Fialda là Kênh thông tin chuyên sâu về các lĩnh vực kinh tế, tài chính & chứng khoán được cập nhật liên tục, chính xác và đầy đủ nhất Việt Nam áp dụng công nghệ 4.0 AI & Big Data. Tin tức và sự kiện doanh nghiệp được cập nhật liên tục. Thông tin về các giao diện cổ đông nội bộ, nhận định thị trường, phân tích chứng khoán qua lăng kính kỹ thuật, thông tin nhịp đập thị trường được cập nhật đầy đủ, liên tục và chính xác.
Trong 12 tháng tới, hai chuyên gia tài chính chia sẻ cách phân bổ tài sản, đồng thời nhấn mạnh việc đánh giá tổng thể năng lực tài chính của gia đình trước khi quyết định đầu tư.
Các ý chính:
- CEO Nguyễn Duy Linh của SHS đang giảm tỷ trọng tài sản thanh khoản và nâng tỷ trọng thu nhập cố định lên khoảng 30–40%.
- Ông Linh tăng dần tỷ trọng cổ phiếu vì P/E thị trường (loại trừ nhóm Vingroup) chỉ quanh 9,3–9,4 lần, tương đối thấp.
- Bà Nguyễn Thị Minh Thu của Index Partners ưu tiên bất động sản tạo dòng tiền, đồng thời duy trì tiền gửi tiết kiệm và trái phiếu do lãi suất khó giảm trong ngắn hạn.
- Các chuyên gia cho rằng vàng và bất động sản không còn là lựa chọn ưu tiên do tính thanh khoản hạn chế và hiệu quả cho thuê suy giảm.
- Ông Linh khuyến nghị xác định mức rủi ro chấp nhận được, đặt ngưỡng thua lỗ tối đa cho từng khoản đầu tư và đảm bảo khả năng chi trả các nghĩa vụ thiết yếu.
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