Category Archives: Finance Tips

Calculate Annualised Return Using Compound Annual Growth Rate (CAGR)

Posted on July 3, 2014 by David Lee

Compound Annual Growth Rate measures the yearly compounded rate of investment growth over a period of time. It computes the smoothed rate of investment return for a specified number of years. Simply put, if an investment generated a 10% annual … Continue reading →

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How the Unit Trust Distributions Are Calculated?

Posted on June 18, 2014 by David Lee

A unit trust distribution represents a portion of the total income that it earns during the year. However, there are still many do not know how to calculate the unit trust distributions. Let me share by creating a simple scenario … Continue reading →

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Stress of Owning A Car in Malaysia

Posted on June 16, 2014 by David Lee

Buying a car can be really costly to young adults of low to medium income group in our country these days. I worked out a basic calculation on the average income for a young executive to have a basic idea … Continue reading →

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The Essential of Managing Risk: Asset Allocation

Posted on June 20, 2013 by David Lee

Asset allocation is essential for investors to achieve long term financial success. Any investor who seeks to increase his returns, protect his investment from specific risks, and maximize his wealth, must exercise prudent asset allocation strategies. So, what exactly is … Continue reading →

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Financial Planning for A Young Adult

Posted on April 24, 2013 by David Lee

We are faced with various financial concerns on life. Some of the common concerns are: i. Should we invest? Which investment vehicle? How much? ii. Can we buy another property? iii. What sort of protection should we look at? How … Continue reading →

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