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A Case Study for QIS Students :

 

For QIS students to reinforce their learnings and QIS application:
   
   

The following case is about a QIS investor several years ago, who decided to take over the investment himself, 2 years ago, when the market was very hot and felt that QIS system was too slow, with 1% loss as maximum in any exposures to the equity market. Hence QIS system was discontinued two years ago

On 29th July, he decided to return to QIS system for my service.

His account then was as follow:

  • In total the account net profit was RM 40,000

  • But if he invested all these while in bank Fixed Deposit, he could make in total RM 60,000. Hence he made RM 20,000 compared with investment in bank.

  •  However 2 years ago. when he was still under QIS system, his net profit was RM 70,000, i.e. RM 30,000 more than the present.

How do I now manage such account?

  • His fund (loaded units) are all in equity market.

  • Since March 2009, the market is in uptrend. On the date of handing over to me, 29th July, the equity market was still on uptrend. Hence we ride with the profit market offers us. Stay put but with a stop loss (1% of existing fund value) as shown as S1. The stop loss value, e.g. fund current market value RM 500,000, with 1% of that, the S1 loss is RM 5000.

  • Market still continues to move upward, we raised the stop loss to S2 still with 1% as the calculation.

  • Meaning, if the market next few days drop to S2, we switch all units to Bond fund and wait for the next round of uptrend, with 1% of capital as loss to determine how any units to switch to equity market, like what we learned in the training class.

  • July 2009

 

 
     
     
   

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2- Day Training Workshop on

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