
倡導投資理財的觀念,努力投資,回饋社會! -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 557 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

Podcast EP556
資產配置的工具有哪些,主動型、被動型、被動式多資產 ETF的差別在哪裡?
如果我們想要投資理財,並做一些「資產配置」的規劃,大概有10種工具可以選擇,它們的特點在哪裡,又適合哪一種類型的投資人?
每個人的年齡、資產、風險感受度…都不同,資產配置比例怎樣合理?最佳投資比例又是甚麼?針對不同的年齡族群,我來教大家怎麼來檢視或調整「資產配置」?
股票、債券、ETF是大多數投資人使用的投資工具;但隨著法規鬆綁,2025年台灣迎來「主動式ETF」新的里程碑,除了「主... more
Podcast EP555
週期投資法的思維與存股策略如何融合?
抓對投資週期,資產就有翻倍的機會!這集邀請卡爾先生,暢聊「價值+週期」的思維,如何與存股策略互相搭配、滾出長線報酬?從實戰案例到市場觀察,幫你找出進出場的關鍵節奏!
本集重點:
• 如何掌握週期趨勢、找出價值股?
• 危機入市的重點,如何善用股災翻身?
• 面對當前AI狂潮,要注意什麼?
教主提醒:投資之前,先投資自己的腦袋,好好學習投資,才是邁向財務自由的正道!
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卡爾先生|週... more
Podcast EP554
央行打房下陳老師卻去買房,來聽聽邱愛莉老師怎麼說
央行從去年下半年開始打房,房市交易量急凍,有些屋主也為了房貸開始發愁。我看準機會,趁著預售屋主繳不出貸款,馬上低價接手。我買房有三大重點:地點,建商,低價。
這一集特地訪問到邱愛莉老師,她可是房地產界的高手。為何她對房地產這麼有的熱情,房地產是如何改變她的人生?
邱老師說,買第一間房一定要能增值,才會愈換愈輕鬆,但是要如何挑到會增值的房子?買房要一次到位嗎?大房子、豪華裝潢就比較好嗎?
要如何議價?如何... more
Podcast EP553
如何做好資產管理,不同的資產又該怎樣配置?
首先要了解資產的定義,凡是會把錢放進你的口袋的都稱作資產,例如股票、基金、ETF、保險、定存、房地產,在配置之前要先了解各種資產的特點。
資產配置就是一種資產分配方法,將手中的資金依照不同比例,分配到各種形式的資產中。配置資產前要先訂定財務目標,它會隨著年齡的變化而變化,而且也會因人而異。所以要先了解自己的需求,合理分配資金,才能有機會獲得穩定收益,確保生活品質。
資產配置投資策略該如何規劃?資產分配的五個步驟又... more
People also subscribe to these shows.
疫情開始從老師初期開課開始買課程。(ETF該補課囉🤣)
初期AI潮來時,看的出老師偏保守,後來趨勢明確後投資費城ETF。看的出來老師不懂的產業就會選擇ETF。
老師的投資很靈活,適合初學者。持續學習中
非常推薦
終於買到了陳老師的EZ存股app, 大家一起賺錢一起做公益!
謝謝老師給我們投資觀念
老師是真的在做理財教育,大人以及孩子都應該學習正確財商以及閱讀能力
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不敗教主陳重銘 launched 5 years ago and published 557 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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