Create a Regular Savings Portfolio
4.1 (15 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
63 students enrolled
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Create a Regular Savings Portfolio

Learn about Endowments, Bonds, Unit Trusts, ETFs and REITs
4.1 (15 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
63 students enrolled
Created by Mr I-Min Chua
Last updated 6/2017
English
Curiosity Sale
Current price: $10 Original price: $70 Discount: 86% off
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • 19 Articles
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Set up Savings and Investment Mechanism.
  • Understand and Choose among Endowment.
  • Understand and Choose among Bonds.
  • Understand and Choose among Unit Trust.
  • Understand and Choose among ETFs.
  • Understand and Choose among REITs.
  • Create Customized Regular Savings Portfolio.
View Curriculum
Requirements
  • Just jump right into it! no basic knowledge required!
Description

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!


Who is the target audience?
  • 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.
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Curriculum For This Course
33 Lectures
01:07:00
+
Introduction
2 Lectures 01:00

Disclaimer
00:10
+
Setting up Savings and Investment Mechanism
4 Lectures 07:20

The Savings, Restricted Savings and Investment Account
02:21

The Saving and Investment Mechanism
01:17

Summary
00:43
+
Endowment
3 Lectures 04:20

Endowment
01:06

Endowment Selection
00:31
+
Bonds
5 Lectures 12:17
Bonds
03:03


Bonds Selection
04:27

Bonds Selection
02:42

Summary
00:23
+
Unit Trust
5 Lectures 12:49
Unit Trust
04:34

Unit Trust
01:18

Unit Trust Selection
02:02

Unit Trust Selection Walkthrough
04:21

Summary
00:34
+
Exchange Traded Funds (ETFs)
4 Lectures 11:40
Exchange Traded Funds (ETFs)
05:47

Exchange Traded Funds (ETFs)
02:24

Exchange-Traded Funds (ETFs) Selection
00:41

+
Real Estate Investment Trust(REITs)
5 Lectures 10:55
Real Estate Investment Trust (REITs)
03:56

Real Estate Investment Trust (REITs)
00:47

Real Estate Investment Trust (REITs) Selection
01:09

Real Estate Investment Trust (REITs) Selection Walkthrough
04:32

Summary
00:30
+
Automatic Investment Services
2 Lectures 03:35
Automatic Investment
02:16

Automatic Investment
01:19
+
Execution
3 Lectures 04:09
Execution Spreadsheet
00:02

Execution
03:52

Conclusion
00:15
About the Instructor
Mr I-Min Chua
4.5 Average rating
44 Reviews
175 Students
4 Courses
CFA

Chua I-Min, CFA is the Founder and Managing Director for Invest Coach Pte. Ltd, a company with the vision of “Everyone Makes Sound Investment Decision”. He conducts regular classes for public and corporates including  Singapore Stock Exchange (SGX) Academy in fundamental analysis, stock valuation, REITs and property investments.

I-Min has more than 14 years of working experience mainly in the investment industry. He was the Chief Operating Officer for A.B. Maximus, responsible for expanding the company’s investment education business into the region. Previously as a real estate investment professional in Capitaland and subsequently PhillipCapital, he had done several investment deals amounting to S$250 million collectively. Prior to that, he was based in China, participating in a successful IPO exercise of a Chinese company in Singapore Stock Exchange.

I-Min graduated with a Bachelor's Degree in Business Administration with Honours (2nd Upper), majoring in Finance.  He continued his education by earning the CFA charter, one of the most sought after professional designation in the global investment industry. Even as a student, I-Min has been applying concepts from text books in the real world shares market. He has since honed his investment skills with more than 18 years of share investing experiences.