Coaching

CONTINUOUS SUPPORT PROGRAM

The purpose of this Program is to provide continuous support to those who have participated in my courses. This program will be held monthly to discuss on shares investment topics. Presented by Associate Trainers (tertiary students and non-investment professionals who underwent or undergoing professional investment programs), the topics discussed are as follows:

1. General market updates - review of recent economic indicators and forecast of market direction forward

2. Company valuation case studies - review of company and derive its fair value

3. Portfolio Management case studies (alternate meetings) - examples of how we would manage a portfolio

Pre-requisite: You must have at least taken one of these courses:

- Create A Secondary Income Stream Through Long Term Share Investing

- Investment Coaching Program based on Long Term Share Investing

- Case Studies of Company Valuation

Click here for details of the courses

 

SMALL GROUP COACHING

Limited to 4 to 6 pax, participants of the Program will meet up once per month for a small group coaching session. A structured agenda will be adhered strictly for each meeting:

No.

Item

Remarks

Time

1

News Update for Market and   Stocks Each participant to comment on the most recent significant news and their views of the market direction going forward. Also to highlight 1 news related to a listed company

4 mins per person

2

Stock Action Sharing Each participant to share on the stocks they bought / sold or intend to buy / sell and reason for doing so

3 mins per person

3

Portfolio Comments Each participant to show their current portfolio and seek comments from others

6 mins per portfolio

4

Stock Presentation 2 of the participants will do a more detailed fundamental analysis of a particular stocks of their choice

10 mins per stock

5

Team Portfolio Review The team will discuss how they will invest if they have $100,000

20 mins

6

Free & Easy For Question / Answer and Feedback

Pre-requisite: You must have at least taken one of these courses:

- Create A Secondary Income Stream Through Long Term Share Investing

- Investment Coaching Program based on Long Term Share Investing

Click here for details of the courses