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Public Mutual v3, Public/PB series funds
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koinibler
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 Nov 26 2011, 10:05 PM
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QUOTE(wongmunkeong @ Nov 25 2011, 09:44 PM) Gambate!  IMHO, the CAMS software isnt the kicker, it's the FPAdvisor  Lots of stats and "queries" U can run to checkout each fund's performance in good, medium and bad years just by fiddling around with the "end date". As for the classes - i consider it dirt cheap $10 if you've not learned yet through experience and books. Where to find classes for a whole day costing $10 WITH refreshments (water & food) these days? Even the knowledge itself is worth more than $10 if one's a newbie or semi-newbie in investing. Whatever U learn & experience, no one can take it away from U and U can build on top of each learning and experience.  agree with opportunity to gain valuable knowledge offered by PMB. Will keep it up next year as CPD point also important for UTC . As for CAMS, for me its a self learn programme, maybe there's is still hidden feature that I didn't know, but that okay!. Unlike for FP Advisor, maybe need to attend it class for better understanding of its usage just like kparam suggestion  |
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guanteik
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Nov 26 2011, 10:25 PM
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QUOTE(jutamind @ Nov 26 2011, 09:10 PM) am reviewing my PFES holdings and for the past 4 years, the returns have been very volatile. been reading the latest fund review and seems like 60% of the stock holdings are in China. would it make sense to divest the holdings in PFES and buy something less volatile, such as REIT or dividend stock? i know both are in different class/category, but if look from the perspective of total returns over the years, my gut feeling is that REIT/dividend stock will have better return over the long term. all comments are welcomed. You cannot compare stocks/REIT with unit trust, the way of investment is the same, but objectives are different. Unit trust is for long (real long!) term investment; I would take it for my retirement where else stocks for income. |
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kparam77
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Nov 26 2011, 11:24 PM
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QUOTE(debbieyss @ Nov 26 2011, 02:05 PM) I see... then you are lucky enough, you became an agent before this RM30k sales target rule set up. Somemore I was told the passing mark from next year onwards will be 70% (old passing mark is 60%). I am holding the agent application form, don't know want to go for exam or not. wait for waht? just get it done. just go through the examples of exam paper. if u dont hv any, PM me at kparam77@yahoo.com. i will email it to u. 5 sets. |
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kparam77
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Nov 26 2011, 11:27 PM
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QUOTE(Violet Ling @ Nov 26 2011, 04:58 PM) How many classes we must attend before taking exam? Can we be agent for two different unit trust company? 1. 1 day CUTE clss. 2. no, 1 UTMC only, if u want to move other UTMC, need to resign first current UTMC. |
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kparam77
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Nov 26 2011, 11:34 PM
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QUOTE(jutamind @ Nov 26 2011, 09:10 PM) am reviewing my PFES holdings and for the past 4 years, the returns have been very volatile. been reading the latest fund review and seems like 60% of the stock holdings are in China. would it make sense to divest the holdings in PFES and buy something less volatile, such as REIT or dividend stock? i know both are in different class/category, but if look from the perspective of total returns over the years, my gut feeling is that REIT/dividend stock will have better return over the long term. all comments are welcomed. do div stock less volatile? but dividedns stock still give div in any trend. u still can concider to switch from PFES to moderate risk fund like dividends funds if u want dividedns every year. or u can switch to those funds has less allocation in china. PFES maybe not perform well currentlly, who knows it perform well in future. decision is yours. |
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dexterming
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Nov 26 2011, 11:50 PM
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New Member
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QUOTE(koinibler @ Nov 26 2011, 09:01 PM) Studying past papers is the most convenient way to pass the exam .... hehe agree +1 |
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debbieyss
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Nov 27 2011, 11:35 AM
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QUOTE(kparam77 @ Nov 26 2011, 11:24 PM) wait for waht? just get it done. just go through the examples of exam paper. if u dont hv any, PM me at kparam77@yahoo.com. i will email it to u. 5 sets. I am waiting because now Public Mutual wants all agent to hit sales target of RM30K per year, I'm not confident that I can hit RM30K sales target per year. I don't intend to earn money in being an agent. I want to be an agent for myself and also for pleasure in helping others only, not to hit certain sales target per year. That's why i'm considering. |
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frankzane
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Nov 27 2011, 11:36 PM
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QUOTE(soulzerowen @ Nov 19 2011, 11:00 AM) OF COZ... COZ U BUY TODAY THE PRICE SHOW IS YTD PRICE... SO U BOUGHT TODAY U HAVE WAIT THE NEXT DAY PRICE i see...if tat's the case, wat 's the best way to buy the real-time price? |
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soulzerowen
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Nov 28 2011, 08:01 AM
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Getting Started
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QUOTE(frankzane @ Nov 27 2011, 11:36 PM) i see...if tat's the case, wat 's the best way to buy the real-time price? i think u can see the live stock exchange?
Added on November 28, 2011, 8:02 amGuy~ if using public mutual online acc invest today~ izzit can get today price even today is public holiday? This post has been edited by soulzerowen: Nov 28 2011, 08:02 AM |
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SUSDavid83
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Nov 28 2011, 08:15 AM
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QUOTE(soulzerowen @ Nov 28 2011, 08:01 AM) i think u can see the live stock exchange?
Added on November 28, 2011, 8:02 amGuy~ if using public mutual online acc invest today~ izzit can get today price even today is public holiday? There's no trading today so if you invest, it'll use tomorrow trading price. |
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soulzerowen
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Nov 28 2011, 08:57 AM
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Getting Started
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thanks david.... u noe so many thing.. izzit u're agent too?
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SUSDavid83
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Nov 28 2011, 09:05 AM
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QUOTE(soulzerowen @ Nov 28 2011, 08:57 AM) thanks david.... u noe so many thing.. izzit u're agent too? I'm not an agent. |
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soulzerowen
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Nov 28 2011, 09:42 AM
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Getting Started
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izzit public mutual 2morrow will show today price? or str skip today price?
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guanteik
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Nov 28 2011, 09:44 AM
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QUOTE(soulzerowen @ Nov 28 2011, 09:42 AM) izzit public mutual 2morrow will show today price? or str skip today price? There is no trading today. So, PM will show price of last Friday's trading. |
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soulzerowen
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Nov 28 2011, 09:55 AM
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Getting Started
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i have a noob question... 22/11/11 is public holiday but pm still saw the price on 22/11/11 ??
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kparam77
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Nov 28 2011, 10:45 AM
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QUOTE(soulzerowen @ Nov 28 2011, 09:55 AM) i have a noob question... 22/11/11 is public holiday but pm still saw the price on 22/11/11 ?? it could be those funds expose to foreign market. |
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mois
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Nov 28 2011, 10:56 AM
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Dear agents here, if you guys get the first hand news like bond funds reopen, do share here ya. Afraid they will announce late in website.
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soulzerowen
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Nov 28 2011, 11:05 AM
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Getting Started
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QUOTE(kparam77 @ Nov 28 2011, 10:45 AM) it could be those funds expose to foreign market. mean forgein fund? i quite blur for the pm on holiday= = |
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kparam77
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Nov 28 2011, 11:34 AM
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QUOTE(soulzerowen @ Nov 28 2011, 11:05 AM) mean forgein fund? i quite blur for the pm on holiday= = if today is public holiday for malaysia, those funds with expose to foreign market (yesterday trading) will be update today. because those foreign exporsure funds will updte the price in the next day for malaysia time (if diff time zon). |
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soulzerowen
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Nov 28 2011, 11:39 AM
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Getting Started
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YEAH~but i didnt saw it update today for the forgein fund.. so i feel weird = =
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