주식 투자 원칙 및 전략

### 재근의 투자 원칙: 종목 선택, 타이밍, 전략
* 📈 재근 씨는 투자에서 가장 중요한 것은 '무엇을 살 것인가'라고 강조하며, 한국 주식시장에서 가장 많은 종목이 상장되어 있는 **반도체 업종에 주목할 것**을 추천합니다.
* 💰 개별 종목 선택에 자신이 없는 분들에게 재근 씨는 **코덱스 반도체와 같은 반도체 ETF**에 투자할 것을 제안합니다.
* 😴 투자자는 **장기적인 관점을 갖고 좋은 기업을 믿으며 인내심과 끈기**를 가지고 투자에 임해야 합니다.
* 📉 재근 씨는 언론 보도로 인해 주식이 **단기 고점에 도달했을 때 매도**하는 등 매도 시점에 대한 구체적인 가이드라인을 제시합니다.
* 💸 재근은 **"믿을 것은 돈밖에 없다"**며 투자자들은 자신의 돈이 안전하게 운용되는지 확인해야 한다고 말합니다.
* 📈 기업의 영업이익은 매년 증가해야 하며, **컨센서스 성장률, 유보율, 부채 비율**과 같은 요소는 종목 선택에 중요한 요소입니다.
* 👤 오너의 마인드와 회사의 역사가 중요한데, 재근 씨는 **필연적으로 성장할 수밖에 없는 업종에 투자**할 것을 추천합니다.
* 📺 재근 씨는 **냉동 김밥과 같은 간편식의 인기 상승**을 예로 들며 현재 트렌드의 중요성을 강조합니다.

### 피할 수 없는 성장 산업을 위한 주식 투자 전략과 ETF 선택법
* 📈 AI, 제약, 바이오, 엔터테인먼트, 게임은 피할 수 없는 성장 산업으로 꼽히는데, 그중에서도 **AI는 가장 유망한 분야**로 꼽힙니다.
* 📝 주식을 선택할 때는 **개인 투자 원칙**을 정하고 이를 준수하는 것이 중요합니다.
* 💰 코스피와 코스닥 시장에서는 **시가총액이 각각 15조 원, 1조 원 이상**인 종목을 기본 분석 기준으로 삼는 것이 일반적입니다.
* 🔍 코스닥 기업의 경우 **대주주가 30% 내외의 지분**을 보유하고 있는 종목을 찾는 것이 좋습니다.
* 📉 기술적 분석에서는 **하락 추세의 주식을 매수**하고 **바닥을 조기에 확인**하는 것을 피하는 것이 중요합니다.
* 🚫 습관적인 추격매매, **단일 종목에 20% 이상 투자**, 단일 거래에 모든 것을 거는 행위("물타기 거래")는 엄격하게 피해야 합니다.
* 📊 안정적인 장기 투자에는 **ETF를 추천**하며, ETF를 선택할 때는 **거래량, 추종 종목 수, 운용사 평판, 운용 수수료** 등의 요소를 고려해야 합니다.
* 💸 **월지급식 배당 ETF**를 활용해 정기적인 수익을 받을 수 있으며, 배당주 검색 시 **네이버의 배당주 검색 기능**을 활용할 수 있습니다.

주식 거래에서 가장 중요한 것은 매수 또는 매도 시점이 아니라 무엇을 매수할 것인가이며, 특히 반도체 섹터에서는 더욱 그렇습니다.

Ladies and gentlemen, let's start the second session of the Jaegeun's Investment Principles lecture. In this lecture, I will talk to you about mind control, the timing for investing in Korean stocks, and the timing for selling. From now on, I will continue with the 2nd, 3rd, 4th, 5th, 6th, 7th, and 8th sessions. Those of you who are here, some have come from Busan, some from Gwangju, and although I can't ask those people to come again, I hope this place will be even more crowded and overflowing in the future. From this lecture onwards, we will approach the necessary stocks and chart techniques more specifically for our trading. When I mentioned earlier about when to buy, what to buy, and when to sell, the most important thing is the midline.

I didn't go into detail about what to buy when thinking about it. Personally, I started stock trading and did day trading in the office of a full-time investor. Do you scalp? Whenever you come to a free special lecture, one of the most frequently asked questions to me is how did the CEO start investing in stocks and made a lot of money. They ask me how I started trading stocks. I've mentioned it several times, but personally, I've mentioned that life was difficult. It was economically difficult more than anything else. I didn't receive anything from my parents, so I had to earn money. So, I was wondering what to do. At that time, I also did milk delivery, obtained a beauty technique qualification, a nail art certificate, tried newspaper medals, and that was the time.

I was studying for a qualification at that time, but by chance, I ended up getting a job when the children entered kindergarten or daycare during the day. I started working, receiving 800,000 won per month. So, my job was to help those people trade things there. I would sit all day long in a small room, helping them trade using the HTS. I would just sit there alone, turning the key and constantly running the ATS, trying to find news that could make money. That was my first task. The second task was to keep looking at the charts. While running them, I would look for stocks that had risen a lot and try to figure out why they were going up, by checking how they looked the previous day. But I didn't know about candlesticks, only knew red and blue colors, didn't know about moving averages, and would ask people who didn't know anything.

What went up? I asked, and they said it was due to a large candlestick chart. So, how far does a large candlestick chart go up? It goes up by 15%. At that time, there was a 15% limit up. The stock wasn't popular back then. I was quite brave too. I entered that office without knowing anything about stocks, saying I would work there. Originally, I have a bit of a daredevil nature. I always try things, thinking I can do anything. That's just my style. So, I went in, and from then on, what did I keep doing? I would draw charts and look at what it looks like just before a sharp rise. At that time, I didn't even know how to use a computer or Excel, so I wrote it down on paper. How did the stocks that hit the limit up look the day before? How did the stocks with explosive trading volume move compared to those without explosive volume?

While creating patterns and observing how stocks surge, it's not about researching how they surge, but rather, I did that research back then when I came. That's why the search engine results show up like this. However, at that time, it wasn't research. I just found movements of stocks surging from 9 a.m. So, perhaps that's how I came to be known as the Chart Goddess. When you all look at charts, if you can really read them well and confidently say that certain stocks will go up, they will go up. If the company's fundamentals are good and there is buying pressure on the chart, the stock will rise. However, in the midst of all this, what to buy is the most important question. I mentioned that the most crucial thing is not just when to buy, but what to buy is the most important. I didn't go into detail about what to buy in the semiconductor sector earlier. So, today, at this time.

What to buy is the most important thing, so I picked it out separately. If you want to buy something, you should buy semiconductor stocks. In the Korean stock market, the industry with the most listings is the semiconductor industry. You can buy anything, but interestingly, among the things you can buy, there are Samsung Electronics, SK Hynix, Hanmi Semiconductor, and even PS Holdings, which recently surged. There are people who buy unheard-of semiconductor stocks. There are also people who wonder why they don't buy those semiconductor stocks. It's fascinating. I don't know where they find such stocks, but the problem is that if you search for semiconductor stocks, they come up. Semiconductors, like all sectors, are divided into front-end, back-end, and materials.

Among our viewers or individual investors, what sector do you think will perform the best? I will let you know. Of course, it can vary by sector, but to put it simply, as I have always mentioned, when a stir-fry restaurant first opens, they get a shop, place a frying pan, set up a burner, put in utensils like forks, and set everything up. Initially, there are significant costs involved. Then, while continuously making stir-fried rice cakes in the middle, what is consumed the most? Rice cakes, hot pepper paste, and then fish cakes are continuously used as ingredients. In fact, once the groundwork related to ingredients is laid, volatility continues from then on. And finally, to wrap it up, for example, to put it simply, water, aprons, chopsticks, etc., can be considered as post-production. However, you should all remember the cycle of the industry well.

In the beginning, it is necessary to have a basic understanding, and in the latter part, it becomes a prerequisite to move forward, so you will buy semiconductor stocks. If you haven't looked into semiconductor stocks yet, you should. Next, in the first lesson, I briefly mentioned ETFs. Just a while ago, I talked with a friend I cherish and asked if he knows about ETFs. He replied that he doesn't really know, and then he asked me if he could ask a question. Well, the question was about how to open a new account. Do you need to open an HTS account, deposit money there, and trade futures and options? What do you think, everyone? Is that how it should be done? No, you can just buy with the account you already have. Also, stock research can be easily done. It's not difficult.

No, what are you saying? It seems like you need to receive education, of course. There's that, and then I will also prepare again. But, well, that's the basics. I have also received that education. But, semiconductor etf. If you look here, I wrote the code here as Codex Semiconductor. I wrote Codex Semiconductor on the chart I showed you earlier. Codex Semiconductor operated by Samsung Electronics. If you can't choose the stock, this is also a way. If the semiconductor industry is doing well, it's a good thing. It has been since last year. But if you're not confident in choosing Hynix or Nvidia or SK Hynix, then just buy everything that's available. Actually, personally, we studied Codex Semiconductor and charts together. If you follow what we studied, you can still make a profit. It's a broadcast, but I confidently say why the semiconductor industry is still ing.

I came in the middle, and then, focusing on AI semiconductors, 4691, which is a representative example that I wrote down. When we look at the profitability aspect, if we look at the semiconductor profitability once, Samsung Electronics, SK Hynix, and Intel are representative. Personally, I think SK Hynix has increased the most, but that's not true. NVIDIA's stock price, followed by Intel's stock price, which one has increased more? It's Intel. So, if we had only bought Intel instead of NVIDIA, we would be much richer. Why didn't we do that? It's because we keep looking at it every day. You need to invest, but if you keep looking at the HTS all the time, whether to go or not, let's see. If you don't go at all, what will you do? But how about it? Fight with HTS, fight. Whether to go or not, let's see. Whether you win or I win, it's good if it goes up, and if it falls, it falls again. Oh, frustrating, right?

No, that's not it. We're talking about investments. Just believe in the company, like I mentioned before, buy good stocks, have faith, and hold on. But we can't do that. As soon as it goes up a bit, we get all excited and want to buy or sell. We need to be patient and persistent in our investments. In terms of profitability, there are Samsung Electronics, SK Hynix, and small and medium-sized companies. I talked about SK Hynix a few days ago in today's special lecture. I recommended buying at the closing price on February 2nd, and then again in April. I gave buy signals, and on June 3rd, I gave another buy signal. It surged yesterday, and SK Hynix will likely surpass 200,000 won. Samsung Electronics will surely rebound as well. Among small and medium-sized companies, there are some that haven't.

There are quite a lot of different stocks. Among these, I will talk separately about the method of selecting stocks for short-term trading in my basic analysis. This content is what I mentioned earlier. So, then, this is also related to the main topic that came up. I also explained when to sell. Let me emphasize once again. Our viewers may know, but there are some who haven't attended the first session. The most important thing is to check the export amount index, and then the record-breaking performance of Samsung Electronics and SK Hynix was announced. Next, Samsung Electronics reached its highest sales revenue. Probably, the media will go crazy. Samsung Electronics has hit a new all-time high. Now, what will the individual investors do at that time? They might think, I should buy Samsung Electronics now, and then the institutions will say, Samsung Electronics will reach 100,000. When Samsung Electronics recently surpassed 80,000 won, what did the institutions say when it was about to reach 90,000 won?

At that time, I asked our system, Which will rise faster, Samsung Electronics at 100,000 won or SK Hynix at 200,000 won? What did I say then? I said SK Hynix at 200,000 won will rise faster. That's right. I picked SK Hynix at 200,000 won. But Samsung Electronics, at that time, well, when this kind of discussion starts in the mass media, it's a short-term peak for the stock price. So, I would have given a partial sell signal for Samsung Electronics at the peak. However, when Samsung Electronics announces its highest sales, that's when we should start losing interest. At that point, sell everything and think about what to do next. If we look closely, what will go up? As I mentioned earlier, electric vehicle batteries will go up.

It's about the talk. Probably, no one knew that when the secondary battery peaked in June or July 2023, the semiconductor would rise. But as the secondary battery falls, STI or SK Hynix is gradually rising. You should buy this, but you can't. Why can't you buy it? It's a pity not being able to buy it because it's passed down. So, please let go of your anger. When you make a certain profit at the peak, you should reduce the proportion and definitely diversify your investments. Let me tell you this again. This is one of the most important parts. Do you have someone in the world you can trust with your money? No, there isn't. Don't trust your husband, don't trust your children. There's only money to trust. Honestly, there's nothing to trust but money. If you have money, well... But on the show.

When you talk like this, you seem like a person who is very open about money, right? It's true. It's very important to make sure my money works safely. What I mean is, you should sleep at night, but your money shouldn't sleep. That's right. If you sleep peacefully, your money shouldn't sleep. You should work. Let's make sure my money works safely. This is very important. Remember this by heart. When you mechanically choose stocks, our operating profit should increase every year. Just like people age and their popularity and growth increase, companies need to grow. If they don't grow, they can't increase their value. As the years go by, a company's operating profit should increase. It's very important. And among the things you should look at the most is

One consensus is increasing, which is an increase in operating profit margin. It is an expected future estimate. How does it come out? As you know, I often talk about it a lot during the broadcast. By checking the HTS ES consensus, it is important to buy stocks that are not only performing well at the moment but are expected to perform well next year. So, if we assume it's summer 2024 now, what would be the best scenario if I were to buy around fall? If it's a stock that will turn a profit in 2025, the strategy is to gather in 2024. In other words, if the consensus for 2025 is a profit turnaround, when should you buy? Starting from the summer of 2024, after you come back from your vacation in August or September and spend a lot of money, that's when you should start preparing for the winter food. What sector was that? It was the secondary battery sector. Oh, the secondary battery sector is too...

I talk a lot about time, but next year, the real surge in secondary batteries should take off, and I should fly away. That way, I should be able to put on the crown here. Consensus growth is very important, and then you need to check the reserve ratio, debt ratio, and so on. The reserve ratio should be high for the company to have a lot of money. But these days, it's really unbelievable. As I mentioned earlier, what's unbelievable is human nature. Just recently, a company related to CXL, a leading company, even though their reserve ratio was so high, they issued new shares. Of course, that really gave a sense of betrayal in terms of facility operation, but now they will start to rise again from the bottom. And it hasn't even been six months since they went public. As our elders say, they haven't even grown hair yet, but these companies that haven't even been around for six months are already doing new share issuances. There are too many of these companies, so it's hard to trust them.

No, but we can't confirm the reserve ratio or the debt ratio right away. Even if the reserve ratio is good, it's better to do a rights offering, and even if the reserve ratio is bad, it's better to do a rights offering. It's better to do the right thing, so the chances of not doing it are high. The reserve ratio should be high. Then you might ask how high it should be. It can vary. Anyway, just looking at it, different people can think it's high. If you look at one thousand companies, there are many companies with reserve ratios of 4,000 to 5,000 percent. The reserve ratio should be high, and then the debt ratio should be low. Sometimes we say that debt is also an asset. Yes, debt is also an asset. But just because debt is an asset doesn't mean you have to borrow a lot and pay a lot of interest. You don't need to do that. It's better to have cash instead.

In fact, factors like debt ratio are very important. Next, as I mentioned earlier about dividend yield, I personally suggest investing in dividends in the account. Honestly, let me ask you a question. Is it better to make a profit by investing in stocks with dividends or is it more profitable to invest in stocks that go up? Buying stocks to receive a lot of dividends from bank stocks, securities stocks, or stocks like SK Telecom is common, but I want to ask whether it is better to buy such stocks to collect dividends or is it better to buy really good stocks like Samsung Electronics or SK Hynix to make a profit of 50% to 60%. Of course, most of you would choose the second option, right? That's correct. So, in fact, dividend investment is something that I will mention later.

Looking in other places like that is also a way. Personally, I think investing in Samsung Electronics is not bad. It doesn't matter if it's small or large. And Samsung Electronics won't go bankrupt. Because if Samsung Electronics goes bankrupt, our country's economy will likely be shaken. So, I don't have the confidence to say that won't happen because I'm not Chairman Lee Jae-yong. It will definitely not be easy. The dividend yield, the owner's mindset, and the company's past are the most important. This is very important. The owner's mindset. When I talk about a stock like Jusung Engineering, I've mentioned the owner a few times. I've never met him or know much about him. If by any chance someone related to Jusung Engineering is watching this broadcast, I...

If you are watching, please give me some compliments. Yes, I don't know well, but personally, an acquaintance of mine mentioned that he comes to fix cars like this. He doesn't ask anyone to do it, but comes himself, drives skillfully, fixes the car, washes it, and so on. When I saw his character, I thought, Wow. Even though he could hire a secretary as a large company, I really liked that aspect. So, I had a good impression from that point on, and as a result, I viewed the company positively. When I mentioned the personnel division and the technical division this time, I explained it at the national treasury meeting. Just then, this time, JS Engineering surged the day before yesterday. The reason for the surge was because Hwang Hae-jang gave an interview, confidently mentioning semiconductors, currently at 78.2%.

Separating the weight of semiconductors, which account for 80%, and then positioning Jusung Engineering as a surviving company, creating a holding company, and then taking semiconductors to Jusung Engineering, and physically dividing the display and solar parts, and then planning to list them later. Then, if you hold Jusung Engineering, when you later undergo a personnel division, you will also become a shareholder of the semiconductor. It means it will split into two. You can't just have one mindset of an owner like this, but if in the past the owner said something like this, what should we do? Among the stocks in the KOSDAQ market, pharmaceuticals, biotech, medical devices, of course, now it's not there anymore, but it's talking about listing delisting because I'm careful. If we talk a little negatively about the company on this broadcast, the company officials will hear it and the phone will be cut off.

Complaint calls come in like the first of the month, saying that the stock price is falling, what should we do about that, they say negative things, so we can't just say good things, we have to evaluate objectively. However, in the case of companies like that, there have been issues in the past, such as rebates, and then there were some scandals, and rumors of insider trading. Companies with such a frequent history in the past are actually not recommended to invest in. In the market, out of the 2,600 listed companies, there are many clean and good companies. Even if it's not those, there are many companies that make money. Be bold and discard them. So, I want to emphasize that the owner's history is very important. Another thing I always say is to invest in industries that inevitably grow. This is perhaps the most important thing. It's always what I say.

In the past, even someone I know mentioned it on a show. There's a person who works during the day and runs a car manufacturing company, works during the day, and after work around 5 or 6 in the evening, has dinner, sits down, and watches stock market broadcasts. Since the U.S. stock market opens at night and moves in real-time, this person invests in U.S. stocks. When asked if they know a lot about it, they replied, I don't know much. I just started investing in stocks. But luckily, I bought when the market was not good for a while and made short-term profits several times. It was fun, so I invested in U.S. stocks. I must have mentioned this on the show. At first, they had 5 million won to invest. They made 500,000 won, then 1 million won. They were so happy. Just a few days ago,

A call came in, but please save me. Why? You said you invested 70 million won. What did you buy? I don't even know what American stocks you bought. I don't remember what I bought. You invested money in that. So why did I buy that? Then you said you should invest in Korean stocks. You said you could check American stocks after work at night. So, should all office workers only invest in American stocks? Oh, that's not it. As I mentioned earlier, let's make our stocks work for us. Let's invest in industries that grow independently of our will, inevitable industries. And industries independent of economic indicators. And another thing is the trend. The current trend. What is it? Even if you listen to my show today

In the past, when we looked at photos of families as a trend, we used to see pictures of parents and children, like two parents and two children, that was the trend composition of our families. Our country's birth rate is 0.74%, yes. However, what's funny is that our country's birth rate is said to have a global influence. Why? Because these media trends influence such flows. Another thing is, when you watch foreign dramas, they ask the children, Did you go to the academy? Did you study? Have you finished your schedule today? Why didn't you go to the academy today? Don't be late. They say these things, right? They don't do that in the United States. But what about Korean dramas? In dramas, it's the same. As soon as the child comes in, the mom asks, Did you go to the academy or not? Did you finish it or not? Did you start it or not? Hurry up, hurry up. So, these media influences are spreading abroad and affecting.

But when I heard that story, I was quite touched. Regardless of that, KeFood is on the rise now. Do you know why it's trending? I thought it would be meal kit products that would trend, but even CJ or other companies like Wooyang surged last week. I thought meal kits would be the ones to trend, but even preparing those seems troublesome. So, what people do is they just buy convenience foods, pour hot water over them, cook them, microwave them to eat right away, or buy them directly at convenience stores where they heat them up for you to eat instantly. I went to Costco, and K Kimbap was out. Personally, I prefer the kind of kimbap that is made fresh, but frozen kimbap seems to be successful in exports and is growing. This way, unexpectedly, regardless of my own predictions or will, and regardless of me.

There are industries that can only grow. I mentioned this as an example. The transition from black-and-white TV to color TV. When it changed from black-and-white to color, some people couldn't watch because their eyes were used to black-and-white. They preferred black-and-white. Similarly, when electric cars surged back then, it was for the same reason. AI is the same. Suddenly, everyone's phones are all 5G now. AI, artificial intelligence, these are revolutions in industries that cannot be resisted. So, there are a few sectors that I don't see potential in. Pharmaceuticals, bio, entertainment, and then games. Of course, those who have investments in these sectors may have a defensive reaction. I have my own investment principles. Just like I mentioned earlier.

As I mentioned earlier, the reason is that the constraints on bio-risk are too high, and also, as for the game, I talked about how Hobro Entertainment, due to celebrities' personal information and such, I don't invest in that, so I'm telling you this. It's about sticking to this principle. It's about sticking to your own principles. Some representatives say, In the defense industry, Big Tech is going crazy with wars right now, so I should buy Big and recommend it. If you have pride, you have it. If you don't make a profit, you don't do it. I think that's the principle. If you stick to this kind of principle, trade, and let's see the growth of industries that are unrelated to your will. Right now, the industry that can grow the most in our market regardless of my will is inevitably artificial intelligence, AI. Many sectors stemming from artificial intelligence are increasing.

The reason why we have to expand our business is that it seems that there are many more food items because of that. So, I am talking about the need to grow in such inevitable industries. Another thing is the method of selecting stocks. What to buy, the first thing is principles. I mentioned principles earlier. I am talking about establishing your own rules based on the content I am telling you. First, KOSPI is less than 15 trillion won in market capitalization, and KOSDAQ is less than 1 trillion won. We look at these stocks in basic analysis. From here, you can say why buy blue-chip stocks, why buy these stocks. It's not a blue-chip, it's over 1 trillion won in KOSDAQ. The reason is that you need to buy a 500 billion won stock to make 5 trillion won.

Because it needs to have the value of wealth, stocks in the Kosdaq market, some of which are already in the multi-trillion won range, are a safe way to go, including trading in large stocks. The resilience of stock prices is good for companies like Issuapse and those that have surged, like Hanmi Semiconductor and LNF. I remember recommending a stock at around 9,000 to 20,000 won, with a market capitalization of 4 trillion won. There are 4 trillion, no, 3 trillion won in market capitalization. However, it surged to over 30 trillion won or over 40 trillion won. That's it. So, how do we find such stocks? We need to search for them. Yes, we need to search. The stocks you already own may be among these. They may be hidden. Why can't you act right now? But look at PS Holdings and PSK Holdings. Just a few days ago, they couldn't go above 50,000 to 60,000 won, and you were wondering whether to sell at 50,000 or 40,000 won.

I'm debating whether to do it. In just a few days, it has already increased by 50%. That's right. So, for KOSDAQ companies with a market capitalization of less than 1 trillion won, you need to catch or find stocks where major shareholders' shares are around 30%. Why is major shareholder ownership important? If you look at companies that often issue bonus shares or conduct stock splits, it seems like companies with fewer major shareholder shares would want to hold more shares. However, that's not the case at all. Companies where major shareholders actually own a lot of shares tend to issue bonus shares or conduct stock splits quite often. In general, when major shareholders own a lot of shares, the stock may be out of stock or have a low float. In such cases, why can listed companies increase their share capital? They can prevent a rights offering. But if there are already 1 million shares circulating, what benefit does a rights offering have for the owner?

Just increasing stocks and telling people to buy them, so I can make money. Why do companies want to go public by issuing new shares like that? How do companies that are not listed go about getting loans? They have to go to the bank and ask for a loan. For companies that are already listed, the easiest way is to issue new shares. So, this is very important. That's why it's appropriate for major shareholders to have around 30% of the shares. If the major shareholder's stake is too small, it could lead to a hostile takeover or even a shareholder fight. There could be unseen power struggles, so it's important for major shareholders to hold around 30% of the shares. And the market capitalization going up is what I mentioned earlier. Next, when we appear on our show, we always do this.

One of the principles is, if the market capitalization is over 1 trillion won, don't just do it if it's less than 1 trillion won. Think about catching it. However, surprisingly, when you search for conditions in the screener, if the market capitalization is less than 1 trillion won, there are really a lot of stocks, over a thousand. But we focus on that and just invest. Next, another principle is that the stock price should be over 1,500 won. I originally mentioned 1,000 won, but actually, it's not even 1,000 won. However, surprisingly again, individual investors only like stocks that are over 1,500 won. It's a principle to only invest in stocks that are over 1,500 won. Please include this in your own rules. Whether the market capitalization is above or below a certain level of the KOSPI, you don't need to consider this. If you want to focus only on blue-chip stocks, then you don't have to do it. Also, include the major shareholder's ownership. Next, the consensus upside, this is also a necessary condition. It is the fourth essential condition.

Even companies that are delisted are numerous like this, and many companies do a capital increase through this. There are also companies that get undervalued. Still, please include the content together. For example, it is essential to see the content. Then, when you move to the next page, let's briefly talk about the technical analysis. Since last summer, the discussions about this game stock have been going on from last summer to January this year, and now it's already May and June. I have talked a lot about selling game stocks quickly. So, last year, some people who heard my advice to sell game stocks are now watching the broadcast and have come in. Well, among the game companies in Korea, it's a decent company, but recently, what is the most important among the moving averages of the trading volume of Com2uS Hive? It's the trend, right?

When you come, it's a trend. There's no need to buy stocks that are on a downward trend. So, when you look at the chart like this now, ultimately, it's forming waves. So, you can say that if you buy at the bottom and make this much profit, it's enough. Of course, you can, but why bother? It's like going to a delicious restaurant and eating delicious food there, rather than going to a tasteless restaurant and only having good side dishes and leaving. The point is to buy good stocks, stocks that are going up. Checking for a premature bottom is absolutely prohibited. Why am I telling you this? Because even when I went to give a lecture at Kyungnam University, I talked about this. People thought it was the bottom and bought, but it kept dropping. But you should go up after hitting the bottom. This is the bottom. You have to see if it's going up from here. Oh, that was the bottom over there. You will know that after it passes. That's why I

I've created these signals on the chart. I've added the slope of the 20-day moving average, the slope of the 60-day moving average, and colors. Absolutely, when the signal is clearly declining, there is no need to buy. In the search engine, if it is declining like that, and I made it not appear when it is declining like that, there is no need to buy at that time. Originally, because I was going to give a lecture today, I should have erased all these indicators and only brought the trend, but why did I bring it like this? Looking at the stocks of Com2us, if we follow our way, even now, the trend has emerged. The search engine can also fail because it's not me, it's not a certain thing. It's the search I created. My artificial intelligence is not fully included, so the trend is going up, but you see, the 60-line trend may not be clear, but if the 20-day line is upward and going up, from above, there are green dots.

In the area where the pink dots are visible, it is dropping to fit the 60 line. Technically, even if I bought it thinking I hit the bottom at the low point, it is a position where selling must be done. This is the basic idea that we should know these technical analyses. I brought up this chart of Com2uS like this. If you take a look, in 2021, game-related stocks soared from the peak due to the non-face-to-face situation caused by COVID-19. Many products were changed at that time, TV content increased a lot, and game stocks went up. The reason was, what do you do alone at home? Games. But in 2021, it peaked, and just before 2022, massive trading exploded, causing a sharp drop from the position that couldn't break the previous high. Probably, many individuals entered at that point. Why did it not break through the previous high?

I personally don't prefer breakout trading. I mentioned about trading on squeezed conditions and breakouts. Anyway, regardless of how it turns out, the main goal is to make a profit. Whether it's breakout trading or trading on squeezed conditions, the key is to make a profit. When the stock price hits its peak and starts to drop continuously, if you are a holder at that point, even if you entered following the peak, as you can see on this basic chart, the orange line and the green line, which are medium to long-term moving averages, are already turning downwards. Interestingly, if you study like this with me, right there is the stop-loss point. Then, when the green line bends, and when the yellow line bends, that's when you should consider stop-loss. Why don't people do that? I also fail to do it many times, but why don't they do it? This is about the stock called Wujung Bio. You know this, right? Corona.

Back then, it was really something. Music ward, wow. There was really no ward, and everyone was telling us to establish a music ward in the country. At that time, something else happened. Our younger sibling, now, in our country, became the first nurse to contract COVID-19 in the medical field. Not even the doctors got infected. So, they basically went on a witch hunt. Our sibling, at that time, personally called us, crying and saying they were being isolated here and there. My sister really wanted to die, wondering what she did wrong, like, why did she get infected with COVID-19 while nursing COVID-19 patients? But then, as they went to university lectures and all, moms started going on a witch hunt and causing a fuss. It was really tough. I also kept crying at home all the time, not knowing what to do, but now...

How about that? It's completely different, but the problem is that back then, the stock called Ojeong Bio surged due to music-related ward stocks, but now that era is over. It is said that if you still hold onto such stocks with attachment, you should not. You should sell these stocks right away. The important thing is, if you look at the chart on my chart, it keeps raining. It's raining, and the trading volume is low. Do you see that gray pillar? It keeps raining. The sales area keeps asking what to do with it. It should turn yellow quickly. The 60-day line and the 20-day line keep falling. If you have these stocks in your account, it would be good to boldly clean them up today. Next, in terms of technical analysis, if we clean this up, this is also a principle of technical analysis. First.

Do not buy stocks on a downtrend, and then, refrain from buying Park Su-kwon stocks. Why aren't you athletes? Even stocks in a trading range can be considered Park Su-kwon. If you want to buy Park Su-kwon stocks, it's better to enter during a squeeze and then buy when it breaks through the trading range. Also, if you want to trade Park Su-kwon, there might be breakout trading. However, if you just trade Park Su-kwon, you may not be good at strategies for buying high and selling low. So personally, even if there are many uptrend stocks, there is no need to buy Park Su-kwon stocks. Do you know what the best thing is? In such cases, when a downtrend stock stops falling and enters a trading range, then breaks through, you should not miss it. If you miss buying at this point, and it takes off, don't just pull out. A stock that breaks through doesn't just go straight up, right? It doesn't just go up. What are you making?

Please, that's right. Only Dr. members are here, right? It's a pressured spot. The stock that we were buying while it was falling is showing a first rebound while the one that was moving sideways is the pressured spot. The place where we entered by buying the closing price of minerals was a pressured spot. It was the place where we entered by buying the closing price of wool. When you go home, try returning by giving that buying signal. There is a pressured spot. No buying on a downtrend. Next, no trading on low liquidity stocks. I did create a sold-out stock search tool, but that's for when those types of stocks are suitable. No low liquidity stocks. Then, habitual chasing is prohibited. Your habits are very important. Try writing down what your trading pattern habits are. This can be another assignment. What are my trading habits? Write a trading journal.

If you look at the trading journal, you might be able to identify your habits. Maybe you've never thought about it before, why have I failed so far? Surely, there are habits in trading. I didn't realize it. I followed the rapid rise, or on the other hand, entered during a rapid rise, made a short profit, and exited. But then, I followed it again when it rose, and suffered a big loss. I kept doing this, following it again when it rose, and suffered a big loss at the highest point. So, I couldn't even take a break. These habits surely exist. Next, after the first purchase, when I bought more at the first correction, I thought it was going to rise, but as it dropped a bit, I felt frustrated and just bought again at once. These habits eventually lead to habitual chasing, which is absolutely prohibited. From now on, let's burn together, let's burn together, yes.

Next, when it comes to investing in a specific item, I consulted with the Ministry of Finance and they said, even this morning, that they put all their money into Kia-like stocks, 100%. For each item, buying more than 20% is prohibited. These are strict rules I am telling you right now, all related to the law. There are necessary laws when it comes to stock trading. Do not invest more than 10% to 20% in one item, absolutely not. Do you understand? Next, premature confirmation of the bottom is also prohibited. Do not buy thinking this is the bottom; do not habitually chase after it. If you do, your proportion will increase by 60% to 70%. Unlike other executives, I don't encourage chasing after it. I don't know what you all think, but my pride is even if the stock price falls, even if there is a loss, I will hold it. I keep telling the members not to chase after it continuously.

For example, if you buy something for 5,000 won and then buy it for 3,000 won, but due to averaging, the average price becomes 4,000 won. When I talk about this on a broadcast, people don't usually discuss this concept. There are people who bought it for 5,000 won and others for 3,000 won. Depending on individual circumstances, there are those who buy at the asked price of 5,000 won and 3,000 won, resulting in an average price of 4,000 won. This can vary depending on personal situations. As a leader in front, of course, objectively, you should calculate the average price at 5,000 won and 3,000 won to be 4,000 won. However, for my family and relatives, they really have different values at 5,000 won, 4,000 won, and 3,000 won. If you are going to participate in a certain field, I think my role is to help break through above 5,000 won so that you can pay the amount. Therefore, do not rush into bottom confirmation, and do not engage in speculation. The most important thing is to avoid water trading.

You can learn while studying with me. I will tell you about that later. Next, don't risk the life of the candle. This is very important. Please, don't risk your life on candles day by day. When it goes up, it doesn't make any noise in the morning, but when it goes down in the evening, it falls. Why does it fall? What should I do if it falls? Oh, why doesn't it make any noise in the morning when it goes up, and then in the evening, why does it make people worry like this? I'm just joking. I'm serious, don't go crazy. Don't risk the life of the candle. Anyway, you have to sell to make a profit. Loss is part of stocks. Stocks are living organisms. Powerful people take advantage of your weak and fragile hearts. That's why they go up and down. Do you know why I showed you the trend earlier? Later, when I cross the river...

I will cover all the trading volume moving averages, candle trends, trading patterns, and so on. The important thing is to look at the big picture. It's like looking at the big picture of a child's growth. My kids are going through this stage now. It's a personal story, but our kids will be in college soon, and next year they will go study abroad. So, at this point, when they participated in music competitions during middle and high school, both of them are into singing. When they participate in competitions, they have to win awards, then they have to get first place in the practical exams. Since they entered school as top students, we have to maintain that. We have these ambitions. So, on the day of the practical exam announcement, from the morning, it's all tense. I remember how it was. Mom, I got first place. Oh, good job. She doesn't praise much. It's hard to hear compliments. She doesn't praise much. Well done. You worked hard. Let's eat something fun and delicious.

Having fun, that's the end. If someone asks how many points I got there, the score changes starting from the voice. Who got first place? Hey, sing a song. But thinking about it now, what's important in life? In my opinion, there are no elders here than me. Everyone seems to be in their 20s or 30s. But in life, what's more important, practical skills or winning a competition? You probably know very well. You may have more experienced people here, but at that time, we each risk our lives. Never bet your life on each candle. It will bring more profits, believe me. If the trend has changed, I don't know, but if the trend hasn't changed, just forgive today. I really want to emphasize this candle. And then, operate your accounts strictly separately.

It is important to invest in ETFs. Personally, I would like to recommend setting up a dividend stock account with ETFs. Earlier, there was someone investing in ETFs over there, and I would like to study together with them next week to see what ETFs they have and boldly discard what needs to be discarded, and then make some replacements. So, there is a desire to make accounts for ETFs and dividend stocks, then make an account for medium to long-term growth industries, and separate the accounts like this. Create one account for ETFs and dividend stocks, the second for medium to long-term growth industries, the third for short-term profits and trading. The fourth is to transfer short-term profits to the dividend stock account. So, how many accounts are there in total? Three accounts for dividend stocks, one for retirement pension, one for medium to long-term growth businesses, one for short-term profit and trading. The rest is not accounts but money transfers.

Please make sure to follow this rule for transfer number one. Separate the accounts like this, and then I will explain a little bit about how to select ETFs. It's difficult to choose individual stocks like whether to buy Hynix or Samsung Electronics. Earlier, I mentioned buying Codex semiconductors, but there are many types of ETFs. Just go to the semiconductor section and write ETF account for semiconductors. You will see a list of semiconductor ETFs. You may not know, but some people do. When you think of semiconductors, you might think of just one, right? But when it comes to semiconductors, there are primary processes, secondary processes, artificial intelligence, and so on. You have to search for them. It's hard to make money. It would be nice if only one came up, right? I will now tell you about what index to follow and also about the trading volume of the ETFs.

Trading volume is necessary for ETFs. Naturally, you should be able to buy and sell comfortably automatically. Next, consider the size of the ETF. You should choose ETFs with many tracking stocks, not just a few. It is easy to select them. Also, you should choose a well-known management company with a large financial scale. This is very important. Management fees are also important. Next, I've written down my own method of selecting ETFs. Semiconductor, secondary battery, KBT, AI, Codex, and another one, Codex Dividend Value. Semiconductor, small and medium-sized enterprises, post-processing, and pre-processing ETFs. If you search for these, suddenly, those of you who have been watching will look at ETF dividend values, small and medium-sized enterprises, and another one, monthly dividend ETFs. Did you know there are dividend ETFs that pay out every month? Raise your hand if you knew about it for the past 12 months.

There is one thing. If you want to find dividend stocks among regular stocks after receiving monthly dividends from ETFs, how can you find them? Just go to Naver, click on dividends, and when you hit the search button, various stocks with high dividends in KOSPI and KOSDAQ will pop up. Finding them is like finding food. However, the important thing is that not only dividends are given, but also profits should be made. If it only gives dividends without profits, you shouldn't eat it, right? Should you buy something that gives 50%, 60%, or 100% profit? No, right? Giving out 3,000 won, 1,000 won, 200 won, or 500 won per year, should we eat that? We don't like that kind of thing, right? Honestly, that's why I'm telling you. If you check Naver for dividend stocks, you can find them. This is Codex's dividend growth. If you didn't buy Samsung Electronics, you may need to consider this. Should we invest in just one ETF? Will it be successful or not? Success.

You can receive an award. Instead, let me know before receiving the award because you can receive it tomorrow. So, sell at the regular price by today. It's different from stocks. It's about stability. Time is running out, but this is quite important. I will talk about it again in the next public lecture or the next session. As we finish today's lesson here, if you search for Eunsuk's Success Story of Full-time Investment on Naver, you can review this lesson again. Now, I will move on to Eunsuk's Success Story of Full-time Investment, not just the Korean economy. So, review this lesson again, study once more, and I will see you again in the next lesson. Thank you. [APPLAUSE] C [MUSIC]

주식 무엇을 사야 할까? 반도체 주식과 ETF 투자 전략 | 감은숙의 전업투자 성공기

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재근의 투자 원칙 강의 하이라이트

재근 트레이더가 한국 주식 투자에서 타이밍의 중요성에 대해 이야기하며, 주식 트레이더로 시작하기까지 자신의 개인적인 여정을 공유합니다.

그는 특히 반도체 산업을 강조하면서 무엇을 사야 하는지 아는 것이 중요하다고 강조합니다.

또한 재근은 볶음집의 비유를 통해 반도체 산업 내 다양한 섹터의 실적에 대한 인사이트를 제공하며 산업의 사이클을 설명합니다.

반도체 주식, 특히 삼성전자, SK하이닉스, 인텔 주식에 투자하는 것을 고려하는 것이 중요합니다.

성공의 열쇠는 인내심과 기업에 대한 믿음, 장기적인 투자 전략에 있습니다.

매도할 때는 기업의 실적에 주의를 기울이고 상당한 수익을 낸 후 투자 다변화를 고려하는 것이 중요합니다.

2024년을 위한 스마트 투자 전략

영업이익이 증가하고 향후 실적에 대한 컨센서스가 높은 종목에 투자하는 것이 중요합니다.

기업의 유보율과 부채 비율, 배당 수익률에도 주의를 기울이세요.

투자를 고려할 때는 오너의 사고방식과 회사의 과거 실적도 고려하세요.

주성엔지니어링의 반도체 사업 분리 및 상장 계획

주성엔지니어링은 지주회사를 설립하고 반도체 사업부문을 분리해 존속회사로 만들 계획입니다.

또한, 오너의 업력을 고려하고 필연적으로 성장할 수밖에 없는 산업에 투자하는 것이 중요하다고 이야기합니다.

연사는 식품 산업의 트렌드와 AI, 5G 등 특정 분야의 거침없는 성장을 강조하는 한편, 제약, 바이오, 엔터테인먼트, 게임 등의 잠재력이 부족하다는 점을 지적합니다.

투자할 때는 생물학적 위험의 제약과 개인적 가치관 등의 요소를 고려하여 원칙을 고수하세요.

성장하는 인공 지능 산업에서 투자 기회를 찾습니다.

종목을 선택할 때는 시가총액, 주가, 주요 주주 소유권을 주요 원칙으로 삼으세요.

주식 투자에서 개인 원칙을 고수하는 것의 중요성에 대해 설명하며, 유망 투자 분야로 성장하는 인공지능 산업을 강조하고 시가총액, 주가, 대주주 소유 등 종목 선택의 핵심 원칙을 설명합니다.

상승 추세에서 주식 매수의 중요성

하락 추세에 있는 종목은 매수하지 말고 상승 추세에 있는 종목에 집중하는 것이 좋습니다.

이동평균 및 색상 신호 모니터링과 같은 기술적 분석은 적절한 매수 또는 매도 시점을 결정하는 데 도움이 될 수 있습니다.

특히 지속적인 하락 추세에 있는 종목은 감정적인 애착을 가지고 보유하지 않는 것이 좋습니다.

하락하는 주식이나 유동성이 낮은 종목에서 매수할 때 거래의 압력 지점이 발생하며 습관적인 추격은 금지됩니다.

리더는 한 종목에 20% 이상 투자하지 말 것을 조언하고 바닥을 조기에 확인하는 것을 경고합니다.

물타기 매매를 피하고, 캔들에 너무 많은 위험을 감수하지 않으며, 자녀의 성장을 지도하듯 주식 거래에서도 큰 그림에 집중하는 것이 중요합니다.

투자 계좌를 다양화하는 것은 장기적인 재정적 성장과 안정성을 위해 매우 중요합니다.

위험을 효과적으로 관리하려면 ETF, 배당주, 단기 트레이딩용 계좌를 분리하는 것이 좋습니다.

ETF를 선택할 때는 거래량, 추적 종목, 운용사 평판, 관리 수수료 등을 고려하여 최적의 결과를 얻을 수 있도록 해야 합니다.