3 Pockets

Asset Allocation strategy is the first step in managing investment portfolio by dividing all investment assets into 3 pockets of wealth.

Pocket 1

Approximately

15 - 20%

Liquidity Portfolio

Because the investment goal is to maintain liquidity, the focus is therefore placed on assets that are highly liquid and with a value that will not change much, such as deposit and money market fund which mainly invests in short-term debt instruments with good ratings.

Pocket 2

Approximately

60 - 70%

Long-Term Investment Portfolio

This pocket comprises the largest proportion of assets, and the investment goal is to grow wealth over the long-term. This is the core goal of our investment advice under the K-Alpha Wealth Strategy.

Learn more about long-term portfolio investment

Pocket 3

Approximately

15 - 20%

Aspiration Portfolio

The investment goal is to seek higher returns from a specific expertise and ability to cope with risks stemming from high volatility and lack of liquidity, such as direct investment in stocks on various bourses, private equities and property.

Back

3 Pockets

15 - 20%

Liquidity Portfolio

60 - 70%

Long-Term Investment Portfolio

15 - 20%

Aspiration Portfolio

Related Stories

ขุมทรัพย์การลงทุนจากเพชรน้ำงามในยุโรป

ปรับพอร์ตอย่างไรเมื่อดอกเบี้ยอยู่ในภาวะ “Higher for Longer”

บอนด์ยีลด์สหรัฐฯ พุ่ง เป็นโอกาสลงทุนตราสารหนี้ต่างประเทศ

3 Pockets

15 - 20%

Liquidity Portfolio

60 - 70%

Long-Term Investment Portfolio

15 - 20%

Aspiration Portfolio

Related Stories

ขุมทรัพย์การลงทุนจากเพชรน้ำงามในยุโรป

ปรับพอร์ตอย่างไรเมื่อดอกเบี้ยอยู่ในภาวะ “Higher for Longer”

บอนด์ยีลด์สหรัฐฯ พุ่ง เป็นโอกาสลงทุนตราสารหนี้ต่างประเทศ

Search