- 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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