저자: RakeshJhunjhunwala · 외국인
요약 보기
결론: 트레이딩은 단기 추세 대응, 투자는 확신을 갖고 길게 보되 틀리면 빨리 인정하는 방식이 핵심이라는 주장. 트레이딩 관점: 단기 결정을 위해 시장의 큰 방향(상승/하락 추세)만 파악하고, 추세를 따르며 위험 수준과 손절 시점을 미리 정해야 한다고 강조. 투자 관점: 확신을 가지고 충분한 시간을 두고 투자하되, 틀렸다면 인정하고 감당 가능한 손실만 감수하라는 입장. 인내는 보상받지만 영원히 기다릴 수는 없다고 함. 시장 태도: 시장은 항상 옳다는 전제 하에, 시장이 틀렸다고 믿는 것은 큰 실수라고 경고. 인생 조언: 많은 실수를 했고 후회는 없으며 배움이 중요하다는 입장. 젊은 투자자 조언: 열정, 재무제표 이해, 지혜(학문적 지능보다 현명함)가 중요하며, 미래를 평가하는 능력이 투자 성패를 좌우한다고 봄. 심리 강조: 시장 움직임의 원인은 기술이 바뀌어도 변하지 않는 인간 심리이며, 직관과 위험 판단이 핵심. 가족 돈으로 투기하지 말 것을 당부. 여성 투자자 언급: 인도 여성이 재무적·정서적으로 남성보다 낫다는 견해를 밝힘. 수익률 관점: 대체투자 6~7%, 주식 14~18%의 차이를 강조. 18% 수익률이면 '왕', 21%면 '황제'라는 목표 제시. 특정 자산 가격 예측 및 개별 종목 언급은 없음.
다듬은 글
i understand you as a man of high conviction and high opinion and in the same breath you say that it's very very vital to accept when you are wrong and change tax as well are you a lot more nimble-footed than what maybe and how important would that nimble-footedness be in in investing as well as in trading well i'll take two separate views trading is there late so training here to take very short term decisions right because you know you cannot you for training you need three things you need there are only two horses bull and bear right so you need you need to have a broad you know broad idea of the market don't try to be too expert this will go up by five percent this will go about you can know the trend you can't know the difference right so have a broad direction of the market follow the trend know what to do what to risk and know when to take a loss you know churchill has said you have to lose money and battle to win a war so if you're wrong you're wrong right we will fight we will live to fight another day and in trading i in investing i invest with great conviction right i give a lot of time sometime more than i should but if i'm wrong i accept what's wrong i'm not i'm not afraid to make a mistake i only want to make what one which i can afford so i may live to make another one so i'm not even there is nothing like but if you have patience your patients will be testing but your conviction will be rewarded but you can't wait for eternity for that and remember one thing markets are always right if you feel market is not right and you are a market setter and you are you are the boss you know everything but you will end up in julia okay okay that that's uh coming from you that's uh telling telling point as well i have made so many mistakes in life yes i've made so many mistakes in life and no regrets you're liking about learning and not about regrets what are you thinking i should learn from the mistakes yeah i mean maybe at some point of time i'd love you to maybe if you can and if you feel like illustrate maybe one of those things but just one follow-up question mr junchanwala i i've heard you once in one of your previous interactions talk about how uh any great investment would be a factor of a few a combination of a few factors including the study the conviction that one has and patience as you rightly said patients will be rewarded what do you reckon is the most important ingredient for a young mind to start inculcating in her or him in order to be successful at this act first they should love mockery they should be passionate about they should have some idea of financial statements they should have more wisdom and less intelligence remember it's an act of wisdom not in academic world last year you realize that see you're living in a future the future is going to be answered right so how you assess the future right is how well you will invest and also you know i think people make a lot of mistakes because they don't acknowledge they feel market is wrong they are right and i think without passion we should have curiosity and remember one thing everything in the world affects minds and never forget it's nothing but human psychology which is which has prevailed right from the stone age and no technology and no artificial intelligence is going to be able to change it because finally it is human intuition and knowing what to risk and don't trade with your mother's money and your father-in-law's money and your husband's money right then remember one thing it is fire you are entering fire be vigilant it's not so easy to make money in markets and it's more difficult to retain and grow growers and you know you should know what to risk and i think you know someone says we will buy 500 shares no amount of shares are small and you know i find i see a lot of ladies here there you know ladies in my opinion are both financially emotionally better than men and their family because women are in india are brought up this legality yeah so otherwise we retain that you know that helps when you think about financial weapons your attitude should be that if alternative investments give you six seven percent return equity gives you 14 to 18 return you're at king in eighteen percent return your money levels in four years in six percent return it doubles in twelve years so understand the difference between six and eighteen and for myself if i get 18 percent return on my portfolio i'm a king if i get 21 percent i'm emperor that's what i target you
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