
Event
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Explore Robot investment (Mandarin)
Who Should Use Robo-Investing and Where to Start
Understanding Robo-Investing:
1. What is Robo-Investment? Overview of automated investing, its advantages, and considerations.
2. When and Where to Start? Guidelines on initiating your journey with robo-investing.
3. How Robo-Investing Portfolios Work:
(1) Risk Assessment: The role of risk evaluation in algorithm-driven investments and its significance.
(2) Custom Portfolio: Insight into the types of underlying assets managed.
(3) Automatic Rebalancing: Explanation of what it is and its importance in maintaining portfolio health.
(4) Tax Efficiency: Understanding wash sales and tax-loss harvesting, and why they are critical for investors.
May 21, 2024
12:00 PM
12:30 PM
Online