while waiting for those who really know the true answer and also works in FSM to answer you....

but I guess, the investment style complicated the calculation.....
1 time investment or periodic investment with equal intervals or periodic investment with non equal interval would requires not the same calculations/results.

also, if the IRR/XIRR/CAGR of a fund is lowest among your "portfolio".....
does it mean it is "baddest" fund that needs to be throw out?...
different funds in one portfolios would have different mandate, times of bloom and falls, its risks are different too.

if one invested during the "Bad" periods,...the IRR/XIRR/CAGR things would be very low...do that makes one think that their investment decision is wrong?
if one invested during the "good" period....the IRR/XIRR/GAGR things would looks rosy....do that makes one thinks that their investment decision is right?

which one actually do the right decisions?

just some guesses of answers that FSM would gives...

preparing some ammo in my stock and fsm account to buy in today and tomorrow

extend the rows to accommodated the number of funds required in your portfolio?
unless the number of funds in your portfolio exceeded the number of rows in the excel programs....
I think is > 10 000 rows

2007 excel onwards can cater 1million rows.

to ask FSM to cater for IRR will be too difficult. One should just pay for those paid apps/software if one wants

Should be 3yrs+ for quantum, and 2yrs+ for dynamic. Dca monthly.

Kidsave also 3yrs+.. But now jus turned +. Rugi hahahah

Hi sifu,

What is the recommended fun can buy?
Mid to long term investment.

Read this thread and last thread. You should get the idea,
If still don't get baru tanya

For easier DIY use...try the FSM recommended portfolio

Still get annualized return of > 10% for ponzi 1 and 2. Great !

I don't mind paying. I suck in excel. do you have one?

Send me $$ and your transaction listing and I fill in for you want?

The processes are different but the end result is the same. LOL.

Sorry can't help. Heard from a friend who googled to look for one. but was like $70 or something... Not sure if the friend bought it though

I'm sure there are plenty out there, sadly i don't have any recommendation since i stick to tracking by excel.

oh 3 years already get about 30-40% of return. I can see this PONZI's are good fund to be invest in. But not syariah compliance so i cant invest in this kind of fund. DCA is the best method right. At the end the NAV we hold is average from the current NAV.

so do u only invest in this 2 type of fund or you have others? because PONZI's is kinda an aggressive fund so the return potential high also the risk...

Do u diversify your investment into balance fund too like money market?

what is Ponzi 1and 2?

lol I'm just a little peanut compared to the others here lady but thanks for the offer.

She wants to fill it up for you perpetually if you pay her RM70 one time ( price gotten from another post ).

Oh yes, i have 20% in balances fund, and 6% in fixed income fund. 74% equity.

If you're young enough, can consider higher % in equity funds. Dont be too conservative..

Ponzi 1 and 2 the nickname given to Affin Hwang Asia Pac Quantum fund and Cimb Asia Pac DYNAMIC income fund respectively. Read the first page.

Lai lai, open mouth big big! It is Spoon-feeding time!



Not satisfied enough? Want some more? Here you go!

Xuzen

This post has been edited by xuzen: Mar 16 2017, 10:49 AM