,000 annual additions to illustrate compounding.
4:41
![[Smart Allocation of Roth and Traditional Retirement Accounts: The Balance of Leverage and Cash] 2025](https://cdn.clec168.com/video/short/00614.jpg "[Smart Allocation of Roth and Traditional Retirement Accounts: The Balance of Leverage and Cash] 2025")
00614
[Smart Allocation of Roth and Traditional Retirement Accounts: The Balance of Leverage and Cash] 2025
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[Smart Allocation of Roth and Traditional Retirement Accounts: The Balance of Leverage and Cash] 2025
The video compares asset location across Roth and Traditional retirement accounts, placing QLD in Roth, money-market funds in Traditional accounts, and cash inside Roth for rebalancing.
3:49
![[From policy redemption to asset allocation: the key decision to create a stable cash flow] 2025](https://cdn.clec168.com/video/short/00614a.jpg "[From policy redemption to asset allocation: the key decision to create a stable cash flow] 2025")
00614
[From policy redemption to asset allocation: the key decision to create a stable cash flow] 2025
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[From policy redemption to asset allocation: the key decision to create a stable cash flow] 2025
A 44-year-old single parent in Taiwan reviews US-dollar insurance, ETFs, cash, and a home before the speaker proposes surrender, a 70/30 allocation, monthly borrowing, and a delayed sale.
4:47
00614
Retirement Planning Confirmation: You're Ready
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Retirement Planning Confirmation: You're Ready
The video reviews a working mother's NT$25 million portfolio, NT$60,000 monthly household outflow, three children's investing, a 30-times-spending retirement test, and 70/30 versus 424.
4:12