저자: Domenico · 외국인
요약 보기
결론: 영상은 피터 린치의 투자 원칙 6가지를 소개하는 교육 콘텐츠이며, 특정 자산의 단기 가격 방향에 대한 예측은 없다. 출연자 소개: 피터 린치는 마젤란 펀드 매니저로 14년간 연평균 29% 수익을 냈다고 소개된다. 원칙 1: 소수의 좋은 주식에 집중한다. 5개 정도면 충분하며, 마이크로소프트 사례(25달러→143달러, 20년간 약 472%)를 들어 일부 수익에서 매도하면 이후 상승을 놓친다고 설명한다. 원칙 2: 많이 연구할수록 리스크가 낮아진다. 연구한 기업 100개 중 1개 꼴로 우량주를 찾을 수 있다고 한다. 원칙 3: 자신이 아는 분야에 투자한다. 직업이나 취미 등으로 익숙한 업종에서 경쟁우위를 가진 기업을 고르라고 권한다. 원칙 4: 장기 접근. 단기 변동성은 예측이 어렵지만 장기 목표는 상대적으로 예측 가능하다고 보며, 200년간 1달러가 1천만 달러로 성장한 차트를 제시한다. 원칙 5: 역발상 투자. 케네디가 구두닦이의 주식 이야기를 듣고 2929년 위기 전에 매도했다는 일화와 함께, 대중이 열광할 때가 나갈 때라는 취지를 전한다. 비트코인, 아마존 사례도 언급된다. 원칙 6: 관리 가능한 종목 수. 연구는 많이 하되 실제 포트폴리오는 5~10개 정도로 관리 가능한 수준으로 유지하라고 한다. 리스크/조건: 원칙 적용 시 자신의 위험 성향과 목표에 맞는 기업을 선택해야 하며, 연구 없는 투자는 위험하다고 강조한다. 시청자에게 원칙 활용 경험을 댓글로 공유하고 구독·좋아요를 요청한다.
다듬은 글
Today finally a video that I wanted to show you for a long time, in fact we will analyze what were the investment principles of Peter Lynch who was Peterlin, he was a manager of an investment fund, the Magellan fund, and in 14 years of career because he then retired and managed to obtain an average annual return of 29 percent which is a stratospheric return in the stock market world, therefore truly a great investor and we are going to analyze what were his six fundamental principles that guided him on this path of great success hey, I 'm Domenico and these are living off dividends, the investment and financial education project that helps us achieve our life goals and helps us create our own financial income, so if the topic interests you, click like to support the channel, subscribe so as not to miss future videos and become part of this community to create our own financial sales together, but let's not waste any more time and let's go and see what were the six fundamental principles underlying the investments of PD elect first principle, only a few are enough Good stocks: what does it mean that it won't be necessary to invest in 50 or 100 different companies, but instead it will be in the sky and it is necessary to understand which are the companies that will have a good result in the future, those companies that are aligned with our risk profile with our objectives and to invest in those specific companies, maybe 5 will be enough and not 50.
Take for example the case of Microsoft, for which the price went from 25 dollars a share to 143 two reports and therefore with an increase in the price of 400-72 percent in the last twenty years. What would have happened if we had sold Microsoft after only the first 20-30 percent of our profit? It would have happened that we would have lost all the rest of the climb.
So once we have identified those 5 that are in line with our profile and that have the right prospects for us, we must focus on those companies in the long term and follow their growth path with the first. The second principle is very linked to the first, in fact, those who study more companies understand what it means that to find those five good companies of ours, it is very likely that we need to study it and 500 In fact, we will find a good company, an excellent company that will guarantee us excellent results in the long term.
We will find one company out of every 100 that we study, but the advantage is that the more we study, the lower our level of risk will be. In fact, the more we will have knowledge of the various companies in the various product sectors of the various businesses, therefore the greater our study will be.
Claudio di Million will be the risk of investing in a company that is not suitable for our objectives, therefore we must study a lot, we must research, this applies to companies but it also applies to TFs, therefore before making any investment we must carefully analyze what we are investing in, in the case of companies, therefore we must analyze not only the gold, but also their data, the business and the long-term prospects.
The third principle we have already seen in the video, the five advantages of the investor, that is, buy what he knows, which, as I said in the other video, does not mean that I know Coca-Cola, I know the VS, therefore I buy the shares because I like the brand, but perhaps for work reasons in our company sector, we know that specific sector, that specific market niche, we know which companies have competitive advantages, they have technologies that will work in the future or even for some Personal passions, perhaps we have a fishing pressure in cars or other passions, and music for our passions, we have strong knowledge in certain sectors in certain fields and therefore we know relatively which companies in those sectors have a market leadership and therefore also have a competitive advantage over the competition, and this will guarantee us great results always in the long term.
How much principle to use a long-term approach because in the stock market we have an abstraction, if you like, opposite to that of weather forecasts, for example, where we absolutely do not know what the weather will be like in a month or a year, but we know with great accuracy what is happening in our minds that we will have tomorrow or in a week, while in the stock market it is exactly the opposite, so we know with much more accuracy what our objective will be in ten years or in twenty years, while we do not know, however, with much less accuracy, what will happen next week in the next month, we combat this short- term volatility with a long-term approach.
Let's also look at this hard graph and it shows us how with 200 years of history, therefore a very long period, we have transformed one dollar into ten million dollars after 200 years. Also note how this growth has been exponential in fact looking at the left column you will see how the growth was slower at the beginning and then exploded exponentially passing for example in the last step from one million to 10 million so a long-term approach certainly allows us not to worry about short-term volatility and Davide an accuracy but Giulia for our profit forecasts fifth point investing and going against the grain many of you will surely have heard the story of Joseph Kennedy who is said to have divested all his assets before the crisis of 29 when talking to his shoeshine boy the same told him that he was making money investing in stocks and he immediately went to sell everything because because we could transform it into our more Italian language by saying that even when the housewife from Voghera starts investing in stocks well what is the moment when you have to stop doing it or rather you have to get out of those types of investments and the same thing happened with bitcoin when everyone started talking about it was the moment when they collapsed the same thing happened with Amazon and so on so investing against the grain certainly gives A great help in achieving our results.
The sixth and final principle, but certainly not the least important, is managing the number of companies in the portfolio that we can control. In other words, we will never be able to control 50 companies in the portfolio because it is very difficult to be able to follow them all. He followed them with the right attention.
Maybe we will be able to control and manage 20 or 30 companies. Of these, having 5 or 10 in the portfolio that we can actually manage is a great help in achieving our results. So, on the one hand, we have to study as many as possible, so they study 105 or 100 in such a way as to be able to find those 5 or 10 that we can actually put in the portfolio.
But we must then be able to manage and control a limited number of companies. Those specific ones that we have selected, which are therefore those that match our risk profile and are those that will allow us to achieve our results in the long term. So, let us know in the comments below if you also use these principles, some of them, or what other principles you use to manage your investments and your portfolio.
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