QUOTE(suadrif @ Dec 17 2014, 12:31 PM)
hurm, i would say more than a year
i joined somewhere early in 2013
one of it is CIMB Dali Equity, but the rest i m not sure
she split my account in three portfolio if i am not mistaken
i joined somewhere early in 2013
one of it is CIMB Dali Equity, but the rest i m not sure
she split my account in three portfolio if i am not mistaken
check with her the latest value balance in yr portfolio...
then divides by the number of months invested....x 12 to get the "rough' estimates of the ROI pa.
if she is monitoring for you...you can also ask,...how much % has your portfolio dropped in this 1 week?
then decides if that drops (if any) is ok with you...else inform her then see whether she will realign your portfolio to suit your risk appetite.
Dec 17 2014, 12:40 PM

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