The below case sharing of a client shows how Citigold Relationship Managers and our team of experts strive to improve the potential return of a client’s investment portfolio regardless of market volatility.
Ms. Cheung (Working mum)
An avid stock investor, Ms. Cheung aims to grow a future education fund for her children and runs a portfolio with over 10 China and Hong Kong stocks. Last year, she gave birth to her second son, while her career also progressed. However, Ms. Cheung was not able to keep abreast of the stock market as often and so missed various investment opportunities.
* Citigold Diversification Index is Citibank’s in-house developed tool, which determines the diversification level of customers’ existing portfolio and is meant for reference purposes only.
^ According to Citi analytics over the past 5 years, a risk-adjusted return of a highly diversified portfolio outperforms an undiversified one by 45%. Analytic data for reference only.
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