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Investing for Beginners: How to get RICH from Stocks & ETFs (Full Guide)
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this year alone there's a bunch of stocks where if you would have just bought in at the beginning of this year
僅今年就有許多股票,如果你在今年初買進
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by this time you would have made a bunch of money nvidia's up over 200% in just this year to date alone which means that
到現在你已經賺了一大筆。輝達(Nvidia)今年至今就上漲了超過 200%,這意味著
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you could have put in about $10,000 at the beginning of this year and it would have grown an extra $20,000 to a total
如果你在今年初投入約 10,000 美元,它會增值 20,000 美元,總計
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of $30,000 just by selecting the right stock this video is going to explain the
達到 30,000 美元,只要選對股票。這支影片將解釋
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best way to invest in the stock market and it's going to get you going strong on that investing Journey even if today
投資股市的最佳方式,並讓你在投資旅程中強勢起步,即使今天
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is your first day in this video I'm going to actually show you my actual portfolio with actual positions and
是你的第一天。在這支影片中,我將實際展示我的真實投資組合,包含實際部位和
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percentages so you can compare and see how I invest exactly now I'm sure that you've heard that compound interest is
百分比,讓你可以比較並了解我確切的投資方式。我確定你聽過複利是
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the greatest wealth builder of all time or that having your money in the stock market is working harder for you then
有史以來最強大的財富建造者,或者讓你的錢在股市中運作,比
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you can even work for yourself and that's because it's completely true if you do everything you can to get
你自己工作還要更努力。這是因為這完全是真的。如果你盡你所能讓
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$100,000 invested into the S&P 500 which has an annual appreciation of over 10% per year and then you literally just set
100,000 美元投資於標普 500 指數(S&P 500),其年化報酬率超過 10%,然後你真的就放著
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it and forget it and never add another dollar in 20 years your $100,000 is now worth over
不管,再也不投入任何一美元,20 年後你的 100,000 美元現在價值超過
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$670,000 in this year here it went from $611,000 to
670,000 美元。在這一年,它從 611,000 美元增加到
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$672,000 which is over $660,000 with you doing literally nothing and it gets better
672,000 美元,也就是超過 660,000 美元,而你什麼都不用做。而且情況會更好,
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if you just added $500 per month over that period your $100,000 now grew to over $1 million and now the compound
如果你在那段期間每個月只增加 500 美元,你的 100,000 美元現在會成長到超過 100 萬美元,而現在僅僅是複利
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interest alone at that point is over $100,000 per year of profit in one year alone that's how the rich make money
一年就能帶來超過 100,000 美元的利潤。僅僅一年,這就是富人如何在
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while they sleep and that's what I want for you I'm going to go over my personal story and how I started and what I've
睡覺時賺錢的方式,而這就是我對你的期望。我將分享我的個人故事、我是如何開始的,以及我在過去 15 年
01:54
learned over the last 15 years and I'm going to show you stepbystep one of the best tools out there so that that you
學到的東西,我將一步步向你展示市面上最好的工具之一,這樣你
02:00
can do your own research and that you can start investing just like I did this thing has no minimums Z commission fees
就可以自己做研究,並像我當初一樣開始投資。這個工具沒有最低金額限制,零手續費,
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lets you have both a brokerage account and also retirement accounts just like my favorite which is the Roth IRA and
讓你同時擁有經紀帳戶和退休帳戶,就像我最喜歡的 Roth IRA 一樣,而且
02:14
has a very helpful app that makes it all convenient I've been using this company for a little while now to make sure it's
有一個非常實用的應用程式,讓一切都變得方便。我使用這家公司一段時間了,以確保它
02:20
safe for you and I like First Trade A lot they're the sponsor of this video but more on that in a bit if you've ever
對你我而言都很安全,我非常喜歡 First Trade,他們是本視頻的贊助商,稍後會有更多介紹。如果你曾聽過
02:27
heard of chat gbt and the power of a a you're going to be blown away by this Innovative way to invest using AI on
ChatGPT 和 AI 的強大威力,你將會被 First Trade GPT 這個利用 AI 投資的創新方式所震撼。我是 Nolan Goa,
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First Trade GPT I'm Nolan Goa my students call me Professor G and I made this channel to make investing
我的學生叫我 G 教授,我創立這個頻道是為了讓投資變得簡單化。當我很久以前開始投資時,平台通常非常難操作,
02:41
simplified now when I started investing a while ago platforms used to be incredibly hard to navigate and they
而且感覺很老派。我喜歡提醒我的學生我並不老,但當我想到以前那些平台有多麼老派,
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just felt ancient I like to remind my students that I'm not old but when I think about how old
相比於我們現在擁有的東西,以及身為投資人現在可用的所有工具,實在是太瘋狂了。以前手續費高得離譜,
02:54
school those platforms used to be compared to what we have now and all the tools that are available to you as an
相比於我們現在擁有的東西,以及身為投資人現在可用的所有工具,實在是太瘋狂了。以前手續費高得離譜,
03:00
investor now it's just crazy fees were crazy and there was just no such thing as customer service if you wanted
而且根本沒有客戶服務這回事。如果你想要客戶服務,你就得付費。以前很難弄清楚要買什麼股票,
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customer service you had to pay for it it was hard to figure out what stocks to buy or what an ETF even was all I knew
或是 ETF 到底是什麼。我只知道投資很重要,我身邊任何有錢的人都告訴我,我需要開始搞懂
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was that investing was important and anybody that was wealthy in my life told me that I need to start figuring out
這個叫做「投資組合」的東西,並鼓勵我盡快開始投資。我現在投資已經超過
03:20
this thing called a portfolio and encouraged me to start investing as soon as possible I've been investing now over
十年了,我有多個六位數的帳戶,我很慶幸當初就投資了。現在有很多人
03:26
a decade and I have multiple sixf figure accounts and I'm glad glad that I got invested when I did now a lot of people
不投資股市,他們選擇不投資有各種原因,但以下是一些主要的原因:可能是因為你不了解股市
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who don't invest in the stock market choose not to for a variety of reasons but these are some of the big ones it's
或它的運作方式,你不知道要投資什麼,或是你不知道要去哪裡投資,或者具體來說不知道如何實際買進股票。
03:39
probably because you don't understand the stock market or how it works you don't know what to invest in or you
幸運的是,G 教授都幫你準備好了。好消息是,所有這些問題都可以透過這個名為 First Trade 的新工具和平台
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don't know where to invest or specifically how to actually buy a stock lucky for you Professor G has you
得到解答。所以我將稍微帶你了解它,並展示一些我真的很喜歡的功能,你絕對應該盡快去試試看。
03:52
covered the good news is that all of those questions can be helped answered by this new tool and platform called
關於人們不投資的第一個原因,通常是因為你不了解股市或它的運作方式。我真的很喜歡 First Trade 在這一點上的設計,
03:59
First Trade and so I'm going to walk you through it a little bit and show you the types of things that I really like and
因為你上去之後會看到許多不同的研究工具,而且全部都整合在一個地方。所以當你到 firstrade.com 時,
04:04
you should definitely check this out as soon as you can so on that first reason why people are not investing it's
你可以點擊下方的「交易」(Trading)來了解股票、ETF 或選擇權等等,無論你想交易什麼都可以。
04:11
usually because you don't understand the stock market or how it works so I really like first trade for this because you're
通常是因為你不了解股票市場或其運作方式,所以我非常推薦 First Trade,因為你將
04:19
going to go on there and there's so many different research tools and it's all in one place for you so when you go to
在上面使用許多不同的研究工具,而且全都整合在一個平台。所以當你前往
04:25
firstrade.com you can go down here into trading to figure out out stocks or ETFs or options whatever it's going to be you
firstrade.com,你可以點擊下方的「交易」(Trading)來了解股票、ETF 或選擇權等等,無論你想交易什麼都可以
04:34
can look to open up different types of accounts The Brokerage the retirement International whatever it may be but I
可以考慮開設不同類型的帳戶,如經紀帳戶、退休帳戶、國際帳戶等,無論是哪一種
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really like this resource section because you can look at things like margins or options if that's something
但我真的很喜歡這個資源區塊,因為你可以查看像是融資融券或選擇權等內容,如果你有興趣的話
04:46
you'd like to you could research here and so let's just check this out they have some tools for technical insights
你可以在這裡進行研究,那麼我們就來看看吧,他們提供了一些技術分析的工具
04:53
you can see different video commentary if you'd rather they just have so many different tools that are available able
你可以看到不同的影片評論,如果你比較喜歡這樣的話,他們真的有非常多樣化的工具可供使用
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I really like the identify your investment opportunities with the strategy Builder so we can figure out
我非常喜歡「利用策略生成器找出你的投資機會」這個功能,所以我們可以弄清楚
05:05
what it is that you actually want to do if you're still trying to figure out you know stocks versus ETFs or whatever you
你真正想做什麼,如果你還在試著搞懂,比如說股票 versus ETF 或是其他東西,你可以
05:13
can go here and we can just figure this out what types of stocks are there that you'd like to invest with again in the
來到這裡,我們可以好好釐清,有哪些類型的股票是你想要投資的,再次強調,在
05:20
education center you can go to something like options and try to really figure out what are options we have the
教育中心裡,你可以前往像是選擇權這樣的區塊,試著真正搞懂什麼是選擇權,我們有
05:28
introduction what is an option all of these different things especially the advanced concepts if we're trying to
入門介紹、什麼是選擇權,所有這些不同的內容,尤其是進階概念,如果我們想
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figure out the index or the capitalization weighted there's so many different things that it would be really
弄懂指數或是市值加權,有太多不同的東西,對你來說會非常難以
05:42
hard for you to figure out or find but it's all right here and then after you've done a bunch of research on that
理解或找到,但這裡全都應有盡有,然後在你對該平台做了大量研究之後
05:48
platform the next reason why people aren't invested in the stock market or aren't invested correctly in the stock
人們沒有投資股市,或是在股市中沒有正確投資的下一個原因,是排名第二的原因,那就是你不知道要投資什麼,而我最愛的工具,也是我見過最新的工具,就是運用 AI 的力量,方式和 Chat GPT 完全相同,但用於投資,這個
05:55
market is that number two reason which was that you don't know what to invest in in my favorite tool in this newest
工具叫做 First Trade GPT,這是一款剛推出、具革命性的人工智慧金融
06:01
tool that I've ever seen is using the power of AI the exact same way that chat GPT does but for investing and this
工具叫做 First Trade GPT,這是一款剛推出、具革命性的人工智慧金融
06:10
one's called First Trade GPT just freshly launched a revolutionary artificial intelligence Financial
研究助理 First Trade GPT,它不只是一個標準的 AI 聊天機器人,First Trade GPT 將 AI 驅動的分析與
06:16
research assistant First Trade GPT more than a standard AI chatbot First Trade GPT integrates Aid driven analytics with
從多年數據中萃取的深度金融洞察相整合,你可以快速存取全面的分析與視覺化的
06:25
deep Financial Insights drawn from years of data you can quickly access comprehensive analytics and visualized
研究,來提升你的投資決策,所有這些都只需要透過簡單提問、使用這些 First Trade
06:32
research to enhance your investment decisions all by simply asking a question by using these first trade
研究工具,並觀看你信任的人的影片(希望包括我的一些影片),你就可以將這兩者
06:39
research tools and by watching videos from people you trust hopefully some of my videos you can use both of these hand
結合運用,來研究你可能想為個人投資策略建立的股票或 ETF 類型
06:46
inand to research what type of stocks or ETFs that you might want to build out for your personal investment strategy
雙管齊下,來研究你可能想為個人投資策略建立的股票或 ETF 類型
06:53
now this next thing is huge and then after that I'm going to give you my exact portfolio as far as percentages
接下來這點非常重要,之後我會給出我個人投資組合的確切比例
07:00
and the actual Holdings that I have so you can see how you stack up or just see the types of things that I'm investing
以及我實際持有的標的,讓你可以看看自己如何比較,或只是了解我投資的類型
07:06
in so maybe that's where you can start your research that number three reason was you don't know where to invest
也許你可以從那裡開始研究,第三個原因是你不知道要投資哪裡
07:12
specifically well now you do and this is not only a research Hub and full of info it's also the actual platform to open a
具體來說,但現在你知道了,這不僅是一個充滿資訊的研究中心,也是實際開設
07:20
brokerage or my favorite the Roth IRA so with that you'll be able to have a place where you're able to invest in those
券商帳戶或我最愛的 Roth IRA 的平台,有了這個,你將能有一個地方可以投資那些
07:27
stocks or ETFs but then also use all these research tools especially First Trade GPT First Trade gpt's Advanced
股票或 ETF,同時還能使用所有這些研究工具,特別是 First Trade GPT,First Trade GPT 的進階
07:34
analytics and insights compl the $0 commission trading on stocks fractional shares ETFs options and mutual funds
分析和洞察,加上股票、零碎股、ETF、選擇權和共同基金的零手續費交易
07:43
providing a seamless and Powerful investing experience additionally investors can buy fixed income products
提供無縫且強大的投資體驗,此外,投資人可以購買固定收益產品
07:49
such as bonds and CDs for a reasonable fee further expanding their investment options I really like the user
例如債券和定存單,費用合理,進一步擴大他們的投資選擇,我非常喜歡這個平台的使用者
07:55
convenience on this platform and you're going to see the difference espe especially if you've been using one
便利性,你將會看到其中的差異,特別是如果你一直在使用一個
08:00
that's a little bit outdated definitely check out first trade with the link down in my description and they have a
有點過時的平台,一定要透過我描述中的連結查看 First Trade,他們目前有
08:06
limited time offer of $250 in transfer fee rebates when you switch to first trade so now you know exactly where to
限時優惠,轉帳費用補助高達 250 美元,當你轉換到 First Trade,所以現在你確切知道要去
08:14
go to actually open up this account to be able to invest in those stocks and ETFs once you've done the research on
哪裡開立這個帳戶,以便能夠投資那些股票和 ETF,一旦你在
08:20
that same platform that's right there for you here's a snapshot of my actual investing portfolio right now so that
同一個為你服務的平台上完成研究,這裡是我目前實際投資組合的快照,讓你
08:27
you can get a good picture of what I'm doing anyone who knows me knows that the bulk of my investing is in boring ETFs
可以清楚了解我在做什麼,認識我的人都知道,我的大部分投資都在無聊的 ETF 上
08:34
because slow and steady really does win the race Warren Buffett said the most important rule of investing is to not
因為緩慢而穩定真的能贏得比賽,華倫・巴菲特說過,投資最重要的原則是不要
08:41
lose money he said the second most important rule is to reread rule number one so this style of investing keeps one
虧錢,他說第二重要的原則是重讀第一條原則,所以這種投資風格能讓人
08:48
very safe while bringing very solid returns so now this is going to be a snapshot looking at my entire equities
非常安全,同時帶來非常穩健的回報,所以現在這將是一個快照,檢視我整個股票
08:54
portfolio everything in my 401k or really it's a 403b at my University looking at my Roth IRA and then also my
投資組合,我在 401k(或者其實是我大學的 403b)中的所有東西,還有我的 Roth IRA,以及我的
09:02
taxable brokerage account so I'm adding everything together and these are the percentages that make up my entire
應稅券商帳戶,所以我把所有東西加在一起,這些比例構成了我整個
09:08
portfolio 5% is in Disney stock 5% is in Alibaba now don't judge me on either one of those not the greatest pick and
我的投資組合中有 5% 是迪士尼股票,5% 是阿里巴巴股票,先別急著批評我這兩個選擇,它們都不是最好的標的
09:17
lately they've been down a lot they've been having some struggles I talked about why I bought these but I did buy
最近它們跌幅很大,營運也面臨一些困境,我之前講過當初買進的原因,但我確實是
09:23
these a long time ago haven't been adding to either position in quite some time I'm interested to see if Disney
很久以前買的,已經好一段時間沒有加碼這兩檔持股了,我很想知道迪士尼
09:31
does turn this around Alibaba I'm losing faith in every couple weeks then I have
能否成功轉型,至於阿里巴巴,我每隔幾週就會失去信心,然後又
09:37
1.5% in apple 2.5% in birkshire Hathaway shout out Warren Buffett and then 3% in Microsoft so in total in my entire
回心轉意。我還有 1.5% 的蘋果、2.5% 的波克夏海瑟威,向華倫·巴菲特致敬,然後是 3% 的微軟,所以總共在我的整個
09:46
investing portfolio only 8% is in individual stocks and of that Microsoft is my largest holding I do believe in
投資組合中,只有 8% 是個股,其中微軟是我最大的持股,我最看好
09:55
Microsoft probably the most out of all of those with birkshire hathway being right there next is in the ETF or Index
微軟,勝過其他所有個股,波克夏海瑟威則緊追在後。接下來是 ETF 或指數
10:02
Fund portion which is obviously the largest piece of my entire portfolio my smallest ETF holding is 15% in
基金的部分,這顯然是我整個投資組合中占比最大的,我持有最小的 ETF 是 15% 的
10:10
scg G for growth then 18% in QQQ M those two equal my growth ETFs and they
SCG G(成長型),然後是 18% 的 QQQ M,這兩檔加起來就是我的成長型 ETF,它們
10:18
account for about 33% of the entire portfolio then I have about 26% in SCD which is the dividend style ETF and then
約佔整個投資組合的 33%,接著我有大約 26% 的 SCD,這是股息風格的 ETF,然後
10:28
finally the largest single holding is 33% in the S&P 500 ETF like Vu as far as
最後,最大的單一持股是 33% 的 S&P 500 ETF,像是 VOO。就
10:36
ETFs are concerned I'm shooting for 33% in each one of those categories but growth has obviously grown a lot more
ETF 而言,我目標是讓每一類都佔 33%,但成長型的漲幅顯然
10:43
than the dividend or value style which is whyd is a little bit lower I will rebalance at some point and I'm going to
比股息或價值型大很多,所以後者占比低了一些,我未來會進行再平衡,而且我打算
10:50
do a video about how I do the rebalancing but for now that's where it's at if you haven't started investing
拍一支影片來說明我的再平衡方法,但目前就是這樣。如果你還沒開始投資
10:56
yet I would highly recommend that you take this research and do a little bit more research using first trade and I
,我強烈建議你參考這份研究,並利用 First Trade 做更多研究,我
11:03
would highly recommend that you just check out that platform I really like First Trade GPT I think that's going to
也非常推薦你試試看那個平台,我真的很喜歡 First Trade GPT,我認為它將
11:08
change the game and it makes it so easy by just asking a question and you're going to be able to get everything right
改變遊戲規則,只要問個問題就能輕鬆搞定,所有資訊都會為你準備好,請造訪
11:15
there for you visit firstrade.com to open an account today and use the link down in my description now then watch
firstrade.com 立即開戶,並使用我描述欄位中的連結,然後觀看
11:21
these two videos to keep you going strong in your investing journey and let me know what stocks and ETFs you're
這兩部影片,讓你在投資路上持續強健成長,也歡迎告訴我你投資了哪些股票和 ETF,因為我很感興趣。我們下支影片見。
11:28
investing in because I'm interested I'll see you guys on the next one
投資了哪些股票和 ETF,因為我很感興趣。我們下支影片見。

Investing for Beginners: How to get RICH from Stocks & ETFs (Full Guide)

📝 影片摘要

本單元是為投資新手設計的完整指南,旨在幫助觀眾透過股票和ETF建立財富。影片以複利和指數化投資的強大力量為核心,解釋了長期投資的可觀回報。講者G教授分享了他15年的投資經驗與個人投資組合,展示以ETF為主的資產配置策略。此外,本單元詳細介紹了名為First Trade的券商平台,特別強調其AI投資工具「First Trade GPT」、豐富的教育资源及零手續費的交易環境,引導新手克服不知從何開始、不知投資標的的困難。

📌 重點整理

  • 複利效應:透過時間和持續投入,小額資金也能累積成可觀財富。
  • ETF的優勢:以低成本、分散風險的方式參與市場,是新手的首選。
  • 三大投資障礙:不了解市場、不知道買什麼、不知道去哪裡買。
  • First Trade平台:提供零手續費交易、多元帳戶類型及豐富的教育資源。
  • First Trade GPT:運用AI技術提供即時金融分析與投資建議。
  • 分散投資策略:講者將資金配置於成長型、股息型及大盤指數ETF。
  • 個人投資組合:個股占比低(8%),ETF占比高(約92%)。
  • 巴菲特原則:投資最重要的原則是不要虧錢,安全第一。
  • 行動呼籲:鼓勵觀眾利用提供的工具開始研究並立即行動。
  • 長期視野:緩慢而穩定的投資風格,是赢得比賽的關鍵。
📖 專有名詞百科 |點擊詞彙查看維基百科解釋
波動性
volatility
投資組合
Portfolio
複利
Compound interest
再平衡
Rebalance
經紀商
Brokerage
增值
Appreciation
零碎股
Fractional shares
指數基金
Index funds
轉帳費用
Transfer fees
設置後就忘記
Set and forget

🔍 自訂查詢

📚 共 10 個重點單字
volatility /ˌvɒləˈtɪləti/ noun
the quality of being likely to change suddenly
波動性;不穩定性
📝 例句
"The market is experiencing high volatility."
市場正經歷高度波動。
✨ 延伸例句
"Oil prices are notoriously volatile."
石油價格以波動劇烈而聞名。
Portfolio /pɔːrtˈfoʊlioʊ/ noun
a collection of financial investments
投資組合
📝 例句
"I'm going to actually show you my actual portfolio with actual positions and percentages."
我將實際展示我的真實投資組合,包含實際部位和百分比。
✨ 延伸例句
"Diversification is key to a healthy portfolio."
分散投資是健康投資組合的關鍵。
Compound interest /kəmˈpaʊnd ˈɪntrɪst/ noun
interest calculated on the initial principal and also on the accumulated interest
複利
📝 例句
"I'm sure that you've heard that compound interest is the greatest wealth builder of all time."
我確定你聽過複利是有史以來最強大的財富建造者。
✨ 延伸例句
"Compound interest allows your money to grow exponentially."
複利讓你的資金呈指數級增長。
Rebalance /riːˈbæləns/ verb
to adjust the weightings of assets in a portfolio
再平衡
📝 例句
"I will rebalance at some point and I'm going to do a video about how I do the rebalancing."
我未來會進行再平衡,而且我打算拍一支影片來說明我的再平衡方法。
✨ 延伸例句
"Investors often rebalance their portfolios annually."
投資者通常每年都會對投資組合進行再平衡。
Brokerage /ˈbroʊkərɪdʒ/ noun
a business that buys and sells securities for clients
經紀商;券商
📝 例句
"You can look to open up different types of accounts The Brokerage the retirement International whatever it may be."
你可以考慮開設不同類型的帳戶,如經紀帳戶、退休帳戶、國際帳戶等。
✨ 延伸例句
"Choosing a reputable brokerage is crucial for new investors."
選擇信譽良好的券商對新手投資者至關重要。
Appreciation /əˌpriːʃiˈeɪʃn/ noun
an increase in value
增值;升值
📝 例句
"If you do everything you can to get $100,000 invested into the S&P 500 which has an annual appreciation of over 10% per year."
如果你盡你所能讓100,000美元投資於標普500指數,其年化報酬率超過10%。
✨ 延伸例句
"Real estate appreciation can be a powerful wealth builder."
房地產增值可以是強大的財富建造者。
Fractional shares /ˈfrækʃənəl ʃɛrz/ noun
a portion of a share of stock
零碎股
📝 例句
"First Trade gpt's Advanced analytics and insights compl the $0 commission trading on stocks fractional shares ETFs options and mutual funds."
First Trade GPT的進階分析和洞察,加上股票、零碎股、ETF、選擇權和共同基金的零手續費交易。
✨ 延伸例句
"Fractional shares allow you to buy expensive stocks with little money."
零碎股讓你用很少的錢就能買進昂貴的股票。
Index funds /ˈɪndeks fʌndz/ noun
mutual funds or ETFs that track a market index
指數基金
📝 例句
"Next is in the ETF or Index Fund portion which is obviously the largest piece of my entire portfolio."
接下來是ETF或指數基金的部分,這顯然是我整個投資組合中占比最大的。
✨ 延伸例句
"Many experts recommend index funds for beginner investors."
許多專家推薦新手投資者投資指數基金。
Transfer fees /trænsˈfɜːr fiːz/ noun
charges for moving assets between institutions
轉帳費用
📝 例句
"They have a limited time offer of $250 in transfer fee rebates when you switch to first trade."
他們目前有限時優惠,轉帳費用補助高達250美元,當你轉換到First Trade。
✨ 延伸例句
"Some brokerages offer to cover your transfer fees."
有些券商會提供補助來涵蓋你的轉帳費用。
Set and forget /sɛt ənd fərˈɡɛt/ phrase
an investment strategy of making a deposit and doing nothing else
設置後就忘記(長期持有策略)
📝 例句
"You literally just set and forget it and never add another dollar."
你真的就放著不管,再也不投入任何一美元。
✨ 延伸例句
"A 'set and forget' strategy reduces stress for investors."
「設置後就忘記」的策略能降低投資者的壓力。
🎯 共 10 題測驗

1 If you invested $10,000 in Nvidia at the beginning of the year, how much would it be worth now according to the video? 根據影片,如果你在年初投資10,000美元在輝達(Nvidia),現在價值多少? If you invested $10,000 in Nvidia at the beginning of the year, how much would it be worth now according to the video?

根據影片,如果你在年初投資10,000美元在輝達(Nvidia),現在價值多少?

✅ 正確! ❌ 錯誤,正確答案是 B

Nvidia is up over 200%, meaning the initial $10,000 grew by $20,000 to a total of $30,000.

輝達上漲超過200%,意味著最初的10,000美元增加了20,000美元,總計達到30,000美元。

2 What is the annual appreciation rate mentioned for the S&P 500 in the video? 影片中提到的標普500指數年化報酬率是多少? What is the annual appreciation rate mentioned for the S&P 500 in the video?

影片中提到的標普500指數年化報酬率是多少?

✅ 正確! ❌ 錯誤,正確答案是 B

The video states that the S&P 500 has an annual appreciation of over 10% per year.

影片指出標普500指數的年化增值超過10%。

3 According to Warren Buffett, what is the most important rule of investing? 根據華倫·巴菲特,投資最重要的原則是什麼? According to Warren Buffett, what is the most important rule of investing?

根據華倫·巴菲特,投資最重要的原則是什麼?

✅ 正確! ❌ 錯誤,正確答案是 B

Warren Buffett said the most important rule of investing is to not lose money.

華倫·巴菲特說過,投資最重要的原則是不要虧錢。

4 What is the name of the AI investment tool mentioned on the First Trade platform? First Trade平台上提到的AI投資工具名稱是什麼? What is the name of the AI investment tool mentioned on the First Trade platform?

First Trade平台上提到的AI投資工具名稱是什麼?

✅ 正確! ❌ 錯誤,正確答案是 C

The revolutionary AI financial research assistant is called First Trade GPT.

這款革命性的人工智慧金融研究助理名為First Trade GPT。

5 What percentage of the speaker's total portfolio is in individual stocks? 講者的總投資組合中,個股占比多少? What percentage of the speaker's total portfolio is in individual stocks?

講者的總投資組合中,個股占比多少?

✅ 正確! ❌ 錯誤,正確答案是 B

The speaker states that only 8% of his entire investing portfolio is in individual stocks.

講者指出在他的整個投資組合中,只有8%是個股。

6 Which of the following is NOT a reason given for why people don't invest? 以下哪一項不是人們不投資的原因? Which of the following is NOT a reason given for why people don't invest?

以下哪一項不是人們不投資的原因?

✅ 正確! ❌ 錯誤,正確答案是 B

The video lists lack of understanding, lack of knowledge on what/where to invest as reasons, not having too much free time.

影片列出的理由包含不了解市場、不知道投資標的或地點,但不包含有太多空閒時間。

7 What is the largest single holding in the speaker's ETF portfolio? 講者ETF投資組合中最大的單一持倉是什麼? What is the largest single holding in the speaker's ETF portfolio?

講者ETF投資組合中最大的單一持倉是什麼?

✅ 正確! ❌ 錯誤,正確答案是 C

The largest single holding is 33% in the S&P 500 ETF, like VOO.

最大的單一持股是33%的S&P 500 ETF,像是VOO。

8 What does the speaker recommend doing before opening an account? 講者建議在開戶前先做什麼? What does the speaker recommend doing before opening an account?

講者建議在開戶前先做什麼?

✅ 正確! ❌ 錯誤,正確答案是 B

The speaker recommends doing research on the platform and using tools like First Trade GPT before investing.

講者建議在投資前,先使用該平台的工具(如First Trade GPT)進行研究。

9 What does 'Set and Forget' mean in the context of investing? 在投資情境下,「Set and Forget」(設置後就忘記)是什麼意思? What does 'Set and Forget' mean in the context of investing?

在投資情境下,「Set and Forget」(設置後就忘記)是什麼意思?

✅ 正確! ❌ 錯誤,正確答案是 B

It refers to investing money and then literally just setting it and forgetting it, not adding more or trading frequently.

這指的是投入資金後就放著不管,不再頻繁加碼或交易。

10 What is the speaker's goal for ETF category allocation? 講者對於ETF類別配置的目標是什麼? What is the speaker's goal for ETF category allocation?

講者對於ETF類別配置的目標是什麼?

✅ 正確! ❌ 錯誤,正確答案是 C

The speaker states, 'as far as ETFs are concerned I'm shooting for 33% in each one of those categories'.

講者表示:「就ETF而言,我目標是讓每一類都佔33%」。

測驗完成!得分: / 10