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คุณณัฐพงษ์ อภินันท์กูล บริษัทหลักทรัพย์จัดการกองทุนรวม วรรณ จำกัด PowerPoint PPT Presentation


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มหาวิทยาลัยเกษตรศาสตร์. 15 มกราคม 2552. Business Finance ( ลงทุนให้รวย...ด้วยกองทุนรวม). คุณณัฐพงษ์ อภินันท์กูล บริษัทหลักทรัพย์จัดการกองทุนรวม วรรณ จำกัด.

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คุณณัฐพงษ์ อภินันท์กูล บริษัทหลักทรัพย์จัดการกองทุนรวม วรรณ จำกัด

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5693764

15 2552

Business Finance

(...)


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...

1. /

2.

3.

4.


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&


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&

4


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&


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:

3

  • ...

  • ...

  • ...


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Steven Coveys 2nd Habit: Start with an end in mind


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  • 5,000 400,000 5

  • 2


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1.

2.

3.

4.

5.


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1. ( , ,)

2. ( )

3. ( , )

4. ( 5 .)


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1

2

3


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2.


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...

=

() ( )


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: &


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-


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,

,


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Etc.,,,


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=


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!!!


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1


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??...

2

  • 3


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??...

3


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??...

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Survival ratio

Survival Ratio

+

=

Survival Ratio1


Wealth ratio

Wealth Ratio

Wealth Ratio1

*

=

* , , ,

,

: .


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()


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()

15

9 14

4 8

0 3


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288,000

28,800

1

1

2,400

560

80


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...


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??...

  • ...


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??...


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9 ()

1.

2.

3.

4.

5.

6. ()

7.

8.

9.


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-

-

-

-


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3.


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1999-2007


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1999-2007

100 1998


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    • ()

    • ()

    • ()

    • ()


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3

VS.

(stock)

, (bond)

(cash)


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: Geometric mean


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30% 70% - no timing


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50% 50% - no timing


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70% 30% - no timing


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4.


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:

    • ,


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Tax Benefit

Professional

Cost Advantage

  • 0.2 - 1.5 %

Diversification

Mutual Fund Holders


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50 (1AMSET50)

  • : 25 - 30 SET50

  • (SET50 Index)

  • : 1

  • (%) 30 2551

Benchmark: SET50 INDEX


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(1VAL-D)

  • : /

  • : 2

  • : 2550 15 .. 50 0.50

    2549 17 .. 49 0.40

    2548 12 .. 48 0.35

  • (%) 30 2551

Benchmark: SET INDEX


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(ONE-FAR)

  • :

  • : 3 . . .

  • (%) 28 2550

Benchmark: Average 1 Yr Deposit Rate BBL KBank SCB


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(1AM-Daily)

  • :

  • T: T+1 14:00 .

  • : 1-Daily

  • Current Yield : 1.80 1.70 % p.a.

T+2

T+1

T

2

2 . .

1-Daily


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3 2.5% 15% 2.5% x 0.85 = 2.125%

3 2.6%

0.85 2.6% 2.6% / 0.85 = 3.06% (0.85 1 15%)


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1AM-DAILY

  • 1AM-DAILY ~ 3.35% 15/09/2008

  • 0.75%


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Risk Profile

1

My Portfolio

2

3

3


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1 Risk Profile

  • -

  • 1. (Risk profile)*

    2.

    TSI OPTIMIZERS*

* http://edu.tsi-thailand.org


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2 My portfolio

Aggressive

Moderate

Conservative

65%

30%

5%

35%

40%

25%

10%

45%

45%


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2 My portfolio


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2 My portfolio

  • FIF


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3

/

/

Rating

/

Duration

Six Step Screening Process

1

2

3

Risk & Return

4

5

6


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  • (qualitative data)


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  • (quantitative data)

    • (Sharpes Ratio)


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  • Fund Fact Sheet

  • (Prospectus)

  • Web Site


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fund fact sheet


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  • country risk

  • Benchmark


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........ 60 ........


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???

  • 2,000 (24,000 ) 31 40

  • 31 40 2,000 (24,000 ) 41 60

  • 60 8%

  • ???


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5 000 growth rate

5,000 + growth rate

PV w/ inflation 3%

  • Investment : 5,000 Baht per month w/ 5 % growth rate every year.

  • Beginning value (T) = Investment (T) + Ending value (T-1).

  • Return : 10% per year = Beginning value x 0.10

  • Ending value (T) = Beginning value (T) + Return (T)


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Workshop


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AMP Work shop


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  • ( 15)

  • 1

1,000,000

(1)

10

(2)


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2. :

5

1.

(1) ( 5 )

(2) (5 10 )

(3) ( 10 )


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: ()

2.

(1) 2

(2) 2 5

(3) 5

3.

(1)

(2)

(3)


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: ()

4.

(1)

(2)

(3)


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: ()

5. ( )

(1)

(2)

(3)


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2

1

2

3

2

:

1 1

2 2

3 3

10


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3. : (Model Portfolio) ()

: Geometric mean


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(3)

(3)

(4)

(4)

3.

%

%

x 10% + x 5%

%

50

50

0.50

0.50

7.5

(5)


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1Workshop

1. 1,000,000 10

2. 10 (Moderate) 50% 50%

3. (10% x 50%) + (5% x 50%) = 7.5%

4. 7% 10

6,000 1AMSET50 3,000 ONE-FAR 3,000 1 ( 103)


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2Workshop

1. 2,000,000 15

2. 12 (Moderate) 60% 40%

3. (10% x 60%) + (5% x 40%) = 8%

4. 8% 15

5,886(2,943 x 2) 1AMSET50 3,600 ONE-FAR 2,400 ( 103)


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3Workshop

1. 4,000,000 25

2. 15 (Aggressive) 100%

3. 10% x 100% = 10%

4. 10% 25

3,216(804 x 4) 100% ( 103)


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(6)

(1)

(7)

(2)

(8)

(5)

4.

1

2

3

6,000

1,000,000

%

10

3,000

7

3,000


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(7)

(8)

3,000

3,000

3,000

3,000


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Workshop

1

1,000,000

10

1AMSET50 3,000

ONE-FAR 3,000


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5.

  • ( )

  • ()


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Happiness is not at the destination

But in the flowers you smell along the way.


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. , CFA

02 659 8888 1 02 659 8894


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