Fundsupermart.com v8, The MS Excel Masterclass version!
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 Jan 17 2015, 07:58 PM
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#1
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Junior Member
239 posts Joined: Feb 2013 
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Hi, is my portfolio balanced in term of exposure?
AMB Income Trust Fund - 20% CIMB Principal Asia Pacific Dynamic Income Fund - 20% CIMB Global Titan - 20% Eastspring smallcap - 20% Kenanga growth fund - 20% thanks. |
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Jan 17 2015, 08:08 PM
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#2
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Junior Member
239 posts Joined: Feb 2013
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QUOTE(Pink Spider @ Jan 17 2015, 08:05 PM) With so many posting their portfolio asking for opinion... Wah..ya hor, why I never thought of that Rather than giving opinion which may or may not be helpful, I'm gonna teach u guys how to really see how your portfolio looks like... Go download the latest fact sheet of your funds Then see what are the countries/sectors/asset classes that it invests in E.g. CIMB Global Titans as at Nov-14 fact sheet has 51.8% in US, 35.7% in Europe, 11.8% in Japan and the remainder in Cash. U have RM10,000 worth of holdings in CIMB Global Titans. Your total portfolio is RM50,000. Thus, RM10,000/RM50,000 x 51.8% is exposed to US Do this for the other funds. Then u can construct a picture of the allocation of your portfolio. Attached is mine:   Thanks a lot for useful tips!  |
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