Fund price of this month 本月基金價格:
$1.3122 +0.0082 (+0.629%)
$1.3122 +0.0082 (+0.629%)
Dear Investors,
the market have dropped -3.23% while my fund claw up 0.629%, it is extremely difficult to against the tide, but i think sometimes with a bit of "luck" and rightly place asset allocation, it is still achievable, the stocks, private fund drop along with the market, however the Manulife Asian small cap mutual fund showed no fear and increased a massive 2.49% this month, yet it alone is still not enough to win the battle.
it comes down to
1. the 8% interest being paid this month from the loan,
2. the defensive nature of the gold investment
3. Japanese Yen I brought is appreciating, period, and
4. investor's new subscription
have combined and save the day
I hope i can gather a group of intelligent investors here, that understand the game behind, also have the guts to establish a long term investment, like my preference of job, relationship, friendship and many things in life, i always target to build up something long term.
Happy Easter and thanks!
Calvin
Asset Allocation
| % | Current Value | |
| Cash | 7.43% | $69,373.00 |
| Loan | 39.63% | $370,000.00 |
| Business | 1.37% | $12,829.00 |
| Gold | 3.53% | $32,956.00 |
| Mutual Fund | 19.16% | $178,905.30 |
| Private Fund | 6.13% | $57,184.56 |
| Stock | 22.74% | $212,280.00 |
| Total | 100.00% | $933,527.86 |
Morpheus Fund (original installment $50,000)
2013
01 -1.9% $61,346.29
02 -4.0% $58,892.44
03 -2.9% $57,184.56
大市未有起色，我們也不能獨善其身，會更保守。
