2020 was a year no one will forget especially if you were invested in the markets in the first three months of the year when the markets stumbled 30% before they started to pick up in the second quarter – leading many indices to close the year at all-time highs.
Portfolio management was key in order to identify how to position your portfolio during the correction as well as benefit from the strong rebound that followed.
In the first part of the seminar, we take a look at the different asset classes available for an investor and how he/she should go about creating a portfolio to reach his/her financial goals.
In the second part we will focus on portfolio evaluation. Not only identifying which asset class is right for you but also knowing how to measure performance and the level of risk you are taking in your portfolio.
We will conclude the seminar by giving an outlook on the market for 2021.