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System Investment Strategy Through Market Turbulence
- 1. Systematic Investment Strategy Through Market Turbulence By : Peter Lim CFP, RFP, CFA Level 2 Candidate
- 3. Source: Frank Armstrong’s 21 st Century Investments
- 4. Source: Frank Armstrong’s 21 st Century Investments
- 5. Equity Fund : Historical Charts Source: Quarter 4, 2007 Quarterly Fund Review of Public Mutual
- 6. Equity Fund : Historical Returns Source: Quarter 4, 2007 Quarterly Fund Review of Public Mutual
- 8. Source: Frank Armstrong’s 21 st Century Investments
- 9. Source: Frank Armstrong’s 21 st Century Investments
- 10. Source: Frank Armstrong’s 21 st Century Investments
- 12. Question 1 Question 1 : Will Market be higher 46.7% ?
- 13. Question 2 Question 2 : Will Market be higher -14.91% ?
- 14. Question 3 Question 3 : Will Market be higher -0.79% ?
- 15. Question 4 Question 4 : Will Market be higher 24.67% ?
- 16. Question 5 Question 5 : Will Market be higher 2.23% ?
- 17. Question 6 Question 6 : Will Market be higher 13.96% ?
- 18. Question 7 Question 7 : Will Market be higher -12.45% ?
- 19. Question 8 Question 8 : Will Market be higher -20.34% ?
- 20. Question 9 Question 9 : Will Market be higher -0.06% ?
- 21. Question 10 Question 10 : Will Market be higher -11.05% ?
- 22. Question 1 : 1981, Lower to 3.39%
- 23. Question 2 : 1984, Lower to -25.77%
- 24. Question 3 : 1986, Higher to 14.87%
- 25. Question 4 : 1989, Higher to 57.33%
- 26. Question 5 : 1990, Lower to -11.53%
- 27. Question 6 : 1993, Higher to 101.53%
- 28. Question 7 : 1997, Lower to -51.69%
- 29. Question 8 : 1998, Higher to 2.48%
- 30. Question 9 : 2000, Lower to -18.5%
- 31. Question 10 : 2001, Higher to 4.42%
- 41. Average ? 1. What is the Average Cost Per Unit ? (during the 2 months). ? $ 0.50 $ 1.00 Unit Price $ 100 2 Average $ 100 1 Invested Amount Month
- 42. Average Cost < Average Price Average Price = $ 0.75 per unit, Average Cost = $ 0.67 per unit only ! $ 0.50 $ 1.00 Unit Price 200 $ 100 2 300 $ 200 Total 100 $ 100 1 Units Bought Invested Amount Month
- 46. Start as soon as possible
- 49. VA Average Cost < DCA Average Cost DCA Average Cost = $ 0.67 per unit, VA Average Cost = $ 0.625 per unit only ! 400 400 100 # Units To Own 300 100 Units Obtained $ 200 $ 100 Total Value $ 150 $ 0.50 2 $ 250 Total $ 100 $ 1.00 1 Amount Invested Unit Price Month
- 52. Ideas behind DAA 0% 100% Under Valued 25% 75% Slightly undervalued 50% 50% Fairly Valued 75% 25% Slightly overvalued 100% 0% Over Valued Bond Fund Equity Fund Market’s Valuation
- 56. Constant Unit Purchase (Fixed # of Units Obtained) RM 1.0000 Average cost per unit 3000 RM 3,000.00 Total 1000 RM 1,400.00 RM 1.40 3 1000 RM 600.00 RM 0.60 2 1000 RM 1,000.00 RM 1.00 1 Units Obtained Amount Invested Unit Price Month Constant Unit Purchase
- 57. Dollar Cost Averaging (Fixed Amount Invested) RM 0.8873 Average cost per unit 3380.96 RM 3,000.00 Total 714.29 RM 1,000.00 RM 1.40 3 1666.67 RM 1,000.00 RM 0.60 2 1000.00 RM 1,000.00 RM 1.00 1 Units Obtained Amount Invested Unit Price Month Dollar Cost Averaging
- 58. Value Averaging (Increase the Value by a fixed Amount) RM 0.3422 Average cost per unit 733.33 2142.86 Total (1,666.67) -1190.48 2142.86 3,000.00 1.40 3 1,400.00 2333.33 3333.33 2,000.00 0.60 2 1,000.00 1000.00 1000.00 1,000.00 1.00 1 Amount Invested (RM) Units Obtained # of Units to Own Total Value (RM) Unit Price Month Value Averaging