Global Portfolio
​​​​​​​with ETF & Unit Trust

In this seminar, you will learn how to contruct a global investment portfolio with ETF and Unit Trust

1. Investment Strategy - Active vs Passive
2. ETF vs Unit Trust - Pros and Cons
3. How to identify good ETF and Unit Trust
4. How to construct a global investment portfolio

BONUS #1 ETF vs Unit Trust Compilation Sheet
BONUS #2 Louis' Model Portfolio

​​​​​​​About the Speaker

Louis Koay, CFA, CFP

Louis Koay is a dual-licensed representative at a top financial firm. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. He is currently managing a team of 6 advisors and servicing more than 1,000 clients with asset under advisory of more than $20 million. As a trainer at Dr Wealth, Louis developed the Personal Finance Mastery Course and he is a key trainer in the Intelligent Investors Immersive Program. He has trained more than 10,000 retail investors in analysing stocks and on personal financial planning.
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For webinar disclaimer, please read here​​​​​​​