Investment Performance Review

What is your target return from your investment portfolio? Is it 6%, 8%, 10% or higher? If you have no idea, then it is high time to review your portfolio.

Frequent Rebalancing Doesn’t Improve Portfolio Return

You might have heard this one before: frequent rebalancing to simultaneously lock in profits and dollar cost average into lower priced assets will provide better returns. We examined the myth and here’s what we found.

Unit Trust Investment Advice for Students

Here is a question I received from Liew: Do you sell unit trust? If got, any proposal for a student? How to buy unit trust funds? There are several channels to invest in

How to Calculate Your Investment Portfolio Return?

Let's say you invest in several asset classes. Your gold investment gives over 100% return last year. Your stock investment turned sour since the beginning of this year. The apartment you rented out gives you a consistent return month after month because of your loyal tenants. Many type of investment, all with different return. So how do you know your overall investment portfolio is doing? Is it on track? Read on to find out. A free spreadsheet is given for your customization.