Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

"Trump's trading pauses, US stocks still bullish before the end of the year?"

'24.11.14【 豐富│財經起床號】黃詣庭談「川普交易暫歇，美股年底前仍偏多？」

https://m.youtube.com/watch?v=Zrd6FQJzCOc

[behappyalways]

"Huida's financial report brings surprises? Shocks? How to interpret it"

'24.11.21【豐富│財經起床號】黃詣庭談「輝達財報帶來驚喜？驚嚇？如何解讀」

https://m.youtube.com/watch?v=_UCnf08dIeQ

[behappyalways]

"Investment banks are optimistic about US stocks! What variables need to be considered?"

24.11.28【豐富│財經起床號】黃詣庭談「投行紛紛看好美股！哪些變數需考慮？」

https://m.youtube.com/watch?v=-w4AYaNGWYo

[winston]

Long-term return expectations give clues on how to invest, but are not infallible

US equities have defied expensive valuations and return expectations for most of the past 10 to 15 years

by Steve Brice

Berkshire Hathaway’s cash position stands at around 28 per cent of assets, the highest since at least 1990.

The expected return on US equities over the next five years has fallen to 5.2 per cent per annum from 5.7 per cent a year ago. Once you compare this to 4.7 per cent for US government bonds, a similar return for much lower volatility, this suggests that you should allocate a lot more to bonds relative to equities in the past.

Stick to a plan of investing regularly in different asset classes. Equities provide a long-term hedge against inflation.

Gold also can provide a hedge against inflation, although it does not provide inflation-adjusted cashflows the way equities do. Therefore, we maintain a smaller 5 to 10 per cent allocation in our foundation portfolios.

Bonds still warrant an allocation as they are still likely to provide some diversification benefits and yields above the inflation rate.

Private debt and private equity have long-term expected return of around 9 per cent.

Real estate is also an interesting area to consider.

If we move back to basics of why investing is important, it makes the desirable investment plan clearer. There are two simple objectives in my opinion.

First, protect against inflation, which over long periods of time massively reduces the value of money.

Second, to grow wealth beyond the level of inflation via compounding.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... infallible

[behappyalways]

"Consumers buy, buy, buy! Are US stocks going up?"

24.12.05【豐富│財經起床號】黃詣庭談「消費者買買買！美股漲漲漲？」

https://m.youtube.com/watch?v=OlNF8NW8yKg

[behappyalways]

Trump is most afraid of this!

'24.12.04【豐富│東南西北龍鳳配】Pt.2 川普最怕這件事！

https://m.youtube.com/watch?v=RCWDLaoK4BA&t=3s

[behappyalways]

"The more expensive the U.S. stock market is, the more it will rise? Is rising more the biggest disadvantage?"

24.12.12【豐富│財經起床號】黃詣庭談「美股越貴越漲？漲多是最大利空？」

https://m.youtube.com/watch?v=pMdEeni4OcA

[behappyalways]

"Still bullish on US stocks in 2025? Risk factors need to be paid attention to!

24.12.26【豐富│財經起床號】黃詣庭談「2025美股仍看多？風險因子需留意！」

https://m.youtube.com/watch?v=SI_La7Ug0_s

[behappyalways]

"There are many variables in January. Do you want to be more optimistic about U.S. stocks?"

25.01.02【豐富│財經起床號】黃詣庭談「一月份變數多 美股多看少作？」

https://m.youtube.com/watch?v=zFq76GJwefc

[behappyalways]

25.01.09【豐富│財經起床號】黃詣庭談「又一次，買預期、賣現實？」
https://m.youtube.com/watch?v=jN6kLY3DuTk