Financial quotient upgrade Why do we insist on long termism in investment?

Mondo Finance Updated on 2024-01-19

Text: 2070 words, estimated reading time: 5 minutes

Before making a long-term investment, we first need to know what an investment isUnderstanding the nature of investing is crucial. Investors should have a clear idea of what they are investing in and what they can expect to return**.

Understand whose money you're earningand why the other party is willing to continue to bring you benefits, is the key to judging whether this benefit is sustainable. If, after careful consideration, you are still unclear about these issues, you may not end up being profitable.

While many people agree with the idea of long-term investing, their understanding of it varies widely. A true long-term investment is based on a clear long-term logic or long-term vision.

One:Investing in high-frequency traded private equity products does not necessarilyIt is a short-term investment. If you are based on an in-depth study of the strengths of a high-frequency trading team in terms of equipment, talent, etc., and judge that its returns are long-term sustainable, then such an investment can be considered a long-term investment.

On the contrary, just because a ** or equity ** advertises a long-term investment philosophy, it does not mean that it is actually a long-term investment. In fact, many good active*** can significantly lag market indices at certain times due to their well-defined stock picking style.

If the investor opts out during these periods, then such an investment cannot be called a long-term investment. The right thing to do is to add to your position at these moments and be sought after by everyoneAppropriately reduce positions at peak performance

Two: OnlyHolding an investment product for a long period of time is not the same as a long-term investment. For example, some investors may have experienced a large amount of money at the peak in 2008. Even if they become the "long-term holders" of those **, if these ** themselves do not have long-term excellent performance, then long-term holding has no substantive meaning, and this behavior cannot be regarded as a real long-term investment.

Overall, long-term investing isn't just about how long you hold it, butA strategy based on a deep understanding of the investment object and a long-term vision. True long-term investment requires investors to have a deep understanding of their investment objects and accurate judgment of the long-term trend of the market.

One: Long-term investment can avoid being woolen

Understanding the importance of long-term investments is essential to avoid unnecessary costs. On the other hand, in short-term trading, many related parties, including some investment service personnel, tend to urge investors to trade frequently because it can bring them moneyHigh fees and commissionsRevenue.

Frequent transactions do not necessarily increase revenue, but they ensure the revenue of these service providers. Generally speaking, these people that individual investors often come into contact with in the investment process will try to tell some stories of short-term big profits, but in fact they are just trying to earn those certainty fees like buying a lottery ticket.

In contrast,Long-term investments tend to be more rational, which is not easy to attract attention, so individual investors rarely hear the propaganda about long-term investments, whichAs a result, they are prone to fall into the trap of frequent trading

Another advantage of long-term investing is that it worksAvoid the risk of making impulsive decisions due to short-term market fluctuations. Long-term investors typically have a deeper understanding of the market and a stronger ability to control risks. They are not swayed by short-term market fluctuations and are able to focus more on the essence and long-term value of their investments.

In conclusion, long-term investing not only reduces unnecessary transaction costs, but also improves the overall quality and return of the investment. This approach to investing encourages investors to focus more on fundamental analysis and long-term trends, rather than being distracted by short-term market noise.

2. Long-term investors have low psychological pressure

For a variety of reasons, the proportion of investors who really practice long-term investment correctly is very small, so some underlying assets with long-term investment opportunities** are very cheap and the competition is not too fierce;

YesLong-term investors with the right perception tend to be in a good state of mind, be happy to share with like-minded friends, and people in the field of high-frequency trading or quantitative trading should be very careful to communicate with peers to avoid leaking strategic secrets.

More time can be spent on reading, making friends, raising flowers, raising fish, raising children, traveling, and aspiring people can also make some achievements in careers other than investment.

Three: the certainty of long-term investment is higher

This certainty is based on two main elements: fundamentals (i.e., the expected cash flow of the business) and valuation. In general, the fundamentals are relatively stable, and their movements can be studied in depth. Valuations, on the other hand, are difficult to be precise due to their high volatility in the short term**.

Fortunately, valuation volatility, while likely to be dramatic in the short term, is constrained by the lower limit of the market and does not deviate from this range for long. Therefore, as the investment time is extended,The impact of valuation fluctuations on investment returns gradually decreasesIt shows a decreasing trend year by year.

At the same time, the economic value created by high-quality companies will not be diminished by the extension of the investment period. In the long run, the impact of a company's ongoing operating value on investment returns far outweighs valuation volatility.

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Your professional financial planner

Mr. Sonny

CFP China Certified Financial Planner Licensee, with **, insurance qualifications.

This is an attitude, financial knowledge sharing platform, pay attention to Sonny, take you to learn financial management, understand investment, make more money, and prevent falling into pits.

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