Webinar – How to build your Investment Portfolio and Ride Big Trends in 2021 by Kenny Loh

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On the 9th March 2021, Kenny Loh held a webinar organized by WealthEnjoy, with the title Big Trends To Ride in 2021 & Beyond To Build Your Resilient Portfolio.

In this webinar, Kenny Loh covers his investment strategy in 2021. He covers events that will affect markets worldwide, including the impact that 5G will have on current markets, the COVID-19 pandemic, China growth, Emerging Market growth, Artificial Intelligence etc. He will also cover the many different types of Investments in 2021, from alternative investments such as Cryptocurrency and Gold, to Investment Properties such as REITs and Unit Trusts, and how to start building your very own portfolio. 

To find out more about this webinar, do visit this page on WealthEnjoy.

Alternatively you can watch the webinar below (with timestamps included).


11:55 Start of Webinar

12:32 About Kenny Loh

13:52 Introduction: things to take note of

15:01 Investment Strategy

19:23 Summary of the Current Macro Environment

22:30 Thematic Portfolio 2021 (& explanation of Investment Portfolio)

26:01 Thematic Investing 2021 (Core Portfolio and Satellite Portfolio)

27:35 China’s Growth Story

29:43 China Equity

31:07 Technological Disruption

32:42 Artificial Intelligence

34:37 5G Networks

39:33 Internet of Things (IoT)

40:27 Effects of 5G

42:50 APAC ex Japan Equity

43:30 Financial Sector

44:45 Emerging Markets

47:41 Private Equity

49:01 Singapore REITs

50:22 Gold

51:46 Cryptocurrency

54:28 Uses for cryptocurrency

1:00:25 Digital Currency Funds

1:02:17 Thematic Portfolio 2021 (Past Year Performance)

1:03:29 Thematic Portfolio Example (Kenny’s own portfolio)

1:04:29 Why and who should build a diversified portfolio?

1:06:15 How to build a diversified portfolio? (and ways to do it)

1:09:03 How to start investing now?

1:11:23 End of Webinar

1:12:49 Advisory and managed account services

Start of Q&A

1:14:39 Why is there a rotation from big cap industrial REITs to other stocks?

1:17:06 Will you manage accounts for your clients?

1:18:59 Mapletree REITs got beaten down this year. Is it a good time to buy?

1:20:31 Which REITs sectors do you think will be bullish in the near term?

1:22:15 What would be the minimum amount required for your advisory service and/or managed account service?

1:25:08 Are you looking only into Unit Trusts and not Stocks/ETFs?

1:27:39 Right now, is the market focused on recovery or inflation?

1:29:25 What is your personal view on the spike of yield spread and how to take advantage of it?

1:31:25 If  I already have an investment portfolio, will you help to advise on my portfolio as part of your advisory service?

1:33:01 Gold prices have dropped substantially recently. Do you see a rebound on the gold price soon?

1:34:20 What are the fees for the advisory/managed account services?

1:35:05 Do you have any cryptocurrency assets in your portfolio and what percentage?

1:37:45 I noticed that you did not include US in your asset allocation. Is that true?


To find out more about Kenny Loh’s advisory and managed account services, please submit the online form here. 1st consultation fee will be waived!

To view more past webinars, do visit the events page here.


Kenny Loh is a Senior Consultant and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Sympsosium and Invest Fair. 
You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement
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