Create a Regular Savings Portfolio

Name: Create a Regular Savings Portfolio
Rating: 4.3 (21 reviews)

Learn about Endowments, Bonds, Unit Trusts, ETFs and REITs

Last updated 6/2017

English

What you'll learn

9 sections • 32 lectures • 1h 2m total length

Introduction0:50
Learn to set up a savings mechanism to build discipline and a snowball effect, and allocate funds among bonds, unit trusts, and exchange traded funds for a regular savings portfolio.
Disclaimer0:10

Bonds3:03
Understand bonds as debt investments, including Singapore savings bonds and retail bonds, with coupons, government backing, longer-term options, and flexible exit for retail investors.
Bonds1:35
Bonds Selection4:27
In this bonds selection lecture for a regular savings portfolio, learn to evaluate cash flow, coupon rate, and maturity, and assess liquidity, default risk, debt ratios, and interest-rate risk.
Bonds Selection2:34
Summary0:22

Unit Trust4:34
Explore unit trusts as pooled investments managed by fund managers investing in stocks, bonds, and commodities. Evaluate diversification, risks, fees, and performance metrics like fund size and expense ratio.
Unit Trust1:12
Unit Trust Selection1:56
Unit Trust Selection Walkthrough4:21
Filter china-focused unit trusts, compare performance to the benchmark, review top holdings, check expense ratio under 3%, and repeat for 3–5 options to choose.
Summary0:33

Exchange Traded Funds (ETFs)5:47
Explore how exchange-traded funds (ETFs) list on the stock exchange to track an index, offering diversified access to equities, commodities, and money markets with low costs and simple trading.
Exchange Traded Funds (ETFs)2:18
Exchange-Traded Funds (ETFs) Selection0:40
Exchange-Traded Funds (ETFs) Selection Walkthrough2:48
Navigate an etf selection walkthrough focused on liquidity, regional exposure, and aum thresholds, comparing cash-based to synthetic replication. Apply these etf insights to a regular savings portfolio including Rietz instruments.

This course if for those who wishes to:

Combat Inflation:
Inflation rate is about 3%. If your money is not growing by at least 3%, Your money is being eroded away by inflation!
Create a Passive Income Stream:
Having a passive income stream that covers your expenses = financially free!
Plan for Retirement:
To maintain current standard of living, most of us will require $1 million at retirement. Are you able to save this amount?
Accumulate Wealth:
Learn strategies on how to retain and grow your hard earned money!

This course is for people who wishes to create a passive income stream.
This course is for people who are clueless about investment.
This course is for people who wishes to accumulate wealth for their retirement plans.
This course is mainly targeted at Singaporeans or people who wish to invest in Singapore's market.