Dear investors & readers, this is our newly launched YouInvest Model Portfolio which shows you how's our performance in terms of giving investment advise and how effective it is comparing to Malaysian stock market performance. We will be switching strategies from time to time to gain the best possible return. To the YouInvest team, the portfolio serve as a test to our professionalism in investment consulting and advisory role. Lastly we want to highlight that the model portfolio may not be suitable for all investors and should only be used as a guide.
Basic Feature of the YouInvest Malaysia Investment Portfolio:
1. Initial Statup Capital: RM100,000.00
2. Type of Instruments: 5-Types (a) 1-Mth & 3Mth YouInvest FD (b) Local Bond Funds (d) Local Equities Funds (e) Foreign Equities Fund (f) Idle Cash
Note: All Funds are Public Mutual Funds and YouInvest FDs are special fixed deposit exclusively available for YouInvest clients (YouInvest FD is higher than ordinary bank FDs - if you want to know more, please email us)
3. Benchmark comparison: KLCI
4. Start Date: 01-July-2008
5. End Date: undetermined (but surely long term)
6. Frequency of reporting: Weekly (at least) or whenever there are changes in the portfolio.
If you require further help on unit trust portfolio set-ups, you can drop us an email.
YouInvest - Malaysian Investing Made Easy
For private discussion email to: youinvest.malaysia@gmail.com
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