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Yes OK, guys, come back to me again, because data can be a bit of a lie, right? Okay, today is Saturday, guys, October 24th. Okay, we are standard alone citizens, right? It's okay, it doesn't mean the apocalypse, just relax. Hey, many people are thrown into the standalone mode of surviving, as long as the government can make the right policies, right?
Masy. OK, I want to discuss today big money in the waiting not in the buying and selling. Yes, this is the perfect moment, K. So, the big money is not spent on buying and selling, but on waiting. So, the big money is not in buying and selling but in waiting. The one who said that was looking for a manager, yeah.
Yes, later we will discuss the BBRI Demas and PTBA cases. Three is enough, Gos. Yes, learn from yesterday's CR case. Yesterday CR panicked a lot, huh? Everyone panicked. Even big influencers who are worth tens of millions are running away like that. Running away, someone even suggested that you buy SBN because you were so panicked.
Yes, yes. Pay a lot, the suggestion is to buy SBN or deposits. Joni, I really don't recommend it, if you really don't recommend it, yeah. Why? Because your rupiah keeps weakening, you know . Disband deposit example yes. No need to go far. You had Rp. 100 million 12 months ago, right? No need to ask 9 months ago.
If you buy Pertalit, you can still get IDR 1 million. 8,333 lit R million. Now your money has decreased and you only get 6,250. It's ARB, guys. How much money do you have? 8,333 minus 6,250, yes. 2083. Right. Is it true or not that your money has RB 24% of its value. You just don't realize it, bro. You don't realize it, huh?
You really don't realize that your money has gone down 25%, it's not visible. Well, it's funny, Jon, you can see that in the application, the SAM graph looks like it's going down, that's actually an illusion, right? That illusion, if you don't sell it back, just because you panic, it will come back, it's gone, if you're close, it's become real, the illusion that was previously real, but John, you were told to be directed to SBN, or deposits at 7% interest, let's say IDR 00 million, which in fact, in less than a year, you've lost 24% of the value.
What are you doing? It really doesn't seem like it's gone . It doesn't seem to be gone. But actually, you've already gone down, ARB, that means that. For example, if you multiply 7% by 100 million, you get a coupon of 1 million. 7 million a year for 12 yeah. You said you were given Rp. 583,000,000. 9 months ago, you bought Pertalit and still got 48 liters, right?
9 months later today you buy pertalit, it's already reduced, bro, then next year the subsidy will be removed, maybe pertambak can get IDR 2,000, I don't know who said that, it's impossible, IDR 000 is gone again, that's your money, it's eaten up, what are you doing there, you actually have to be in a position, according to me, sing or swim, sing or swim, you have to invest, you have to dive into stocks, you have to dive, you have to be brave, if not, why are you, if you don't invest, you're sinking, you know, sing zoom, that means you only have two choices, sink or swim, now you only have the choice, sink or swim.
Those who don't dare to invest in SA, they have already decided to sink. Because their money has already sunk, they don't feel like their money is sinking any longer. But if you decide to dare to swim, then enter the stock market. Stocks can be Indo shares, US shares, Mas shares can be various crypto shares.
It doesn't have to be Indonesian shares, you can do that. If you have decided to swim in the stock market, there will be drama like yesterday, it's fresh, right? But you're brave, you have no choice. If you just keep quiet and put it in cash, you've actually wasted money like that. Yes There are those who are taught that it is expensive but are told to buy it at SBN.
Those who have ARB, every year the money is always ARB. We don't realize that our joy is an illusion. Actually, your money doesn't seem to have decreased to that much, it's R million. But actually, that illusion has diminished . Your viat money is actually an illusion, isn't it? it actually keeps decreasing.
Okay. So, big money is not about buying and selling, but waiting. I have a scalping account and a swing account , but in options. For me, it's an option, but of course it's only a small amount of money, Bro. Just to fill my time, I can get my daily snack like that. Yes, but sometimes I lose too sometimes.
That's why yesterday he said, "Don, JN tutor option okay. I'm going to try JN trial and error first. I've been doing trial and error for a month now, I want to try trial and error again, try again in another month. Another month or two months of trial and error. If I'm red, I've been tested for how many months.
How many months before I'll tutor, okay? Not yet. I'm still trying this or that, or still on a trail of error. Right now, if I'm just giving a little leak, I'm in option scalping, I'm in ETH Et Terium, if I swing, I'm in different markets, the market style is different, yes, it really has an effect, this isn't like playing futures.
So there are tactics, eh, in options, there's gamma, there's theta, there's zeta, ee, there's gamma, theta, Vega. Wow, each of these has a meaning, Guys, yes. There's a meaning, you have to master all of this first. This does affect the position in options. So, options are like setting tactics. Like setting tactics like that, right?
Ee and that complicated. It's quite complicated for beginners like that to understand. And still don't make big money. As I said, Benjamin Graham, if you want to play around with buying and selling like this, you can sell a maximum of 10% of the portfolio. But in my opinion, even 10% of Porto is still too big.
I suggest that at the lowest, maybe 1%, if possible, 0.5%, like that. Just to fill your time for fun or at most, if you don't have the strength, just 2.2% is fine . I wouldn't recommend you fill in like that 30% 20. Why? Because in the option there is no liquid, yes, but there is an exercise that. If you're in the wrong position, you can exercise it, you can do it wordlessly .
Wordless. So if people don't understand the details of Vega gametes, you can get lost in options like that because you don't understand. So, if I want to trade, I mean just those places . That's small money too. But mostly the big money is in waiting , waiting is activity Against value, right? Frequent trading doesn't necessarily equal consistent progress .
You're constantly buying and selling. And even more often, you destroy returns through transaction costs, taxes, and emotional mistakes. Jon's absolutely right. I trade options sometimes, and sometimes I make emotional mistakes . There are things like that. That's why I keep trying to do trial and error.
But power compounding is fun, it's actually better than investing, guys. You just wait for reinvestment, reinvestment, and more. True wealth actually comes from owning a high- quality business. Joni is absolutely right. And allowing time, allowing time, and exponential growth. I don't understand what Indonesian means.
Continuous compounding means your capital is uninterrupted like that. It's compounded, compounded, compounded like that. The market is sometimes red, sometimes green. So, that's the usual toll you have to face. So you can't run away. You can't run away. If you want to run away without investing, your money will be eaten away by inflation.
Eaten away by your rupiah inflation. And you're being eaten by the dollar like that, huh? How much are you eating, Jon? 7% in rupiah is small, isn't it? You're being eaten by inflation, it's not noticeable. Not to mention, let's try SBN, it's hilarious. SBN is taxed, who actually came up with that idea, it's hilarious.
You lend to someone, the person repays the debt, then the person who lent you the money asks for taxes from you. Where is the logic in that ? Where? That's why in America there's no interest tax. You lend to someone, the person repays the debt, but the person asks for taxes on the debt they previously paid .
Where is the logic in that? Well, it only exists in the logic of this country's officials . It's hilarious, huh. It's funny if it's active. The real point is that waiting is n't passive laziness, but it's a disciplined and conscious form of self-restraint to let the perfect investment thesis play out, ...
That's an example we 'll look at in studying HR, right? This is a big dividend distribution. But let's go back first. When the market crashes here, it crashes, right? People don't seem to have a big impact. Yes, the capital is big. Wow, there must be a lot of people cutting losses here. Right? A lot of people are cutting losses, right?
Can you imagine, J? You just have to wait, Monday, Tuesday, until Tuesday, when it suddenly rises big. E, from here, actually, it was already rising on Monday, right? Suddenly, there's news that the dividend has increased significantly, even exceeding it because of the big dividend distribution, surpassing the crash yesterday, right?
If you get carried away by your emotions here, you'll profit. This is what I mean by the big money is in the waiting, not in the buying and selling. But if you sell here, it's gone. Now, this is also the most dangerous thing in the market. This is someone whose identity is unclear. You bought DMAS because of the dividend.
Wow, you've analyzed it carefully. You bought DMAS because of the fundamentals. Suddenly, you get out because of fried food , because of the news. Try it even though you've already entered. because I have dividends. Well, these people are having a hard time . You enter because of the fundamental dividends, exit because of the fundamentals.
Yes, you want to target dividends, right? It's okay. It usually falls like this. But because you panic, hear the news, you sell. Even though you entered fundamentally, you exit fried food. Like that. Think about it, there are also people who enter fried food, the funniest thing is that fried food exits fundamentally too, right?
Why? Because initially they entered fried food, playing with the brand, then the brand was slaughtered, then it plummeted, then it dropped, then suddenly at the bottom they started fundamental analysis. Wow, he got stuck, couldn't hold it in, there was no cut, it was funny. So sometimes there are funny things like that.
Basically, if you enter fundamentally, you exit fundamentally, guys . Enter fried food, then fried food exits. Likewise, I trade options, right? Options mean I have to exit systematically, if I'm scalping, I exit scalping . If I swing, then I exit swing, then I exit . Don't get it the wrong way around.
If you're dividend investing dividend investing comes out, right? Yes, if it's still producing, why should you sell it? The principle of dividend investing is simple, right? You focus on dividends, right? If you just stir it up, you'll be confused. Is PTBA crazy, Jon? Actually, you just have to wait, right?
Just wait, you don't need to listen to the noise. Back again. Here's an example. Oh, sorry, this month has collapsed, right? Wow, you panicked, just waited, it turned out it was higher than last time. It's back again, right? Why don't you learn to wait, guys? You should learn to wait. Let me tell you, guys.
Yes, if you continue with an unclear model like that, going in and out like that, you don't build a portfolio, you will be slaughtered. Just wait for the time you will be slaughtered on the stock exchange because you are unclear. [clears throat] People who are unclear are definitely easy to slaughter on the stock exchange.
This is indeed a dangerous situation for people who are looking for capital gains. He is confused in this position Yes. If I invest in Diamindung, I'm aiming for dividends. If I have specific stocks, I'm aiming for capital gains, which means I have to be prepared for declines too. Don't be unprepared, okay?
Okay, okay, okay. Okay, let's get back to it, guys. Just imagine. It's only 1 week, but it's 7 days. What are you doing, like playing Mobile Legends here? What are you playing? Roblox, watching Korean dramas, watching movies, going to the mall, watching movies. Don't do it too often. Seriously, Jon.
As long as it's not sold, it's just an illusion, it's an illusion of money. But not everyone can do it, Jon. That's why this needs to be practiced, it needs to be practiced. This needs to be practiced. So they can't see red. Some people, just seeing a red cell phone, will cut their losses. So it's better.
So, why are people tempted to cut their losses? Maybe, maybe not . Most often, your portfolio is too concentrated, guys. Concentrated on one or two stocks or one or two Just a sector like that. Usually the characteristics of people like this, it's true that if you don't know you, you're really strong, right?
it does n't work anymore. But when it hits, snap. Wow, you put a lot in just one or two shares and coincidentally they all got into your shares. Bes. You've already started, that's what you're used to, your thoughts are starting to race, you're confused. Wow, Wow, Wow, Wow. Yes, so you're not strong enough to defend your portfolio, you're not strong enough .
Yes, J who suggested that not diversify is like Warren Buffet, right? If you ask around, he doesn't really like diversification, right? But can you imagine that his portfolio is a minimum of 30. Those who don't recommend diversification have a portfolio of at least 30, a portfolio of at least 20 30.
If the one who suggests Peterlins diversify, Peterlins can have a portfolio of 300, his portfolio is 100 or 200, you know. Maybe the worst is the Peter Range, personally, maybe 5060, you know. So tell J what's wrong Diversification is a minimum, eh, a famous person has a portfolio of 20, you know. Don't recommend it.
So, don't let it happen. Actually, I'm not wrong, Jon, I'm fine, so until it's okay, the important thing is that you're strong. Seriously, I'm right. This is what I'm saying, it doesn't matter, the important thing is that you are strong. There are people who only get porto from berries, right? Just one thing like that in the team, right?
It's okay if you're strong. It's okay, bro. If you managed to get through yesterday, it was a snap and you didn't cut it, just one, that's okay. I'm not stopping you from continuing. But Jon, I'm showing this to people who lost yesterday just because Porto was like this. Well, that means you're actually not compatible.
I'm telling you, you actually don't fit the one and only model. You are not strong, your mind is not strong. Instead of testing yourself over and over again, it's better if you start thinking about breaking, maybe a fourth or fifth, so you can be a little calmer, like that. OK, then let's go to BRI shares Yeah.
Has BBRI just returned? Not yet, but it's almost there. Yes, it's almost there, but even though it hasn't gotten here yet, right? But later, there will be dividends, Jon, and Antara, Jon, and Antara, he's looking for new loans too. He also has debts, right? Where will Danantara pay the debt ? If not from dividends, then from dividends from state-owned enterprises , especially Big Bank, big banks, their biggest income comes from dividends from state-owned enterprises, Big Bank's dividends, you know.
Then he didn't share it with this big bank, right? It's like he said, "Oh no, so don't reduce the dividends, and how will Antara pay the debt?" And Antara can't print money. He's not BI, he doesn't receive taxes. He's not the Minister of Finance. Yes, ma'am. Yes, he does n't get any, he doesn't get any taxes from the state.
He purely earns his income from dividends. So in my opinion, in fact, Danantara will be very persistent in ordering all these companies to distribute dividends to Big Bank because he has to pay the debt. Antara is looking for another loan, right? Looking for a loan, right? He wants to, he wants to. Borrowing another 16 trillion, yes, that's right, it seems like my feeling, I want to hold on, later when we are thrown, we will look for another loan, bro, according to me, he will tell Berry to share the other promises so he can get cash too and look for loans, maybe that's preparation for when the standon market is placed so there's money to hold on like that, right?
Well, that's it, Jon. That's my point of view. But there's always information circulating, "Woh, Danentara will steal, BRI's money will steal, so they won't pay dividends anymore, right?" Things like that. It's up to you to believe which one you believe more. There are so many analysts in this stock exchange, it's up to everyone to have their own understanding .
Some like to play the bookie. Some like scalping, some like swing trading, some like hanging out. Some like these groups. So, by becoming an influencer in the groups, they will target stocks that are not liquid. Focus , focus on buying up There are a lot of groups because it's quite expensive, so of course the rich people who join are rich people.
If rich people are all in one group and they're all using the same thing, it's definitely easy to get up. Gus, right? Once it 's up, he'll take it from Pucok. Ee, he'll sell it in Pucok. After that, they'll all be slaughtered. Later, it'll be a story that I was also slaughtered by a bandar, right? It's okay [laughs] people like it there, right?
Yeah, it's okay, it's okay, the important thing is not to get angry. I said, don't turn on anyone, it's difficult. Don't turn on the influencers. In my opinion, everyone likes to be like everyone else . That's why everyone has their own kung fu. I prefer simple dividend investing . Okay, finally, your portfolio is only tested when the market is red, not when the market is green, guys.
Not when the market is green. Green markets are monkeys, you create an account using a random monkey name and put it in green, right? But what If you want the real test, what would your reaction be when a serious crash occurs? That's the real test. If you manage to pass, in the future, because of Bigam, eh, but yesterday, the biggest cash in history, I 'll discuss it later, okay, the questions and between them too, okay? Okay. Okay, guys. Until my next video.
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