Being in the stocks brokering industry for about a decade. I have seen clients from different background, speculative traders to long-term investors, 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 of my clients misunderstood the concept of "Buy and Hold"; and given that "Concentration Risk" is inherent in a pure-stock portfolio, one bad egg could cripple the entire portfolio.

In the seminar, I will share:

• The various determinants of investment portfolio performance

• The common mistakes made by investors

• Interpreting risk from a different approach and how it affects the way you should invest

• Study the different concepts of portfolio management theories and how to apply them

• Using market-tested and time-proven methodologies to reduce the riskiness of your investment portfolio

(*Kindly note that this course is not suitable for traders)

Speaker Profile

Mr Lieu Teck Hua is a Wealth Manager with Phillip Securities as well as 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. This gives him an unique advantage to tap on different financial instruments like Stocks, Reits, ETFs, Business Trust; rather than using only Unit Trust, to customise an investment portfolio for his client.

In the earlier years of building his advisory business, Teck Hua strive to be a honest and competent advisor. He became a (Chartered Financial Consultant) ChFC/S® holder which give him the knowledge to guide his clients on making better financial decisions to achieve their financial goals in life. He sees Estate Planning as the missing jigsaw piece in Financial Advisory and took on professional course to become a qualified Associate Estate Planning Practitioner. Thereafter, he has helped numerous clients prepare their Will and set up Trust for Legacy Planning.