Shinhan's Oh Geon-young recommends a portfolio strategy amid heightened volatility
Oh Geon-young, head of Shinhan Bank, recommended shifting toward a growth-stock-focused portfolio and using index-based ETFs for beginners amid heightened volatility. He suggested abandoning impatience and investing by “holding the key points.”
He assessed that volatility in domestic and overseas stock markets was increasing. Oh Geon-young, head of Shinhan Bank's Premier Pathfinder, said in an online interview that portfolio reorganization was necessary to secure asset stability. He particularly recommended shifting the allocation toward growth stocks.9He particularly recommended shifting the allocation toward growth stocks.
Oh recommended index-based ETFs to office workers and novice investors. He said, "You should abandon impatience and invest by holding the key points." Specifically, he proposed buying gradually from a long-term perspective.
He pointed out that large-cap stocks such as Samsung Electronics and SK hynix had driven the index during the KOSPI's recent upward trend. He diagnosed the movement of funds from safe assets into stocks during this process as a “money move.” He explained that buying sentiment had spread as investors who had entered earlier earned substantial profits.
Director Oh said that this trend could cause impatience among beginners. He advised beginners to secure basic asset stability through index products rather than individual assets. He also recommended that existing beneficiaries review their positions and their profit-and-loss management methods.
The recommendations presented in the interview took the form of proposing different allocations based on investment preferences. Beginners and salaried workers were advised to focus on index-based ETFs purchased in installments, while active investors were guided to combine adjustments to their growth-stock allocations with risk management. No specific securities recommendations or numerical targets were provided.
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