저자: VijayKedia · 외국인
요약 보기
결론: 주식시장에 생계를 의존하지 말고, 장기(5~10년 이상) 분산 투자와 최고 경영진 종목 보유, 잦은 매매 금지가 핵심이라는 원칙 강연이다. [생계와 자산배분] 고정수입원을 주식 밖에서 만들어야 하며 생계를 주식 수익에 의존하면 안 된다고 강조한다. 저축의 일부만 투자하고, 예컨대 100루피 중 25루피만 자산시장에 넣고 그중 위험 감수 능력에 따라 12~15루피를 주식에 배분하라고 제시한다. [정보 습득과 투자 태도] 세계 뉴스를 폭넓게 읽고 투자와 연결하는 '점 잇기'가 중요하다는 주장이다. 예: 브라질 상황이 나쁘면 브라질에 수출하는 기업도 영향을 받는다. 주식시장은 생각하는 대로 보상하므로 도박으로 보면 도박이 되고, 사업으로 보면 부를 만드는 플랫폼이 된다고 본다. [매매 원칙과 보유 기간] 단타·트레이딩을 하지 말고 빚으로 투자하지 말라고 한다. 최소 5년, 스토리가 성숙하려면 약 10년 이상 보유를 권한다. 과거 스몰캡이 미드캡·라지캡으로 성장한 사례를 든다. [경영진 신뢰] 최고 경영진이 좋은 회사를 고르면 주가 등락은 경영진이 걱정하게 두고 투자자는 장기 보유하면 된다고 말한다. 거시 변수(달러, 환율 등)에 과도하게 신경 쓰는 것을 비판한다. [수익 실현과 심리] 평가 이익은 종이 이익이므로 매도해 현금화해야 진짜 수익이라고 본다. 주기적으로 이익을 실현해 집 등 중요한 목적에 쓰라고 권한다. 시장 상승기에 지나치게 낙관하고 하락기에 지나치게 비관하지 않도록 마음의 균형을 유지해야 한다고 강조한다. 횡보기 인내도 강조한다. [윤리·운] 주식시장은 정신의 게임이라 선한 행위(karma)가 결국 돌아온다는 취지로 마무리한다. 운도 중요한 역할을 한다고 덧붙인다. [종목·시장 방향 언급] 특정 종목·지수에 대한 1~3개월 가격 방향 예측은 없다. 인도 오토바이 산업의 장기 전망 등 장기 견해만 제시된다.
다듬은 글
so this is what i am following i'm learning and i'm still following create a fixed income from outside the market for your livelihood never be dependent on the income of a stock market because it's a volatile business it's a very fluctuating business so better be don't be dependent on the stock market though i did but i struggled for 10 years 20 years in my life so you don't have to go through that kind of phase that is why create a fixed income either this is from your job or from your business or from whatever but don't be dependent for your livelihood don't be dependent second thing is be informative and read a lot don't think it's not a cakewalk it's not a magic okay and it's not a it's not a juva it's not a gambling because stock market rewards you as per your perception if you think it's a gambling then it will prove a gimbal for you if you think it's a business it's a platform to uh create your wealth then it will treat you accordingly so be informative read a lot you have to be a maniac so first you should have all the information everything whatever happening around the world you should know because you never know which dot can you connect with your investment if something is supposed to brazil something is happening in brazil you can connect that dot to your investments if you're suppose your company is exporting something in brazil and brazil is going through a bad phase then your company will also be affected so this way you should connect your dots and invest a part of your savings not not earning in stock if you're supposed earning 100 rupees that does not mean that you should invest 50 rupees in the stock market whatever you have year marked so you must have your market some for your investments out of 100 rupees i am going to invest 25 rupees in whole assets class out of that 25 rupees you should invest 12 rupees or 15 rupees according to your risk taking capacity because it's a risky business and second thing is most important don't trade and don't deliver this never trade in your life until the list because trading i'm not say trading is a 24 hour uh business it is not like you are studying here and you will uh sms your friendly buy 100 nifty for me and you think you can make money you can never make money so don't trade and don't limit it don't invest from borrowed money and third invest only for five to ten years that is the minimum time period i am telling you minimum time period is five years whether it takes room was not built in a day it takes time for a story to mature i have always invested in the stocks in a smaller small cap stock which became medium cap or some of them large gaps so it takes time to mature a story at least 10 years and second invest only with best management and let them worry about the company receive the wine you see what is the purpose of investing the purpose of investing is suppose i think the india future is very bright uh motorcycle businesses motorcycle business in india is going to have a bright future tomorrow i cannot go and set up a motorcycle factory because it need a lot of economical knowledge lot of capital lot of networking so i can go and buy bajaj for example so the idea of investing is this if you are investing is the best management best management then you don't have to worry about your investment whether market is going down market is going up you should sip your wine and stay invested problem is this what india what we are doing here management is playing golf and we are worrying about 24 hours what is going to happen to this company import cassie dollar what will happen to dollar what will happen to uh you know blah blah blah so many things we are every time we are worried then what is the point in being an investor let the management worry so here ulta is happening you know so that is why if you are if you are with the best management management then you don't have to worry about any investments because he has to save his own name he has to save his own prestige okay and your investment belongs to market of profit belongs to you remember as long as you are invested in the market your profit does not belong to you even if you are in profit don't think that that's your profit that's your paper profit so your investment belongs to market and your profit belongs to you when you square up your transaction when you sell your shares and the money you get in your bank that is that that is the time that you can say that you have made this much of profit so don't spend just because your stock price has a reason because tomorrow you never know stock prices collapse also so don't count your profit till you sell your stock and book your profit also usually people say that don't book your profit stay invested into stock i disagree with that i think you should book your profit also periodically and invest for your house which is the very most important thing so this is what you should do i think it gives you a lot of security in your life whenever market collapses and this is not usually you must have seen the market that up and down but i have seen some market for five years there is nothing is happening in the market that's a very testing time so that is why periodically pull out money from the market and keep a balanced mind don't be very optimistic and uptrend and very pessimistic in downtrend don't be happy enough market and don't be saddened down down market you have to in tune your mind because it's not only physically mentally and financially you have to become sound so that is very important to keep your balance mind otherwise you will give up you will lose your patience and you will say stop margaret bakaska it's a you know and last but not the least luck also plays a crucial role do good karma that is very important yes i think that is the most important thing try to be a good human being and do good karma because stock market is a game of mind you are not doing any labor you are not doing anything just playing with your mind with your numbers and with your perceptions so if you are doing good karma it will come back to you this is i want to conclude
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