FROM 'THE BIG SHORT' TO 'BEFORE THE FLOOD'- APPLYING THE VALUE INVESTING IN DJSI OF TAIWAN STOCK MARKET TO BUILD THE PLATFORM OF FINTECH

Autor: Lin, Wen-Pin, 林文斌
Rok vydání: 2017
Druh dokumentu: 學位論文 ; thesis
Popis: 105
The object of this article is to illustrate the importance of value investing and sustainable investment from the movie “The Big Short” and “Before The Flood” and to develop the author’s investment method “Principle of BIG SHORT” based on Buffet’s concept. At present, there are fundamental problems with world’s financial services sector including conflicts of interest, aggressive sales practices, deceitful marketing and hidden fees. The study compares the differences in returns of Dow Jones Sustainability Index (DJSI) selected over 3 years with Taiwan stock market and 0050 ETF from January 1st, 2007 to December 31, 2016. The findings of the research have led to the conclusion that the excellent companies which can insist a keen sense of integrity and keep going on innovation and sustainability in the DJSI on Taiwan stock market (such as Delta Electronics, Chunghwa Telecom, TSMC, Taiwan Mobile Co., LTC., E. SUN FH, etc.) will outperform the stock market by Dollar-Cost Averaging. Technology will enable individual investors to manage their money better and to make desirable investment decisions and allocations in the near future. We aim to make the business model of FINTECH platform expanded to Taiwan or China and to set up a simple or practical ROBO-ADVISOR. The long-term goal is to provide an average return similar to ETF or excellent performance which beat the market for investors and ultimately to achieve the realm of wealth liberty.
Databáze: Networked Digital Library of Theses & Dissertations