I compared against the total return but before deducting sales charge/commission, management fees are already factored into total return.

FBM KLCI past 12-month return...9.26% (from Fundsupermart.com chart generator: http://www.fundsupermart.com.my/main/fundi...ter_switch.svdo ). Means that I beat index but underperformed the better local equity fund managers. Some of the funds delivered >20% return...some small-cap funds double of that

Your portfolio is dividend heavy...so is less volatile, have you considered the volatility of your portfolio compared to those portfolio which is primary growth portfolios?

You gotta compare apples to apples...

If u know the formulas, Excel will kaotim all for u

Put it simply, profit is calculated by

Portfolio value LESS cash invested (purchases plus transaction fees) ADD cash withdrawn (sales less transaction fees) ADD cash dividends received

Bull is back.... 

give u my e-mail means revealing my Facebook

My formula:

total paper profit/(loss) for the year + total dividends received during the year x 100%
portfolio VALUE at start of year + (total cash invested/(withdrawn) during the year)/2

That will more or less even out the investments made during the year.

U wanna be more anal?

total paper profit/(loss) for the year + total dividends received during the year x 100%
portfolio VALUE at start of year + total cash invested/(withdrawn) in Jan x 11.5/12 + total cash invested/(withdrawn) in Feb x 10.5/12 + total cash invested/(withdrawn) in Mar x 9.5/12 + total cash invested/(withdrawn) in Apr x 8.5/12 and so on until Dec

This will really smooth out the timing

To make things simple, better to treat sale of shares as cash withdrawn.

Else u would be incorporating return of your trust account deposit in your P/L calculation

Got another graham net net company.. but the business (Very) stagnant.. however cash rich with very good free cash flows... no debt whatsoever. Net cash per share about 34.7 c / share....

Accounting for the net cash the company is selling at 2x EV/Ebitda...PE 8x,  DY at 6% ..



This company manufacture raw materials for wood products... with the recent good sales of wood products, wonder will the growth pass on to this company...

Good value or value trap? 

How u all c this news? 


Business NewsHome > Business > Business News

Published: Monday February 17, 2014 MYT 10:56:00 AM
Updated: Monday February 17, 2014 MYT 10:59:06 AM
Foreign funds continue to reduce stakes in Malaysian equities

KUALA LUMPUR: Foreign funds sold net RM760.20mil of Malaysian equities in the week ended Feb 14 which was a slight decline from the net selling of RM1.10bil in the week before, says MIDF Equities Research.

It said on Monday it was the 18th out the 19 weeks where foreign funds were net sellers.

CBIP!.. boon prediction very cun.. tiap tiap hari 5 sen... 

Zhulian from RM5 drop until 2.87, that's almost 50% drop

I'm worry there would be major changes in Zhulian's fundamental

You better find big rope and save...

Which 1 more important?
Earnings growth or dividends yield ?