Investment Strategies

Beyond Value Investing - Not just what to invest, but how we should invest them

Ratings: 4.29 / 5.00




Description

Objective:

Value investing is only one part of the whole investment matrix.

To complete the whole investment learning journey, you need to include "investment strategies" into your investment skill set. 

An investment strategist is a skilled person in planning their investment deployment, in distributing their investment purchases systematically or strategically in three different macro market cycle - the bull, bear and range market. 

Most investors focus on picking a few value stocks and to hold it for long term. Their objectives mainly are for capital gain and receiving yearly dividend. 

The pit fall is when investments are made around the peak or the last stages of a market cycle.

There are strategies we can acquire, to invest in a bull, range and even a bear market.


Trainer's profile:

Kon How has more than 20 years of trading experience in the finance industry. He is an investment strategist, managing his own fund and he founded Weipedia Private Limited. He is also a regular trainer with SGX Academy.

​He specializes in the study of behavioural finance or the market psychology and he is an investment strategist. He is also an expert in risks management.

He often receive invitation to share on market and trading insights with the industry practitioners, fund managers, propriety traders, dealers and retail investors. His clients and participants are securities and derivative exchanges, regulators, investment banks, institutions and brokers. His delivery has gained good reviews and testimonies from our partners and their clients. He also conducts training sessions for Trading Representatives as part of their Continuous Education Program in Hong Kong, Malaysia, Singapore and Thailand.

He studied Engineering but was passionate about investment and trading. This led him to pursue after the financial market after his graduation. He started off as an apprentice in SiMEX and a floor runner in 1995. Since then he had been a floor trader, financial dealer and an active practitioner in the Securities and Derivatives market.

Some of the organizations he has participated with are the Singapore Exchange, Bursa Malaysia, Chicago Mercantile Exchange, Hong Kong Securities and Investment Institute, Hong Kong’s regulator – Securities Futures Commission and Hong Kong Monetary Authority, International Organization of Securities Commissions (IOSCO), Hong Kong’s Treasury Market Association, Banks, Universities, Singapore Press Holdings and other non-profit organizations.


Highlights:

He presented his case studies before the turn of the following events:

  • Wall Street financial meltdown of 2008

  • Continual uptrend in Gold in 2008 when it was at US$900

  • A volatile Asia markets in 2014 and 2015

  • Investing into China markets in July 2016

  • 2018 US market downturn


Testimonies:


Attended mainly by bank traders

“…conducting an outstanding presentation…response to the seminar was overwhelming with 130 participants. The content of the presentation carries high degree of practically. Feedback from our members throughout the seminar is positive and encouraging”

Mr Jack Cheung, CEO of Treasury Market Association


Attended mainly by securities and futures licence professionals

“…turnout rate of this training was great – about 30 participants (full house) attended”  “The participants rated very high of this course and their satisfaction of the course was 4.71 (where 5=very good… The average rating of instructor was 4.88. Well done and thanks for delivery such a great course for us.”

Ms Ruth Kung, Executive Director for Education & Development of Hong Kong Securities & Investment Institute


Attended mainly by premium clients and analysts

"I have received very good feedback both from the staff members as well as our clients. We definitely have to step up our collaboration with you going forward."

Mr Tony Lim, CEO of IG Group


​Attended mainly by securities retail and licence professionals

"This is excellent and thanks for sharing. Education is a core tenet for SGX, I am very happy that we have quality of teachers like yourself helping with our vision to help people achieve financial security and independence long term. We are all living longer and this will make a difference"

Ms Jenny Chiam, Head of Securities of Singapore Exchange


Attended by retail investor 

"I like every minute of it. It given me an understanding, just like fitting missing pieces of a jigsaw puzzle. I learnt how macro affecting the micro economics, which in term affect the stock prices. Also, how to strategies and deploy our savings fund in 3 different markets - bull, range and bear and when market condition changes." 

Mr Lim Kah Yong, Engineer 


Attended by retail investor

"The programme is very easy to understand. A new avenue in learning about investment has just opened to for me. I like the presetation flow and I am missing out in the macro portion on my investment. Thank you very much.

"Ms Jezzamyn, Private Investor 


Other information:

All content and video production: By Weipedia Private Limited

All the videos and works remain the copyright of Weipedia Private Limited. Any reproduction of content, either wholly or in part, requires the expressed permission of Weipedia Private Limited


What You Will Learn!

  • The steps in making each investment decision
  • The keys in identifying "Great" companies - beyond value investing
  • How to create an investment strategy during a bull market?
  • How to create an investment strategy during a range market?
  • How to create an investment strategy during a bear market?
  • How much investment should one put into a bull, bear and range stage?
  • How to identify the different stages of an investment cycle?
  • How the mass market psychology or behaviour works?
  • How to identify the early to the late stage of a bull cycle?
  • How to identify the beginning to the completion stage of a bear cycle?
  • Applying the mass market behavior understanding into each market
  • Risks management for your investment

Who Should Attend!

  • Beginner and those aspiring to be a professional investor or trader