Drip Lords Malawi

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FINANCIAL FRIDAY

Scenario 1
If you purchased shares worth MK5,000,000 in FMBCH on 28 August 2023, that value would be worth MK6,147,481.07 today representing a 22.95% increase in value over a period of 5 months.

NB: We didn't take into consideration the dividends that were paid over this period.

Scenario 2
If you invested the same MK5,000,000 in MUTUAL FUNDS on 01 August 2023, it could have gained around MK450,000 today representing a 9% increase in value over a period of 5 months.

Scenario 3
If you invested the MK5,000,000 in a 182 days Treasury Bill on 01 August 2023 (They are normally auctioned on Tuesdays). The face value before Tax would be MK5,448,000 at Maturity.

Things to consider when coming up with an investment portfolio asset allocation strategy.

1. Financial Goal (Long/Short-term)
2. Risk appetite
3. Liquidity

DISCLAIMER⚠️
This is for education (financial literacy) purposes only, it's not meant to guide an investor to put his/her stake in a particular counter.

HOW TO ALLOCATE YOUR INVESTMENT PORTFOLIO USING THE RULE OF 110

It's an asset allocation rule that helps an investor to figure out what percentage of his/her portfolio should be kept in stocks. To determine this number, you simply take 110 minus your age. So, if you're 30, the rule states that 80% of your portfolio should be kept in stocks.