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No.

Investment Market Value Weight (%) Return Weighted return


1 Stocks RM50,000.00 17.06% 25.00% 4.27%
2 Unit Trust RM13,000.00 4.44% 10.00% 0.44%
3 Fixed Deposit RM80,000.00 27.30% 3.70% 1.01%
4 Real Estates RM150,000.00 51.19% 8.00% 4.10%
Total RM293,000.00 Porfolio return 9.82%
No. Investment Market Value Weight (%) Return Weighted return
1 Stocks RM5,000.00 0.73% 25.00% 0.18%
2 Unit Trust RM100,000.00 14.60% 10.00% 1.46%
3 Fixed Deposit RM500,000.00 72.99% 3.70% 2.70%
4 Real Estates RM80,000.00 11.68% 8.00% 0.93%
Total RM685,000.00 Porfolio return 5.28%
No. Investment Market Value Weight (%) Return Weighted return
1 Stocks RM100,000.00 25.00% -30.00% -7.50%
2 Unit Trust RM100,000.00 25.00% -5.00% -1.25%
3 Fixed Deposit RM100,000.00 25.00% 3.70% 0.93%
4 Real Estates RM100,000.00 25.00% 50.00% 12.50%
Total RM400,000.00 Porfolio return 4.68%

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