저자: 미상 · 외국인
요약 보기
영상 결론: 피터 린치의 투자 원칙(익숙한 기업 이해, 장기 성장 관점, 보유 판단 기준)을 적용하면 변동성 큰 2023년에도 개인투자자가 성과를 낼 수 있다는 취지. 린치의 이력: 마젤란 펀드를 1977~1990년 13년간 운용하며 연평균 약 29.2%의 수익률을 기록, 운용자산을 약 1,800만 달러에서 약 140억 달러로 키움. 같은 기간 S&P500 수익률의 절반 이하 수준이라고 소개. 린치의 투자 철학: 개인투자자는 월가와 대형 운용사에 비해 정보와 접근성 면에서 우위가 있다는 주장. 첫 수익 투자는 Flying Tiger라는 항공 화물 기업이었다고 언급. 매도 원칙: 손실 종목은 손절 전 기업 상황이 개선될 때까지 기다렸다가 매도. 성장주는 기업의 장기 성장 스토리가 유효한 동안 보유해야 한다고 강조. 예로 월마트가 상장 10년 후에도 미국 내 확장 여지가 남아 있어 매수했다면 500배 수익이 가능했다고 언급. 실수 사례: 토이저러스와 홈디포를 너무 일찍 매도한 것을 가장 큰 실수로 꼽음. 토이저러스는 매도 후 20배 상승. 기업 이해 원칙: 섬유, 전자, 소프트웨어 등 사업 내용을 정확히 이해해야 하며, 기업이 잘 성장하면 시장 상황과 무관하게 주가도 좋다는 입장. 맥도날드, 존슨앤드존슨, 질레트 등 실적 성장 사례를 언급. 실패 사례: 1969년 추천한 Burlington Industries는 실적 악화로 주가가 34에서 2로 하락. 타율 관련: 완벽한 승률은 필요 없으며, 10번 중 5번 이하로 맞아도 크게 성공한 투자가 손실을 상쇄한다고 설명. 투자 전 최대 손실과 최대 수익을 미리 계산하라는 조언. 이 영상에서 특정 대상 자산(삼성전자, 비트코인, 나스닥 등)에 대한 1~3개월 가격 방향 예측은 확인되지 않음. 장기 투자 원칙 위주의 교육적 내용.
다듬은 글
are you looking to invest in 2023 for your information the markets this year are probably going to be just as unstable as the ones we experienced last year which means 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 nervous investors should recognize the name Peter Lynch you ask why because he has a storied 13-year track record of overseeing and dramatically increasing the assets of Magellan fund which is why he is such a renowned fund manager Peter Lynch is the most well-known Sage of the present-day Financial world you won't believe that during 1977 to 1990 he increased a 14 million fund to an astounding 18 billion dollars this really made him highly respected and followed by investor 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 helped him achieve substantial prominence during Lynch's tenure which started in 1977 with the fund's establishment and lasted in 1990 with his retirement the fund consistently rank among the top stock funds between 1977 and 1990 when Lynch served as manager the fund continuously returned an average of 29.2 percent per year making it the best performing mutual fund in the world the S P 500 earned less than half as much at that time as this the assets under Administration expanded over his 13-year tenure from 18 million dollars to a staggering 14 billion dollars Lynch is convinced that utilizing his approach private investors have a clear advantage over Wall Street and big money managers his investing strategy has not only passed the real world performance test but it has also passed with flying colors Lynch made his first profitable investment in the Flying Tiger an air fried company and his approach to investing has been praised for being adaptable to the economic climate at the time he used this to pay for graduate school he has managed money for years and feels that the majority of businesses fall into the following categories if you presumably are under the same pressures as other fund managers to show performance results did that incline you to sell too quickly sometimes well I think my greatest mistakes are you know it's funny on a stock all you can lose is 100 and I've done that but your great mistakes of selling a good company and that doubles then it triples and quadruples because you make a lot of mistakes and so those ones that go up tenfold like on the 10 baggers so some of my mistakes just saying oh my God this stock is too high and I was wrong and you had to figure out what inning am I in this baseball game I sold Toys R Us way too early it went up 20-fold after I sold I did the same thing at Home Depot those are probably my two greatest mistakes ever made when should you sell well you ought to find out why you bought a stock if you're saying it's a sickle company and they're doing poorly and they're doing awful you wait till things are getting better and they're doing terrific and then you sell it but where the Growth Company you have to say Walmart's case 10 years after they went public you could have bought the stock and made 500 times your money because they still are only in 15 the United States and they could say why can't they go to 17 why can't they go 19 why can't they go to 23.
so the next four decades they're around the country so you have to say to yourself in this stock I have a 10-year story a 20-year story I'll be able to write that down and follow that that's what I do with the company and that's your decision that's how you sell it they have a novel element from many investors today in the trust issue yes we also have security problems that we didn't traditionally have in America have they changed the way you pick and believe in stocks no you still buy a company and you buy company to grow and if it's a textile company or it's a electronics company a software company you better understand what they do and and if they do well the stock will do well no matter what happens to Market if the Dow Jones today was a thousand or 500 you would have made a lot of money at McDonald's you would have made a lot of money in Johnson Johnson you want to make a lot of money Gillette these companies earnings have gone up a lot the last 30 years and if the Mark was 50 000 you would have lost money in Burlington Industries I recommended that in 1969 I think it's I think it's gone from 34 to two with no stock splits because earnings been terrible well your modesty actually makes an important point which is people with the best batting averages in the world dump out a thousand I sometimes get angry male particularly in Bear Market saying so-and-so recommended such and such and it went down well uh how often did you come up with a clinker well this is a funny business you don't have to write even five times out of ten if the times you're right you make a double and triple it offsets all those times you lose 20 to 30 percent So when you buy a psycho say itself how much can I lose and how much can I make foreign
Comments 0