Interesting mutual fund Present by Stanley Interesting mutual
Interesting mutual fund Present by Stanley
Interesting mutual fund n Be clear with mutual fund investment n My Mutual fund. n Recommendation n Conclusion & QA
Be clear with mutual fund investment n Different mutual fund n Be clear with investing purpose and goal. n Consider economic cycle and risk. n Take action and track it
My mutual fund n My motivation n My money allocation n The performance so far. n My advice
Recommendation (Franklin Templeton growth Fund) Annual return rate table 1955 7. 04% 1965 22. 14% 1975 37. 60% 1985 27. 79% 1995 19. 83% 2005 8. 16% 1956 4. 64% 1966 -5. 30% 1976 46. 74% 1986 21. 24% 1996 20. 55% 2006 21. 82% 1957 -16. 91% 1967 13. 74% 1977 20. 38% 1987 3. 11% 1997 16. 18% 2007 2. 09% 1958 48. 81% 1968 37. 76% 1978 19. 21% 1988 23. 60% 1998 -2. 48% 2008 -43. 48% 1959 14. 00% 1969 19. 66% 1979 26. 84% 1989 22. 56% 1999 30. 44% 1960 13. 84% 1970 -6. 44% 1980 25. 89% 1990 -9. 06% 2000 1. 74% 1961 18. 29% 1971 21. 92% 1981 -0. 24% 1991 31. 33% 2001 0. 54% 1962 -13. 52% 1972 68. 56% 1982 10. 81% 1992 4. 21% 2002 -9. 48% 1963 5. 14% 1973 -9. 92% 1983 32. 91% 1993 32. 70% 2003 32. 85% 1964 28. 58% 1974 -12. 07% 1984 2. 17% 1994 0. 82% 2004 17. 00%
Recommendation (Franklin Templeton growth Fund) -0%~ -5% 2 -5%~ -10% 5 -10%~ -20% 3 -40% ~ -50% 1 0%~5% 8 5%~10% 3 10%~20% 10 20%~30% 12 30%~40% 7 40%~50% 2 60%~70% 1 54
Recommendation (Franklin Templeton growth Fund)
Conclusion n n Nothing venture and nothing gain. Never follow the crowd. Learn from your mistakes Remember, time is money and time is more powerful than bomb. Don’t worry, gloom will not last long
Q&A
n Thank n Wish you for your participation. you have a rich and bright life
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