Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
16 Pages « < 7 8 9 10 11 > » Bottom

Outline · [ Standard ] · Linear+

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

views
     
SUSDavid83
post Aug 11 2012, 04:24 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 11 2012, 04:21 PM)
So your approach is...local 50/50 offshore? hmm.gif
*
My current portfolio has only 28% local. Maybe will try to rebalance it to 30 to 35% local with your HSOF (IIRC). brows.gif

Previously before switching into PSMALLCAP, it was 100% offshore. laugh.gif

This post has been edited by David83: Aug 11 2012, 04:27 PM
SUSDavid83
post Aug 11 2012, 04:43 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 11 2012, 04:42 PM)
U studied its reports and prospectus, and liked it too? hmm.gif
*
Haven't since I'm shying away from Malaysian equity because KLCI has reached all time high. Maybe after GE13. whistling.gif
SUSDavid83
post Aug 11 2012, 04:54 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 11 2012, 04:46 PM)
Yeah me too, after I studied my portfolio closely, realised that I actually have about 6% exposure to local equities...mainly dividend stocks and banking stocks, enough for now. laugh.gif
*
HSOF has mixed country allcoation even though it said that Malaysia focus.

As of 30 June 2012, it invested in HK and some ASEAN countries with Malaysia constitutes to 42.4%
SUSDavid83
post Aug 11 2012, 04:58 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 11 2012, 04:56 PM)
Read its prospectus, its investment mandate allows it to invest up to 30% in foreign equities. I remember at one point it even has some US holdings. And its factsheet describes it as a fund with an unconstrained mandate but with Malaysian stocks as its main holding. wink.gif
*
Its cash reserve is at whopping of 31.8%. sweat.gif
SUSDavid83
post Aug 11 2012, 05:32 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 11 2012, 05:02 PM)
U can't expect it to be fully invested all the time, esp when equities (esp Malaysian ones) breaching all-time high sweat.gif
*
Of course not but compared to other funds. It's usually 15 to 20%.
SUSDavid83
post Aug 13 2012, 11:19 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 13 2012, 09:33 PM)
AmDynamic Bond divvy e-mail received and credited rclxms.gif
*
Thanks for notifying. Will check later.

Distribution statement received.
SUSDavid83
post Aug 13 2012, 11:51 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(alexkos @ Aug 13 2012, 11:42 PM)
i just found that fsm took so many days for me to purchase an equity fund ==
*
Up to 4 working days.

If you want faster, load some cash into the Cash Management Fund.
SUSDavid83
post Aug 15 2012, 07:50 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Aug 15 2012, 07:36 AM)
Upcoming distribution:

DATE FUND NAME GROSS DIVIDEND RATE EX DATE
14-Aug-2012 AmAsia Pacific REITs RM 0.015 per unit 28-Aug-2012 

http://www.fundsupermart.com.my/main/fundi...nouncement.svdo
*
1.5cents not much
SUSDavid83
post Aug 20 2012, 08:29 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(tcchuin @ Aug 20 2012, 02:40 PM)
any suggestion on what fund to get on FSM singapore? biggrin.gif
*
You have access or opened an account with FSM SG?
SUSDavid83
post Aug 28 2012, 07:49 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
OSK EMB fund is declaring distribution but the amount is not ready yet. sweat.gif
SUSDavid83
post Aug 30 2012, 08:50 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
The gross distribution for OSK EMB is RM 0.009114 per unit

URL: http://www.fundsupermart.com.my/main/fundi...nouncement.svdo
SUSDavid83
post Sep 22 2012, 03:05 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Sep 22 2012, 02:55 PM)
I carry no balanced funds, I do my own "balancing"
*
Maybe you can go to tyre shop to do that. laugh.gif
SUSDavid83
post Oct 13 2012, 04:12 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Anybody wants to top up for AmAsia Pacific REITs?


SUSDavid83
post Nov 2 2012, 01:23 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
So anybody is considering for AmTactical fund?
SUSDavid83
post Dec 31 2012, 02:02 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Wondering if I could transfer my CIMB Australian Equity Fund from CPAM to FSM? Does the transfer process messy?
SUSDavid83
post Dec 31 2012, 02:25 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Dec 31 2012, 02:13 PM)
If FSM doesn't have that particular fund, they can allow u to transfer in the proceeds to buy another similar fund at zero Sales Charge.
*
That fund is available starting December 2012 and it's newly added.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2982
SUSDavid83
post Jan 3 2013, 07:48 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
This is my portfolio performance ending 31st December 2012:

Fund Name | ROI (%)
PSEASF | 25.14
PSMALLCAP | 13.70
PAIF | 10.02
OSK-UOB EMB | 1.39
AmDynamic Bon | 3.21
AmAP REITs | 4.22
PFES | 16.14
CIMB-Principal Australian Equity Fund | 23.35

Overall paper gain: 13.14%

SUSDavid83
post Jan 3 2013, 08:10 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(mois @ Jan 3 2013, 08:06 AM)
Quite good  thumbup.gif Bond heavy or equity heavy?
I have 3 same funds as you. Psmallcap, dynamic bond and PFES. I like PFES alot since it has alot of potential
*
Oversea equity heavy and PFES used to give a ROI of >20%.
SUSDavid83
post Jan 3 2013, 09:27 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Anybody is going for this event?

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3032

0.5% SC for all funds on the day of event: 20th January (Penang), 26th January (KL)
SUSDavid83
post Jan 3 2013, 02:13 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(dewVP @ Jan 3 2013, 02:05 PM)
how you calculate overall paper gain? add all ROI and divide by the number of funds?

How do people calculate total XIRR returns for a few funds? add *funds XIRR* and divide by the number of funds?
*
The formula I used for Overall Paper Gain = SUM of all current valuation of all funds / SUM of total cost invested * 100%

16 Pages « < 7 8 9 10 11 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0460sec    0.44    7 queries    GZIP Disabled
Time is now: 8th December 2025 - 03:55 AM