Free Webinar

Global Portfolio with ETF & Unit Trust

About The Webinar

Many of you have been asking how to construct a global investment portfolio by using ETF and Unit Trust. I have prepared a very detailed and complete material to present the concept of how you can build a global investment portfolio with ETF and Unit Trust.

​​​​​​​Note: this is not a preview for any high priced course. this is pure information sharing financial educational webinar

  • Investment Strategy - Active vs Passive​​​​​​​

  • Lump sum vs Dollar-Cost-Averaging, which is better?​​​​​​​

  • ETF vs Unit Trust - Pros and Cons

  • How to identify good ETF and Unit Trust

  • How to construct a global investment portfolio

  • BONUS #1 ETF vs Unit Trust Compilation Sheet

  • BONUS #2 Louis' Model Portfolio

  • Louis Koay, CFA, CFP. He 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.

  • , ,