Saturday, April 15, 2006

Sample aggressive portfolio


  • S$50k is allocated to this sample portfolio. S$50k is chosen because the amount is not too small or too huge.


  • Investment objective : absolute return


  • General investment style is a combination of technical analysis and fundamental/macro analysis. See Globevesting for details.


  • Since this is an imaginary portfolio, fees are decided arbitrarely : 2% and 1% for buying equity funds and non-equity funds respectively (no exit fees), S$30 for each stock transaction(buy or sell, regardless of transaction value).


  • For portfolio tracking, closing price/NAV is used.



Collect fund prices for portfolio tracking and charting

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