QUOTE(yklooi @ May 30 2013, 10:29 AM)
aiyah...u akauntan mah...can use excel set some formulas and do marco formating....
key in, key in, key in then press ENTER = answer liao.
anyway is this a better way??? monitor how much your portfolio growth and how much EACH fund performance against target / against other funds in the porfolio.
just like you are the BIG boss of a group of companies...monitor how much your asset growth and how each company made $$ ...the company that made least $$...you put in more $$ to make it earn more.
btw, why limits to 7%? minimun 7% should be better right?
I know what u mean, but this has a drawback...key in, key in, key in then press ENTER = answer liao.
just like you are the BIG boss of a group of companies...monitor how much your asset growth and how each company made $$ ...the company that made least $$...you put in more $$ to make it earn more.
btw, why limits to 7%? minimun 7% should be better right?
Let's say I started with HSAQ as 20% of my portfolio, Kenanga Growth as 30%, KidSave as 50%
But HSAQ grows SO FAST that it grown to be 40% of my portfolio, which means that my portfolio exposure to small caps has increased DOUBLE, which is not what I wanted at the first place.
My portfolio approach has been "lift the laggards, keep the winners". If u let the winners run too fast/too far, if one day it falls, u will be hit hard...
Just like if u let your cavalry run too far, later enemy ambush them, your archers and infantries too far behind to back up
Not limit 7%, is target 7%. If actual is 9%, I'd not top up, just leave autopilot. If actual is 6%, I'd top up the shortfall 1% by cash
This post has been edited by Pink Spider: May 30 2013, 10:39 AM
May 30 2013, 10:35 AM

Quote
0.0398sec
0.45
7 queries
GZIP Disabled