Confused by various investment options?
Having difficulty deciding where to allocate your excess money?
What if you can gain a good understanding about stocks, bonds, commodities and other asset classes so that you can structure an investment portfolio for yourself?
The Personal Portfolio Management Course
We are confident that this unique course will be highly beneficial to retail investors like you.
You are not interested to spend a lot of time on your investment research as you have a career and life to enjoy. And yet, you want to grow your wealth in order to have sufficient money to fund your retirement.
Instead of putting your money in expensive and confusing investment products, now you have a chance to learn how to tap on low-cost index funds and build your very own investment portfolio!
Scroll down and discover what you can learn from this unique course…
Part 1 – Introducing Economic Cycles and Asset Classes
A fun financial card game to kick start your understanding about asset classes and economic cycles!
[text_block style=”style_1.png” align=”left”]Wongamania is a financial card game that was designed by a Singaporean, Xeo Lye. This card game is used as a learning tool because what you will learn from it is highly relevant to this course.
Through this interactive game with 4 to 6 players, you will experience the uncertainties of economic cycles and learn the investment tools advantageous to each economic cycle. You will also discover how your portfolio will be affected if you position your investment wrongly with some of the asset classes.
Besides that, certain events can affect you and your finances. The gameplay would reflect how the harsh realities of life can affect your finances and investment choices. It would be insightful to discover how you behave in the game, as it would possibly how you would behave in real life.
We will play two rounds of the game – the first round is introductory to get you familiar with the rules and gameplay. The second round will allow you fight it out with your fellow players in the dog-eat-dog world of capitalism! Learn while having great fun![/text_block]
Part 2 – Concept of an Investment Portfolio
Academics found that most of the investment returns come from asset allocation.
There are various asset classes such as stocks, bonds, commodities and cash. Each has different characteristics and perform differently in various economic conditions.
Hence, it is about how you allocate your capital to each asset class that really matters for your investment returns.
Besides looking at returns, it is important to know the degree of volatility (fluctuations of your investments) of your portfolio. You wouldn’t be able to sleep well if you cannot tolerate seeing your portfolio value decline by a certain level, even if it is a paper loss. This means you need to structure your portfolio to balance your expected returns within acceptable volatility.
Part 3 – Building a Portfolio With Index Exchange Traded Funds (ETFs)
We prefer index funds to expensive unit trusts or mutual funds. Numerous research have highlighted the alarming effects of cost to long term investment returns; most actively managed unit trusts under perform the benchmark indices after factoring costs.
That said, funds offer a good diversification in numerous securities and debt instruments, compared to what you can buy by yourself. Hence, it is less risky in this aspect.
Also, it relieves the effort from you to monitor the individual counters in your portfolio. You’d only need to invest in a stock index fund, which is efficiently just 1 stock counter. What makes this counter different is that it will give you exposure to all the stocks available in the index.
Many such index exchange traded funds (ETFs) have been introduced over the years and we will explore how to utilise these ETFs to build our investment portfolio. It has never been so easy to do it yourself!
But not all ETFs are good. You need to know what are the critical things to look for in an ETF so that you can decide which ETFs to include in your portfolio.
Part 4 – Managing Your Investment Portfolio
The key to capturing investment profits is to rebalance your investment portfolio periodically.
One way is to rebalance based on a fixed time interval. The other way is to rebalance based on a value threshold. You will learn about the rebalancing rules and techniques to capture the gains from your portfolio.
It is also very important to track the returns of your portfolio. What gets measured gets improved. There are two main monitoring methods – money weighted and time weighted returns.
You will be taught how to calculate your own investment returns and the tools you can utilise to help you with the calculations.
Part 5 – Investment Portfolios by Renowned Investors Around the World
There are many useful literature on asset allocation and portfolio building. This course will condense the collective wisdom from the re-owned investors so that your learning curve can be shortened tremendously.
From Harry Browne’s Permanent Portfolio to David Swensen, the Yale Univeristy Endowment Fund Manager, you will discover their insights to portfolio building!
Alvin Chow, Managing Director of BigFatPurse Pte Ltd
Alvin Chow is passionate about the financial markets and always find practical ways for retail investors to grow their money wisely. He authored The Singapore Permanent Portfolio book to educate the retail investors about asset allocation and portfolio management.
In this Personal Portfolio Management Course (PPMC), he will share his knowledge and experience about the various successful portfolios around the world, and how it can be applied to your investments.
Bonus #1 – Wongamania Financial Card Game Set
One set of Wongamania (1st Edition) will be given to you after you have completed the course. You would be able to pass on the financial knowledge to your friends and family!
Retail Price = S$38 FREE!
Bonus #2 – The Singapore Permanent Portfolio Book
This book is authored by Alvin Chow, who is also your trainer for the course. This book will be complimentary as part of the course!
Retail Price = S$19.90 FREE!
Is this course suitable for beginners?
Yes. You do not require any investment knowledge to attend this course. That’s what this course is about – educating you so you gain the knowledge.[/text_block]
Will the course teach about stock picking?
No. The course will use index exchange traded funds (ETFs) to show how an investment portfolio can be built. This course is meant for understanding the various asset classes and how they respond to economic changes. It will provide you with sufficient knowledge about portfolio asset allocation with the use of ETFs.[/text_block]
Can you give me a discount for PPMC if I do not want the Wongamania and The Singapore Permanent Portfolio book?
No, we treat it as a package. These products are complimentary to what you would learn in PPMC and hence we bundle them with that intention. You would have to pay S$298 for PPMC regardless of these 2 bonuses. You can always sell or give the game or book to your friends or family.[/text_block]