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 Fundsupermart - Invest Globally and Profitably, Discussion on investment through FSM

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SUSDavid83
post Aug 4 2012, 12:57 AM

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QUOTE(Kaka23 @ Aug 3 2012, 11:04 PM)
Let's see the performance for 6-12 months first.. Hehe
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This is not a new fund even FSM website doesn't have data at fund info page. You can view the fund datasheet to know its past performance.
SUSDavid83
post Aug 4 2012, 08:10 AM

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3 New Funds Added For The Month Of August 2012!

1. AMDYNAMIC SUKUK
2. HWANG GLOBAL PROPERTY FUND
3. Fund: Hwang Asia Pacific (ex Japan) Infrastructure Fund

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2588
SUSDavid83
post Aug 4 2012, 08:46 AM

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QUOTE(Pink Spider @ Aug 3 2012, 11:34 PM)
I actually bought this fund before...during 2008, just before Bear Stearns event... brows.gif

...and sold before I die of excessive blood loss sweat.gif
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Well, the US real estate market seems like bottoming now. When it picks up, the fund may benefit from that. whistling.gif
SUSDavid83
post Aug 4 2012, 11:35 AM

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QUOTE(Pink Spider @ Aug 4 2012, 09:52 AM)
Yea I know...my prob last time was, I bought in right before the shitstorm in 2008. laugh.gif

Lucky I cut loss and switch out all at -15% sweat.gif
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Oh I see. Thanks for sharing the valuable even though painful experience.
SUSDavid83
post Aug 4 2012, 11:45 AM

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QUOTE(Pink Spider @ Aug 4 2012, 11:41 AM)
Hwang GPF was my 1st fund...will remember the experience for life laugh.gif

1st time introduced to the concept of REIT...

Property...
Rental yield...

It sounded so rosy...until Bear Stearns + Fannie Mae and Freddie Mac collapse laugh.gif
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My first fund was PITTIKAL.

Then, my first fund which caught me into blood bath was PCSF.


SUSDavid83
post Aug 7 2012, 08:36 PM

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@Pink Spider, when you bought the REIT fund?
SUSDavid83
post Aug 8 2012, 11:14 PM

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Malaysia Equity Funds At The Top In July 2012

The Fundsupermart Indices - All Equity advanced 1.8% month-to-date as at 31 July 2012. The top 5 funds were Malaysia and REITs funds; bottom 5 funds were an assortment of funds that included Malaysia funds too.

KEY POINTS:

1. FSMI Advanced 1.8% In July 2012
2. Top 5 Funds Were Malaysia And REITs Funds
3. Bottom 5 Funds Were An Assortment Of Funds That Included Malaysia Funds As Well

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2594
SUSDavid83
post Aug 9 2012, 07:39 AM

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QUOTE(Pink Spider @ Aug 8 2012, 11:23 PM)
Dave...OSK-UOB Emerging Markets Bond freefall cry.gif

Lucky my equity funds punya gain more than enuff to offset the loss sweat.gif
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I noticed that too. I have lost 2% including 1% promotional service charge. cry.gif

I put stop loss alert at 5%.
SUSDavid83
post Aug 9 2012, 07:40 AM

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Malaysia: A Positive Month For All Sectors!

KEY POINTS:

1. Building materials sector gained 5.0% in July, mainly supported by Lafarge and Tasek.
2. Other cement producers are expected to follow the market leader, Lafarge, to increase their cement prices.
3. With production cost remaining stable as a result of lower fuel and energy costs, profit margins of cement producers are likely to expand as a result of the price increase.
4. The recent price surge in cement stocks suggests that investors are currently pricing in the potential of higher profit.
5. Technology sector was tagging on rising investors’ sentiment, edging up marginally by 0.5% in July 2012.
6. But, we remain cautious on the outlook for technology sector as a potential slowdown in global economy will dampen the sales of electrical and electronic products.
7. GDP for 2Q 2012 is going to be announced on 15 August 2012. The slowdown in manufacturing activities and weaker exports demand are likely to mitigate the growth momentum and cause a slower growth in 2Q 2012.
8. Based on Bloomberg consensus estimates, GDP for 2Q 2012 is expected to grow slower at 3.8% as compared with same quarter last year.
9. In terms of valuations, the estimated PE ratios for FBM KLCI are at 15.2X, 13.7X and 12.6X for 2012, 2013 and 2014 respectively (as at 3 August 2012), which are just marginally lower than its fair PE ratio of 16.0X.
10. In the near term, external headwinds from the European debt crisis as well as the uncertainties that may arise from the 13th General Election could create a short-term consolidation, especially given the strong recent run-up in the Malaysian market.
11. Our advice to investors: rebalance their portfolio and to consider switching some of their holdings into more attractive markets such as the Greater China region and South Korea.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2610
SUSDavid83
post Aug 9 2012, 10:19 AM

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QUOTE(wayne84 @ Aug 9 2012, 10:07 AM)
Amdynamic fund show my return to negative >.< ......how to calculate the divined o distribution? >.<
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I think the distribution reinvest is not added in yet!
SUSDavid83
post Aug 9 2012, 11:15 PM

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OSK-UOB to increase Asian Income Fund size

URL: http://www.btimes.com.my/Current_News/BTIM...icle/index_html
SUSDavid83
post Aug 9 2012, 11:29 PM

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QUOTE(Pink Spider @ Aug 9 2012, 11:26 PM)
Dave, your holdings in OSK-UOB EMBF in the black, or got into red already?

Mine still holding on at 2%+ sweat.gif

Equities still going strong...though showing a bit running out of steam...tomorrow another drop for EM bonds I foresee...cos Brazilian bonds going down doh.gif
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-2.09% including 1% service charge as of yesterday NAV.
SUSDavid83
post Aug 10 2012, 12:30 PM

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QUOTE(mois @ Aug 10 2012, 12:10 PM)
any idea why amdynamic bond suddenly drop in NAV?
http://my.morningstar.com/ap/quicktake/ove...ceId=0P00008MAM
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Distribution of 2 cents was declared for financial year ends on 31st July.
SUSDavid83
post Aug 11 2012, 12:48 PM

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For those who want to add Asian fund into portfolio:

Idea Of The Week: Profit From Yields In Asian Equities & Bonds With This Fund [10 Aug 12]


In this week's Idea Of The Week, we bring investors' attention to a balanced feeder fund which invests in the Asia Pacific excluding Japan region, namely the OSK-UOB Asian Income Fund. This fund aims to provide income and capital growth over the medium to long-term by investing in one target fund, i.e. the Schroder Asian Income. Since the OSK-UOB Asian Income Fund is a new fund, recently launched on 5 June 2012, we have decided to take a look at the Schroder Asian Income and highlight to investors 3 reasons why they should consider investing into the OSK-UOB Asian Income Fund.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2618
SUSDavid83
post Aug 11 2012, 01:16 PM

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Added AmAsia Pacific REIT fund.

New latest portfolio:

[attachmentid=2995106]

Nearly complete my portfolio. Lastly to include a global or US based equity fund.
SUSDavid83
post Aug 11 2012, 01:18 PM

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QUOTE(Pink Spider @ Aug 11 2012, 01:17 PM)
Dave, u buy in more than the initial minimum? hmm.gif
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Definitely not RM 1k.
SUSDavid83
post Aug 11 2012, 01:25 PM

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QUOTE(Kaka23 @ Aug 11 2012, 01:20 PM)
The transferring in of funds into fundsupermart lo.. Got many small small things which is hard to ask and put down in writing la. So face to face will be best for clarification..


Added on August 11, 2012, 1:23 pm

Haha.. So confident show hand ka..

I dare not lump sum la for this fund..
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QUOTE(Pink Spider @ Aug 11 2012, 01:23 PM)
Wow u really put a lot of faith in that fund... sweat.gif

My current equity portion breakdown:
25% EM equities
12.5% Asian REITs
12.5% Malaysian+Asian equities ("reserved" portion, timing my entry laugh.gif )
25% global dividend equities
25% global large cap/leader equities

If I buy more than 1K, my allocations will go wrong doh.gif  laugh.gif
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The amount in three funds in FSM are same which is not much as you guys think. Let's me disclose and not playing any guessing here.

It's RM 2k in AMD, OSK EMB and AMAP REIT.
SUSDavid83
post Aug 11 2012, 01:34 PM

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QUOTE(Pink Spider @ Aug 11 2012, 01:31 PM)
large or not is always relative to one's portfolio size...like in your case, it's 11% of your portfolio, which I consider to be quite significant. So, u don't plan to top up on this fund in the short term? hmm.gif

Your approach...your returns very much depend on u timing your entry right sweat.gif
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Because my total amount invested in UT is not big as you and RM 2k in one fund makes the allocation big. tongue.gif

I may top up if price is attractive. I wanted to top up in AMD but it was closed. doh.gif

QUOTE(Kaka23 @ Aug 11 2012, 01:31 PM)
I enter rm1k for REIT... Will buy again in another 2-3 months time..  laugh.gif
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I also consider to that too but depends on its performance. Will keep on monitoring it.
SUSDavid83
post Aug 11 2012, 01:40 PM

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The reason that I'm buying lump sum for both OSK EMF and AMAP REIT is because of the 1% SC.

OSK EMF under promot and will end soon.

AMAP REIT is utilizing a token from referral.
SUSDavid83
post Aug 11 2012, 04:19 PM

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QUOTE(Pink Spider @ Aug 11 2012, 01:46 PM)
kucing, can share the annualised return of your ultraconservative portfolio? laugh.gif


Added on August 11, 2012, 1:53 pmA topic for discussion:

Being not-so-professional investor ourselves, how do u decide how much % to allocate to the various regions/markets/sectors?

Equity/Bond split is fairly straightforward...e.g. conservative would be 20/80, balanced 40/60 to 60/40, aggressive would be 80/20...

But how much for EM, how much for Asia, how much for Malaysia, how much for small caps, how much for US/Europe, how to decide? Purely guesswork/subjective juggling, no? rclxub.gif
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No need to be so sophisticated like FSM.

First is just to divide your portfolio into bond/fixed income, balanced/mixed and equity funds.

Second, is just to divide them into local and offshore.

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