Being in the stocks brokering industry for about a decade. I have seen
different client, from speculative trader to long term investor,
trying to profit from the market. Generally speaking, investors will
have better odds over traders as time is on their side but time alone
is not enough. Many clients misunderstood the concept of "Buy and
Hold" and given the "Concentration Risk" inherent in a pure-stock
PORTFOLIO, one wrong selection could cripple the entire
PORTFOLIO.During the seminar, I will touch on the importance of proper
asset allocation when building an investment portfolio. I will
share how one can use a combination of traditional instruments like
Stocks, Reits, ETFs, Business Trust or Unit Trust, and apply
market-tested, time-proven methodologies to reduce the riskiness of
their investment portfolio, without compromising too much on the
potential return.
SPEAKER PROFILE
Lieu Teck Hua is currently a Wealth Manager with Phillip Securities
and an Estate Planner with Rockwills. He made a career switch during
the Global Financial Crisis to joined Phillip as a Remisier under
Licensed Professional Trader Scheme. He graduated with a Bachelor
Degree in Finance with Merit and was awarded University Recognition
Scholarship to pursue CFA. In 2014, he became the first batch of
representatives to obtain dual license from MAS to practice Financial
Advisory. Thereafter, he further his study and became a qualified
Chartered Financial Consultant and Associate Estate Planning
Practitioner. With his knowledge and experience, Teck Hua had helped
numerous clients by providing them with honest, independent and
competent financial advice.
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20/07/2019 Last update