Investment Strategies

所在平台: Udemy

课程主页: https://www.udemy.com/course/investment-strategist/

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课程简介

课程名称:投资策略 概述: 该课程的目标是帮助学员理解投资不仅仅是价值投资,而是一个更广泛的投资矩阵。为了全面掌握投资技能,学员需要将“投资策略”纳入他们的投资技能体系。投资策略师是善于规划投资配置的人,能够在牛市、熊市和震荡市场三种不同的宏观市场周期中系统性或战略性地分配投资。许多投资者仅关注挑选少数的价值股并长期持有,主要目标是资本增值和获取年度股息。然而,这种方式的缺陷在于投资可能在市场周期的高峰或尾声阶段进行。课程将教授在牛市、震荡市场甚至熊市中可用的投资策略。 讲师简介: Kon How拥有超过20年的金融行业交易经验,是一位投资策略师,管理自己的基金并创办了Weipedia私人有限公司。作为SGX学院的常驻讲师,他专注于行为金融学的研究,并是风险管理的专家。他曾受邀与行业从业者、基金经理、专有交易员、经纪人以及散户投资者分享市场和交易见解。Kon的授课师评价极高,参与者包括证券和衍生品交易所、监管机构、投资银行、机构和经纪公司。他的培训课程受到了学员的热烈欢迎,在多个国家和地区进行培训。 课程亮点: Kon How在以下事件之前展示了他的案例研究: - 2008年华尔街金融危机 - 2008年金价持续上升至900美元 - 2014和2015年不稳定的亚洲市场 - 2016年7月对中国市场的投资 - 2018年美国市场下跌 学员反馈: - 一位银行交易员表示:“演讲出色,参与人数达到130人,内容具有高度实用性,反馈非常积极。” - 一位证券和期货许可专业人士称:“本次培训的参与率非常高,课程满意度达到4.71,讲师评分为4.88。” - 一位高级客户与分析师表示:“收到了非常好的反馈,期待未来与您的合作。” - 一位零售投资者说:“每一分钟我都喜欢,让我理解了宏观如何影响微观经济及股票价格,并学习了三种市场中的投资策略。” 课程全部内容由Weipedia私人有限公司制作,视频及作品版权归Weipedia私人有限公司所有,任何内容的完全或部分复制均须获得Weipedia私人有限公司的明确许可。

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课程详情

Objective:Value investing is only one part of the whole investment matrix. To complete the whole investment learning journey, you need to include "investment strategies" into your investment skill set. An investment strategist is a skilled person in planning their investment deployment, in distributing their investment purchases systematically or strategically in three different macro market cycle - the bull, bear and range market. Most investors focus on picking a few value stocks and to hold it for long term. Their objectives mainly are for capital gain and receiving yearly dividend. The pit fall is when investments are made around the peak or the last stages of a market cycle. There are strategies we can acquire, to invest in a bull, range and even a bear market.Trainer's profile: Kon How has more than 20 years of trading experience in the finance industry. He is an investment strategist, managing his own fund and he founded Weipedia Private Limited. He is also a regular trainer with SGX Academy.​He specializes in the study of behavioural finance or the market psychology and he is an investment strategist. He is also an expert in risks management.He often receive invitation to share on market and trading insights with the industry practitioners, fund managers, propriety traders, dealers and retail investors. His clients and participants are securities and derivative exchanges, regulators, investment banks, institutions and brokers. His delivery has gained good reviews and testimonies from our partners and their clients. He also conducts training sessions for Trading Representatives as part of their Continuous Education Program in Hong Kong, Malaysia, Singapore and Thailand.He studied Engineering but was passionate about investment and trading. This led him to pursue after the financial market after his graduation. He started off as an apprentice in SiMEX and a floor runner in 1995. Since then he had been a floor trader, financial dealer and an active practitioner in the Securities and Derivatives market.Some of the organizations he has participated with are the Singapore Exchange, Bursa Malaysia, Chicago Mercantile Exchange, Hong Kong Securities and Investment Institute, Hong Kong's regulator - Securities Futures Commission and Hong Kong Monetary Authority, International Organization of Securities Commissions (IOSCO), Hong Kong's Treasury Market Association, Banks, Universities, Singapore Press Holdings and other non-profit organizations.Highlights:He presented his case studies before the turn of the following events:Wall Street financial meltdown of 2008Continual uptrend in Gold in 2008 when it was at US$900A volatile Asia markets in 2014 and 2015Investing into China markets in July 20162018 US market downturnTestimonies:Attended mainly by bank traders "…conducting an outstanding presentation…response to the seminar was overwhelming with 130 participants. The content of the presentation carries high degree of practically. Feedback from our members throughout the seminar is positive and encouraging" Mr Jack Cheung, CEO of Treasury Market Association Attended mainly by securities and futures licence professionals "…turnout rate of this training was great - about 30 participants (full house) attended" "The participants rated very high of this course and their satisfaction of the course was 4.71 (where 5=very good… The average rating of instructor was 4.88. Well done and thanks for delivery such a great course for us." Ms Ruth Kung, Executive Director for Education & Development of Hong Kong Securities & Investment InstituteAttended mainly by premium clients and analysts "I have received very good feedback both from the staff members as well as our clients. We definitely have to step up our collaboration with you going forward." Mr Tony Lim, CEO of IG Group​Attended mainly by securities retail and licence professionals"This is excellent and thanks for sharing. Education is a core tenet for SGX, I am very happy that we have quality of teachers like yourself helping with our vision to help people achieve financial security and independence long term. We are all living longer and this will make a difference" Ms Jenny Chiam, Head of Securities of Singapore ExchangeAttended by retail investor "I like every minute of it. It given me an understanding, just like fitting missing pieces of a jigsaw puzzle. I learnt how macro affecting the micro economics, which in term affect the stock prices. Also, how to strategies and deploy our savings fund in 3 different markets - bull, range and bear and when market condition changes." Mr Lim Kah Yong, Engineer Attended by retail investor "The programme is very easy to understand. A new avenue in learning about investment has just opened to for me. I like the presetation flow and I am missing out in the macro portion on my investment. Thank you very much."Ms Jezzamyn, Private Investor Other information:All content and video production: By Weipedia Private Limited All the videos and works remain the copyright of Weipedia Private Limited. Any reproduction of content, either wholly or in part, requires the expressed permission of Weipedia Private Limited

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