Watch this if you invested in Unit Trust

Firstly, if you have a unit trust portfolio, please MUST watch the 5-min videos I posted.

Do not panic if the market crash later, in fact, I’m excited to wait for the moment to arrive.

As I had mentioned to all my friends and family members, before investing, we need to know clearly about our

1) Purpose 

2) Strategy 

 

If your purpose to invest is for retirement planning and education planning for your kids, that’s considered a long-term investment.

So regardless of the market crash later for 50%, your capital left 50%, or your previous year’s return all vanished, it’s totally fine, as that is only PAPER-LOST.

In fact, we need to apply the FLEXIBLE DOLLAR COST AVERAGING DOWN strategy to buy in more units during the downtime.

Accumulate the “cheap” unit while the market is bad, and when the market bounced back and flies later, you will earn a lucrative return.

 

For example, my daughter’s education fund required me to save and invest RM 600 per month for the next 18 years.

And when the market crashed, from RM 1.50/unit dropped all the way to RM 0.90, I invested RM 6,000, and I managed to get a great deal.

I accumulated the units, and when the unit price bounces back after 2-3 years (previous history record showing the recession, mostly will bear for 3 years only), all these units enjoy vast capital appreciation! 

 

Do invest with a wise mind. Fear when others are greedy, be greedy when others are FEAR!

 

Join my webinar on 14th October to explore the following:

Date: 14th Oct 2022 (Friday)
Time: 8pm – 9.30pm
Entry Fees: USD 27  FREE 
Topics: Simple Investment Strategy that Gives Us Peace of Mind

Target Audience: Looking for an alternative investment that non-market correlation and capital preserved

Content Flow:
1) Introduction to alternative investments
2) Importance of due diligence
3) Offshore investments scheme structure

Learning Outcome:
1) Kick starts your investment portfolio with experts’ advice
2) Direct implementation of investment strategy that suits your financial needs
3) Prepare yourself to achieve financial goals through investing with peace of mind

Registration link: https://bit.ly/3BEg8im

See you

Published By:

Annie Wong 黄如金

Annie is a passionate trainer who was inspired by her idol to teach what she learned and to give what she earned. She has more than 10 years of experience in the field of training and SME business consulting.​

She graduated with a Bachelor in Science from Campbell University Summa cum laude (First Degree Distinction). She was awarded book prizes and Matthew Bailey Prize Award due to her distinguished academic performance. She then pursued her career switch from a Pharmaceutical Regional Manager to a Financial Consultant.

Currently, Annie is an internationally recognized Certified Financial Planner (CFP Professional) cum International Certified Professional Trainer (ICPT, IPMA, UK). She is a CMSRL Financial Planner (Licensed by Securities Commission Malaysia) and has impacted people financially. She is now one of the core trainers in the Certified Financial Coach Program and is the only accredited Color Accounting Trainer, who can train in both English and Mandarin.

 

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