How to manage a portfolio?

As I reflect, the skill of portfolio management is less critical in my initial years of investing. This is especially when my portfolio was under 6-figures. To me, what was more important at that time was to learn:

– Accounting: Identifying fundamentally solid stocks.
– Valuation: Avoid overpaying for these stocks.
– Track Business Results: Ensure these stocks remain fundamentally solid
– Dealing with Emotions: Especially during market crises like Covid-19

But, once my portfolio hit RM 100k, I realised a need to think and do differently as an investor. This is because my portfolio is now like a mini-unit trust fund. So, this is when the skill of portfolio management is more critical not just to sustain the portfolio but to grow it to the 7-figure level.

Here, Ian Tai, co-founder of Dividend Vault & Growth Vault, and partner at KCLau.com, would share as candidly as possible:

– A Detailed Breakdown of his Current Portfolio (2023)
– Revealing the Strengths & Weaknesses of his Current Portfolio
– Actionable Steps to Assess Your Own Stock Portfolio

ATTENTION: The content you are currently able to view is limited because you are not logged in to our website.

We apologize for the inconvenience, but without a logged-in Premium Webinar Membership, access to our full webinar recordings, video content, and exclusive downloads is restricted. If you find our content valuable and want to dive deeper, we invite you to check out our paid membership options call Premium Webinar Membership.
However, we’re delighted to inform you that attending our live webinars remains free of charge! Trust us, it’s a game-changer for anyone serious about financial growth. To stay in the loop about our future webinars, we announce new topics every week. Make sure to follow us on Email, Telegram, and Facebook so you never miss out on our latest webinar invitations and announcements.

If you are a paid member, please login below:

Lost your Password?



KCLau
KCLau

Financial educator, author and trainer

Leave a Reply

Your email address will not be published.