4 options to fight the battle of 'Thai stocks' to conquer investment opportunities

During this time when the Thai stock market situation is volatile and turbulent, We understand that you probably have quite a few questions. Which direction will the Thai stock market go? What should people who invest in Thai stocks do?

I would like to take this opportunity to pass on 4 ideas for managing Thai stock investment portfolios according to correct long-term investment principles.
But before getting to 4 ideas for portfolio management Let's analyze the investment opportunities in the Thai stock market first...
I have tried to gather analytical information for all investors as completely as possible. So that you can confidently decide your next step. I hope you read until the end.

Will the Thai stock market go further?

Looking back at the end of 2560, I remember it well because it was the first year that Jitta Wealth launched the Jitta Ranking policy for Thai stocks. That year, the Stock Exchange of Thailand Index or SET Index increased 13.7% from the previous year. The Thai stock market at that time was quite lively. Investors view the Thai market as an opportunity that is close to them, easy to access, and has good growth potential.

That year was the year that I opened a policy to invest in Jitta, the US and Vietnam stock markets in the near term. Did you know that Jitta Ranking's technology has calculated the historical returns of the Thai stock market over a period of 3-5 years to be at a good level such as The same as the US stock market. and Vietnam at the same time

But it is a pity that after the Thai stock market rose to an All Time High record of approximately 1,830 points in 2561, it has moved in a stagnant frame for many years for many reasons, whether it be political instability. The economy has been severely affected by Covid-19, including the trend of entering a super-aged society comparable to Japan in just the next 10 years.

But it's not that the future is that dark. There is still light at the end of the tunnel for the Thai stock market. Especially for contrarian VI investors because the SET index is now similar to the Chinese stock market in the past, that is 'Very cheap'  

The historical P/E of the SET index in May was 17.55 times, which is called the lowest in the 10-year historical average (19.78 times).

Therefore, if you ask whether there is still an opportunity to make a profit in the Thai stock market? I must answer that there is. Just your investment strategy from now on may need to be adjusted. For example, you may not invest in Thai stocks as your Core Port anymore. and may need to give the Thai market a longer period of time to generate good returns

Find a way out of an investment crisis. There is always a way to solve the game. Here are 4 ways to solve the investment game. What to do when Thai stocks fall, keep falling, keep falling.

And today I have an investment strategy in Thai stocks that I still believe. 'chance' It still exists, but the guidelines for managing Thai stock portfolios may not be the same. Today's guidelines will follow the principles of 4 long-term investments for 4 types of investors as ideas for deciding your next steps.

4 ways to adjust your investment strategy in Thai stocks to conquer opportunities

Investor type 1
I still want to have Thai stocks in my portfolio. Seize the opportunity in a VI crisis. Invest for a long time without rushing.

Investment guidelines: Use this opportunity to increase your portfolio capital, Jitta Ranking Thai stocks, Contrarian style, grab good stocks at cheap prices and take over. Wait for an opportunity to make a profit on the day the Thai market recovers.

How to bet on the market when the market is red hot like this? You probably want to ask me. I have a secret for choosing stocks to invest in because Jitta Ranking Thai stocks will already have Stock Selection done to select good, cheap stocks worth long-term investment for you. And past statistics show that Jitta Ranking will make exceptionally good returns after a crisis. or the economic situation is not good

As in 2564, when the stock market has overcome the Covid-19 crisis, it's time for good business. Those will shine. Showing the real value from the past crisis and Jitta Ranking Thai stocks generating an average return of +38.33%, better than SET TRI which achieved +17.67%, this is because there has always been a selection of good, cheap stocks.

So if you want to choose good stocks at this time. You can go and see the list of stocks in Jitta Ranking Thai stocks yourself. But you have to be a little careful. Because investing with Jitta Ranking, there will be AI that will adjust the portfolio so that when stocks are out of ranking, the system will sell them. At that time, you will have to adjust your portfolio appropriately as well. But for sure, by choosing good stocks to increase your investment in Thai stocks, at this time you will benefit from buying stocks at very cheap prices. But as I said, The period of generating returns may be longer than 3-5 years if you understand and can accept the risks. You will be able to continue investing with peace of mind.

Investor type 2
Still want to invest in Thai stocks nearby But starting to feel unsure about the long term

Investment guidelines: Start investing in foreign stocks Or if you already have a foreign portfolio, add capital to that foreign portfolio. Give similar or greater weight to the Thai stock portfolio.

You can keep all your eggs in one basket. If you are very confident that the basket will never spill But in case you are not sure Diversifying risk is a good strategy.

You may use this opportunity to open a foreign stock portfolio, such as China, Hong Kong, or Vietnam, and increase the proportion of investments in this portfolio instead. This makes the overall investment not too affected by the Thai market. Or if you want to reduce the risk a little. Choose an investment policy that is less volatile. There is an allocation of assets that can be invested in both stocks and bonds. Stocks around the world, such as Global ETFs, are a good choice. The end goal is that Thai stocks will no longer be your only Core Port.

Investor type 3
I don't want to invest in Thai stocks anymore. But I still don't know what to invest the money in instead. I don't want to just keep the cash and lose the opportunity.

Investment guidelines: Move your money to rest at the Money Market first. When you're ready, then start again.

If you feel like waiting for Thai stocks to recover is too long to bear. I want to adjust my Thai portfolio to invest in other things so as not to lose opportunities. But I'm still not sure what to invest in instead.

While you are considering this You may look for a Money Market fund to park your money first. Because the returns aren't bad at all, like Jitta Money which gives the most recent return of 5% per year*. At this level, it's believed that while you 'wait' your money can still grow at a level that isn't bad at all, is that true?

Investor type 4
Want to move from Thailand Go invest abroad instead.

Investment guidelines: Open a foreign investment portfolio to diversify risk by investing in ETFs, debt instruments, and stocks around the world, with a return of 4-8%, or if you can accept more risk, you can move to Thematic or Jitta Ranking in other countries.

Method 4 is similar to Method 2, except it will not invest in Thailand. But move all the money to invest abroad. For people who are confident that they don't want to invest in Thai stocks at all.

For beginners who have never invested abroad before We recommend looking for a universal international investment portfolio that has good asset allocation to diversify risk, such as Global ETF, which is the beloved portfolio of many Jitta Wealth investors because the volatility is not very high. and got quite good returns You can choose the return and risk level that suits you. It is a starting point for foreign investment that is very suitable as a Core Port.

How are you with the 4 portfolio management approaches that we presented today? Have you decided yet what type of investor you are? And how to manage Thai stocks next?

All of this is neither right nor wrong. There is only a strategy that suits you best. So you can continue investing with peace of mind. and only get good returns as expected

Changing investment strategies is normal. That even great investors do. It's just that great investors You will know yourself well what kind of investor you are. Confident and not confident about anything? They can make good returns by choosing the right approach. and can do it consistently in the long term

From the information we have shared today. I think it should help you get a clearer picture of what kind of investor you are. And how should you continue your journey with Thai stocks to make yourself comfortable? Ready to receive good returns