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 Fundsupermart.com v5, Manage your own unit trust portfolio

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marketstore
post Mar 29 2014, 09:49 PM

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just a question ...when we do allocation according to the geographical area for example....developed, EM, Msia, Asia ex Japan...there is a few overlap for example like china is under EM and Asia, Singapore is under developed and Asia....how do we do our allocation.....
do we calculate them twice and average it out to become 100% like this

ASIA 23.59% 30.33%
MALAYSIA 28.89% 37.14%
DEVELOPED 32.11% 41.29%
EMERGING 8.33% 10.71%
OTHERS 3.80% 4.88%
CASH 3.29% 4.22%

100.00% 128.58%

the second column i calculated them twice like Spore under developed and asia
marketstore
post Mar 30 2014, 03:02 PM

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QUOTE(yklooi @ Mar 30 2014, 01:10 PM)
hmm.gif  there is always overlap of % (double /triple counting). it depends on what/how you classify them.
ex...if you add in "GLOBAL" to yr above example...you will have more % in total.
attached is example...see how they interlinked? (the combine total is > 100%)
it is just up to one to classified your grouping.....else...you can follow some of the Eastspring's funds or others fund house...to see their grouping ...like asia x jpn, GEM, Bric, etc ...see their fund fact sheets to see which countries are in that.
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Does it sound logic if i average it out to 100%
Eg
Asia is 30.33% of 128.58% in my portfolio
So it becomes 23.59% of my total 100% portfolio

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