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
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
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
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
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
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
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
00636
Immigration Is Not the Answer: Do Not Pass Constraints to Your Children—Grow Your Assets First
Short
Immigration Is Not the Answer: Do Not Pass Constraints to Your Children—Grow Your Assets First
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
2:37
00636
Don’t rush to take out a loan when you retire soon! Master the appropriate asset allocation and have at least 30% cash to feel at ease
Short
Don’t rush to take out a loan when you retire soon! Master the appropriate asset allocation and have at least 30% cash to feel at ease
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
5:46
00636
Determine the cash ratio first, corresponding to the pledge withdrawal limit of 2–5%, and then choose Beta
Short
Determine the cash ratio first, corresponding to the pledge withdrawal limit of 2–5%, and then choose Beta
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
3:09
00636
Beta 1 0 Calculated using "total assets", the annualized rate is 14%, which is about 12.5 to 30 million in 7 years.
Short
Beta 1 0 Calculated using "total assets", the annualized rate is 14%, which is about 12.5 to 30 million in 7 years.
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
2:53
00550
Borrowing to Build Wealth Is Not for Everyone: Temperament Matters More Than Returns
Long
Borrowing to Build Wealth Is Not for Everyone: Temperament Matters More Than Returns
A long-form Q&A about avoiding market forecasts, retirement and borrowed spending, asset allocation and bank cash flow, personal health tracking, cross-region finances, and helping others directly.
2:11:03