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Saturday, February 24, 2007

WB Savings Portfolio WB模拟储蓄组合 24/2/07

I decided to make some changes to my WB Savings Portfolio.
From now on, the re-investment will be RM1500 every 3 months, which is more realistic from my perspective...hehe...

WB Savings Portfolio updates at 24 Feb 2007:
No transaction this month.
200 units of Public Bank at RM8.55, current price RM9.20, total value RM1840.
200 units of Dutch Lady at RM11.50, current price RM11.70, total value RM2340.
300 units of KFC at RM6.25, current price RM5.95, total value RM1785.
400 units of Padini at RM4.40, current price RM5.70, total value RM2280.
Cash in hand: RM295
Total value in WB portfolio: RM8540

Public Savings Fund at 24 Feb 2007:
No transaction this month.
10718.114 units at RM0.7464, current sell price 0.7390, total value RM7920.70.

Fixed deposit at 24 Feb 2007:
No transaction this month.
RM8000 into fixed deposit with 3.80% yearly interest rate. Total current value RM8025.

Return comparison between 3 strategies:
WB Savings Portfolio: ~6.75% since introduction.
Public Savings Fund: ~-1% since introduction.
Fixed Deposit: ~0.31% since introduction.