You Should Really Need to be a Novice Investor Just Once

Find out why it is costly to be a novice investor and learn how to move beyond the novice level without falling prey to misleading claims. Make a better financial decision from now on and get a better return on your investment

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Numbers inform nearly every aspect of our investing lives. The challenge is knowing what to look for and how to interpret them.

In investing, some numbers are more important than others. Sometimes, they prove what we doubt. Sometimes, they discredit what we believe. And on occasion, they permit us to say, “I told you so.” We need only look for them, and they are everywhere. They allow you to understand the context that you are investing in. It is in the news every day. Whether the market is up or down, bull or bear, cheap or expensive – the news media and the professionals rely on these numbers to frame their reporting.

One of the first things you can do to break away from the novice stage is to get yourself familiarised with these six numbers.

Six Numbers Every Investor Must Know shows you what to look for in Return, Risk, Diversification, Valuation, Leverage and Expenses.

You will get the most relevant thinking on what is most important in investing and use it to build a profitable portfolio. Embrace these numbers instead of avoiding it.

These five lessons will get you started on paying attention to what matters in investing

Lesson 1:

It's time to understand the rules of the investment games

Lesson 2:

The way returns are being calculated and presented to you

Lesson 3:

Using returns as a benchmarking tool.

Lesson 4:

The tyranny of using return for investing

Lesson 5:

Risk is a four letters word

Making Sense of The Investing Marketplace

Use these six numbers to help you with your investment decision making

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About Soon Lim

Soon Lim has more than 28 years of experience in investment management business.

He is currently an associate director with an independently-owned IFAs in Singapore where he advises family offices and individual investors on their investment portfolio.

On his free time, Soon Lim teaches finance and investing classes at the SGX Academy and BURSA Malaysia.

He is also the founder of Equitiespedia Pte Ltd, a firm dedicated to raising the financial literacy level of novice investors.

Prior to founding Equitiespedia Pte Ltd in 2016, he worked as a wealth strategist and vice president with CIMB Securities. Soon Lim earned his B.B.A. from the National University of Singapore and has been a CFA charterholder since 2001.