Fundsupermart.com v8, The MS Excel Masterclass version!
Fundsupermart.com v8, The MS Excel Masterclass version!
|
|
Dec 28 2014, 10:11 PM
Return to original view | Post
#1
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
reminder to top up your PRS up to 3k to enjoy tax relief
|
|
|
|
|
|
Dec 29 2014, 05:10 PM
Return to original view | IPv6 | Post
#2
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Dec 29 2014, 05:50 PM
Return to original view | IPv6 | Post
#3
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Dec 29 2014, 09:46 PM
Return to original view | Post
#4
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(Pink Spider @ Dec 29 2014, 09:14 PM) Use this formula: Total Profit/(Loss) / (Portfolio value at beginning of year + Total amount invested/(withdrawn) during the year/2) x 100% This is the most simple way of calculating 12-month return on investment |
|
|
Dec 29 2014, 09:53 PM
Return to original view | Post
#5
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(TakoC @ Dec 29 2014, 09:51 PM) That's why it's best to try to keep track every year. If you take total profit, then 8.8% - previous year profit % would be this year ROI. ok headache liao. i think last year im at -4%, so include this 8% this year, thats why my current holdings is +4%. make sense right? |
|
|
Dec 29 2014, 09:54 PM
Return to original view | Post
#6
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
|
|
|
Dec 29 2014, 09:56 PM
Return to original view | Post
#7
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Dec 29 2014, 09:58 PM
Return to original view | Post
#8
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(Pink Spider @ Dec 29 2014, 09:57 PM) U got keep record of profit (in Ringgit figure) as at 31 Dec 2013 or not? ah, thats what i thought too. If no...then tricky a bit Your portfolio VALUE as at 1 Jan 2014 is your (reset) COST for year of 2014. Portfolio value as at 31 Dec 2014 - (Portfolio value as at 1 Jan 2014 + Total amounts invested/(withdrawn) during 2014) = Profit for 2014 then i will recalculate |
|
|
Jan 8 2015, 07:07 PM
Return to original view | IPv6 | Post
#9
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Jan 13 2015, 06:38 PM
Return to original view | Post
#10
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
poor ringgit...
|
|
|
Jan 23 2015, 10:33 PM
Return to original view | IPv6 | Post
#11
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
RHB-OSK China-India Dynamic Growth Fund
1month ROI +9.9% overall portfolio looking good this month |
|
|
Jan 27 2015, 12:52 AM
Return to original view | IPv6 | Post
#12
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(broga_night @ Jan 27 2015, 12:11 AM) hi all sifu,my fsm acc just activated today...just my 1st time in investment totaly noob here....sorry if asking any noob question later...can any sifu recomend anypotential funds tat is medium-high risk, so i can start focusing on this specific fund...i hav google alot but still very blur...sorry again if this sound noob to u... try to have a diversified portfolio |
|
|
Jan 30 2015, 01:05 PM
Return to original view | Post
#13
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
|
|
|
Jan 30 2015, 05:09 PM
Return to original view | IPv6 | Post
#14
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(PhilHellmuth @ Jan 30 2015, 01:37 PM) QUOTE(xuzen @ Jan 30 2015, 01:42 PM) Actually I bought RHB-OSK China-India Dynamic Growth Fund, currently its +11%. QUOTE(infernoaswen @ Jan 30 2015, 01:45 PM) Thats the "fun" part of investment I guess yea~ i rmber having -10+% for AMASIA PAC REITs, now its +10.5% Hopefully it will maintain the momentum |
|
|
Jan 30 2015, 05:11 PM
Return to original view | IPv6 | Post
#15
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
QUOTE(yklooi @ Jan 30 2015, 04:33 PM) FSM Fund Choice: Affin Hwang Japan Growth Fund [February 2015] u mean sales charge discount? i topped up at 1% SC wor..http://www.fundsupermart.com.my/main/resea...?articleNo=5488 No "discount" leh.... |
|
|
Jan 30 2015, 06:06 PM
Return to original view | IPv6 | Post
#16
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Jan 31 2015, 11:53 AM
Return to original view | IPv6 | Post
#17
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Feb 2 2015, 10:20 PM
Return to original view | Post
#18
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
|
|
|
Feb 12 2015, 11:44 PM
Return to original view | IPv6 | Post
#19
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
just topped up 3 days ago before getting andy's email. sigh.
|
|
|
Feb 23 2015, 05:49 PM
Return to original view | Post
#20
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,968 posts Joined: Nov 2007 |
1st day i managed to get some stocks, maybank and Tenaga. Hope i made the right move
UT still healthy, overall +9%. |
|
Topic ClosedOptions
|
| Change to: | 0.0254sec
0.31
7 queries
GZIP Disabled
Time is now: 3rd December 2025 - 11:47 AM |