Professional Documents
Culture Documents
M ay 3, 2013
Approximately ....:
________
2. Portfolio design: where to find 15% growth per year. Where will i invest my
money, in search of growth stories?
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Building a Portfolio
M ay 3, 2013
4. Which method suits me? Encircle your choicewhat fits your personality.
Active ?
or
Passive?
*Either one is good..
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Building a Portfolio
M ay 3, 2013
_______%
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Building a Portfolio
M ay 3, 2013
b. I dont know surgery. I will select a skilled, trusted, surgeon. I will let him do his work.
8. Can i trust the mutual fund, to know how to do this: selling the expensive
stocks, and transferring the money to the less expensive stocks? Yes or No.
Can i subcontract
this task, to a
mutual fund?
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Building a Portfolio
M ay 3, 2013
percent % 10 20 30 years
Amount 12 373 1,158 3,595 THOUSAND
percent % 10 20 30 years
Amount 12 745 2,315 7,190 THOUSAND
If you happen to disagree with my percent allocation, please cross out the
item or the percent numner, and write out a new answer...
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Building a Portfolio
M ay 3, 2013
11. When i am ready to invest abroad, how much would i place in these
stocks? If you agree with the percent allocation, place a check mark. If not,
cross out the item or the percent number, and write a better item or number.
Indo, 15
USA stocks, 15
Thailand, 15
PhiL stocks, 25
Malaysia, 15
Singapore, 15
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Building a Portfolio
M ay 3, 2013
12. How about owning some businesses in the other side of the globe. If you
agree with the percent allocation, place a check mark. If not, cross out the
item or the percent number, and write a better item or a different number.