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

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SUSDavid83
post Feb 15 2013, 03:51 PM

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QUOTE(Pink Spider @ Feb 15 2013, 03:47 PM)
Now my portfolio construction is complete, feels a bit boring cos nothing much to be done already, now I can just leave it on semi-autopilot mode and top up by VCA proportionately every month. tongue.gif

Next week...withdraw some money from CMF and transfer to my stockbroker account...aiming some dividend stocks flex.gif
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What are the dividend stocks in your chase list? Mind to share?
SUSDavid83
post Feb 17 2013, 03:08 PM

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EPF declares 6.15% dividend for 2012

URL: http://thestar.com.my/news/story.asp?file=...2137&sec=nation
SUSDavid83
post Feb 17 2013, 03:44 PM

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It just a 15 basis points increase. Last year was 6%
SUSDavid83
post Feb 17 2013, 07:33 PM

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@purplefellow

First, please don't compare FD with UT because FD is a saving and UT is an investment.

How long to hold a particular fund? It's very subjective. There's no guideline for this as one can actually sell it once you're earning after deducting the upfront service charge. When to sell it also depends on your return goal? How many percentage are you aiming to get? 8% p.a. or 10% p.a?
SUSDavid83
post Feb 17 2013, 09:09 PM

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@ben3003 from the proposal, looks like you're going to be a Hwang supporter. laugh.gif

Just kidding!
SUSDavid83
post Feb 17 2013, 09:53 PM

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Regarding interest rate concern, developed countries like US, Japan and Eurozone cannot afford to raise the benchmark interest rate because they need low interest rate environment to spur for economic growth.

On the contrary, at EM, inflation is always a big headache and if there's an upward inflationary pressure, these countries will not hesitate to raise the interest rate. What is causing inflationary pressure in EM region? Inward hot money flow because investors at developed countries are looking higher yielding investment.
SUSDavid83
post Feb 19 2013, 08:07 AM

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AmDynamic Bond unitholder:

AmDynamic Bond | RM 0.02 per unit | 08-Mar-2013
SUSDavid83
post Feb 19 2013, 08:50 PM

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QUOTE(ben3003 @ Feb 19 2013, 08:20 PM)
Pinky, is it wise to put a little amount into Kenanga growth fund or eastspring investment equity income fund, even GE is coming soon?
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According to Kenanga speaker, they're employing absolute return strategy which is less volatile to KLCI movement.

QUOTE(rachy @ Feb 19 2013, 08:40 PM)
Any other funds good to add from other category that will diversify my portfolio?
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QUOTE(rachy @ Feb 19 2013, 08:40 PM)
Any other funds good to add from other category that will diversify my portfolio?
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Add some equity exposure:

For local, Kenanga Growth or Kenanga Syariah Growth

For foreign, Hwang Asia Quantum and/or Pacific Global Stars
SUSDavid83
post Feb 19 2013, 09:00 PM

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QUOTE(Pink Spider @ Feb 19 2013, 08:57 PM)
Just glanced thru January 2013 fact sheets for the HwangIM funds I'm holding - Global Financial Institutions, Asia Quantum and Select Income...

- ALL THREE FUNDS HAVE RAISED CASH LEVELS SIGNIFICANTLY (between 18% to 30%)
- ALL THREE FUNDS HAVE TRIMMED HOLDINGS OF MALAYSIAN EQUITIES

U sendiri fikir la wink.gif
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They're shying away from Malaysoa market. brows.gif
SUSDavid83
post Feb 19 2013, 09:09 PM

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QUOTE(Pink Spider @ Feb 19 2013, 09:05 PM)
And I just transferred 10K to my stockbroking account sweat.gif
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Keep it there and fish some attractive defensive counters after GE. whistling.gif
SUSDavid83
post Feb 19 2013, 09:12 PM

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QUOTE(ben3003 @ Feb 19 2013, 09:11 PM)
oh kk smile.gif but kenanga growth only malaysia based, so they have no-where to run..
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They start to fish outside Malaysia now according to Kenanga speaker.
SUSDavid83
post Feb 19 2013, 09:16 PM

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QUOTE(Pink Spider @ Feb 19 2013, 09:14 PM)
Not until they make changes to the investment mandate...a unitholders General Meeting would have to be called for this purpose.
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Or maybe they're preparing to launch a new offshore fund. blush.gif
SUSDavid83
post Feb 19 2013, 09:18 PM

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QUOTE(ben3003 @ Feb 19 2013, 09:16 PM)
Can they actually do so? i tot if let say their fund is Malaysian based, then they will stick to it becos is like their fund's aim and market. I see their performance had a sharp dip during 2011, probably due to east msia election. But it recovered quite well.
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The strategy they employed made them less volatile compared to KLCI movement.

They have a table to prove that.

Regarding 1st question, Pink Spider has replied.
SUSDavid83
post Feb 19 2013, 09:23 PM

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QUOTE(ben3003 @ Feb 19 2013, 09:22 PM)
yeah while i writing he oleidi posted haha >< ok then maybe still can monitor it.. So maybe i should build my portfolio more on Global atm..
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My recommendation is YES.
SUSDavid83
post Feb 20 2013, 01:45 AM

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QUOTE(then17000 @ Feb 19 2013, 11:58 PM)
hi all,

i am looking towards amAsia Pacific Reits fund.
would it be a good time for me to enter the market for this fund?
i have seen the return of the graph from the date it launch till now has increase around 34%.
would it be too high and drops back?

besides that is there any other potential funds in the market too?
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AmAsia Pacific REIT fund is a REIT based fund. Actually there's not many similar fund in the market.

If you're afraid of high NAV, perhaps you can consider to buy after the exercise date of the recently announced distribution. The exercise date is 8th March 2013.

FSM wrote an article on this fund: http://www.fundsupermart.com.my/main/resea...?articleNo=2848

Similar type fund:
1. Alliance Global Diversified Property Fund
2. Hwang Global Property Fund
3. OSK-UOB Asian Real Estate Fund
4. PUBLIC FAR-EAST PROPERTY & RESORTS FUND

AmAsia Pacific REIT and OSK-UOB Asian Real Estate Fund are investing heavily in Australia, Singapore and Hong Kong REITs.

This post has been edited by David83: Feb 20 2013, 01:46 AM
SUSDavid83
post Feb 20 2013, 04:00 PM

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QUOTE(Pink Spider @ Feb 20 2013, 03:16 PM)
Can buy, cos the Fund Manager has already taken some profit off the table (see Jan-13 fact sheet, the fund is sitting on 30% cash). When the market crashes/corrects, the fund is in position to bargain shop.
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Where you see that cash is sitting at 30%?

The fund fact sheet that I downloaded from FSM showed only 13.3%.
SUSDavid83
post Feb 20 2013, 04:02 PM

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QUOTE(Pink Spider @ Feb 20 2013, 03:58 PM)
Wher u buy the Templeton fund??? blink.gif
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Citibank Malaysia
SUSDavid83
post Feb 20 2013, 04:19 PM

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QUOTE(Pink Spider @ Feb 20 2013, 04:09 PM)
FSM still Dec-12 fact sheet, HwangIM website just uploaded Jan-13 fact sheet
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18.5% only! No 30% as you claimed. Are you referring to another HwangIM fund?
SUSDavid83
post Feb 20 2013, 04:24 PM

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QUOTE(Pink Spider @ Feb 20 2013, 04:22 PM)
Oops! Sorry, 30% is for Hwang Global Financial Institutions blush.gif
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HAQF still has substantial holding on Malaysia equities - 23.9%
SUSDavid83
post Feb 20 2013, 04:30 PM

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QUOTE(Pink Spider @ Feb 20 2013, 04:28 PM)
Reduced, but still substantial. Well, Malaysian equities still anchor the fund. But I think GE risk is more significant with large caps esp GLCs, smaller caps should be safer from the storm.
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I'm hesitating to redeem fully on PSMALLCAP. hmm.gif

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