◆Ajou Economic News
▷Investment profits from domestic stocks reached 231 trillion won in the first half of 2026... 'Directors aged 60 and above performed well'
- On September 30, Kim Jae-seop, a lawmaker from the People Power Party, analyzed data submitted by eight major securities firms (Korea Investment, Mirae Asset, NH Investment, Samsung, KB, Kiwoom, Shinhan Investment, and Toss Securities) regarding the investment status of individual investors in domestic and foreign stocks. The analysis revealed that individual investors earned 231.1398 trillion won in domestic stock investments from January to June this year.
- By age group, the investment profits for individuals in their 50s amounted to 69.0951 trillion won, followed by those in their 60s with 58.2437 trillion won, 40s with 42.540 trillion won, 70s with 25.9721 trillion won, 30s with 18.5827 trillion won, those aged 80 and above with 8.1378 trillion won, and individuals in their 20s with 5.215 trillion won.
- However, when comparing the proportion of total trading volume to the share of total investment profits, the performance of the elderly aged 60 and above stands out. Individuals in their 60s accounted for 22.4% of the total trading volume but represented 25.2% of total investment profits.
- The combined trading volume of those aged 60 and above was 29.3% of the total (2,611.735 trillion won), significantly lower than that of individuals in their 40s and 50s, yet they achieved investment profits of 92.3536 trillion won, which is 40.0% of the total profits.
- The relatively high returns for the elderly may be attributed to different investment strategies compared to those in their 40s and 50s. In March of this year, the domestic stock market plummeted due to escalating conflicts in the Middle East. During this period, investors using margin loans faced risks of forced selling during the market downturn, making it difficult to hold onto their investments. In contrast, those with a higher proportion of their own funds were able to endure the downturn and maintain their holdings through the subsequent recovery.
- Participation in domestic stocks among the elderly is also rapidly increasing. The share of trading volume from individuals aged 60 and above rose from 15.8% in 2021 to 19.1% in 2022, 21.9% in 2023, 24.4% in 2024, 28.5% last year, and reached 29.3% in the first half of this year.
* This article has been translated by AI.
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