October 2021: Portfolio Management Webinar

We discussed the following:

• Planning an Investment Strategy
o Consolidated Valuations / Holistic Planning
o Diversification Strategy
o Your Safe Money / Emergency Fund
o An Investment Policy Statement
o Market Timing

• Asset Class Options:
o Cash v Bonds v Equities v Property v Commodities v Private Equity v Other Alternatives
o Risk Characteristics of Asset Classes
o Correlation between the various Asset Classes
o Liquidity Considerations

• Structuring a Portfolio
o Options for Custodian:
 Stockbroking Firms v Fund Managers (direct) v Life Companies v Low-Cost Brokers
o Active v Passive Strategies
o Funds v ETFs v Direct Securities

• Tax implications of Investing
o Tax Implications on Gains: 41% v 33%
o Tax Implications of Income from the various Investment Types and Structures
o How to minimise unnecessary taxes when investing

• Investment Market Update

• Q&A