Service Description

Learn the art of constructing a well-diversified share portfolio that aligns with your financial goals. In this interactive live training session, we'll explore the principles and strategies for building a robust portfolio using shares and ETFs. Key Topics Covered: -Understanding portfolio diversification: risk management and potential returns -Setting investment objectives: aligning your portfolio with your goals -Asset allocation: dividing your portfolio between shares, ETFs, and other assets -Share selection: identifying quality stocks for long-term growth -ETF investing: benefits, types, and selection criteria -Portfolio construction: balancing risk and potential returns -Rebalancing and maintaining your portfolio Learning Objectives: -Understand the importance of diversification in portfolio construction -Develop a personalized investment objective and asset allocation plan -Learn to select quality shares and ETFs for your portfolio -Understand how to construct a balanced portfolio -Recognize the importance of regular portfolio rebalancing Start building your own share portfolio with confidence Live Training Benefits: -Interactive Q&A session with our expert instructor -Real-time examples of portfolio construction and rebalancing -Opportunities to discuss and debate portfolio strategies -Access to a template for building your own portfolio Preparation: Basic understanding of investing concepts and research (video lessons recommended) Bring your questions and any portfolio challenges you face. Familiarize yourself with Easy Equities' portfolio management tools (optional but recommended) What to Expect: -60-minute live training session via Zoom -Presentation, discussion, and Q&A -Access to session recording for later review -Additional resources and templates for continued learning