Capital gain opportunities
Holistic portfolio construction is all about approaching investments as part of a whole and adding value to our clients' financial lives.
We will allocate a portion of the portfolio into fixed income (bonds, REITs, dividend stocks) and will allocate a portion of the portfolio into growth stocks.
Fixed income provides recurring income and cushion the portfolio from volatility. Growth stocks provide potential capital upside to the portfolio.
Below are the criterias that we use to find quality growth stocks:
• Stewardship
• Bottom up
• Long term
• Quality companies
• Sustainable and predictable growth
• Valuation disciplines
If you have bought the following stocks 5 years ago (since Oct2012), below show the performance:
• Walt Disney: 204%
• Nike: 245%
• Starbucks: 245%
• Berkshire Hathaway: 208%
• Alphabet: 305%
• Amgen: 191%
• Comcast: 197%
• Celgene: 277%
• Facebook: 792%
We hope to meet up with you to discuss on the opportunities for quality growth stocks for the next 5 years.
Minimum to open a private banking account is SGD2mil.
We will allocate a portion of the portfolio into fixed income (bonds, REITs, dividend stocks) and will allocate a portion of the portfolio into growth stocks.
Fixed income provides recurring income and cushion the portfolio from volatility. Growth stocks provide potential capital upside to the portfolio.
Below are the criterias that we use to find quality growth stocks:
• Stewardship
• Bottom up
• Long term
• Quality companies
• Sustainable and predictable growth
• Valuation disciplines
If you have bought the following stocks 5 years ago (since Oct2012), below show the performance:
• Walt Disney: 204%
• Nike: 245%
• Starbucks: 245%
• Berkshire Hathaway: 208%
• Alphabet: 305%
• Amgen: 191%
• Comcast: 197%
• Celgene: 277%
• Facebook: 792%
We hope to meet up with you to discuss on the opportunities for quality growth stocks for the next 5 years.
Minimum to open a private banking account is SGD2mil.
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