In this 2024 asset allocation article, I will share my year-end allocation in both Malaysia and foreign markets. Target asset allocation Malaysia My target allocation is 10% P2P lending and 90% stock. I am only considering equities, mutual funds and peer-to-peer (P2P) lending. Foreign My current target allocation is 20% in bonds, 74% in equity …
This article is the final part of my 2024 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article. This review covers all my stocks, mutual funds, exchange traded funds (ETFs), and trust in Malaysia and US. As I am based …
This article is the continuation of my 2024 investment review. For my Malaysia investment review, you may refer to this article. This 2024 foreign investment review covers my exchange traded funds (ETFs), a stock, and a trust in the US market. I will show the gain or loss for each ETF. In the end, I …
It is 2025 now. So, I am doing my annual investment review, starting with this 2024 Malaysia investment review. My 2024 investment holdings review covers both stock market and mutual funds. I will show the gain or loss (including dividends) for each stock and fund. In the end, I will show the total return of …
Private retirement scheme (PRS) has been around since 2012. Currently, there are nine providers, namely AHAM Capital, AIA, AmInvest, Hong Leong Asset Management Bhd, Kenanga Investors, Manulife Investment Management, Principal Asset Management, Public Mutual, and RHB Am. To know more about PRS, you may click here. Benefit The main benefit of PRS is its tax …
In this 2023 asset allocation article, I will share my year-end allocation in both Malaysia and foreign markets. Target asset allocation Malaysia My target allocation is 10% P2P lending and 90% stock. I am only considering equities, mutual funds and peer-to-peer (P2P) lending. Foreign My current target allocation is 20% in bonds, 74% in equity …
This article is the final part of my 2023 investment review. For my Malaysia investment review, you may refer to this article. For my foreign investment review, you may refer to this article. This review covers all my stocks, mutual funds, exchange traded funds (ETFs) and trust in Malaysia and US. As I am based …
This article is the continuation of my 2023 investment review. For my Malaysia investment review, you may refer to this article. This 2023 foreign investment review covers my exchange traded funds (ETFs) and a trust in the US market. I will show the gain or loss (including dividends) for each ETF. In the end, I …
2023 is over. So, I am doing my annual investment review, starting with this 2023 Malaysia investment review. My 2023 investment holdings review covers both stock market and mutual funds. I will show the gain or loss (including dividends) for each stock and fund. In the end, I will show the total return of my …
In this Versa Cash update 2023, I will share my rate of return on Versa. The return is calculated using value as on 1 July 2023. My return My return is 3.43% per annum, based on internal rate of return formula. This is lower than the promotional rate of 4.00% per annum. My return was …
