try the FUNDS INFO....
under it got Chart Center and Funds Returns and many more....I find it very informative....
hope you will like it too.

good to know that you have...
mind to share?
or is it also a Proprietary trade marked item like the Algozen™ ?

Thanks for sharing....

just be careful as there is an article about something like this....
"Avoid Using Your Rear-View Mirror To Invest ...... August 16, 2013
Extrapolating historical performance can sometimes be detrimental to investing; we suggest investors avoid relying too much on their “rear-view mirrors” when they invest.

http://fundsupermart.com.my/main/research/...?articleNo=3744

also, if the +tive NAV growth had been good for that many years...the PE value of that area of fund coverage maybe already at the high side...

"Western developed markets have delivered extremely strong returns in recent years, with the US having soared 117.6% (16.8% annualised) over the past five years and by 81.5% (22.0% annualised) over the past three years. European equities, have also done well, with returns of 69.4% over the past three years (19.2% annualised) although the European Sovereign Debt Crisis back in 2011 and 2012 detracted from its five year returns of 65.4% (10.6% annualised). Returns are as of 20 July 2015.

On the back of such strong returns, valuations have likewise risen strongly for the two markets, with both markets trading at premiums against their estimated fair PEs. Looking ahead with a three-year time horizon, valuations are still not cheap for US and European equities, with both markets staring at a potential contraction of valuation multiples ...."
https://secure.fundsupermart.com/main/artic...-Markets--10613

also, there is a possibility of a change of FM and the FH ownerships which may lead to some other things

just a thought...

This post has been edited by yklooi: Jul 25 2015, 04:19 PM

yes, that is why most would have a diversified portfolio and allocated the % to their own comfort...

Many people said: IRR may not be accurate if less than 12 months.....

ya-lah....IRR 7.65%. ROI: 5.49% not bad for 1 yr...

I am counting my chickens at times weekly, at times daily (for a short period) to see how my portfolio fared...especially during the current china rout...
just for the sake/fun of it.....

2 months of down trends already....



Attached thumbnail(s)

One is annualized the other one is sort of ROI since investment.

This post has been edited by yklooi: Aug 3 2015, 10:38 PM

me too...have to do it manually too.

if got 50% exposure in this Bolehland fund YTD


Attached image(s)

you just asked today....he replied (sort of)...

Navigating Uncertainty
....maintaining a well-diversified portfolio is the best answer for market volatility and uncertainty and will allow me to stay the course in my investments over the long term".

https://secure.fundsupermart.com/main/resea...SJBlog_20150806

I switched to HSOF in May 15,.....now - 5.5%
on the silver lining....luckily I switched from HSChina Fund in May 2015......till now lost >20%
so I reduced my loses by abt 15%... for the 3% of my portfolio.

he has a different opinion.....

https://secure.fundsupermart.com/main/resea...SJBlog_20150806

Everyone Believes It, but Most Will Be Wrong
Some of these predictions are almost certain to never come true. Which ones? No one knows. That’s the point.
https://www.fool.sg/2014/01/20/everyone-bel...-will-be-wrong/

click 'Refresh" when prompted to sign in

if you are interested in these.... financial doomsday scenarios kind of write ups...
try
https://www.google.com.my/#q=financial+doom...iction+websites

just asking.....about the XIRR calculation....
example if
Portfolio started investing in 1 Jan 2010 RM 10000
Portfolio grow to RM 13000 in Jan 2013
ROi is 30%...Xirr is about 9.x%

if the growth stagnated in whole of 2013.....(which means Rm 13000 remains through out the whole year).
does the XIRR value remains the same in every month from Jan 2013 till Dec 2013?
if yes,....will the XIRR suddenly changes in Jan 2014?

I may be seriously wrong...I think most XIRR formula did not have "month" factor in it. which means the results are the same in Jan, March, June, Sept.......anyone can confirm?

This post has been edited by yklooi: Aug 9 2015, 09:17 PM

I may be seriously wrong...I think most XIRR formula did not have "month" factor in it. which means the results are the same in Jan, March, June, Sept....... can you PLEASE confirm if the XIRR value changed when the month are changed ?

This post has been edited by yklooi: Aug 9 2015, 09:20 PM

thanks tested mine....xirr value changes when the month changes
I just saw this,...
the "Last" example.....
he has this....
Excel XIRR returns a compounded annual rate. If you want the equivalent compounded 9-month rate, you would use the following paradigm (see the screenshot below):

(1+XIRR(F2:F6,A2:A6))^(9/12) - 1

http://answers.microsoft.com/en-us/office/...6a3ece70?auth=1

therefore I am just curious...he has this month factor in there and therefore I asked.

use in "where"?
using Pinky's irr excel file in post#1 for example

This post has been edited by yklooi: Aug 9 2015, 09:36 PM