Video Overview

The writer began investing two years earlier and bought Hon Hai, TSMC, other individual stocks, and assorted ETFs while spending substantial time gathering information. Losses became severe from August of the previous year, and the writer reports being trapped during the tariff conflict with losses approaching NT$1 million. After recently selling individual stocks and ETFs for 00662, the writer asks whether taking the losses was appropriate and whether the 30% cash allocation can be held in 00865B. Total funds are NT$11 million; the writer owns a home and has adult children. The speaker uses replacing a broken elevator as an analogy, proposes 70% in 00662 and 30% in 00865B, and says this case does not require loans or securities-backed borrowing.

Key Takeaways

• The writer says losses in individual stocks and ETFs became severe from the previous August and approached NT$1 million during the tariff conflict.
• In response to selling losing positions for 00662, the speaker uses a broken-elevator analogy and argues against waiting for the previous holdings to recover.
• For NT$11 million in funds, the speaker proposes 70% in 00662 and 30% in 00865B and says the case does not require additional loans or pledged shares.

Chapters

About 00:00:22 · Losses in stocks and ETFs

The writer recounts starting to invest, gathering information, and losing nearly NT$1 million.

About 00:01:45 · The response to selling at a loss

Using an elevator analogy, the speaker addresses selling the previous stocks and funds for 00662.

About 00:02:10 · A 70/30 allocation and borrowing

The speaker presents a split between 00662 and 00865B and responds to questions about loans and pledged shares.

Related Topics

investment losses, selling individual stocks, 00662, 00865B, 70/30 allocation, securities-backed borrowing, long-term investing