Capture the Upside, Cushion the Downside: The Target Allocation Strategy

About the Webinar

Despite the recent uptick, there remains a lot of uncertainties with regards to the market’s direction. Is October 2022 the bottom and are we on the cusp of a new bull rally? Or will an impending recession drag down earnings and market multiples, setting off a long awaited down-leg?

Correspondingly investors are asking the questions, “how best do we play this uncertain outlook?”,“is a pure long only bond portfolio the way to go?” or “should investors adopt a dollar-cost averaging strategy?”.

We believe the preferred strategy at this juncture is that of a 80/20 bond & equity portfolio, aimed to be held over 5 years. In-house we call this the Target Allocation Portfolio (TAP), which is designed to allows investors to capture the market’s upside potential while cushioning any declines.

Join us for a look into how the TAP does all of this.

Terms & Conditions: By providing the info below, I confirm that I am the user and/or subscriber of the telephone number(s) provided by me and I consent to receive from Financial Alliance and/or its financial adviser representatives, any marketing, advertising and promotional information, other than that relating to future events organised by Financial Alliance via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided above. I understand I may withdraw any consent I have given at any time by writing in to Financial Alliance Pte Ltd.