00420
Optimum asset allocation: The method of using troops is to rely on the enemy not to come and rely on me to be ready; to rely on the enemy not to attack is to rely on the enemy to be unable to attack.
Short
Optimum asset allocation: The method of using troops is to rely on the enemy not to come and rely on me to be ready; to rely on the enemy not to attack is to rely on the enemy to be unable to attack.
An investor explains how cash, savings, risk controls, and psychological preparation made a later market decline feel different from an earlier debt-funded investment.
2:14
00420
Asset Allocation Before a Market Correction: Cash, Leverage, and Continued Investing
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Asset Allocation Before a Market Correction: Cash, Leverage, and Continued Investing
The video reviews a listener's market-correction preparation across core funds, leverage, cash, income, and recurring purchases, then presents the speaker's views on retirement allocation and securities-backed borrowing.
4:59
00420
From Fund Losses to Investment Learning: A Listener's Story and a Teaching Mission
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From Fund Losses to Investment Learning: A Listener's Story and a Teaching Mission
A listener moves from fund losses and confusion to intensive study of the channel's courses, followed by the speaker's views on investment education, unequal financial information, and a long-term teaching mission.
4:31
00420
Tracking a US$100 Million Goal: Net Worth, Compounding, and Self-Employment
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Tracking a US$100 Million Goal: Net Worth, Compounding, and Self-Employment
A listener with a long-term goal of US$100 million explains quarterly and annual net-worth tracking, a 26% annual growth target, investment and other income, and a plan to become self-employed with more time for family.
3:38
00419
Rebuilding After an Investment Setback: Options Losses, QQQ, and Life Priorities
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Rebuilding After an Investment Setback: Options Losses, QQQ, and Life Priorities
A listener recounts moving from losses in individual stocks, options, and leveraged positions to renewed study and QQQ, while reflecting on market stress, family relationships, and life beyond investing.
4:10
00419
How to Rebalance a Roth IRA: QQQ, TQQQ, and Cash Allocation
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How to Rebalance a Roth IRA: QQQ, TQQQ, and Cash Allocation
The video addresses rebalancing QQQ, QLD, TQQQ, and cash inside a Roth IRA, distinguishing annual contributions from internal trades and discussing where to hold cash across retirement and brokerage accounts.
3:15
00419
Borrow More Against a Home to Invest? 433, 442, and Risk Tolerance
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Borrow More Against a Home to Invest? 433, 442, and Risk Tolerance
Using a Taipei listener's income, mortgage, and portfolio as a case study, the video discusses borrowing to invest, compares 433 and 442 allocations, and addresses cash, volatility, beta, and risk tolerance.
4:36
00419
A Multiple-Loan Case: 433, Securities-Backed Borrowing, and Emergency Reserves
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A Multiple-Loan Case: 433, Securities-Backed Borrowing, and Emergency Reserves
A household case involving a 433 allocation, gold, and several loans frames questions about securities-backed borrowing, retirement timing, and emergency reserves, followed by the speaker's views on cash.
6:50
00418
Retiring Early to Care for Parents: Family Expenses, Roth Conversions, and Asset Allocation
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Retiring Early to Care for Parents: Family Expenses, Roth Conversions, and Asset Allocation
A U.S.-based listener retires early after her father’s stroke and asks about family expenses, college costs, Roth conversions, cash, QQQ, Apple shares, and leverage.
6:57
00418
Buffett and Munger on Cash, Diversification, Financial Marketing, and Gambling
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Buffett and Munger on Cash, Diversification, Financial Marketing, and Gambling
A discussion attributed to Buffett and Munger covers cash, concentration versus diversification, Wall Street allocation advice, fund switching, gambling, and government revenue.
8:16
00418
Can Securities-Backed Borrowing Be “Interest-Free”? A Cash-Yield Example
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Can Securities-Backed Borrowing Be “Interest-Free”? A Cash-Yield Example
The speaker uses a hypothetical securities-backed loan and money-market allocation to explain how cash interest might offset borrowing costs—not eliminate interest or risk.
2:07
00418
Building Wisdom and Direction: Curiosity, Logical Thinking, and Lifelong Learning
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Building Wisdom and Direction: Curiosity, Logical Thinking, and Lifelong Learning
A student’s letter prompts a discussion of teaching, open-ended life goals, curiosity, logical thinking, knowledge building, and an everyday example involving credit-card acceptance.
9:04