Dear Investor:
七月概要: 中國及印度股票基金顯住上升, 但月中兩隻基金都下跌, 其中印度股票基金下跌超過12%, 而作出幾次基金轉移.
01/07/2009 Profile:
30% China
70% India Equity
10/07/2009 Profile:
30% China
35 % India Equity
35% Korean Equity
15/07/2009 Profile:
35% Global Emerging Markets Debt Fund
65% International Bond Fund
20/07/2009 Profile:
35% China
65% International Bond Fund
27/07/2009 Profile:
35% China
32.5% India Equity
32.5% International Bond Fund
05/08/2009 Profile:
35% China
65% India Equity
現在基金價格:
35% China [USD 5571.16] Gain 6.1%
32.5% India Equity [USD 3547.56] Gain 4.1%
32.5% International Bond Fund [USD 3450.04] Gain 1.2%
Total Fund Balance: USD 12,568.76
Total Subscription Amount: USD 12,935.90
Net Gain: - USD 367.14
八月策略: 不在任何變動.注: 七月多次基金轉換顯示投資人不成熟, 在下跌情況下失去信心, 如果維持 30% China (Gain 11.42%), 70% India Equity (Gain 2.18%) 的組合不變, 七月份應該已經有USD 760.02的増長. 原來心理質素真的很重要, 下跌時的感覺真的會變得不理智.
