Video Overview
After reviewing earlier advice, the writer researches 00662, 00670L, and 00865B and decides to move assets back to Taiwan. Two concerns remain: whether selling U.S. shares and waiting for bank transfers and Taiwan's T+2 settlement could miss a market rise, and whether 00662's recent lag behind QQQ signals weaker long-term performance. He also weighs future pledged borrowing, rebalancing leveraged funds, and taxes. The speaker responds mainly by changing the time horizon. If the transfer is the right direction for the next several decades, he argues, one or two days of market movement should not block it, and he asks the writer to examine a longer-term chart. The video does not establish future relative returns; it records the speaker's preference for long-term structural considerations.
Key Takeaways
- The writer has decided to move some U.S. stock assets into Taiwan-listed alternatives but worries about missing gains during transfer and settlement.
- He compares the recent performance of 00662 and QQQ while also considering pledged borrowing, rebalancing scale, and taxes.
- The speaker says a multi-decade allocation direction matters more than one or two days of movement and urges a longer-term view.
Chapters
About 00:00:11 · Transfer gaps and fund comparisons
The writer asks about selling U.S. shares, transferring funds, T+2 settlement, and whether 00662 may lag QQQ.
About 00:02:43 · Evaluating the restructuring over decades
The speaker treats the transfer as a long-term decision and opposes delaying it because of several days of market movement.
Related Topics
U.S. asset transfer, 00662, QQQ, T+2 settlement, tax considerations, long-term allocation
This page was prepared with AI from selected portions of the video's audio to help readers understand the main topics. It may omit secondary material or contain transcription errors; the original video remains authoritative.
