Invest Made Easy
Tracking IME 2017 Unit Trust Portfolio Performance as of 6th April 2017
Shane My
Publish date: Sun, 09 Apr 2017, 12:44 PM
Shane My
0 271
Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.
Three weeks ago, I made two blog postings on "2017 Market Predictions and Investment Opportunities" as well as "Recommended Unit Trust Funds for IME Investment Portfolio 2017".
Following up on those postings, I have decided to track the performance of the recommended fund on a fortnightly basis. For the tracking to happen, I will make the following assumptions:
- An initial investment of RM100,000 divided proportionately according to the (%) allocation in the portfolio
- Investment start date will be 1st April 2017 (Start of the 2nd Quarter of 2017)
- Area of investment and portfolio allocation may change accordingly. These changes will be updated via a subsequent blog postings. Therefore do make sure to follow Invest Made Easy blog closely or follow our Facebook updates
- Will be tracking 2 portfolios:
- Combination of Conventional & Shariah Compliant Portfolio
- Full Shariah Compliant Portfolio
Initial Assumptions
Start Date : 1 April 2017
Investment amount : RM 100,000
Performance as of : 6th April 2017
- Returns (RM) : RM 404.07
- Returns (%) :
+0.40%
Find out the performance of each individual funds in this portfolio by checking out the "IME 2017 Unit Trust Portfolio" section at The Guided Investor
2) Full Shariah Compliant Portfolio
Initial Assumptions
Start Date : 1 April 2017
Investment amount : RM 100,000
Performance as of : 6th April 2017
- Returns (RM) : RM 1,074.68
- Returns (%) :
+1.07%
Find out the performance of each individual funds in this portfolio by checking out the "IME 2017 Unit Trust Portfolio" section at The Guided Investor
That's all from me!
Cheers and Happy Investing!
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
danny_dsk
I see your portfolio is Gold heavy, any reason for doing so?
2017-04-09 14:15