How To Do Asset Allocation And Portfolio Rebalancing! | 👍 Better Risk Returns On Your Investment!

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  • Опубліковано 5 лис 2024

КОМЕНТАРІ • 26

  • @pschk99
    @pschk99 2 роки тому

    I think it’s more appropriate to allocate depends on time horizon rather than simply the 100- rule for equity proportion. Eg, if you have 15 years horizon to use the fund then you can allocate 100%. If just 5 years the probably 1/3 as an example.

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      Possible. Think its still better than pure age based.

  • @chris_tanbk7227
    @chris_tanbk7227 2 роки тому

    Thank you Josh for once again sharing your knowledge on asset allocation :) Any advices on what to start investing on as a fresh graduate and what should be the priority when it comes to asset allocation for fresh grad like me who have limited amount to invest in e.g. $1000. I have watched your video on what to do with your first $1000 too :) Really appreciate it !

    • @joshconsultancy
      @joshconsultancy  2 роки тому +1

      No probs Chris. Happy to cya around. Before $100k mark, focus on building the pot. Work on your income, work on learnign investing. Mistakes dont damage life long. It's after $100k then perhaps the need to be "slow and steady" and diversify properly really kick in. Hope its a useful pov

    • @chris_tanbk7227
      @chris_tanbk7227 2 роки тому

      @@joshconsultancy Hmm.. I see, yes I'm slowly building up my pot while at the same time, learning more about investing. However, I do believe that investing should begin when you are young and definitely not wait till you have accumulated $100k savings which I assumed what you are referring to :). All in all, I do understand from your pov on $100k mark as it allows better gains while also having an amount of money to fall back on in case of emergency. Not sure if there's what you think ? haha :)

  • @whis5448
    @whis5448 2 роки тому +2

    I have heed your advise to not all into one equity. Have shaved down my allocation in Kep Infra to around 10%, previously was around 80%, cause my idea was to ride thru the pandemic then and collect dividends (as there was no light at the end of tunnel in 2020-2021), now sold 80% plus at a profit to go into other reits which temasek holdings had a stake in, whereas the prices is still depressed. Did not go all in into one equity like for Kep Infra as now there were many good Reits at discount, thus just cap at 10% for each reit.

  • @rheuevr
    @rheuevr 2 роки тому

    Hi Josh can u do a video on your preference on refinancing property with fix or floating rate at this period?

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      It is a good topic, let me see if I can collate enough depth of information. Have you seen any NEWEST offer sheets? If have do send a copy to joshtantap@gmail.com

  • @bernardtan2512
    @bernardtan2512 2 роки тому

    Hi Josh, will you do any video on commodities anytime soon? Looking forward to your views on recent CPO pullback. Thank you

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      I've no ground insights also Bernard. From afar wheat is also correcting in tandem. Is it A) pullback then spring higher B) market see resolution to ukraine supply?

  • @Vicky-yv7qu
    @Vicky-yv7qu 2 роки тому

    Hmm.. P8Z is down. Should I pump in more on this commodity? Need you advise. Many thanks

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      Hi Vicky, "pump" suggest a gambling inclination on averaging down to get out of losses. Generally, the approach is it be avoided. I'd address it in a future video stay tuned

  • @gparamaeswary7276
    @gparamaeswary7276 2 роки тому

    What is your opinion on retirees having US equities.
    Taking into consideration 40% estate tax above 60k....
    Thank you in advance.

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      Estate tax can be side steps with funds from singapore. Thing we focus on the valuations better, I still stand by STI > NASDAQ for this year still

  • @taychikeng
    @taychikeng 2 роки тому +2

    But bragging rights is priceless! Haha, just joking.
    Anyway, I think the notion for younger people to go big on Equities is valid because -
    1. the starting base is probably lower - which means that if they lose, they don't lose much in the grander scheme of things.
    2. there are many invaluable lessons you can learn in the market - it's good to rake up those experiences early.
    3. Theoretically, age correlates with risks generally.

    • @joshconsultancy
      @joshconsultancy  2 роки тому +1

      Yo chi keng, work on starting a family first lol. Omg I sound like an old fashion dad 🤣 cya around

    • @taychikeng
      @taychikeng 2 роки тому

      @@joshconsultancy You are 👀 HAHA JK, you're still young man

    • @gparamaeswary7276
      @gparamaeswary7276 2 роки тому

      @@joshconsultancy
      That is so funny!

  • @leonardneo4708
    @leonardneo4708 2 роки тому

    May I know where can I get the correlation chart at 3:57?

    • @joshconsultancy
      @joshconsultancy  2 роки тому

      I googled, cant remember site apologies. But there are many other similar ones. Invest safely

    • @leonardneo4708
      @leonardneo4708 2 роки тому

      Thanks alot! I will try searching for it

  • @theendtimesmarketpredictio4940
    @theendtimesmarketpredictio4940 2 роки тому +1

    Dumping ether and Bitcoin.
    Dumping dumping..

  • @rolandchia3805
    @rolandchia3805 2 роки тому

    感恩。