hey dzi921 how do u calculate ur profit???
sorry noob question

He posted his Excel formula somewhere in this section.

can he posted here or provide link...
hehehehe

This post has been edited by mr_ashraf: Oct 8 2007, 10:28 PM

Found it out:

I have an excel to keep track of my investment. It is quite heavily linked and formulated to calculate the exact performance of each transaction

For a brief idea, here is the screen shots


This is the overview


This is the accumulated overview of this fund performance. Green means distribution. At the bottom I will know how much total investment, total units, and total returns


This is the breakdown of the fund performance based on the purchased date. It will calculate based on month and how much the fund is supposed to perform base on the target growth %. When there is a green, the extra units should be divided equally to the funds before

Extra things I've added to my excel is that I've added a monthly compound calculator to calculate how much I need to invest monthly and how much it will get in the future base on a target growth %

What about putting in some figures..?
% talak syok..
My current paper profit is RM6k+..

Reminder for you, you forgot to cover the amount invested for your PSMALLCAP..
People will know how much you're investing from there..

I know

My net profit now is around 12k only

Mind if I ask, this 12k was cumulative realised profit or paper profit..?
How long it took you to gain this much..?

The 12k is net profit if I were to sell off all my funds based on last fri's result

I started investing since mid last year but mainly bond funds. I switched all bonds and topup into equity funds on August correction low. Consider quite fast return for me

I'm aiming 20 to 25 percent net profit. Once hit will switch all equity to bond. If my fund can touch 30 percent then my overall portfolio will touch 100k liao, but doubt I got guts to wait till so high la

You all really quite good in portfolio management and monitoring. I can see some of you really have a huge amount of investment Profit also can reach 12k...my investment capital not even half of 12k

Once you achieve your target, have you got any plans for it..?
You invested less than me and at around the same time as me, but my profit is still only half of yours..
I went in on Aug 21, I guess you got them at around Aug 17..?
Then your profit is wonderful..

I invest a bit to try try only..
Don't know wanna go full force or not..
Still considering..

Hey dzi921, Nice excel chart and formula.. I need to start to construct one to organize better. Thanks for sharing.

and not to forget..nice Portfolio! haha

Yes, I was lucky to made my first sai lang on 17/08

When I achieved my target I will switch to Bond and wait for next correction. I have no plans to use my money there. This part of portfolio is meant for very long term investment. Retirement plan

After I achieved the Gold Mutual status by next year, I'll move into another type of investment. Most likely Stocks (Blue chips)

No problemo

Too bad my money hasn't came on Aug 17, else I could be getting almost 20k profit..

Hope you don't mind me asking, last I remember you owed a debt on a previous failed business right?

So settle already? If not yet, then How do you plan to settle?

I have only settled part of it, ie RM6k..
I'm hoping to get more profit from UT to settle another part of it..
In 1-2 months time, I'll set up another 1 or 2 business(es) to slowly repay the debt..
I'm waiting to sit the FMUTM exam on 27th of this month, then I'll be a UT agent..
In the meantime, I'm securing as many investors as possible..
I have secured half a million worth of investment, so I hope to get my licence as soon as possible..
Then I can repay a big chunk of the debt..
That's my plan for now..

KLCI
All Time & Current High: 24/07/2007 1392.18
Correction Low : 17/08/2007 1191.55

How much is your interest on the debt?

Oh, interest free la..
I was lucky I could get to borrow some money from friends..
But we need to repay them as soon as possible too right..?
We need to be responsible, so I still need the money fast..

True Must return else people will not trust you liao

But you really have good rich friends. Can borrow you so much money