QUOTE(aoisky @ Jun 22 2013, 07:06 AM)
Excepted given recent market performance and sentiment.Public Mutual v4, Public/PB series funds
Public Mutual v4, Public/PB series funds
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Jun 22 2013, 07:26 AM
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All Stars
52,874 posts Joined: Jan 2003 |
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Jun 22 2013, 07:32 AM
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1,203 posts Joined: Dec 2008 |
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Jun 22 2013, 09:10 AM
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52,874 posts Joined: Jan 2003 |
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Jun 22 2013, 12:20 PM
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978 posts Joined: Dec 2008 |
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Jun 22 2013, 02:11 PM
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52,874 posts Joined: Jan 2003 |
QUOTE(teng_08 @ Jun 22 2013, 12:20 PM) Based on what stand?Do you that Australian general election is coming? That could be another volatility factor for Australian equity. China is slowing down with HSBC PMI in contraction zone for two consecutive months. AUD is been pinned down with USD getting stronger and stronger. RBA at the same time is doing more easing policy. I still keep my stand that it'll need more horse muscles to rebounce till its highest of year. This post has been edited by David83: Jun 22 2013, 02:11 PM |
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Jun 22 2013, 02:21 PM
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4,436 posts Joined: Oct 2008 |
QUOTE(silverwave @ Jun 20 2013, 11:18 PM) PISEF is the clear winner this time round. PFSF followed by PIDF followed by PDSF at a distance. I read somewhere could be The Edge, that money is flowing from dividend play to smaller or mid cap rotation as risk appetite increases. Xuzen |
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Jun 22 2013, 02:29 PM
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All Stars
52,874 posts Joined: Jan 2003 |
QUOTE(xuzen @ Jun 22 2013, 02:21 PM) PISEF is the clear winner this time round. Even EPF is eyeing into mid cap!PFSF followed by PIDF followed by PDSF at a distance. I read somewhere could be The Edge, that money is flowing from dividend play to smaller or mid cap rotation as risk appetite increases. Xuzen |
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Jun 22 2013, 08:48 PM
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1,203 posts Joined: Dec 2008 |
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Jun 22 2013, 08:49 PM
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52,874 posts Joined: Jan 2003 |
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Jun 22 2013, 08:50 PM
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1,203 posts Joined: Dec 2008 |
QUOTE(David83 @ Jun 22 2013, 02:11 PM) Based on what stand? Sounds negative ..Do you that Australian general election is coming? That could be another volatility factor for Australian equity. China is slowing down with HSBC PMI in contraction zone for two consecutive months. AUD is been pinned down with USD getting stronger and stronger. RBA at the same time is doing more easing policy. I still keep my stand that it'll need more horse muscles to rebounce till its highest of year. |
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Jun 22 2013, 08:51 PM
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1,203 posts Joined: Dec 2008 |
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Jun 22 2013, 08:56 PM
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52,874 posts Joined: Jan 2003 |
QUOTE(aoisky @ Jun 22 2013, 08:50 PM) That's relatively true. If China is not doing well, it'll definitely hurt Australian export.If AUD is not reversing, it'll hurt the AUD on top of the easing from RBA. FSM has downgraded Australia to 3 star IIRC. QUOTE(aoisky @ Jun 22 2013, 08:51 PM) I didn't do a comparison. I bought CIMB one because it has lower SC of <= 2.5% SC.This post has been edited by David83: Jun 22 2013, 09:03 PM |
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Jun 22 2013, 09:02 PM
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1,203 posts Joined: Dec 2008 |
QUOTE(David83 @ Jun 22 2013, 08:56 PM) That's relatively true. If China is not doing well, it'll definitely hurt Australian export. In this sense China Funds and Australia Funds co-related, my PCSF, PFEPRF & PAUEF all heading south.If AUD is not reversing, it'll hurt the AUD on top of the easing from RBA. I didn't do a comparison. I bought CIMB one because it has lower SC of <= 2% SC. |
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Jun 22 2013, 09:04 PM
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1,203 posts Joined: Dec 2008 |
QUOTE(David83 @ Jun 22 2013, 08:56 PM) That's relatively true. If China is not doing well, it'll definitely hurt Australian export. Btw how do you combine 2 quote into 1 reply ?If AUD is not reversing, it'll hurt the AUD on top of the easing from RBA. FSM has downgraded Australia to 3 star IIRC. I didn't do a comparison. I bought CIMB one because it has lower SC of <= 2% SC. |
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Jun 22 2013, 09:07 PM
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All Stars
52,874 posts Joined: Jan 2003 |
QUOTE(aoisky @ Jun 22 2013, 09:02 PM) In this sense China Funds and Australia Funds co-related, my PCSF, PFEPRF & PAUEF all heading south. Well, China is the world 2nd largest economy after US. China is facing credit crunch now. The Chinese premiere is not planning for any easing that soon. It'll be relatively "stagnant" for some time. The Hong Kong property is not that great neither. There's some tighten measure going on. QUOTE(aoisky @ Jun 22 2013, 09:04 PM) Click on the "+QUOTE" button. |
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Jun 22 2013, 09:09 PM
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1,203 posts Joined: Dec 2008 |
QUOTE(David83 @ Jun 22 2013, 09:07 PM) Well, China is the world 2nd largest economy after US. China is facing credit crunch now. The Chinese premiere is not planning for any easing that soon. It'll be relatively "stagnant" for some time. The Hong Kong property is not that great neither. There's some tighten measure going on. Click on the "+QUOTE" button. This post has been edited by aoisky: Jun 22 2013, 09:11 PM |
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Jun 25 2013, 12:58 PM
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1,639 posts Joined: Nov 2010 |
QUOTE(xuzen @ Jun 22 2013, 02:21 PM) PISEF is the clear winner this time round. I switched into 3 of them earlier this month and last week.PFSF followed by PIDF followed by PDSF at a distance. I read somewhere could be The Edge, that money is flowing from dividend play to smaller or mid cap rotation as risk appetite increases. Xuzen PISEF was positive till yesterday. PFSF dipped the most, nearly 5% loss. PIDF dropped nearly 2%. P.S. It is not an indicative of their past performance, only to show the loses due to time of entry. Guess the 2-3% difference will be immaterial in the final outcome when they all climb (or drop) 10 to 20%. QUOTE(aoisky @ Jun 22 2013, 09:09 PM) ====================== Not sure whether I got this right, it was a quick comment on CNBC. Types of market dips: Pullback - 5% to 10% Correction - 10% to 20% Bear - 20% to 30% When will the market turn around? There's many opinions, so a solution is hedging the bets. Place about 20% to 25% of your available betting money when the market dipped more than 7%, more than 15% and more than 25%. Then lastly if the market still goes down, throw in the sink and stove? This post has been edited by j.passing.by: Jun 25 2013, 01:10 PM |
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Jun 25 2013, 02:46 PM
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7 posts Joined: Jun 2013 |
Nice information above here.I am searching this information from long time.
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Jun 25 2013, 07:35 PM
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4,436 posts Joined: Oct 2008 |
QUOTE(j.passing.by @ Jun 25 2013, 12:58 PM) I switched into 3 of them earlier this month and last week. Is it coincidental that I transferred all my PFSF holding into PISEF early of June-2013? Or just plain superior portfolio management skillz? PISEF was positive till yesterday. PFSF dipped the most, nearly 5% loss. PIDF dropped nearly 2%. P.S. It is not an indicative of their past performance, only to show the loses due to time of entry. Guess the 2-3% difference will be immaterial in the final outcome when they all climb (or drop) 10 to 20%. Select the quotes, before clicking "More Options" in the reply section. ====================== Xuzen |
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Jun 26 2013, 04:25 PM
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1,639 posts Joined: Nov 2010 |
QUOTE(xuzen @ Jun 25 2013, 07:35 PM) Is it coincidental that I transferred all my PFSF holding into PISEF early of June-2013? Or just plain superior portfolio management skillz? Salute!Xuzen No perfect runs yet, still betting on some duds among the winners. Still have much to learn, and only able to mitigate this month's slide as best as I could. Runs record so far this year: Monthly Increment/Decrement; YTD. Jan 2013 1.97% 1.97% Feb 2013 2.32% 4.34% Mar 2013 1.69% 6.10% Apr 2013 0.97% 7.13% May 2013 0.10% 7.23% Jun 2013 -2.42% 4.64% I think these last 3 days of June will provide a bit of boost to the negative percentage; since I incline to think that the fund managers will do some window dressing for the 2nd qtr. / half-year reports. Cheers. This post has been edited by j.passing.by: Jun 26 2013, 04:38 PM |
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