Some relevant website for investor's reference:

i. Morningstar
ii. www.fundsupermart.com
iii. kclau.com

er.. bro, i think U are posting in the wrong topic/thread IF U are focusing on "..to learn to value a company to invest primarily in dividend instead of capital gain".
Fund houses and Mutual funds/Unit Trusts - U would never know in real-time what companies they are investing in, nor would U know what companies the funds are holding in real-time. Post-real time (like every Quarter), the fund houses may publish their TOP holdings per fund, and even then, it's not ALL the holdings per fund.

Try scrounging around the Stock Exchange threads/topics http://forum.lowyat.net/StockExchange , and search for dividend investing.

In addition, U can pop over to your favourite book store and look for http://www.dynaquest.com.my/spg.html which has several donkey years of data (EPS, DPS, PEs, etc) + last 3 years of financial ratios. U can also try online subscription to Equities Tracker http://www.equitiestracker.com/
Both the book + online does have write-ups on each of the statistics' usages for U to develop your own filtering criteria.

Just a thought

Thanks for all the the advice.

I will post the topic in the mentioned relevant areas.

I was doing some reading and found this. Very basic for a lot of people. Just wanna be clear..

http://www.signalinvest.com/personal/learn...ticle_id=100102

So this is how return should be calculated. My question is let's say u got 2 UT. After calculating both the annual profit %, u add them up and that's your total portfolio profit?

Fund A 2% annually
Fund B 3% annually

So total 5% right?

if both invest same amount/ time, i think it shud be (2% + 3%) / 2 = 2.5%

or,

A = RM10,000 and the profits = rm200
B = RM10,000 and the profits = rm300

rm500/rm20,000 x 100 = 2.5%

or, if diff amount at same time,
A = RM10,000 and the profits = rm200
B = RM5,000 and the profits = rm150

rm350/rm15000 x 100 = 2.33%

uncle wong, xuzen betul-tak?

<koff><koff> Unker checking in
For the same TIME ENTERED and EXIT (green), yup simple calc for 1 year, same ENTRY and EXIT time, is the CAGR / compounded pa.

For the different TIME IN/OUT/more than or less than 1 year, er.. not calculatable to me using simple calc coz time value of $ is not comparable, thus, best to use Excel's XIRR() function. i'm a calculator baka, too dependant on Excel

This post has been edited by wongmunkeong: Aug 23 2012, 08:36 AM

Bro.. I tried few times using XIRR, but still not successful lei.. sad sad

I'm just using simple average annual return on capital invested...

Profit / Average Invested Money x (1 year / Years Invested)

The various economic indicators out of China is very bad. One of my China stocks plunged 30% in 2 days after reporting a loss.

The there's the fiscal cliff in US. And Europe isn't getting better.

Yet everytime there is bad news out of China/Europe/US, markets go higher because Hopium addicts aka traders and speculators expect more stimulus.

It's a difficult environment to invest in

- keep more cash
- go easy on equity exposure in your portfolio

that's all we can do

These are exciting times we're living in - woohoo!
First time in my life i'm excited over the fear and pessimism surrounding MY, SG, CH & US markets coz semi-prepared mar (i don't think anyone's 100% prepared )

When all else is too iffy to make a decisive judgement-call, IMHO, best is to fly-blind & go back to basics (money management, risk management and asset allocation). Just a thought

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Added on August 23, 2012, 2:52 pmmessage (U've my Yahoo & Skype mar) or PM me lar.
Cannot be that hard to use mar XIRR, UNLESS U only have the HOME EDITION of Excel, which doesn't support XIRR

This post has been edited by wongmunkeong: Aug 23 2012, 02:53 PM

And yet I am afraid of missing out on bargains.

Greed and fear

Park your cash in FDs/money market/short-dated bond funds, so that u don't lose too much in the meantime

and when hell breaks loose, it's time to go all out

Mr Wong,

I'm 60% equities, 40% cash. Currently adding 5% stock exposure every month.

If I'm into Singapore and China stocks, what's your recommended strategy for next few months?

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Added on August 23, 2012, 3:02 pmYup, am currently putting the cash in a trust a/c that earns 2.5% interest

This post has been edited by Angel On Fire: Aug 23 2012, 03:02 PM

Take a look at the list of bond yield of each countries. Notice that PIGS bond yield goes lower. Is that mean money flowing in to buy their bonds? Interesting...

http://www.tradingeconomics.com/bonds-list-by-country

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Added on August 23, 2012, 3:07 pmI suggest you can observe Wilmar. It's robert kuow's company that invested heavily in China. Btw, i do not hold this stock. Just an opinion no any recommendation to buy

This post has been edited by silentemotion: Aug 23 2012, 03:07 PM

yeah.. the problem is WHEN and HOW DEEP a discount/lelong

God knows

u buy STOCKS instead of funds?
Oi, salah thread, sini FUND Investment Corner

...and how low is really low...
...and do u really have the guts to jump in when everyone else thinks its the end of the (financial) world

Usually need to set a target as to when jumping in to buy stocks e.g. 30% down then buy slight, another 20% then buy more.

In gambling dictionary, that is called Martingale

What if u run out of ammo to buy as it continues to go lower and lower?