HOW I MANAGE YOUR INVESTMENT? < Part 4 >

This is the final part of 4 series.
Still based on the example in Part 2 ( Moderate profile, exp return of 6.20% and 50K
investment), the current return column in the top table now has value already (as a result
of market trading). Please see the table below and take note of the return too. The return
performance is also displayed on a graph for better viewing.

Did you notice the return%? For reason of illustration, i have modified the value/return of each

individual fund so that the aggregate return displayed hovers around the reasonable expected

rate for a moderate type investors. However, in reality i will encounter definite volatality and this

requires me to constantly check and re-balance the composition of the asset weightage to reflect

the 30-70 allocation. In the table above you will notice that the allocation ratio is 32-68. This is

acceptable ratio as it is within my expected ratio shown in the Expected rate of return table in

part 2.

You have reached the end of my 4 parts write-up on how i manage your investment.

If you have any questions on these 4 parts postings specifically, or any doubts about my

other postings so far, please email me and i will try to reply as soon as possible.