while waiting for more value able replies.....

Unknown to your % of allocation into the 3 funds with your investable monies? Kenanga & eastspring both are focused in heavy M'sia equities....am I right?
IF they are 1/3 each....then you are 60% malaysia focused, and 8% in US and 14% in Europe...
do you want a more diversified portfolio?
if you want try download the Polarzbearz portfolio summary file in post#1, then READ the instructions before key in the details to see where is the allocation goes to in your portfolio.

I am now about 38% in m'sia
if used the above allocation for the past few years...good rewards....
but if used it in 2014...with M'sia being the worst under performing mkts in Asia......then kena teruk lah.

oh...I am still using my own not so perfect low level excel format....
still hesitate to really DARE to try out "polarzbearz"'s creation.
noob in that kind of higher level excel stuffs.
just like a "vir....." (Madonna song) touching that thing for the very 1st time...so exciting and scare of getting hurt and don't know what to do....
will have to try it someday....after learning how to insert the rows first.

Which one? The amount in fund allocation sheet? Itu memang u need to manually maintain.

My spreadsheet not that smart to read the values automatically yet
But sekali u maintain with fixed reference (ie ='Investment Details'!$J$8), it'll auto update itself in the future (provided that you add new rows in the future using the right method)

to help polarz
what is the name of that worksheet?
location you already mention...

alamak v1.5 pulak....just finish migrating the rows from v1.3 to v1.4 a week ago...

wouldn't it be nice IF inside the portfolio Summary worksheet....
can add 1 or 2 more charts that cater for Regions....
now can see by countries...cannot see by regions
Guess have to add in the existing worksheet the Charts required. 

Btw,....   just managed to learn how to add in the rows in the Investment details worksheet.....not yet test whether any thing else needs to be one yet.

Wah bro, you know you all talk how many pages about the worksheet ah? Lol.

woonsc...after i had inserted rowS and rowS into the "Investment details" and "Fund allocation" worksheets.
do i need to add in any linkages? like the formulas and others?
if yes, where & how?

If you use my suggested method to {Add new fund} or {Add new rows to existing fund}, you DON'T have to touch the formula at all (MUST FOLLOW EXACT STEPS) - i.e. paste above certain row.

If you using manual conventional way to "Insert New Row" - that's where you gotta becareful and look at those formulas.

I really recommend all of you whom are not familiar with excel to use the copy-and-paste method. It's more straightforward, and less prone to errors.

Regions chart is in my plan, but was pushed down to lowest priority due to other stuff

If you don't mind, maybe you can help me with tagging countries to regions; and how "specific" do we need to go on regions (i.e. ASEAN, xxx asia, etc) or just a simple ones like " Asia Pacific | European Union | Americas | Others" ?

Released v1.6 for the Spreadsheet, can be downloaded via clicking here. So sorry for the quick-version changing but this one I must push it out, due to a critical bug in the formula (when copy&paste) as discovered by woonsc. I'll slow down on the releases if there are no more bugs spotted (hopefully not )

So sorry for this mishaps

Change log:


Please do continue to help to spot & destroy the bugs, as I might have really missed things out when developing / testing it

I think you can copy the allocation only, but you'll need to do verifications after you copy. Make sure you copy the entire table, do not delete the worksheet or otherwise the Chart sheet will definitely have !#REF error.

  oh no....
that is soooo not you 
yes, take some rest...
all users would appreciate your effort and work. 
..............
20 hours REST should be ok right?   

without him can happens meh?

Portfolio ROI: 9.7%, IRR: 4.6%

Laggard: Eastspring Investments Equity Income Fund
Top performer: Aberdeen Islamic World Equity Fund - Class A

my portfolio ROI & IRR macam super-inflated and fake one, because of short term (started mid jan)

ROI 158% or IRR 158%?

woah   when u bought it?

  WHAT? the excel file got no ROI?
ROI for each fund, IRR for each fund
ROI for the portfolio, IRR for the portfolio.
what about XIRR? is it same as IRR?

just like quoted by
ROI for Manulife India is at best 60% unless sell buy sell buy sell buy