如何管理我们自己的投资组合?

回想起来,在我投资的初期阶段,投资组合管理的技能并不那么重要,尤其是当我的投资组合规模还不到6位数时。对我来说,那时更重要的是学习以下几点:

– 会计知识:识别基本面稳健的股票。
– 估值:避免为这些股票支付过高的价格。
– 追踪业务表现:确保这些股票的基本面依然稳健。
– 情绪管理:尤其是在市场危机(如新冠疫情)期间。

但是,当我的 stock portfolio 达到 RM 100,000 时,我意识到需要以不同的方式思考和行动。这是因为我的投资组合现在就像一个迷你的信托基金。在这个阶段,投资组合管理的技能变得更加重要,不仅是为了维持组合的稳定性,更是为了将其增长到7位数的水平。

Ian Tai, Dividend Vault 联合创始人 & KCLau.com的合伙人, 将尽可能坦率地分享:

– 他的当前投资组合(2024)的详细拆解
– 揭示他当前投资组合的优势和劣势
– 他对2025年股票投资组合的目标

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Ian Tai
Ian Tai

Financial Content Machine. Dividend Investor. Produced 500+ Financial Articles featured in KCLau.com in Malaysia and the Fifth Person, Value Invest Asia, and Small Cap Asia in Singapore. Regular Host and Presenter of a Weekly Financial Webinar with KCLau.com. Co-Founded DividendVault.com, an online membership site that empowers retail investors to build a stock portfolio that pays rising dividends year after year in Malaysia and Singapore.

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