Video Overview
A Taiwan-based technology worker says 246 units of 00687B were sold on June 12 at a loss of about 1.4 million. The writer still holds 25 units of 0050 at an average price of 48.4 and has 1.2 million in cash, of which 1 million is reserved for emergencies. The question is whether to wait for 0050 to return to a gain or invest the remaining 200,000 to lower the cost basis before moving to 00662. The speaker argues against waiting for recovery, uses changing elevators as a metaphor for an immediate switch, and presents a case-specific allocation of 70% in 00662 and 30% in 00865B. The transcript does not explicitly identify the currency.
Key Takeaways
- The writer reports losing about 1.4 million on the sale of 246 units of 00687B and currently holding 25 units of 0050 plus 1.2 million in cash.
- Rather than waiting for 0050 to recover, the speaker explicitly favors selling it at market price and buying 00662 without averaging down or making the switch in stages.
- The speaker proposes placing 70% of total assets in 00662 and 30% in 00865B while acknowledging that account values can fluctuate in the short term.
Chapters
About 00:00:23 · The bond loss and the 0050 position
The writer describes the sale of 00687B, the remaining 0050 holding, available cash, and the emergency reserve.
About 00:01:29 · Whether to wait for 0050 to recover
Using an elevator analogy, the speaker argues against waiting for a recovery or switching in stages.
About 00:01:56 · A 00662 and 00865B allocation
The response presents a 70/30 split and describes 00865B as the more conservative, liquid part of the portfolio.
Related Topics
0050, 00662, 00687B, 00865B, ETF transition, emergency reserves, 70/30 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.
