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The secret of Investing in Unit Trust Ringgit or Dollar Cost Averaging The advantages of this strategy are simply: 1. buy more when it is cheap 2. buy less when it is expensive 3. not much to worry about timing the Mr. Market Portfolio Re-balancing Portfolio re-balancing is the process of bringing 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, bonds and 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.

Portfolio Re-balancing - Amazon S3 · 2013-12-25 · Portfolio Re-balancing Portfolio re-balancing is the process of bringing the different asset classes back into proper relationship

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Page 1: Portfolio Re-balancing - Amazon S3 · 2013-12-25 · Portfolio Re-balancing Portfolio re-balancing is the process of bringing the different asset classes back into proper relationship

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.