Mar Fund Price/ 3月基金價格: $1.8856
Apr Fund Price/ 4月基金價格: $1.9031
May Fund Price/ 5月基金價格: $1.9255
Jun (Latest) Fund Price/ 6月(最新)基金價格: $1.9052
Total Market Value/ 市場總值: $ 1,626,685.75
Total Units 基金單位總數: 853,808.4259 Units
親愛的投資者，
好久不見！自上次報告以來已經有一段時間了；你有想過我一直在做甚麼嗎？是否拿了你的錢然後走了？哈哈
我的最後一份報告是在3月份寫的，但是當我要寫下一個報告時，我最好的「投資」已經在4月2日到了世界 - 我的兒子智仁 :)
毫無疑問，我成為一個更快樂和更繁忙的人，很多事情需要學習，更不用說無數不眠之夜，100天後，我終於可以回到正軌，所以我決定寫一個關於這個基金的短更新。
我花了很多時間讓人（在我的基金報告和YouTube視頻）中了解「投資」的真正定義，人們基於自己的想像力或一廂情願的想法將它與投機和許多其他無關的事物混為一談。我可以再次明確定義，「投資」的定義是獲得具有價值的「資產」，知道他們會升值。在獲得的過程中，你必須犧牲其他的東西，例如時間和金錢，這就是為什麼巴菲特稱投資的能力也是「延緩滿足的能力」。他當然是在談論金錢，但它完全描繪了生活中的其他方面。有一些實驗研究孩子的行為如何影響他們的未來，其中一個測試將他們放在房間裡，給予每個人一粒糖果，並告訴他們，如果他們不吃那粒糖果，5分鐘後他們將被給予另一粒。我們都知道會發生怎麼事，８成的孩子不能忍受誘惑，吃那粒糖果。這個實驗告訴我們延遲滿足的能力在人類是罕見的，我們的人性都想立即得到滿足。
大多數人投資不成功，不是因為他們不夠聰明，是因為他們沒有耐心等待，同樣越來越少的人願意有孩子（特別是在已發展國家），是因為他們不希望孩子「摧毀他們的生活方式」或更好的藉口 - 我不想讓他們「受苦」，因為老實講，沒有人知道這些「投資」會如何變成如何，所以他們寧願不冒險，因為犧牲是明確的，但獎勵卻不是。
當朋友問我是否有計劃生孩子時，我總是說我從來沒有想過要控制結果，就像我沒有「計劃」購買我的第一隻股票，也許我對我的未來有點樂觀，但不代表我不需要面對困難的時期，過去很難，現在很難，將來也一定很難，但一旦你了解「投資」的價值，你就會有勇氣越過它。作為回報，我兒子的「升值」不是為了給我更多的錢（我已經有用錢的投資來解決我的錢問題），而是令他在這個世界成為一個有價值和愛的人。 我認為很多人不明白「你種的是甚麼，收的也會是甚麼」，人們種下檸檬的種子，卻希望獲得蘋果，他們用錢「投資」在需要愛的人 (家庭)，反之他們將感情給予只有金錢相關的東西上（工作）。
回到投資，每個人都可以看到香港股市正在上漲，人們會問我現在應該買嗎？我的回答總是這個問題在2-3年前就應該問了，股市已經不再便宜了，其實我甚至賣了一些資產來鎖定過去2-3年的利潤，希望今年能打破2元的紀錄，如果今年沒有，最終都是會打破的
最好的祝福，
卡爾文
Dear Investors,
Long time no see! It has been awhile since my last report; have you wondering what I have been doing? Have I taken your money and run away? Haha
My last report was written in Mar, however when I am about to write the next one, my best “investment” has come to the world on the 2nd of April – My son Luke :)
No doubt I have become a happier and busier man, a lot of things need to learn, not to mention countless sleepless nights, after 100 days I can finally get back on track, so I decide to write a quick update about this fund for you guys.
I have spent a lot of time to let people (in my fund reports and youtube videos) understand the true definition of “investment”, people confuse it with speculation and many other unrelated things base on their own imagination or wishful thinking. I can make the definition to be clear one more time, the definition of “investment” is obtain and “assets” that has value, knowing it will appreciate. In the process of obtain, you have to sacrifice other things, e.g. time & money, that’s why Warren Buffett also called the ability of invest as “the ability to delay gratification”. Of course he is talking about money, but it is perfectly described other areas in life. There were experiments to research how kids behavior will affect their future path, one of the tests are put them in the room and give each of them a candy, and tell them if they do not eat that candy, they will be given another one 5 mins later. We all knows how it goes, 80% of the kids cannot bear the temptation and eat that candy. This experiment tells us the ability to delay gratification is rare in human, our nature all want to be satisfied immediately.
Most of the people fail in investment not because they are not smart enough, it is because they do not have the patient to wait, similarly less and less people willing to have kids (esp. in developed countries) are because they do not wish children to “destroy their lifestyle” or with better reason – I don’t want them to “suffer”, because let’s face it, no one knows how these “investment” will turn out so they rather not to take the risk, it is true the sacrifice are definite, but the rewards are not.
When my friends asked me was it planned to have children, I always say I never thought of to control the outcome, just like I didn’t “plan” to buy my first stock, maybe I am a bit optimistic about my future, not that I do not need to face difficult time, it was difficult, it is difficult now and it will be difficult in the future, but once you acknowledge the value in the “investment”, you will have the courage to get through it. In return, the “appreciation” of my son is NOT to give me back more money (I already have money investment to solve my money problem), but to make him become a valuable man and love in this world. I think a lot of people do not understand “you get what you give”, people plant lemon seeds and expects to get apple, and they “invest” in love and expect money in return or vice versa, so they treat people that require love with money (family), or give their love to things that are money related (career).
Back to the investment, everyone can see HK stock is going towards an upward trend, people ask me should they buy now? My answer always be you should have asked 2-3 years ago, the stock markets aren’t cheap anymore today, it can go up as well as down, in fact I have sold some of the assets to lock the profits in the last 2-3 years, I hope we can break the $2 mark this year (we are so close), if not this year, eventually it will.
Best regards,
Calvin
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