Net Worth Analysis 

Asset
Value (Baht)
%
Financial Assets
Stocks
Equity Funds
Debt Instruments
Bond/Balanced Funds
Cash, Deposit, Short Term Fixed Income Funds
Provident Funds
Retirement Mutual Funds (RMF)
Long Term Equity Funds (LTF)
Life Insurance (Sum Insured)
Education Fund
Property
Main Residence
Condominiums / Second Homes
Holiday Homes
Land
Property Investments
Private Business
Stocks & Limited Partnerships
Accrued Receivables
Collectibles
Arts & Collectibles
Cars / Boats /Planes
Jewelries
Debt
Value (Baht) %
Loans:
Mortgages
Credit Cards
Car
Education
Personal
Others
 
 Net Worth
-
=  
Total Asset
Total Debt
Net Worth
 
 
         


Planning Tools:
Net Worth Analysis
Risk Profile Analyzer

 Articles from
Investment Planning in the
   21 St Century

Wealth Building in the
   21 St Century

Getting Started Setting
   Priorities
Hiring Financial Help
Budgeting Made Easy
Simple Principles for Long
  Term Success
Building Maximum Return,
   Minumum Risk Portfolio
Dollar Cost Averaging
A Simplistic Approach to Asset Allocation Strategy(part 1)
A Simplistic Approach to Asset Allocation Strategy(part 2)
What you need to know about long  term investing in the SET
The Merits of International Diversification
Investing Overseas
How Rich People Invest
Portfolio Insurance
Re-Pricing EM Risks
Asset Allocation Strategies in a Rising Interest Rate Environment.
Analyzing Your Portfolio with IPS
21 st Century Commodities Bull Market Part I & Part II& Part III
Are You Being Compensated Enough for Holding Thai Stocks?
Why most investors fail
Managing that four letter word: RISK
Dollar Cost Averaging
Apply for your ATS and win prizes
How should you choose your fund managers?
Israel-Hezbollah-Hamas Conflicts and the price of oil.
How to stretch that retirement cheque
Diversification is not a compromise
 Peak or Pause?
 FAM Global Allocation Fund Update
How Strong Will the Baht Get?
Reducing Portfolio Risk by I nvesting in Commodities
Fundamental Index” Investing
Throwing the Babay Out With the Bath Water
The Portfolio That's Right for Your Retirement
Reducing Portfolio Risk by Investing in Commodities
Outlook for the SET in the Year of the Fire Boar
The Good, The Bad and The Ugly