### 테마별 투자: 장기적인 성장을 위한 전략

### 테마별 투자: 장기적인 성공을 위한 트렌드 파악
* 📈 존 템플턴과 같은 위대한 투자자 중 일부는 전후 복구기에 일본에 대규모 투자를 단행한 것처럼 **장기적인 트렌드를 파악**하고 그 혜택을 누릴 수 있는 기업에 투자하여 성공을 거두었습니다.
* 🔍 테마 투자는 **AI, 에너지 전환, 사이버 보안**과 같은 주요 트렌드를 파악하고 이러한 테마에 분산 투자하여 리스크를 효과적으로 관리하는 것을 포함합니다.
* 💡 성공적인 테마 투자를 위해서는 **장기적인 추세를 파악**하고, **적합한 기업을 선택**하고, **지속적으로 모니터링**하여 포트폴리오를 재조정하는 세 가지 단계가 필요합니다.
* 💰 현재 트렌드에는 **신약 개발에 혁명을 일으키고 있는 인공지능**과 **재생 에너지 인프라와 구리와 같은 원자재에 초점을 맞춘 에너지 전환**이 있습니다.
* 🌍 **경험적 소비와 온라인 보안 요구 증가, 지정학적 우려로 인한 리쇼어링**과 같은 행동 트렌드도 투자 기회를 제공합니다.
* 🔄 스템만 해양 펀드 실패 사례에서 알 수 있듯이 단일 테마 투자로 인한 위험을 완화하려면 **여러 테마에 분산 투자**하는 것이 중요합니다.
* 📊 투자할 때는 **시장 변동성과 진입 시기**를 고려하세요. 거래가 몰리면 고평가될 수 있지만 **기술 발전으로 성장 기회**가 생길 수도 있기 때문입니다.
* 🔑 궁극적으로 성공적인 테마 투자를 위해서는 **철저한 조사와 선택한 테마에 대한 장기적인 노력**이 필수적이며, 이를 통해 시장 변동과 트렌드 변화에 대비할 수 있습니다.

성공적인 테마 투자를 위해서는 장기적인 추세를 파악하고 여러 기업에 분산 투자하여 리스크를 효과적으로 관리해야 합니다.

Long Term Investing With Thematic ETFs

My name is Ramin Nakisa and I started PensionCraft in 2016 as I felt strongly that I wanted to teach people how to invest well for themselves so they could stop making costly mistakes and losing their money through having to pay unnecessarily high fees.

Before starting PensionCraft, I worked in investment banking as a strategist and I was a frequent contributor on CNBC and Bloomberg TV. I have written two books about finance and investment: one for professional investors and one that explains how to buy and sell volatility using exchange-traded products.

I publish a new video on YouTube every Saturday and you can join me for a live Q&A on the 1st Thursday of every month at 7pm UK time.

If you want to learn how to become a better investor then why not join our friendly membership at pensioncraft.com?


PensionCraft

Introduction to Thematic Investing and John Templeton's Example

Successful investors identify long-term trends and invest in companies benefiting from them.

The video explores thematic investing, focusing on AI, energy transition, and cybersecurity.

John Templeton's successful investment in Japan in the 1950s and 60s is highlighted as an example of thematic investing.

Three key elements of successful thematic investing are identifying long-term trends, identifying benefiting companies, and monitoring the theme.

Two approaches to thematic investing are investing in individual stocks or buying thematic funds.

Artificial intelligence (AI) is discussed, highlighting its transformative impact and potential for future applications.

The energy transition is presented as another theme, focusing on increasing demand for commodities and renewable energy infrastructure.

Experiential spending and the growth of online interactions are mentioned as behavioral trends with investment implications.

Cybersecurity is highlighted as a theme benefiting from increased online activity.

Reshoring of manufacturing processes is presented as a final theme, driven by political and strategic considerations.

Diversification and Risk Management in Thematic Investing

Diversification across themes is recommended to mitigate risks associated with individual themes failing to materialize.

The Stemmann Oceanographic Fund is used as a case study of a theme that did not succeed.

Two diversification strategies are suggested: holding global index funds alongside thematic funds and diversifying across different thematic funds.

Correlation analysis of WisdomTree thematic funds is used to illustrate diversification principles.

Thematic investments are often popular and crowded trades, potentially leading to overvaluation.

Valuation is not the only factor; unforeseen technological advances or regulatory changes can drive performance.

Setbacks in a theme can present buying opportunities at more reasonable prices.

The key question when considering investment timing is whether the theme remains intact.

The video concludes with a recommendation to research themes thoroughly and maintain a long-term perspective.