Pivoting to Growth Investing - ERM-CCI Community Event for Q2 2022

Our next community event will be on 30th June 2022 730pm.

Like all community events I conduct, members of the public are invited to attend, but the materials assume that attendees have already completed at least one course I conduct. Alumni can also gain access to the recording.

The YTD performance of the STI cannot be said to be particularly stellar, but it has outperformed US and China markets. So while dividend investors may be reeling from slight losses, investors who focused on growth would have suffered very much more. And students from my ERM programme should have collected quite a decent amount of dividends in May and June 2022.

In this episode, we will discuss the points to note for a small pivot into growth investing. While I am all for dividends investors continuing to farm their dividends into dividends stocks, some students in my community may wish to consider channelling some income into growth stocks so that they can benefit from bull markets after Fed stops raising interest rates. 

Investing in growth stocks is fundamentally different if you are dividend/value investor. You are coming from a position of strength and likely using a combination of salary and dividend payouts to take positions in growth stocks that will give you the highest probability of profits over the next 6 months to 1 year. You also can exit and move the funds back to dividends after taking profits.

In this next presentation, we will :

• demonstrate how to use the tools you already know to screen stocks.
• introduce the simplest frameworks on how to time the markets and minimise your regret.
• define a comprehensive exit strategy for your growth positions.
• rinse and repeat our frameworks on how to apply it to cryptocurrencies.
• update ERM portfolio results and discuss details on how you can sign up for a refresher class. 

This will be a short 1-hour gathering over zoom and I look forward to catching up with students during Q&A. 

Register for the talk here : 

https://us02web.zoom.us/webinar/register/3816560529405/WN_zj1qD-w4TGaP36I51sM2jg