QUOTE(T231H @ Apr 25 2016, 11:19 PM)
wow...that is some serious money you got there.....
may I suggest you use the Polarzbearz worksheet, downloadable from page # 1
read and understand how to use it....
after you had keyed in the required info....
wah-lah...a great view to see how your countries/region of allocation are.
from your current FSM a/c view...now much details of how and where yr money goes...
need to some calculation and reading of each fund fact sheet to see how it goes....
with that money....try talk to FSM CIS?
Thanks, FSM CIS gave very general/std advice, not much use.
I have Polarbearz's spreadsheet, but only "investment Details" and "Portfolio Snapshot" is working, i mean can see my UT there updating correctly(see attachment)
But when i click on "Portfolio Summary" , "Fund Snapshot", "Fund Allocation", they dont show my UT correctly.
How to make the "Fund snapshot", "fund allocation" work?. (see attachment-totally different UTs there)
(see attachment- instruction says- carefully copy the
table structure and insert the copied cells.................and "
update portfolio's details according to fact sheet."
where to get that "table structure", and how to "update portfolio's details according to fact sheet."?
Thanks
QUOTE(dasecret @ Apr 26 2016, 09:38 AM)
Oops, not my intention to cause panic here. I've held GEYF for a while and its performance is just lackluster. So wanted to jump ship and put it into GTF la. Not exiting yet. But this RHB switching charges is quite annoying

No worry, if u are jumping to GTF, that's reassuring enuff.
I can see you guys use a lot of formula/research to decide.
so follow u guys should be quite safe right?
QUOTE(Vanguard 2015 @ Apr 26 2016, 04:21 PM)
Macam mana ni? Buy equity fund. Die. Buy bond fund. Die. I know, I know. We all buy ASM ok?
I got Libra Asnita Bond Fund and Eaststpring Bond Fund in my portfolio already. Looking for other exotic bond funds.

Seriously , ASX is easier to play, buy and collect dividends, unlike UTs.
must buy more, sell ,switch this and that.