미국 배당주: 투자 전략 및 고려 사항

### 미국 배당주 투자 전략 및 팁
* 💰 "이 책은 매주 배당금을 받는 것에 관한 책으로, **미국 배당주에 초점**을 맞추고 있습니다."
* 📈 "배당을 늘리는 기업에 투자하는 것은 시간이 지남에 따라 실적이 좋아지는 경향이 있으므로 **훌륭한 투자 전략**"으로 간주됩니다.
* 🏆 **25년 이상의 배당 역사를 가진 배당 귀족**과 **50년 이상의 배당 왕**은 투자 커뮤니티에서 높은 평가를 받고 있습니다.
* 📊 "높은 배당 수익률에만 초점을 맞추기보다는 **배당 수익률과 회사의 이익 및 주가 상승 가능성**을 모두 고려하는 것이 중요합니다."
* 📉 "주가가 하락하면 **배당 수익률도 높아지므로** 주가와 배당금 간의 관계를 이해하는 것이 중요합니다."
* 🏦 "배당주는 특히 은퇴 후 **안정적인 수입원**"으로 여겨지는 경우가 많습니다.
* 📚 "개별 배당주에 투자하는 것은 관리가 어려울 수 있으므로 **배당 성장 ETF는 많은 투자자에게 인기 있는 대안**입니다."

### 미국 배당주 투자 전략 및 시장 분석
* 💰 "저금리 상황에서는 금리가 상승하면 **배당 투자의 매력이 떨어집니다.**"
* 📉 "배당 수익률이 높은 기업은 피하고 **배당 성장주에 집중**하는 것이 좋습니다."
* 📈 "펀더멘털이 좋은 기업에 분산 투자하고 장기 투자할 때는 **배당 ETF**를 추천합니다."
* 💡 "배당금에 투자할 때는 **동일한 가중치를 적용하는 방법**"을 따르는 것이 좋습니다.
* 🔍 "배당 투자자는 **Divi.com과 같은 웹사이트**를 통해 배당금이 지속적으로 증가하는 기업을 찾아야 합니다."
* 📈 "성공적인 투자의 핵심은 **가능한 한 빨리 시작하는 것**입니다."
* 🌟 "수익을 창출하는 기업에 관심을 갖고 **주가 변동 이면의 이유**를 이해하는 것이 중요합니다."

장기적인 수익을 원한다면 미국 배당주에 투자하는 것이 좋으며, 고수익 및 소액주에는 주의를 기울이는 것이 좋습니다.

One-shot rainfall, together with economic one-shot tax strategy. Today, we have invited an expert to explain dividend stock investment among U.S. stocks. Vice President Jang Woo-seok, welcome. Hello, I have been investing in overseas stocks, particularly U.S. stocks, for 21 years. Probably, I'm not the first to say this, but I'm Jang Woo-seok, a U.S. stock introducer in Korea. Yes, Vice President. First, let me talk about the book. Yes, the book is about receiving dividends every week. Could you recommend a portfolio focusing on U.S. dividend stocks? Is there a reason why U.S. dividend stocks are considered important? If I briefly explain the book, everything is already in the title. It's about receiving dividends weekly. How do you receive them each week? It's explained separately. And then, what is the investment? It proves U.S. stocks. If you look at it this way, it's a great investment, right? But there's one more astronomical...

If you receive it every week, what does it mean to receive it every week? In my opinion, if you are watching a certain stock and the price drops, doesn't it hurt your heart? But if you try to sell, you will receive dividends. So, because you can hold it for a year, isn't it better to show a little profit than dividends? This book introduces an interesting way of investing, so it would be nice to take a look at it. There are basically two things, if a company's dividend is 100 won, it may seem expensive or cheap. If the dividend is 100 won, it may feel cheap, but if the stock price is 1,000 won, then it seems expensive, right? That's a 10% expensive, isn't it? But if the stock price drops from 1,000 won to 500 won, then the dividend yield would be how much? It would be 20%, wouldn't it? But in Korea, many people

I think you are very interested in dividends, but this book is limited to increasing dividends rather than dividends. It would be good to see, especially since it consists of SM stocks, it is safe, isn't it? However, there is also an opinion in some circles that it is better to invest in growth stocks rather than dividend stocks. What do you think about investing in growth stocks? You should invest in growth, but it's a bit disappointing that in Korea, many people tend to invest in so-called telecom stocks. Are those companies that have stopped growing? Although their dividends are high, in a country like the U.S., which has only been around for 20 years, it's not very favorable. Personally, as I mentioned earlier, I prefer growth over dividends. If only growth is large, this year's dividends will be small, right? So, it's good to take half of the dividends. But the book doesn't have a dividend.

It would be good to see, and probably many people think dividends are good. Some people might think our reporter might not like dividends a little bit. Isn't growth more significant? It's about personal preferences. So far, in Korea, many people are into dividends and dividend stocks because they seem good due to growth investment, right? But with growth investment, if the stock price drops suddenly, there's nothing you can do, right? So, although it's for growth, it's advisable to invest in companies that provide dividends. For example, did you start investing in dividend stocks from the beginning? That wasn't the case for me. It's been about 10 years since I left the company, and I've been thinking a lot. Isn't it good to take the cash flow of people who have left the company? When I became interested at that time, there were dividend stocks. Isn't it almost the top of U.S. stocks in terms of dividends? Because dividends continue every three months, and the dividend payment is made quickly.

How much domestic dividend is deposited and when do you know? Dividends are given in the winter, and probably in the spring of the following year, right? Because it's a long-term investment, it's difficult. In the U.S., if I were to retire, they provide dividends that allow for a comfortable living, and the period for giving dividends is strictly defined. So, because of these books coming out, personally, I think dividends have been the biggest help in retirement products. Yes, then could you disclose the percentage of dividend stock investment in your portfolio and roughly what the rate of return is? Yes, the percentage for dividends is about 30%, with MBD being the largest, and the average dividend yield is around 5%. So, as commonly said, it's about half and half, not having one too high, so the trend difference is appropriate for the amount of dividends that can be obtained, probably around that much.

I would say it wouldn't be bad if you structure your portfolio. In your book, you mentioned that there are aristocrats and kings in dividend stocks. Dividend aristocrats and dividend kings, as the terms suggest, are considered to have high investment value. Dividend aristocrats have a dividend history of over 25 years, and dividend kings have a history of 50 years. Just like companies that increase dividends for 25 years, it's rare for ordinary people to receive a raise in salary as much. It seems there are not many. Recently, have you heard of the real wage in Korea, excluding inflation? If you look at the average wage of brothers in Korea, two years ago, the average wage was 3.59 million won, which dropped to 3.5 million won. So, in terms of balance, it's not good to raise dividends for our average wage. Therefore, having dividend stocks like dividend aristocrats is a good idea.

Viewing dividends is not fun, but it has such characteristics. Just understand it to the point of retirement, and it's good enough to refer to it rather than investing. Next, when it comes to the second point, the risk of a company increases when it is called a dividend aristocrat or dividend king. There is a sense of that level, and personally, I study dividend keys without investing. So, I think it would be enough to understand that there are such companies. In the appendix of my book, I heard that you introduced three portfolios for each case. Yes, three. Could you please introduce the three case portfolios? This is how it goes. For those who like dividends, if they like it a little, they like it a lot. In the end, it's calculated based on the dividend yield. The dividend yield is 1%, and the first and second are 3% and 4% to 5%.

Because there is a difference, you can do it according to your taste, but I just gave it a fun name, and they are all the same. If those who have a large allocation do retirement dividends, it would be good to consider that, and it would be good to see it as a trend to restrain that. I talk about dividends multiple times, starting like this. I want to receive dividends, but the biggest problem for those who only invest in dividends is that if the stock price doesn't go up much later, they ask me, Why isn't my stock going up a lot? I don't know much about that. It's something else. But many people usually can't differentiate between stock price differences and dividends. So, if you like dividends appropriately, it would be good to consider the extent of dividends a little more and aim for a stock price increase. It's not always the case that more dividends mean more stock price gains. So, as I mentioned earlier, it's good to have a portfolio based on dividend yields.

It would be nice to see a variety of high and low ones, so depending on the tendency, it would be good to have a portfolio. For example, you introduced three cases of portfolios, could you also talk about the stocks for retirees? One of the companies, Philip Morris, is not necessarily a good company, but Philip Morris is a tobacco company. As you may know, a tobacco company raises money by increasing the price of cigarettes. It is composed of such companies because they boast very high profits, so it is suitable for retirees. Therefore, the average dividend level is not bad at 5%. If our journalist invests 1 billion won, the annual dividend will be 41.6 million won. If you subtract the dividend tax, it will be around 30 million won, which is enough for retirement in the late 30s. So, as our journalist mentioned, if you save just 1 billion won, you can live for a lifetime. Usually, retirement for the FIRE tribe accelerates.

Once you have collected 1 billion won, it seems like you can proceed. Then, there is one more thing here. I mentioned it earlier, but do you happen to know how much the dollar was two years ago? Two years ago, it was in the 150-won range, and one year ago, in the early 1300s. How much is it today? It's 170 won per dollar. So, as I mentioned earlier, if the dollar strengthens every year and dividends are raised in dollars, there will be additional profits. From my perspective, if interest in the dollar increases, it seems that U.S. dividend stocks will actually increase. I think maybe around next year, they will increase, right? However, for those who find it burdensome to collect so many dividend stocks, you can choose some here because there are 213 stocks available. As I mentioned before, some people can make their own recipe by directly seasoning with spicy or mild flavors.

Here, some people want to retire like before, but some others grab dividends and push down the market price. If you compose a portfolio, it seems fine. Also, if the stocks I hold overlap, I give advice on what to avoid, so I think you can make enough with this. There are growth dividend companies, and there are companies that increase dividends. However, companies like V, which are called pharmaceutical companies, increase dividends, but since the actual stock price also rises, if you consider only the stock price increasing, the first V is there, and the second is a company like Lockheed Martin. Now, when you talk about Lockheed Martin, many people think it's not a defense company, and that's the characteristic. In fact, Lockheed Martin has a lot of defense businesses, but it is becoming a representative company that consistently gives dividends. So, you should consider that. And one more thing, Microsoft also supports dividends a little.

When you think about it, even though dividends are given, the stock price keeps rising, so the dividend yield decreases. So, it would be good to look at the difference. Companies like Microsoft are businesses that make money every day, right? In the past, they were classified as dividend stocks in the early 20s, but as time has passed, the reason they have risen a lot is actually because now we don't just use products like Word in the past, everything is subscription-based. Therefore, companies whose stock prices have risen a lot because they are such companies have no problem taking those companies. Those companies are included in the dividend growth portfolio. So, if you look at it a bit, companies that match the three factors of increasing dividends, profit growth, and rising stock prices would be the best portfolio, wouldn't you think? Probably, you will get better results than the portfolio I created if you follow the same logic. You are probably expecting that, right?

What is the best feature of a book? Usually, when you read a book, you might think, Oh, this is a good content, and just move on. But here, you can't do that because it contains recipes. The key is to go home and make a pot while studying. In my opinion, a book like this is not something you keep for a lifetime. As the amount of dividends increases, there may be some tax issues. Do you have any good tips for avoiding capital gains tax and dividend tax? Well, you can just not pay them, right? Just kidding. But seriously, regardless of the 15.4% deduction, the problem lies in the transfer tax. I still think the same way. If there is a profit, you have to pay, right? Another thing is that the U.S. transfer tax is good because of the separation of assets, so they are not aggregated. So, no matter how much you earn,

I think it's around 20%, maybe 22%. I consider it quite good, so I don't see any issues with that. However, do you happen to know the average tax on overseas stocks being shown now? The average capital gains tax amount is around 20 million KRW per person. It's earning, right? It's earning, so what's the problem with earning and paying taxes? The issue here is that after using up all the profits from the previous year, the problem arises in May of the following year. So, if you set aside what you earned, there won't be any issues. It can be a bit painful after using up everything, both physically and emotionally, but it's not a problem now. I actually think it's more like a tax-saving product. In my opinion, it's more like a tax-saving product. In my book, I also mentioned not to fall into the trap of high dividend yields. Usually, when the yield is high, it seems like a good thing, but as I mentioned earlier, if the stock price drops, the 20% dividend also drops.

If the dividend yield, which was 100 won out of 1,000 won, becomes 100 won out of 500 won, it becomes 20%. So, you might think it doubles, but that's not the case. That's the first point. The second point, if the stock price becomes 2,000 won and the dividend is 200 won, how much is the percentage? It's 10%. But even though I mentioned it earlier, don't you think it's the same as before? As I mentioned earlier, the dividend has not doubled, right? So, what I'm saying is that dividends are important. You must always consider dividends. As I mentioned earlier, many people in Korea are too focused on just the dividend yield. However, as I mentioned earlier, when a company stops growing and starts paying dividends, the stock price doesn't go up. So, even though everything seems fine, probably because the stock price dropped as much as the dividend received, there isn't much left. Therefore, it's better for you to take dividends appropriately along with the dividend yield rather than just focusing on the dividend yield.

I advised, but no matter how much I talk about it, you don't seem to understand it well. But as I mentioned earlier, when you do those mathematical calculations, in the end, it's better to see that increasing dividends is good, and companies that increase dividends have better performance. So, the stock price will rise. If you think like that, in my opinion, AT&T, a company that increases dividends, might be of interest. For example, Vice President, you have a nickname Jangbi, so I think you have been interested in predicting the rise of NVIDIA since eight years ago. I'm curious about the reason why you started to see NVIDIA positively back then. I mentioned it on the MTN show in the summer of 2017. Usually, all IT companies need to speed up or process huge calculations, and at that time, it was about GPU MBD. So many people were discussing whether gamers would use RTX 3030 for games or not.

Well, as I see it, Zen's mindset seems to be quite focused. Once this person is interested in something, they really concentrate on it. You could say they have a bit of a charismatic quality. Since then, we've been talking a lot. Secondly, this person might have become a bit discouraged recently, but despite the tough market conditions, there have been no layoffs. I think the key to the success of all companies ultimately lies in having a loyal workforce. When you look at this year, Zen is the only company without any layoffs. Furthermore, as you can see, Zen always ranks high as the top 1 or 2 best places to work among companies. This is not only because of the high salaries but also because they seem to be quite selective when hiring, which shows they are careful. Additionally, back then, we talked about EPS. There is only one company showing a two-digit increase in EPS at that time, and that is Zen.

There was a narrator, and the second topography management and the third benefit and increase. So, what the company said was that it would rise a lot at some point. Of course, it was a bit lucky that it grew now, but I think that's when they started talking a lot about it and it became the current equipment's name. But that's just for a moment. In the past, there were many nicknames like Jangban Gun and Jang Hwabyeol. At that time, when the interest rates went up, the stock prices, um, yes. So, at that time, they really received a lot of criticism, but if I may give you one piece of advice, if you really hate it when the stock price drops, you have to forgive it when the market drops. If the market is not good, you should skip it overall. Probably, in my opinion, for about 78 years, the delivery service had nothing special to offer, and in the end, from the beginning.

You might think that you have gained a profit of 3,000% so far, right? NVIDIA recently even unveiled a new AI chip, and the stock price is soaring too high now, chasing after the second-largest market cap. Even when the stock price rises a lot like this, should you invest a bit? What do you think? Should I keep running this business that is doing so well? If you go next door, there is a popular noodle restaurant. Since the noodle restaurant is doing well, you probably wouldn't think about selling it. But why do you feel the urge to sell when only your induced stocks rise a lot? I want to put my money in that. I don't understand the idea of wanting to sell that. It's profitable, it's the top company, and it's not like it's going down, right? Why would you sell that if it has risen a lot? If you sell after it has risen a lot, who would buy it?

You will go soon. If you go to a store that says, Just use it if there is no copyright fee, will it be successful? Not looking at the cheap stuff, because the United States is a country where collective ground force is exerted, you need to follow what's performing well right now, ignoring even the companies whose stock prices have risen. When AMD releases its next-generation competitive product, the stock price drops. Do you somehow know that Intel is coming out with Guard 3? When Guard 3 comes out, I don't know how good it is, but the benchmark of Guard 3 is the previous H00 version. Not the MBD, a new Rubin has just come out and is doing incredibly well. Why are you still stuck in the past when North Korea is outside? It's because it shows their technological prowess. That's why Rubin is coming out now, in my opinion, it's my re-election strategy. It will keep coming out. The product will continue to widen the gap.

Yes, it is. It's increasing by about 90-10% now, but the market share will not narrow down. As I mentioned earlier, because the landscape management is well done like foxes, employees are not leaving. So, semiconductors are over. Even if we worry about it now, it seems flawless. Probably, it will reach the top in market capitalization soon. There's not much left. Currently, it's about 29 trillion won, 28 trillion dollars, almost sticking together, and the market share is also almost there. So, Samsung will go. And now, with a 78.9% profit margin, if we receive 100 won, 78 becomes our money. It's almost like a cash cow among ourselves. This is a concern. But why doesn't anyone say anything? Because they have technology close to a monopoly. So personally, if there are no bids around, I should say, Hey, if there are no competitors, I should buy it. This is unreasonable.

The reason I emphasize this is that if you look at the performance of the companies in the recent months, they have been continuously selling stocks since March. Those who sold MB stocks will never be able to buy them back. After selling, if the price goes up, even if you have the courage, you won't be able to buy them back. So, what should you invest in? The next stocks are in am Int. As I mentioned earlier, due to the significant technological gap, it is not recommended to invest in am Int. Companies like that should be considered not now, but maybe in about 3 or 4 years. It's not a good idea to look at them now. Many people are talking like this, saying it's too biased. No, it's not biased. Based on what I have seen so far, you should consider companies with overwhelming technological capabilities. As I mentioned earlier, if you manage well and have a manufacturing industry output of 78.9%, you should consider that there are only two companies like that. If you accumulate dividend stocks and invest, the losses will increase due to market changes.

Sometimes, there are cases like that. What happens in those situations is that when dividends are established, it's almost a perfect strategy. It's a game that doesn't lose because, as you may know, in the United States, for the past 100 years, on average, it has increased by 10% annually. So, if you consider this as a rising tide, it seems good. As mentioned earlier, when it rises up to the dollar and dividends are introduced, if established, it's really a good thing. Recently, in domestic securities firms, regarding at HTS, how much progress has been made? They have a system where they provide the desired investment products, deduct a certain amount from my account, and automate deposits, exchanges, and purchases. So, if you just provide the bank account you want, they will continue to buy it for you. After buying, if dividends come in, you can become a submitter once again with those dividends. If you do things like that, it won't be the same as snow burning.

If it keeps rolling, wouldn't it grow? You should consider it as profit. On the contrary, now even for dividend stocks, in the case of growth stocks, even if the dividend yield is a bit low, if the profit rate increases significantly, it is better to realize profits based on some criteria. Dividend stocks should not be sold. You should just keep holding them. Although I mentioned that changing stocks should not be done, ultimately, when you retire, think of this as the source of income, like a building, and just keep holding it. Even if it's good, the point is that you should keep it. When the profit rate is good, you should hold more. So, many people in Korea, when many people are buying, they are selling, but that's really short-term. Going back to the beginning, those who held onto it until yesterday are the winners. Those who are buying now, are they winning? If you look at it, SM 400 has almost gone up a lot. It's probably close to its peak, right?

The person who holds it should always take it until the end in the United States, so there is no need to sell it. If you sell it, you might reduce dividends or there may be no factors to increase profits. Other than the poor performance, you shouldn't sell it. But if you choose to make up more SM 500 stocks, wouldn't the risk decrease? So, in my opinion, you shouldn't sell ignorance. Looking at the portfolio that receives dividends weekly now, you can see that many stocks are included. Isn't it not good for individual investors to have too many stocks to manage? In the United States, usually, because of quarterly dividends, it ends with about 13 stocks. 12 stocks, because if you set it up in January, February, and March, it continues to the next quarter the same way, so if you have 12 stocks, it's over. If the portfolio is running, it's also difficult to set up. So, after setting it up, it might seem...

Money keeps flowing out of the account, so when you end up buying Jangri, it ends automatically, so you don't have to worry about it. Even if the market goes down, if you receive dividends, it stabilizes significantly psychologically. So, as I mentioned earlier, naturally holding onto dividends for a long time becomes a long-term investment. Many people take it for 1 or 2 years. Based on all the lectures I have given so far, those who currently hold this portfolio have hardly sold it. When dividends come in, and you receive notifications continuously, you may cancel your intention to sell. In fact, personally, I suggest not selling it. Some people are collecting dividend growth ETFs instead of individual stock investments. How do you view the investment in dividend growth ETFs? Actually, I'm sorry to say this, but I don't think it's a good idea to talk about that. Because when Shudo was released, interest rates were low.

In a low-interest situation, everything is good when the interest rate is low. However, when the interest rate rises, dividend investing becomes less fun. The problem is that many companies commonly mentioned in the yield are limited to certain companies like PepsiCo, which is heavily considered. Although dividend may seem large on the surface, it is not very attractive because it is only on a 1% scale. In my opinion, since the yield is a product that was popular in the past, it is a product limited to that time, and in the current high-interest situation, it is classified as an inappropriate product. Instead, it should follow along with growth. However, the yield is a stock that is strictly in the defensive value category, so it is not an interesting stock, and if you invest for a year, there will be almost no difference in the stock price. Therefore, it is better to avoid such companies and focus on dividends that include growth.

It may not be appropriate now as it is changing a bit. Until the day before yesterday, what kept coming out was the value of dividends. It feels a bit boring, so now, rather than being bored, it seems better to look at stocks that are quite infected. What do you think about Vice President Kim regarding the reality income paid monthly dividends? Giving monthly dividends is not important again, and the dividend date is not important. It is important for companies that increase dividends. So, the parts related to monthly dividends are just meaningful to come in frequently. In particular, realty income is not doing well now because commercial real estate is not doing well. So, there seems to be no need to like it because of the monthly dividends in a company that is not doing well. It's not bad to build a portfolio with monthly dividends, but I don't prefer the 2nd column much. As I mentioned earlier, I don't like companies with high dividend yields and companies with large dividend amounts.

You might think you have it. Instead, I think it would be better to be interested in companies that are currently giving dividends in the tech sector. If you are interested in the tech sector, you can keep up with the trend, which seems good. I would like to avoid real grades a bit. Could you recommend some individual dividend stocks or dividend ETFs for better investment? Dividend ETFs are better. They are good, but not exciting. What I'm talking about is investing in companies with good fundamentals for the long term. As I mentioned earlier, there is a dividend growth ETF, DGRW, which can compete with the S&P 500. It's a representative ETF, but if you hold only one stock, it can feel very boring. People usually sell it because they get bored, so I recommend diversifying your portfolio. The easiest way is dividend ETFs because they manage operations for you.

Like ETFs, regardless, the important thing is always to avoid composing an ETF portfolio with just one stock. Even among dividend stocks, the amounts vary, so how should the individual stock purchase weights be in the portfolio? When investing in dividends, it is said to follow an equal weighting method, not just because you like the dividend-paying stocks or MBA likes them, as it ultimately exposes you to risks again. Therefore, it is better not to hold more of one stock but to have around 100,000 won or 1 million won for each. If you do this, it will be easier, and then you can operate strategically when you usually do. If you follow the market capitalization method, you tend to hold more significant points, but can you calculate it? It's not easy, so it's best to just invest the amount you wanted, like 10,000 won or 100,000 won. It's best for dividend investing to study a bit.

When you want to check something like a reference or a report, where do you usually look? In Korea, there are not many reports or data available regarding dividends, so it's quite limited. However, in the U.S., there is a lot more. So, it's good to just use websites. I think the Divi.com website is the best. Therefore, I recommend going there and after visiting that site, it's important to see which companies are consistently increasing dividends. The amount of dividends they offer is very important, so if you look straight into that, you might be able to pick good dividend stocks. As I mentioned earlier, if you build your portfolio with over 10.5% in dividends, that would also make it a perfect portfolio. Such websites do not charge any money. Those who have visited it at least once will remember it, so after today's session, please visit that site. Understanding some of these sites can be tremendously helpful. Perhaps some of you won't watch for the full nine minutes, but please make sure to watch it once, as those who have watched it once usually find it helpful.

Let me emphasize that you can remember this. When you think about investing in U.S. dividend stocks, you should follow these principles. Old companies with high dividend yields should be avoided. It seems like we should exclude large companies that only focus on dividends. Invest in companies with growth potential like MB dividends. Especially in a country like Korea, where foreign investment has only been coming in for 20 years, it's a bit too early to settle quickly. It seems good to be interested in retirement insurance investments. In a word, dividends may not be very profitable at first. It's not that big, but isn't there a saying in religion that the end will be magnificent? So, as time goes on, it grows. Therefore, dividends will increase over time. So, it would be good to start from today. As for the results of that, the one who starts first wins. So, the answer is to start quickly.

I don't think so, but as you said, NVIDIA is doing so well that companies like AMD, Google, and Microsoft are recently forming alliances against NVIDIA, such as the NVIDIA AI chip alliance. They announced things like Ultra Accelerator Link. How do you think these groups will influence NVIDIA in the future? It will only enhance competition, I believe. Recently, Sam Altman raised funds to hold another MB Forum. Let me say it again. The easiest thing for everyone is to make money. Money is the easiest, right? But what's important next? Ultimately, it's about equipping equipment. Even if you apply for ASML equipment, it will take about three years to arrive. It takes a long time. And then, one last thing, manpower cannot be ignored. Who makes it? Who takes out the chip? You can't take it out, right? Think about it, everyone.

The average salary is 600 million won. Even if we combine all the rooms here, it doesn't add up to that amount. We should multiply it by 10. No, I'm just kidding, but it means we've managed well to that extent. Who set that standard? As mentioned earlier, we make equipment, produce them in Donggu, and have an abundant workforce. We have 25,000 employees ready to start from now. It's a joke. Try it once. In my opinion, it's natural to have such thoughts because that's how GPU chips become common. That way, we can do a little more. Recently, even securities giant HB has bought it, so I acknowledge everything, but honestly, it's not important to unite like that. We need to quickly secure the workforce. How can we make chips without the workforce? However, no one mentions the workforce because we don't have enough. In my view, it's better to unite and cooperate.

Isn't the risk of increasing the number of hazardous substances a bit concerning? Well, as I mentioned yesterday, when AMD creates competition, it makes MB perform better. Why? Because there is no competition. If you try to create something that has no competition, well, when you think of it as a company that has no competition, investors are more likely to invest in this direction. When you make products that compete, that's when competition arises. Intel came out with something, and if it's the same as the h00 version, then what is this h100 now? It's like acknowledging that Intel's performance is declining, isn't it? Let's take a look. For example, now that AI is booming as data centers are on the rise, utility stocks are also now considered beneficiaries of AI. One of the typical ones is utility stocks being mentioned as dividend stocks.

It's okay even if you do it now. Originally, dividends were given. It's a utility. But in Korea, it's Korea Electric Power Corporation. There are almost no occasions when utilities go up. You might see it once in your lifetime. Because there's a shortage of electricity, it's going up. In my opinion, the characteristic of a utility company is that it is capital-intensive. If there is a shortage of electricity, they have to build something, which costs a huge amount of money. But even though it costs a lot of money, if there is a shortage of electricity, can they quickly start up nuclear power plants or build new ones? So what has gone up so far has been a bit of anticipation, and what comes next is important. There is a slight question mark about further increases because you wonder if they can handle that money. Also, you know, nuclear power is increasing these days, but usually, it's not the type of thing that people want to increase. But oh, how urgently they are increasing it.

In my opinion, there are various legal regulations and even including regulations of the country, if you are going to spend money, I think that the related companies are not just falling as much as they rose in the early stages. So, for those of you who are watching now, if you are aware of the situation, it seems like a good idea to invest, but I don't really like it. Even if a penny stock that is not even worth a dollar is booming, gaining popularity like this leads to a symptom of the U.S. market being in a bubble. There is also a saying like this. How do you view penny stock investments? Many people are now trading cheap stocks, and I understand that there is a tendency for that in the domestic market, but as I mentioned earlier, it's not a good idea. In the U.S., penny stocks are heavily regulated. For example, if it trades below $1 on NASDAQ.

If it becomes a considerable burden, of course, everyone will suffer, but they will raise the stock price and merge it, but there are many very risky companies. In the past, we used to order very cheap stocks called pink sheets to give you a sense of caution. I was trying to tell you how risky the stocks you know are, except for the cheap stock prices. It's a very risky investment. Almost a gamble. Starting now, try to find a stock that has risen a lot in the penny stock market. In history, there are almost none, absolutely none. Just think, Oh, is that so? and move on. If you look at Perry Stock, you can see that it exists. It seems like it will rise now. Furthermore, you should just think, Oh, is that so? when it comes to Mink Stock. But if you get involved, it's all good, but if you end up losing, it will be a headache. You probably won't be able to get out. So, don't look at Fan Star or Min Stock.

Don't look at it, just think about whether there is something like that, and of course, you can look at it. If you look, you can see, but there are too many people who are scared. You may know, but because last year, last month, the most traded stocks almost topped the list, you seem to be very interested in gold. It might be good to exclude things that don't make money. For example, since the focus is now on the magnificent 7 of US stocks, concerns about being at a peak are emerging. On the other hand, hedge funds have reportedly increased their M7 weight. How do you see this phenomenon? Hedge funds are doing well with this phenomenon, right? It's the same thing. If the collection in that margin is done well, it's good when the value of the building goes up. It's good, isn't it? Since there's no other business, shouldn't we gather more on that side? If there was no AI artificial intelligence this year, the index wouldn't have gone up like this. Then the index wouldn't.

Because it's good, investors probably invested more, and the market probably rose more. That's why I think it's a time when stars are needed now. I honestly criticized Tesla a lot, but I also praised it a lot. Why? Because Tesla, I did various things. But the truth is, Elon Musk came and lifted Tesla and the U.S. stock market, right? Didn't we also contribute to that? In plain words, if it weren't for Tesla in the early 2000s or early 2020s during the pandemic, who would have invested? So, in my opinion, there has always been a star at every timing. At that time, it was Tesla. But if it hadn't been there, wouldn't we have lost interest now? Therefore, although it may be a problem if too many people focus on a single stock, I think it's good when there is this level of focus.

Rather, I think it's not about supporting these big figures, but about being supported. So, I actually like it. I should be thankful, shouldn't I? Thank you, MBD. I should be thankful. Among the U.S. stock sectors, one of the most promising sectors for the second half of this year and early next year, if you look closely, the answer will come out. For example, I'm still studying, and I think obesity is the biggest. Obesity treatment, right? So, now, there is AI obesity treatment, isn't there? Right, there is, right? So, I'm filming it. There are two things, just two things. I think it will continue for about one to two years. It seems like it will continue. Honestly, even at the beginning of obesity now, recently, various experimental results have come out, such as reducing alcohol addiction. It's treating everything. So, if it grows globally, it can be continued sufficiently. That's why I think artificial intelligence in obesity will go a long way. I'll tell you this much. Tesla.

In my opinion, it is still valid. In the past, Tesla was doing so well that I couldn't do anything, but when I came out to New York, at that time, there was an incident. The children were trapped in a cave in Thailand and were having a hard time. British divers went to rescue them. At that time, Musk made comments expressing his admiration for the British diver. I criticized him a lot back then. Therefore, Elon Musk of Tesla is outspoken and doesn't think about the consequences of his words. Personally, I think that CEOs and founders of major companies should be careful with their words. But because I criticized him, it's not related to the company, so you can skip that part. I am still criticizing it now, but currently, there is a $5.6 billion package.

Therefore, we are inviting a lot of shareholders to support it. Even if those who have a lot of money fill up the nine boxes, they will take 100 boxes. If you fill up one more, what will you do with 100 boxes? In my opinion, that doesn't matter to the stock price, but it's good to be interested in Elon Musk's behavior. Anyway, electric cars seem difficult for a long time, and it seems difficult. Everyone, eat something else. If you look at the EPS for Tesla now, it seems good. If you look at the EPS, even if it comes out well this year, it's around $5. It has decreased a lot, but if you have $5 and give a P/E ratio of 40, how much will it be? Multiply $5 by 40, so it's 200. That's the appropriate stock price. What do you think about SM that is coming out now? It's EPS multiplied by the multiple, right? It's 20 times. Calculate that alone, so you all know, right?

Because the current pace has slowed down, it seems that the profit won't be that high, so the stock price won't increase much. Knowing that, I should invest, but hey, because Tesla did well in the past, it seems like it will increase tenfold. That's not the case. Right now, to recover the lost profit quickly, or if interest rates go down to raise the multiple, but are interest rates going down now? They aren't, right? So, you need to realize that it's a bit difficult now and invest. Hey, in the past, Tesla did well, so buy it. In my opinion, that's just a common saying that keeps spreading. It will get more difficult, so now is not the right time. If you invest soon, I don't think it will be good. So, you might want to show interest in companies where profits are increasing a bit more. Otherwise, if you keep criticizing Tesla, you'll end up being the bad guy.

It's not about being a good guy when we talk, it's about breaking down the logic and discussing when Tesla's stock price might rise. In my opinion, it would be great if people become more interested in electric vehicles. Frankly, according to what is already known domestically, when the weather is cold, or as you may know, one always worries about electric cars when traveling far. It's more important to overcome such concerns. So, if Tesla were to develop technology that can be charged within 10 minutes, wouldn't that be urgent? Because that's where the charging issue lies. Efforts to increase stock prices could stem from there. If Tesla were to develop technology that can be charged within 10 minutes, wouldn't that be urgent? Because that's where the charging issue lies. Efforts to increase stock prices could stem from there. So, if Tesla were to develop technology that can be charged within 10 minutes, wouldn't that be urgent? Because that's where the charging issue lies. Efforts to increase stock prices could stem from there. So, if Tesla were to develop technology that can be charged within 10 minutes, wouldn't that be urgent? Because that's where the charging issue lies. Efforts to increase stock prices could stem from there. So, if Tesla were to develop technology that can be charged within 10 minutes, wouldn't that be urgent? Because that's where the charging issue lies. Efforts to increase stock prices could stem from there

Keyword is a good question. There is no fixed answer. It's like, for a long term, so, for example, let's say I have 1 million won, suddenly put it in, and then can't put in the next month because I don't have money. Don't do that. It's better to invest only as much as you can understand, like your rice bowl. Personally, for me, whether it's 1 million won, it's all different, like 100,000 won or 1 million won, it's good. But if you promise to do it every month, every week, you have to keep going until the end. If you just do that, you will definitely make money. You will make money, and maybe after a year, you might say you won't do it anymore. You will probably do it yourself. Because there's no reason not to. Because you are making money, and if you do it, I will give you some advice. Look for the dividends you received once. If you look for the dividends, if you haven't tried foreign currency time deposit, you don't know. Have you seen the dollar directly? But the dollar...

No matter where you go, if you invest in overseas funds, it's usually a good asset, right? Those who have experienced it probably won't miss it. But it would be nice to experience that once. Earlier, when it comes to U.S. dividend stocks, it's emphasized that there is no better investment when it comes to returns. Additionally, what I always mention is this: I see a lot of trading patterns regarding foreign ants. I observe them for a month or a week at a time, and there are exactly two patterns. First, when a stock has dropped a lot, suddenly many people start buying Starbucks. Since the price has dropped a lot, they buy a lot, and then the second one is buying cheap things. So, when the price is low, they buy a lot. So, there are things like buying at a discount, right? Because of this, there is a lot of interest in things like ION Q. Because of these patterns, there is a lot of interest in things like ION Q. However, in the U.S., if you exclude the performance, you can never make it. I criticized this once, but Acu has turned a profit in a few months.

I'm not sure if you were born in the 80s. If things go well, it may be profitable in 2 to 3 years. If it goes well like now, then the U.S. doesn't even look at companies that are not profitable. They don't even consider investing in companies that are still in the red, such as hedge funds or AVs. Will Buffett invest in companies that are not profitable? No, he won't. They only focus on companies that have solid performance. Those that are not, they don't even look at. However, many people are investing domestically, and even now, there are bond ETFs that have dropped significantly in price. I don't really understand why bond ETFs were purchased well. Bonds are commonly talked about as products that individuals cannot invest in. Since the stock prices have dropped, there is interest. Once again, let me summarize today. There must be a reason for the stock prices to drop, but what could that reason be?

We should never buy things that we have, you can think of us as big players, and companies that are in the red are completely removed from consideration. Those companies, so we have to lift up, how can we lift up the company just by having a lot of money? It won't work, right? So, you have to let go of the knowledge you know to make money. So far, such a mindset is still emerging. How long will you keep investing and someday it will work out, right? So, as I mentioned, if you get on a wrong bus now, you won't go, right? In the fall, you will, but you keep sitting there, sitting in June, sitting in the heat in July, and keep turning on the air conditioner and sitting there, right? Because I think you're sitting there because you're wrong. That's why today, I'm saying it again, starting today, don't pay attention to falling stock prices, don't pay attention to stock prices, just focus on companies that make money, like Tesla.

When it rises a lot, at that time, it's when you should call in profits. It rose 20 times. So, it would be good to take that path. I think you should listen to my suggestions and make changes starting next month. Recently, as you may have seen, many people look at stocks when taking the subway. They look and flip through. What are they mostly looking at? They are only looking at the stock prices. They only look at the charts. There is no reason why the stock prices are rising here, and there is no justification. They are just looking. But if you see that and think it's easy to invest, then everyone would have made money. After you see that, if you also understand why it's falling, that's when you truly understand. If you just invest without knowing why it's falling, you will lose a lot. I believe the biggest reason for failure in investing in Korean stocks lies there. So, I suggest you let go of that, study a bit, and when it rises, understand why it's rising.

Why not consider that it will all be resolved the moment you start studying after this moment? Thank you for your words today, Vice President. Thank you.

'엔비디아 지금 매수하기에 늦었나?' 8년전 엔비디아 상승 예측한 장비디아의 대답은? ※차세대 유망 섹터도 공개※ㅣ장우석 부사장(풀영상)

MTN 기자들이 만드는 '쉽고, 재미있고, 유익한' 경제 소식을 만나보세요!



경제야놀자

투자에서 미국 배당주의 중요성

전문가가 미국 배당주 투자의 중요성에 대해 설명하며 매주 배당금을 받을 수 있는 장점과 안정적인 수입의 잠재력을 강조합니다.

그는 배당금 증가의 역사가 깊은 배당 귀족과 왕에 집중할 것을 권장하고 배당 투자자를 위한 다양한 사례 포트폴리오를 설명합니다.

또한 배당주와 성장주 사이의 균형을 강조하며 평균 5%의 수익률로 배당주에 30% 투자할 것을 제안합니다.

은퇴를 위한 배당금 및 주식 성장 극대화

은퇴를 위해 배당에 투자하려면 주가 상승도 고려해야 합니다.

배당 수익률이 높은 종목과 낮은 종목으로 포트폴리오를 다변화하는 것이 좋습니다.

필립 모리스, 록히드 마틴, 마이크로소프트와 같은 일부 특정 기업은 배당 혜택으로 주목받고 있습니다.

주식 투자에서 배당금의 중요성

배당금이 두 배가 되더라도 배당 수익률은 두 배가 되지 않아 주식 투자에서 배당을 고려하는 것이 중요하다는 점을 강조합니다.

AT&T는 배당금 증가에 대한 관심 기업으로 추천됩니다.

Zen의 성공은 충성도 높은 직원, 일하기 좋은 회사로 선정된 높은 순위, 주당순이익의 큰 증가에 기인합니다.

엔비디아의 주가 상승에 대해서는 의문을 제기하며 주식 실적과 함께 배당금도 고려해야 한다고 강조합니다.

주식 및 배당금에 대한 투자 조언

3월 이후 기업들이 지속적으로 주식을 매도하고 있어 MB주 환매가 어렵기 때문에 압도적인 기술력을 가진 기업에 투자하는 것이 좋습니다.

배당주는 역사적으로 미국에서 연 10%의 상승률을 보였기 때문에 배당주를 모아 보유하는 것이 좋습니다.

배당주를 매도하는 것은 권장하지 않으며, 장기적으로 보유하면서 은퇴를 위한 수입원으로 간주하는 것이 좋습니다.

또한 현재와 같은 고금리 상황에서는 배당 성장형 ETF에 투자하기보다는 성장성이 포함된 배당에 집중하는 것이 좋습니다.

배당 성장주 및 ETF로 초점 전환

월 배당금과 배당일은 더 이상 중요하지 않으며, 배당금을 늘리는 기업에 초점을 맞추고 있습니다.

리얼티 인컴과 같은 부동산 회사는 실적이 좋지 않기 때문에 월 배당금만 보고 투자하는 것은 이득이 되지 않을 수 있습니다.

배당 수익률이 높은 기업 대신 장기 투자를 위해 기술 섹터 배당주와 배당 ETF에 초점을 맞추고 있습니다.

It seems there was no text provided for me to work on.

Please provide a sentence or a piece of text, and I will highlight the most crucial phrase for you.

포트폴리오는 동일한 가중치 방식에 따라 각 종목당 10만원 내외로 분산 투자해야 합니다.

com 웹사이트를 통해 지속적으로 배당을 늘리는 기업을 파악하는 것이 좋습니다.

성장 잠재력이 있는 기업을 우선순위에 두고 장기적인 성장을 위해 지금부터 배당주 투자를 시작하는 것이 중요합니다.

GPU 칩 생산, 유틸리티 주식, 페니 주식 투자에 대한 고찰

이 회사는 칩 생산을 위한 인력 확충과 업계 표준에 대한 의문을 고려하고 있습니다.

유해 물질의 증가와 원자력 발전을 서두르는 것에 대한 우려도 있습니다.

이 토론에서는 페니 주식 투자의 위험성과 주식 시장의 현재 동향, 특히 유틸리티 및 AI 관련 주식에 대한 관심에 대해서도 다룹니다.

테슬라가 주식 시장에 미치는 영향과 투자 동향

엘론 머스크의 영향력과 테슬라의 실적은 주식 시장에 큰 영향을 미치며 찬사와 비판을 동시에 불러일으켰습니다.

테슬라에 대한 관심이 집중되면서 투자 전략과 전기 자동차의 미래에 대한 의문이 제기되고 있습니다.

테슬라에 대한 투자 타이밍에 대한 우려와 함께 수익이 증가하고 있는 다른 기업들을 고려해야 한다는 제안이 나오고 있습니다.

전기차를 빠르게 충전하는 기술 개발은 우려를 극복하고 잠재적으로 테슬라의 주가를 끌어올리는 데 중요한 역할을 할 것으로 보입니다.

정기적으로 손실을 감당할 수 있는 금액만 투자하여 수익을 창출하세요.

꾸준한 배당금을 찾고 좋은 수익을 위해 외화 정기예금을 고려하세요.

적자 기업보다는 수익성 있는 기업에 집중 투자하고 주가 변동 이면의 이유에 주의를 기울이세요.

정보에 입각한 투자 결정을 내리기 위해서는 시장을 공부하고 이해하는 것이 중요하며 단순히 군중을 따라가는 것은 피해야 합니다.