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Sunday, January 30, 2011

My 2010 unit trust investment total return!

Chinese New Year coming soon, I did a final calculation for my unit trust investment portfolio performance which was about 12.13% annualized return for 2010 compared with STI 10.10% & MSCI Asia ex-Japan 6.90%.

Actual I could boost my total return even better if I was patient enough and held two of my unit trusts untill the end of the year.

First State Glb Resources bought 939.82 units on 24.05 @ 1.2137, sold on 03.06 @ 1.3005.
Profit $78.20 within 10 days (about 6.8% return).
31.12 closing price: 1.70500, additional $380.16 or 33.06% profit.

Lion Global Thailand bought 471.92 units on 24.05 @ 2.10100, sold on 05.07 @ 2.244.
Profit $58.99 within 41 days (about 5.9% return).
30.12 closing price: 2.84600, additional $284.10 or 28.41% profit.

MarketIndexTotal Return
ThailandSET43.10%
IndonesiaJCI40.80%
MalaysiaKLCI22.30%
KoreaKOSPI15.30%
My PotofolioDavid's Investment12.13%
RussiaRTSI$12.10%
IndiaBSE SENSEX11.70%
SingaporeFTSE STI10.10%
TaiwanTWSE9.80%
TechNasdaq 1008.90%
Asia ex-JapanMSCI Asia ex-Japan6.90%
Emerging MarketsMSCI Emerging Markets6.30%
USS&P 5003.00%
AustraliaS&P / ASX 2001.40%
WorldMSCI World0.90%
JapanNikkei 2250.60%
BrazilBovespa-2.80%
Hong KongHSI-4.00%
ChinaHSMCLI-6.90%
EuropeStoxx 600-7.40%

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