In the second day, we focus on the types of assets available, their characteristics, and how they fit into a portfolio strategy. Finally, we review three model portfolios that could serve as a starting point for individual portfolios. We note however that everyone has different needs that mandates a unique portfolio strategy.
This seminar does not provide individual investing advice but rather provides information so that investors can make more informed and hopefully better investment decisions. Readers should seek the counsel of qualified investment advisers or conduct their own due diligence.
Please click below for the PowerPoint presentation: