Deep Dive
What was the overall market trend in 2024 according to the podcast?
The market in 2024 experienced an epic recovery after October, following a period of continuous decline from April to September. The year ended with a positive trend, especially after a significant rally in September.
What were the hosts' investment returns for 2024?
The hosts reported a return of around 15% for 2024, which was slightly below the 16% return of the CSI 300 index. However, they outperformed the Shanghai Composite Index.
Why did the hosts' investments underperform the CSI 300 in 2024?
The hosts' investments underperformed the CSI 300 because their portfolios were purely equity-based and did not include other products like bonds or funds, which might have diversified their returns.
What was the significance of the September 24th meeting in 2024?
The September 24th meeting was a pivotal moment in 2024, where the central bank and the China Securities Regulatory Commission announced significant measures to stabilize the market, leading to a historic rally with some indices gaining 20-30%.
What lesson did the hosts learn from the 2024 market volatility?
The hosts learned the importance of understanding their investment style and risk tolerance. They realized that while small-cap stocks can offer high returns, the volatility can be difficult to manage, and they need to balance their portfolios accordingly.
What was the hosts' approach to investing in 2024?
The hosts focused on value investing, buying more as prices fell, especially during the continuous decline from April to September. They also emphasized the importance of having a comfortable investment strategy that aligns with their risk tolerance.
What was the impact of the January 2024 market crash?
The January 2024 market crash was severe, with the Hang Seng Tech Index dropping 20% and the CSI 2000 Index nearly 20%. This crash led to widespread panic and a systemic sell-off, despite government interventions to stabilize the market.
What was the hosts' strategy for managing their investments in 2024?
The hosts reduced their direct stock investments and increased their allocation to products they believed in, such as macro hedge funds. They also emphasized the importance of diversification and not overcommitting to any single investment strategy.
What was the hosts' view on the role of luck in investment success in 2024?
The hosts acknowledged that luck plays a significant role in investment success, especially when selecting products or strategies. They noted that even with thorough research, unexpected events can impact performance, highlighting the inherent unpredictability of markets.
What was the hosts' perspective on the importance of investment education in 2024?
The hosts emphasized that investment education is crucial but requires time and experience to internalize. They noted that simply knowing concepts is not enough; one must develop a deep understanding through practice and reflection.
- 两位主播2024年投资收益率均超过15%
- 其中一位主播连续三年跑赢沪深300指数，但2024年未跑赢
- 两位主播对2024年行情复苏表示感恩
Shownotes Transcript
2024 就要结束了，不知道大家今年的收益如何，欢迎大家在评论区分享你的收益率和今年的投资感悟。
今年也是年终回顾的第三年了，感觉两位主播对于投资都有了更深的理解。同时也感恩整体行情的复苏，赚钱的时候做回顾还是比亏钱开心点。
感谢各位听友在过去一年的陪伴，也祝愿大家在新的一年里事事如意赚大钱。
以下十位热心听友可以添加小助手微信，感谢这一年的支持，有一份礼物送给你。
本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。
有任何关于节目的疑问、吐槽、建议和想法，欢迎联系我们：[email protected]；添加节目小助手“MYTime9695”进行盲盒式的互动😂；也可以关注“小宇宙的马桶时间”公众号给我们留言、私信。
- 时间轴 -
06:00 2024 flag 倒了多少
37:45 2024 快速回顾
64:59 2025 flag