Portfolio allocation workshop

Hands-on: allocate 100 points across asset classes, sort instruments into their class, then see the room's consensus.

1. Build a portfolio

2. Allocate 100 points across asset classes

   • Equities
   • Bonds
   • Property
   • Gold
   • Cash

3. Which class does each belong to?

   • Index fund
   • Single stock
   • Government bond
   • Corporate bond
   • Gold
   • Real estate trust

4. Where would you place each, by risk and liquidity?

   • Index fund
   • Corporate bond
   • Property
   • Gold

5. What would make you change this allocation?

6. Ask anything

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