This program is intended for busy working adults with little or no time to manage their investment portfolio. It is an intermediate level investment strategies for investors who wants to explore beyond SGX.
Investment requires time and effort. Many bought into companies shares and found themselves not monitoring their investment. The quality of companies may deteriorate over time.
While ETF eliminates the hassles, not all ETFs are created equally. Similarly not all investment platforms gives equal returns. Knowing what suits you most will make a difference in long term investing.
The 4 hours is a hands on program divided into 2 sessions. At the end of the program, attendees will
- Have the skillset to select the right ETF
- Build a ETF portfolio to maximize return
- Create an automated system with given templates
Day 1 – 12th Aug, 7.30 – 9.30pm (online)
- ETF overview
- Goal focus
- Asset allocation
- Factors to consider when deciding asset class
- Risk management
Day 2 – 13th Aug, 7.30 – 9.30pm (online)
- ETF selection – a step by step guide
- Technical Analysis
- Platform comparison – what’s suit you most
- Account opening
- Portfolio creation
- Optimizing the yield
Day 2 Venue: 408 North Bridge Road, #02-02 The Lubritrade Building Singapore 188 725 (Physical class is moved to online due to covid locked down).
(Min 5 pax to start)
Trainer : Jimmy Chai
Course material and guidebook will be provided upon sign-up
Jimmy Chai has more than 15 years of investment experience. He is an investor and a coach. He has helped hundreds of trainees to realize the importance of wealth management. Using the knowledge, he develops specific investment strategies to manage his family wealth. He is the co-founder of Financial Gym, US Stock Focus and conducts regular classes on wealth management with various asset class. He is often invited to speak in various seminars and events. Jimmy was an adjunct lecturer at Nanyang Polytechnic.