Assalamualaikum dan Salam Sejahtera semua.
I spent some time to create a tool, called MutualGold_InvestmentTool, to help us plan out our investment properly and wisely. This tool is created using Excel Macro VBA. All calculations are done with a click of a button! A very useful user guide is provided to help users to use this tool.
I myself use this tool for my personal and family financial planning and also for my clients (upon request).
BUY NOW at only $50. It is cheap and very useful. You won't regret of having it!
How can this file help us? It provides tools / formula to:
1. Calculate total amount of money we are eligible to withdraw from EPF Account 1 for investment
2. Plan out our financial for retirement age
3. Plan out our financial for children's education
4. Calculate future value of our savings
4. Plan out our financial to become a millionaire
5. Calculate average cost per unit after RCA/top up
BUY NOW at only $50. It is cheap and very useful. You won't regret of having it!
Detail Info:
1. EPF Sheet:
This worksheet is used to get eligible amount to withdraw from EPF account 1 to invest in unit trusts.
2. Retirement Sheet:
This worksheet is used to plan out our retirement age such as how much money we need to have to support our retirement age,how much money we need to save/invest monthly in order to reach the target saving.
3. Education Sheet:
This worksheet is used to plan out our children's education such as how much money we need to have to support their studies,and how much money we need to save/invest monthly in order to reach the target saving.
4. Saving Sheet:
This worksheet is used to calculate future value of our saving.
5. Millionaire Sheet:
This worksheet is used to plan out reach the target saving and how much money we need to save/invest monthly in order to reach the target saving.Make sure to key in data in all of the red boxes
6. RCA Sheet:
This worksheet is used to calculate average cost per unit after top up and the profit gained when price increases to average cost per unit before top upThis worksheet also contains notes/information related to Ringgit Cost Averaging and Compounding.
7. RCA_Note Sheet:
This worksheet contains notes/information related to Ringgit Cost Averaging and Compounding.
8. FundPerfm_Allocation Sheet:
This worksheet contains Shariah funds performance information as at 13/08/2009.For NAV column, it reads the NAV from Note worksheet using Vlookup function.
9. FactorTable Sheet:
This worksheet contains the referral Factor table used in this file.
The copy comes with free Investment Summary template and Dollar Cost Averaging calculation as shown below:
BUY NOW at only $50. It is cheap and very useful. You won't regret of having it!
