Reflections from Recent Seminar
By CS Jacky - 360 Wealth Management  •  July 31, 2018
Or rather, observations, from my recent seminar held just over the weekend.


I shared how should investors go about analysing investment moat of a company, identifying stocks with modest growth rate and comfortable yield so not to be affected by market's sudden change of trend, and selecting strong REITs using the GOV framework and balance sheet analysis.

There was also a major segment dedicated to investor psychology with my personal experience/tricks to better handle the emotional roller coaster, and practical portfolio management.

It was a good session with active participation from audiences. At least they were awake, listening and engaged. Some also stayed back after the talk for quick chats.

These interactions with participants, coupled with my meetings and discussions with clients so far, also provide some revelations about the characteristics of majority of the retail investors out there.

Stock tips are highly coveted
I started the session by showing ......
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By CS Jacky - 360 Wealth Management
MAS dual-licensed stock remisier and financial adviser with Phillip Securities. Graduated with a Bachelor of Business Administration (Finance) from NUS. Bought first stock at the age of 22 and had been regularly investing in stock market since 2010. Select strong companies with good prospect trading at low valuation using a unique blend of fundamental, portfolio and technical analysis. Also invest in REITs for regular dividends.
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