Tina,
Since I am still waiting for your PMO. I can only partially complete the analysis and review of your portfolio in PMB. The information I learnt from you is that:
Type of investment: Cash in DDI
Amount: RM100 per month
Fund invested: Public Far-East Property & Resorts Fund (PUBFEPR)
Since: 12.2007
Till: Now
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The first attachment shows the fund performance, the one you already invested. In my calculation, you have invested approximately 5 years and 5 months. I have put an arrow and marked circle in there (see attachment), so the return is +12% for every year of your holding period.
You have pumped in RM100 x 65 months = RM6500
The money you made in a year is RM6500 x 12% = RM780 per year
Therefore, you have earned RM780 x 5.5 years = RM4290
You should see in your PMO at least RM6500 + RM4290 = RM10,790
Alright, in my second attachment shows historical fund price movement from 4.2008 till today. As you can see, it is going up, and up at all time high now. If you wish to secure your investment before huge price fluctuation, I advise you should liquidate it before 5.5.2013 as this is the date we cast the vote and the election result will be announced shortly afterwards. The next event we focus on is in Sep 13.
Regards,
Js
