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Title Personality-Driven Portfolio: How to Invest Right for Your Style  
ISBN 9789814828307
Imprint Marshall Cavendish Business
Sam Phoen
Specifications 135mm x 216mm / 208pp / Paperback
Publication Date Aug-2018
Target Audience General
Price (SGD) SGD 23.35 BUY NOW
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About the Book

  • How much of a risk-taker are you?
  • How often do you like to monitor your investments?
  • Are you usually reluctant to cut your losses?
  • Do you tend to take your profits too early, and miss out on the really big gains?
  • Does the performance of your portfolio keep you up at night?
Constructing an investment portfolio is not a one-size-fits-all undertaking. What works for your friend, or your advisor, or Warren Buffett, may not necessarily work for you. Following them blindly can lead to a disastrous mismatch with your own investing style.

In Personality-Driven Portfolio, author Sam Phoen approaches this problem from a revolutionary angle. Through a series of questions about your attitudes, preferences and tendencies, you will learn how to evaluate your unique investment personality – are you a Diligent Deer, an Egoistic Elephant, a Cagey Crab, or perhaps a Busy Bee?

Targeted at investors at all levels of experience, this book is a practical guide on how to tailor a bespoke portfolio for yourself – one that will suit your personality to a T, and put you in the best position to reap sustained results over the long term.

About the Author

Sam Phoen is a seasoned financial markets practitioner with over 25 years of experience. His working career has included 16 years in the Government of Singapore Investment Corporation (GIC), where he was the deputy department head of the Foreign Exchange
Department when he left to join a large Singapore-based hedge fund as a senior macro portfolio manager. He then had over seven years with the Australia and New Zealand Banking Group (ANZ), where he was mainly based in Shanghai managing the Global Markets business for ANZ China. A graduate of the National University of Singapore, Sam is a Chartered Financial Analyst (CFA), and also a board director for CFA Singapore for three years before he left to work in ANZ China.

Sam currently manages an investment and consulting firm that he co-founded, and provides bespoke training on wealth management, financial market products and soft skills. His first book, High Net Worth Investing, was published by Marshall Cavendish Editions in 2016. A keen golfer and seasoned investor, Sam has vast experience in trading many products and instruments for the firms he has worked for as well as for himself.
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