QUOTE(Malformed @ May 31 2012, 03:33 PM)
Back to the twinvest formula again, it is all about buying, what about selling, is there any formula for us to calculate?
My relative took it back in 2010 too, might as well ask and see how is it like. Is it easy for people without knowledge in this field previously?
I'm in the IT field leh, not Accounting nor Sales nor Investment related

Though i've a passion to grow things and make things lar (typical nerd and systemizing or automating) hehe.
It's easy enough.
Ok - on TwinVest, very astute of U to notice that TwinVest is an ENTRY rule only heheh.
In the book, it says if 300% of start NAV hit, sell all and reboot the program but that will never happen here due to distribution.
Personally, i couple TwinVest entries with EXIT rules where i sell/SWITCH to bonds/Money Market (depending on how's the interest rate lar)
WHEN my transaction's net profit (yes, i track PER transaction) is severely over the average / expected per annum, eg. 25%pa
OR 60% if less than 1 year's holding for a transaction.
Note (again, just what i do ar, may not work for anyone else): 1. I don't sell/switch all of the transaction's units - i leave the abnormal gains there to continue running up or down (very minute chance of going zero mar), its extra gravy.
2. I then "tweak" my TwinVest and add the $witched/$old into the unused capital
3. I've an over-arching Asset Allocation to "over-ride" any "Exits" - in case i'm having waaaaaaaay too much % in "Fixed Income" (eg. >60%+), thus Exiting an Equity fund into Cash/Bond funds/MM fund unbalances my already lopsided asset classes held.
BTW, i've never had my Equities being lopsided (ie. too much Equities VS Fixed Income) while running my several TwinVest programs + Opportunistic investing pot shots.
This post has been edited by wongmunkeong: May 31 2012, 04:07 PM