How to add in, "Add-Ins":
in Excel 2010:
1. Click on top menu: File
2. Click on left side menu: Options
3. Excel Options pop-up window: Click on Add-Ins
4. Bottom middle of screen: "Manage Excel Add-Ins" click on the "Go" button
5. Check all the items (as per earlier screenshot)
6. Click on OK.
tadaa

For Excel 2003
http://office.microsoft.com/en-us/excel-he...P001127724.aspx

Google for 2007: how to install Analysis Toolpak Excel 2007 (yes, i'm a lazy baka)
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Simple big pix instructions on usage:
1. Enter data only in the last 3 sheets
2. R-click on the "Website" sheet's list of data and REFRESH to grab data from PM's and East Spring's website
3. Summary sheet - enter the names of the funds U have
4. Details sheet - this is where the BUY transactions are stored and when SWITCHED/sold, minus the units from COLUMN L "Units Held (less Sold / Switched)" and mark it with red or some colors for easy spotting if U wish
5. SoldSwitched - this is where the SWITCHED/SOLD transactions are captured to count the profit/loss and track the reasons for SWITCHING/Selling like a journal.

As for the formulas - er.. i dont think the mods will take too kindly to me for conducting an "Excel workshop" via this topic 
Anyhow, bloody tough to get the message across using forums - face to face or some Skype thing will be easier (ie. have the file open and i talk U through it). I bloody lazy to type VS voice/video over Skype  FYI - i built all these so that i can be effectively lazy even when tracking and managing my investments 

Market seems like going down now. Can get ready to load more unit already? Plan to add more units on my pb regular saving via EPF.

@hafiez, what is CWA stands for?

better with capital guarantee.

Hie newbie to investment here,

was browsing through the fundsupermart website and have decided to allocate the below fund to invest for myself:-

malaysian fixed income 32% ..............            amdynamic bond                        ( RM 6400)
asian fixed income 18%  ...............                  Alliance Asian Bond Fund            (RM 3600)
osk-oub kidsave trust 20%  ...............              kidsave trust                              (RM 4000)
malaysian equity 30%      ...............                Kenanga Growth Fund                (RM 6000)

term: about 3-5 years....

Okay say if i have rm 20k and want to invest in those funds i listed above.....are the calculations correct?

I notice funds highlighted are usually from the banks. May I know whether insurance company's funds like ING is worth investing in? Was approached by my previous insurance agent where she introduced me to these sorta fund investment with a minimal of 5k which is able to generate me returns in around 6 months time? any members here mind sharing bout this?

What fund u use to invest? Lump sump aa?

 

calling PM agents...got an unhappy customer here

Why u buy Energy and Gold fund...

Hmm, what is ur investment method? [edit] this is for kaka [/edit]

Pink spider, china market now in cimb also not doing so well.

Im more in defensive mode now... Sukuk or bonds fund is my choice right now.

A few in balance funds. But most of my investment already moved to sukuk. Lepak sat.

Later when the fund price goes down, i will enter back. Can gain around 5%-7% more. God's willing...

Come come I share my "pie" with u

Aiyo kenot attach Excel file ka

26.6% AmDynamic Bond
6.1% Eastspring Investments Global Emerging Markets Fund
6.5% Eastspring Investments Global Leaders MY Fund
13.9% OSK-UOB Emerging Markets Bond Fund
4.3% OSK-UOB Global Equity Yield Fund
13.4% Hwang Global Financial Institutions Fund
29.4% Hwang Select Income Fund

Now topping up on monthly basis...to maintain 60% in bonds 40% in equities

In b4 Pinky never likes Malaysian equity funds

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Added on June 14, 2012, 6:55 pm

REITs?

Maybe Eastspring Investments Equity Income Fund would be good for u...as it invests in high-yielding equities...it also got quite high REIT exposure

Seems that AmDynamic Bond is everyone's favourite

u got any friends doing accounting/finance like ACCA? Go pinjam his texhbook on finance and read it up.

Sorry home loan noob here...can explain more?

Ouch...tired talking about income distribution already. Nvm, i will swallow bit by bit. Im not good in english, maybe it effects my understanding.

Anyway, i cant enter amdynamic bond funds. Just realize it is not a shariah compliance funds...