Event Schedule (total 6 hours):
- 30 May (Mon), 7pm to 10pm
- 31 May (Tue), 7pm to 10pm
Using margin for investing allows one to achieve higher returns and accumulate wealth faster but at the expense of risks. In this course, you will learn the various strategies on using margin to create wealth accumulation systems. The course will also focus on the risk mitigating measures that you should be deploying when using margins. Specific learning outcomes as follows:
> Setting Up the Margin Account – What you need to know in choosing and starting your margin account
> Margin Investing Strategies – Understand why margin allows one to achieve higher returns and strategies in using the margin account
> Risk Management – Identify the risks using margin and discuss the measures that we MUST put in place to mitigate the risk
> REITs Overview – Overview of REITs market and basic REITs selection methodology
> Margin on REITs to Accumulate Wealth – Step by Step guide in using margin of REITs to accumulate wealth!
1. Setting Up the Margin Account
- How it Works
- Dividends and Leverage
- Fees (Corporate Action / Brokerage)
- Marginable Securities
2. Margin Investing Strategies
- Accelerate Portfolio Construction Process
- Concept of “2nd Property”
- Service a Regular Expense
- Property Upgrade with Margin on REITs
3. Risk Management
- Margin Call
- Financing Risks
- Market Risks
- Risk Management
4. REITs Overview
- Property Analysis
- Credit Analysis
- Pricing Analysis
5. Margin on REITs to Accumulate Wealth
- Hands On Exercise to build a Margin Ratio Excel Table
- Scenario Analysis on various Buying Strategies
Disclaimer: Please note that using margin is considered as higher risk as one can potentially lose more than what they have invested. Not suitable for everyone. This course will focus on risk mitigating measures when one has decided to use margin. It is not the objective of this course to encourage everyone to use margin for investing.
About the Trainer
Chua I-Min, CFA is the Managing Director and Founder of Invest Coach Pte Ltd. He conducts regular classes for the Singapore Stock Exchange (SGX) Academy in fundamental analysis, stock valuation, REITs and property stocks investments. His flagship program titled “Create a Secondary Income Stream through Long Term Share Investing” has been well received by retail investors. A book with the same title has been written by him to reach out to greater audience.
I-Min has more than 20 years of working experience mainly in the investment industry. He was the Chief Operating Officer for A.B. Maximus, responsible for expanding the company’s investment education business into the region. Previously as a real estate investment professional in Capitaland and subsequently PhillipCapital, he had done several investment deals amounting to S$250 million collectively. Prior to that, he was based in China, participating in a successful IPO exercise of a Chinese company in Singapore Stock Exchange.
I-Min graduated with a Bachelor’s Degree in Business Administration with Honours (2nd Upper), majoring in Finance. He continued his education by earning the CFA charter and the AFP certification.
To ensure that we can deliver the program effectively, we need minimum of 5 per program