portfolio re-balancing - amazon s3 · 2013-12-25 · portfolio re-balancing portfolio re-balancing...
TRANSCRIPT
The secret of
Investing in Unit Trust
Ringgit or Dollar Cost AveragingThe advantages of this strategy are simply:1. buy more when it is cheap2. buy less when it is expensive3. not much to worry about timing the Mr. Market
Portfolio Re-balancingPortfolio re-balancing is the process ofbringing the different asset classes back into proper relationship following a significant change in one or more. More simply stated, it is returning your portfolio to the proper mix of stocks, bondsand cash when they no longer conform to your plan.
Switching Switching fees
are low and definitely lower than the upfront service charge.
When you are making profit from an equity fund, you can switch it to some lower risk fund to lock the gain instead
of selling it for cash. When the market turn low, you can switch it back
to equity fund.