ExCEL Power Up Your FQ /
Content of the activity

This program gave a lot of information regarding the investment. The speaker provided the basic and fundamental knowledge for the newbie in order for them to have the knowledge on it before they start to invest. There were a lot of sectors in investment such as construction, energy, health care, plantation, technology, REITs and so on.

He provided the pyramid of investment risk for the participants to understand that the level of the risk for investment. Most of the people having saving accounts and they received the interest from their bank and this is one kind of the investment which is low risk.

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The speaker said that before starting to invest, we must find the right strategies because there is no perfect portfolio for every investor. He provided 3 aspects needed to know to find our right strategy such as the investing objective, risk appetite and investing time horizon.

Furthermore, he also taught us the way to calculate net worth, total liabilities, current assets and so on to have better understanding on that company before we start to invest.