저자: 미상 · 외국인
요약 보기
피터 린치의 투자 철학을 소개하는 영상으로, 특정 종목이나 자산에 대한 가격 방향 예측은 포함되지 않음. 결론: 거시 변수(금리·인플레이션·경기)보다 개별 기업 실적에 집중하고 장기 투자하라는 메시지. 린치 경력 소개: 1977~1990년 피델리티 마젤란 펀드를 운용하며 약 4천만 달러를 180억 달러로 키운 것으로 소개. 인플레이션·금리 상황에 대한 관점: 린치는 거시 요인이 단기적으로 주가에 영향을 줄 수 있으나 투자자가 통제하거나 예측할 수 없다고 주장. 금리 예측 불가: 1982년 침체 같은 사례를 들어 금리와 경기를 미리 맞추기 어렵다고 설명. 주식시장 예측 무용론: 단기 시장 방향 예측은 시간 낭비이며 1~2년 뒤 방향은 동전 던지기와 같다고 설명. 장기 관점: 10~20년 단위로는 기업 이익 성장에 따라 주가가 상승할 가능성이 크다고 주장. 시장 타이밍 연구: 1965~1995년 연간 최고가일 투자와 최저가일 투자 비교 연구를 인용하며 장기 투자의 우월성 강조. 기업 실적 중심: 주가는 결국 기업 이익을 따라간다며 Microsoft, FedEx 등 신생 기업 사례 언급. 뮤추얼펀드 추천: 개별 기업 리서치 시간이 없는 투자자에게 주식형 뮤추얼펀드를 대안으로 제시. 리스크: 영상은 투자 수익을 보장하는 표현("돈을 많이 벌 수 있다")을 사용하나 구체적 리스크 고지는 없음.
다듬은 글
you should wisely invest but how you might follow the very principles and philosophy of Peter Lynch the strategies of this true legend in the world of Investments can earn you financial success this year here's how even the most novice investor should recognize the name Peter Lynch you ask why because he has a story 30 mere track record of overseeing and dramatically increasing the assets of Magellan front which is why he is such a renowned fund manager Peter Lynch is the most well-known stage of the present day financial world you won't believe that during 1977 to 1990 he increased a 40 million dollar fund to an astounding 18 billion dollars this really made him highly respected and followed by investors all around the globe alongside Warren Buffett Lynch formed his investment philosophy while working at Fidelity management and research where he also managed Fidelity's Magellan fund which help him achieve substantial prominence during Lynch's tenure which started in 1977 with the front establishment and lasted in 1990 with his retirement the fund consistently rank among the top stock funds so as we know our main issue running into 2023 is high inflation and a rising interest rate which are causing asset prices like stocks and real estate to suffer it looks like they are going to be a big issue throughout 2023 as well so with that in mind let's first hear Peter Lynch's opinion about investing during times when inflation is up and the interest rate is rising and what he says might just surprise you and how perfectly relevant it is in the environment people understand there is a hundred percent correlation between what happens to companies earnings over several years and what happens to the stock as the company McDonald's has done very well as a company right this stock has done very well and people worry about too much money supply what happens to the price of oil who is the president who is being nominated to the Supreme Court it has nothing to do with McDonald's earnings going up over the past 10 years the stock will go up but what they will say to you Peter is that as you know and why I am telling you this but anyway it is fun to tell you this they are telling you these things influence the number of earnings of the particular company because in a recession people are not going to spend as much money on going to the movies or whatever they do therefore you got to pay attention to these other things because they have an impact on the earth and they are very important but you have no idea what they are Alan Greenspan is the head of the Federal Reserve he cannot predict the interest rate or the long-term insurance rate for one year from now two years from now three years from now he is even surprised how am I supposed to predict interest rates how can I predict the economy you certainly remember the recession of 1982 when there was a 20 prime rate 14 unemployment and 12 inflation I don't remember anyone telling me in 1980 or 1981 that that was going to happen all of a sudden we had the worst recession since the depression which I did not read about in the papers so it's crazy to think about these things don't focus on macro you know his point is that yes the macro is important and yes it influences the price but as an investor it is one of those things that is short-term and you can control it so if you can predict it and you can control it then why should you spend your time thinking about it this is the Trap that many investors have fallen into this year and honestly it is fair because it is all that the media has been talking about you know that the FED has another meeting and they have race rates and the Bureau of Labor Statistics were released this month but you can't get caught up in that sort of stuff as an investor you need to be laser focused on each potential investment you are looking to make and judge each opportunity on its own stocks are not lottery tickets there is a company behind every stock if a company does well the stock does well it's not that complicated people get to carry it away and first of all they try and predict the stock market this is a total waste of time no one can predict the stock market they try to predict interest rates if any interest rate is right three times in a row they would be a billionaire it is certainly not that many billionaires on the planet they can't be that many people that can't pick the interest rate because there would be lots of billionaires and no one can predict the economy Lynch once carried out research to a certain whether the use of Market timing was a successful tactic the study's findings indicated that an investor would have made a compounded return of 10.6 percent over a 30 period if they invested one thousand dollars annually on the year's highest day from 1965 to 1995.
a second investor would get an 11.7 compounded return over the course of 30 years if they both invested 1 000 annually for the same duration on the lowest day of the year invest for a long term long-term Investments yield larger returns which is one of Lynch's many wise words in the absence of many surprises he once asserted that stocks are quite predictable over 10 to 20 years in order to determine whether they will be higher or lower in two or three years you might as well flip a coin as Peter Lynch says what we need to be focused on is the earnings of each company when the market Falls however things begin to shift in the long-term value investors favor and that's really what you need to remember when the market Falls we need to focus on the long term I may have been right six times out of ten but if I'm right I make a double or triple occasionally it offsets the times you lose 30 to 40 percent in fact you could be right a third of the time as long as you have a lot of good results so when you are Eightfold every 40 years that's the kind of numbers you are interested in then attend your bod today is a little over two percent so I think the stock market is the best place to be for the next 10 20 and 30 years the next two years no I have never known what the next two years are going to bring that's a very good point and you know the interesting fact that nobody nobody knows I could get that point across to more people you know that in the next two years it could go up or it could go down and there is no way to know which direction but over 10 or 20 years the likely outcome Bears much clearer we can take a coin and flip it I have no idea what the next thousand points are going to do the next 6 000 points are going to be up the next 14 000 points can be up the next 20 000 points can be up but you do not know whether the next thousand is going to be up or not nobody does and it's futile to try and guess it corporate profits will be a lot higher 10 years from now and that's what you can rely on Microsoft didn't exist 20 years ago Federal Express didn't exist 20 years ago and new companies have come along that have made this country work so that's the game stay focused on the long term Peter Lynch's success in stock picking skills speak for themselves notwithstanding the possibilities that he over Diversified his fund he mastered the art of observing his surroundings and comprehending the world both as it is and as it might develop in the future by putting his teachings in our own observations into practice you can invest wisely this year and make a hell lot of money consider mutual funds when it comes to Investments mutual funds are a fantastic solution Equity mutual funds according to Lynch are the ideal option for investors who want to buy equities but don't have the time to conduct their own research perhaps if you are one of those investors who doesn't have the time or desire to independently investigate a company before making a stock investment keep in mind that one of Lynch's signature success factors was the Magellan mutual fund with that we have come to the end of the video don't forget to hit the Subscribe button and turn on the post notification
Comments 0