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 Is this a diversified Unit Trust Portfolio?

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T231H
post Dec 25 2016, 12:07 AM

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hope I can post before thread is closed.....
try this site....
key in required data and it will analyse your would be portfolio in erms of % of chances making positives returns. and many more info....
https://iportfolio.com.my/snapshot
T231H
post Dec 25 2016, 12:33 AM

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QUOTE(contestchris @ Dec 25 2016, 12:26 AM)
My result:

1) This portfolio is very aggressively allocated:

Equity 92.86%
Bond 7.14%

2) This portfolio is well diversified:

Global Equity 21.43%
Asian Equity 50.00%
Domestic Equity 21.43%
Asian Bond 7.14%

So I mean overall is it good to get the above results?
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analyse deeper....
what is the % of chances of making positive returns?
what are the ROI?
try tweak it to become higher % of chances of positive returns and higher ROI?

This post has been edited by T231H: Dec 25 2016, 12:34 AM
T231H
post Dec 25 2016, 12:53 AM

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QUOTE(contestchris @ Dec 25 2016, 12:50 AM)
Oh ok. For ROI, it is 5.2% for the past 1 year, 11.8% annualized for the past 5 years. I am trying to look long term and the performances of most of these for this year isn't so good but I believe will recover for the future.

In terms of volatility, it is 8.1% for 1 year and 6.22% for 5 years. 66.7% positive results for 1 year, 76.7% positive returns for 5 years.
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fyi, changes to the allocations and replacing some of the funds can improve the results.
T231H
post Dec 25 2016, 01:45 AM

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QUOTE(contestchris @ Dec 25 2016, 01:43 AM)
Yeah but at the end of the day doing that is just reflective of the past performance, which is not necessarily an indicator of future performance. I can definitely add funds that perform much better in the last 1/3/5 years to improve the past returns of my portfolio, but that just gives it a higher chance of underperforming painfully in the future. I just feel in terms of "returns" I am comfortable with this portfolio, it's only in terms of diversification I wanted to know if it was good.

Thanks for sharing that website btw. Very useful!
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look at the projected volatility % too....

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