Asset allocation?! How do you decide?

Each investment vehicle, be it stocks, real estate, and so on and so forth, possesses its own unique attributes, pros and cons. So, there is no one-size-fits-all kind of answer to the subject of investing.

In this webinar, we dived in deep on asset allocation.

Stephen Yong, CFP, Founder of and licensed financial planner with Wealth Vantage Advisory, touched on all the asset classes available today in brief. Subsequently, Stephen shared his personal insights and outlook on each investment vehicle.

Here are the highlights the webinar:

  • Cash & Cash Equivalents: Other Options besides FDs
  • Equities: Bursa vs the World
  • Would Property Prices Increase as Property Transactions Recovered?
  • Cryptos: Will its Bull Run Continue?
  • Does Gold Still Have a Place in Your Portfolio?


Financial educator, author and trainer

    2 replies to "Strategies to Build a Sound Portfolio with Multiple Investment Assets"

    • PCLim 

      Are there slides to share?

      • KCLau 

        Our team is preparing the notes with screenshot. Check back next week and we shall have it ready for download.
        Thanks for your patience.

Leave a Reply to KCLau  Cancel Reply

Your email address will not be published.