知識社群ePortfolio登入
1樓

1. Write down your portfolio investment plan?

My portforlio investment plan is:

Gold: 5%

Stock: 30%

Currency: 25%

Real estate: 15%

Deposite: 10%

Insurance: 15%

 

2. Why you make this portfolio investment plan, explain.

Gold: Recently, the gold market is fluctuation and the price is decrease, because the investors afraid that the FED increase interest rate in March, and USD rate will recover again. So that, investors change invest into stock, real estate and currency markets which are up trend and gain more profit. This is made the gold sold out everyday. Now, gold can not make more profit than before.

Stock: At the present, the stock market is recover and I think it is the best channel to invest, because I can earn money in short-term and in long-term too. I can adjust my portfolio when stock market change to do not get loss. Invest in seafood companies, real estate companies and hydroelectricity companies.

Currency: USD rate is increase very fast in recent day, so now invest in currency market, I can earn profit quickly.

Real estate: Nowadays, people prefer to go on vacation more often, and they usually rent a villa to enjoy private space for themselves. So I invest in resort and condotel, because this channel is not only attractive tourists, but also more interior and foreign investors. I can relax in my own condotel with my family in the weekend or holiday and I can get profit from it when I don’t use the it.

Deposit: I dedicate speding 10% on savings account, in case my investment channels have any problems or I have a trouble in normal life.

Insurance: Reduce the risk for myself and for my family.

2樓

Darrell,

Your portfolio investment plan is arranged as follows.

Gold: 5%

Stock: 30%

Currency: 25%

Real estate: 15%

Deposite: 10%

Insurance: 15%

It's fine with your portfolio investment plan.

You have one item which is very business-attractive to inventors, "condotel" investment.

You have mentioned that you will invest in resort and condotel, because this channel is not only attractive tourists, but also more interior and foreign investors. You can relax in your own condotel with your family in the weekend or holiday and you can get profit from it when you don’t use it.

It's a good investment item which has high possibility to get profit in the coming future.

It's wise of you to picture such a balanced portfolio plan, and also the risk is relatively lower, but the ROI can be positively in middle to high ratio.


Professor Chao

回應