저자: MassimoRea · 외국인
요약 보기
피터 린치 인터뷰를 소개하며 시장 조정은 불가피하니 대비하고, 회사를 확신하면 하락을 매수 기회로 활용하라는 장기 투자 메시지를 전달. 주요 주장: 과거 93년간 10% 조정이 약 50회(평균 2년에 1회), 25% 하락 약금융장(bear market)이 15회(약 6년에 1회) 발생했다는 린치의 통계 인용. 린치의 수익 사례: 1999년 은퇴 무렵 1,000달러 계좌를 28,000달러로 키운 연평균 28~30% 수익률 언급. 백테스트 요약: 시장 연도 기준 수익 구간 분포는 0~10% 46회, 10~20% 40회, 20~30% 25회, 30~40% 17회, 약 50%·60% 각 5회 수준으로 제시하며 긍정 연도가 약 138회, 부정 연도가 약 40~50회라고 주장. 결론: 시장 조정을 견디지 못할 투자자는 운용하지 말아야 하며, 확신 있는 기업이 조정으로 저평가되면 기회로 활용 가능하다는 입장. 출연자 전망: 특정 종목·지수에 대한 1~3개월 방향 예측 발언은 없음.
다듬은 글
Hi everyone, Massimo Rea, welcome to the channel. Obviously, today we're talking about Peter Lynn. He's one of the leading figures in long-term investing. Let's go and watch an interview with him. Let's see what you have to say because he has some very important and interesting topics to study, and I've done a study on them.
So, let's all go here, Massimo Rea. Welcome back to the channel. So, today we're talking about Peter Lynn. He was one of the leading figures because he retired around 1999 and made headlines in his time because he managed to take a $1,000 account to $28,000 with an annual return on investments. Guys, it's not speculation.
Three of them had a circus, and so he was much better at performing than the indices in that period. Now, let's go and watch a short interview lasting a few minutes. I'll translate it for you because it's obviously in English, and then I'll show you a study done based on what he tells us. Let's go. 10 stalls, so be it.
Okay, let's stop at the first point. For everything, you have to study the past. To study the past, you know. what could happen and what he understood that in the past the market collapses and what and it goes down by modem and Marco Hans Martin 0 then he says that in 93 years of markets 50 times there have been corrections of 10 percent so obviously mathematically speaking every two years there is a collection of 10 percent here calculate that the guys we are talking about from 94 interview so today the volatility is a little more aggressive but it is indicative anyway the mixed trainer ok we call them corrections these collapses but for him obviously they are a loss of people's money so in an elegant way to say corrections ok he repeated he had said ok then he says that therefore 15 times it happens that the market can collapse by 25 percent and there you enter a bearish market so bearish ok so I draw the conclusions he says that every six years therefore there will be a collapse or in any case a correction of 25 percent ok this is the sentence that we need to concentrate more and this is all we need to know that the market collapses if you are not a promoter you must not operate it will be a sex toy men and probable vote to stem it ok then he talks about a company he says if a company you know the balance sheet knows its market knows its business if it has a collapse it is good it means you could you can buy with the company it has a much more attractive price knowing that you could get much more and now in relation to this we thank you Peterlin Cio for the interview because it is always interesting to listen to him then one time I will also show you a historical quote of his that I will not show today next time then here at I did I moved I demonstrate a study based on the years in which the market had performed positively and negatively from here below as you can see you can notice but we have from 0 to 10 percent he did it on average 46 times then 40 times he made a return we are talking about the will hear thanks to a return from 10 to 20 percent from 25 times he made a return from 20 to 30 percent and 30 to 40 percent he did it 17 times five times around 50 and five times around 60 percent Adding up then obviously going back from this side are the times in which he lost by adding up these here we have about 138 positive years and about 25 and sorry the 30 plus 17 more serious we have about 40 50 is something of negative years so it is undoubtedly the fact that the market has corrections and that if we are capable as Peter Minich told us if we are not ready for a market that has corrections we should not operate if we are sure of a company then it is likely that that company when it has these corrections will be more attractive and therefore we can take advantage of the opportunity so Peter Lynch is certainly someone who has made history in this regard and following the advice of someone who has been able to make returns from for example from 1,000 dollars to 28 thousand dollars with an annual return of 28 30 percent is always a good thing so I hope that the advice of Peter Lynn Cibo can be of help because it is undoubtedly good advice to know that the stock market can give you 138 positive years and around about 50 negative years but anyway if we know how to enter the negative years we can then exploit them to obtain the positive years I hope this video will help you here is always massimo rea if help comes leave me a like subscribe to the channel for new updates and hello everyone
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