UT Portfolio as of 07 October 07

This week has been nerve wrecking for some where you witness HSI rallied more than 1000pts on one day and went down more than 1200pts on the next two days and then rallied upwards yet again by 857pts to close off the week.

The funny think is, Shanghai & Shenzhen index did not have anything to do with it due to its national holidays. I guess the money must have flowed to HK exchange to cuase the rally. And becos of the inactive chinese exchange, many mutual funds investing in china reflected little or no movement.

I suspect next week will be a hot week for chinese stocks and i am prepared for this rally; i increased my stake through HGIF Chinese Eqty. You will not see this in my current porfolio as i have invested through another portal. The reason to have another portal is to make sure i spread my eggs in many baskets. :)

UT Virtual Challenge - Expanded Version!

Hahahha.. finally...... we have 18 contestants to compete in this challenge instead of the normal 2 (chin & me). The challenge will start from 1st October 07 - 31st December 07. I will be uploading the 18 portfolios shortly.

Here's a teaser: I did a back-test on the portfolios and found that the worst performing portfolio produced more than 6% in 3 months (especially when early July was the global correction). This portfolio had 30% in cash fund. Now for the juicy part; the best portfolio resulted in more than 28% return in the same period.

Moral of the story: As long as you are willing to find out, there will be one suitable investment portfolio for you (based on your risk appetite & required returns).

Disclaimer: Unless you are an Accredited Investor, it is still wise to have a fully qualified financial advisor to assist you in your wealth planning. Should you need professional help, please forward your contact details to calgorix23@yahoo.com.sg

UT Portfolio as of 29 September 07

It has been another wonderful week in the financial markets; except for the current turmoil in Myanmar. The Asian market experience very positive growth with Chinese funds speedy upwards.

There was a surprise candidate in the top 5 performer (1 month)in the local UT scene; DWS Noor Metals fund - grew more than 20% in a month. However, if you have been tracking the commodities index, hard commodities has been performing exceptionally well the past weeks. You may also realise that most investment banks have been busy launching FX or commodities related notes to the retail market. Get the hint? :)

Here's my scorecard for this week:

Increasing Web Traffic

It was highlighted to me why some internet marketing concepts don't: Insufficient Traffic! I chanced upon a tool which could help you accelerate your web traffic; Wordtracker.com

Here's a summary on why web traffic is insufficient on your site:

Cases where there are some traffic, like my site. ;P

Webpages that generate great interests:

The key here is to create web contents (not only web titles) which allow web engines to search easily and point those search results to your site. Have fun!

UT Portfolio as of 22 September 07

This week has been nerve-wrecking. After the FED lowered rates to 4.75%, signs of life erupted from the most conservative investors. Dow closed more than 300pts that day, with HSI closing close to 1000pts the following morning. With such positive gains, i expected the Chinese Index moving in the opposite direction (downtrending) - due to the "US decoupling effect". Nah...... the downtrend was not apparent enough to shack off the "chinese punters". The chinese are just too strong and cohesive and thanks to that, my portfolio has been moving upwards.

Was chatting with my colleague yesterday on the possible markets to invest in. We identified Thailand as a possibility; election or not, the market is still cheap and investible. With eyes on various environmental issues, i suspect an uptrend in environmental related funds. However, caution must be taken to pick funds with specific investment focuses you are familiar with. With natural resources drying up, food & agribusiness related investments will also create opportunities for many of us. :)

FAQs in Personal Wealth

Hi there,

Thanks for visiting my humble site. I am in the midst of compiling a set of FAQs on Personal Wealth management. I seek your help to provide me with your teething financial concerns so i can make this compilation more comprehensive.

As my forte is in personal wealth management, topics discussed would consist of consumer loans, deposits, insurance and investment. Pls feel free to leave me a message on my textbox or email me at calgorix23@yahoo.com.sg with your queries.

Thanks in advance for helping make this project successful.

Virtual Portfolio #3

The UT Virtual Challenge has been postponed to start from 1st October till 31st December 07. I will be updating all the portfolios on this blog once they are ready. Have a wondeful weekend!