Like any industry, investing has its own language. And one term people often use is “investment portfolio,” which refers to all of your invested assets.
Building an investment portfolio might seem intimidating now when the world is experiencing a humanitarian catastrophe that invites no opportunity for financial opportunism.
Having survived the Global Financial Crisis in 2008, watch this former presentation given by Christopher Tan where he shares 3 key lessons from history on how to build an affordable investment portfolio while minimising your risk exposure during the pandemic.
For more related resources, check out:
1. Are Investment-Linked Policies (ILP) And Unit Trusts A Good Way To Invest?
2. How The Rate Of Return Is Driven By Your Goals | Investment Series
3. Stay Invested for The Long Term? Think Again!
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current investment portfolio, financial and/or retirement plan, make an appointment with us today.