In person workshop
If you’re just starting out or looking to brush up on your current knowledge, this investing for beginners workshop is for you!
In a small group of just 5-10 people, you’ll actively learn the fundamentals of investing from the basics of stocks and bonds to more advanced topics like asset allocation and risk management.
Due to the small setting, you’ll also get personalised attention and be able to ask all the questions to your heart’s content.
Price is $85/pers for the 3-4hr workshop.
Host
Patrik Shore
I started Patrik Shore Personal Finance to teach people how to manage their personal finances and invest toward the future.
By giving people the skills to succeed on their own, I empower them to take that step toward financial independence and freedom.
I created Investing for Beginners to give people the option to deal with their own investing and remove the reliance on unscrupulous financial advisors or investment products.
What you'll learn
Types of Investments
The different investments that are available to you. From stocks to commodities, they all come with different levels of risk and potential returns.
Choosing the right Investments
Choose the right investments for you taking into consideration your financial goals, risk tolerance, and investment horizon.
Managing your Portfolio
Learn how to effectively manage your portfolio for long-term growth, through regular reviews and rebalancing.
What to expect
Investing for Beginners is an in-person workshop, easily accessible to everyone in Ho Chi Minh City. With a late morning start, the cobwebs will have hopefully lifted for a couple of hours of learning and you can also expect a bit of a break halfway through for lunch.
The group will consist of like-minded people grabbing the financial bull by the horns, so all participants will have something in common. With a small group of a maximum 10 attendees, you’ll receive a lot of personalised attention and be able to ask any and all questions you may have.
Being a workshop, please expect some hands-on activity in addition to me actively helping you understand the stock market and all things investments.
What will be covered?
Types of Investments
- Learn about stocks and indices
- Dive into the world of funds and ETFs
- Grasp the stock market
- Get a handle on bonds & bond funds
- Learn how investments make money
- Brief intro to alternative investments
Choose the right Investment
- Understand types of risk
- Learn risk management strategies
- Complete risk assessment tests
- Grasp risk tolerance vs capacity
- Learn how to review investments
- Cover asset allocation strategies
Managing your Portfolio
- Consider contribution strategies
- Learn how to monitor a portfolio
- Understand import. of re-balancing
- Learn how to re-balance portfolio
- Learn how to review investments
- Cover asset allocation strategies
The act of Investing
- Learn about and compare brokerages
- Understand the costs involved in investing
- Navigate a broker platform
- Learn how to buy and sell investments
Testimonial
“Very professional, knowledgeable and courteous service. Patrik provided an in depth look at my finances and a concrete roadmap for the future. Highly recommended.”
– Michael C.