Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
149 Pages « < 61 62 63 64 65 > » Bottom

Outline · [ Standard ] · Linear+

 Public Mutual v4, Public/PB series funds

views
     
SUSDavid83
post Jun 22 2013, 07:26 AM

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

Joined: Jan 2003
QUOTE(aoisky @ Jun 22 2013, 07:06 AM)
drop significantly
*
Excepted given recent market performance and sentiment.
aoisky
post Jun 22 2013, 07:32 AM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(David83 @ Jun 22 2013, 07:26 AM)
Excepted given recent market performance and sentiment.
*
are u holding this fund ?
SUSDavid83
post Jun 22 2013, 09:10 AM

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

Joined: Jan 2003
QUOTE(aoisky @ Jun 22 2013, 07:32 AM)
are u holding this fund ?
*
Nope but I'm holding similar fund from other fund house.
teng_08
post Jun 22 2013, 12:20 PM

Enthusiast
*****
Senior Member
978 posts

Joined: Dec 2008


QUOTE(aoisky @ Jun 22 2013, 07:06 AM)
drop significantly
*
chill... it'll bounce back up again.
i hope ! hahah..
SUSDavid83
post Jun 22 2013, 02:11 PM

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

Joined: Jan 2003
QUOTE(teng_08 @ Jun 22 2013, 12:20 PM)
chill... it'll bounce back up again.
i hope ! hahah..
*
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
xuzen
post Jun 22 2013, 02:21 PM

Look at all my stars!!
*******
Senior Member
4,436 posts

Joined: Oct 2008


QUOTE(silverwave @ Jun 20 2013, 11:18 PM)
Hi, if i were to compare these 4 (PISEF, PIDF, PDSF, PFSF), which would be recommended?
*
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
SUSDavid83
post Jun 22 2013, 02:29 PM

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

Joined: Jan 2003
QUOTE(xuzen @ Jun 22 2013, 02:21 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
*
Even EPF is eyeing into mid cap!
aoisky
post Jun 22 2013, 08:48 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(David83 @ Jun 22 2013, 09:10 AM)
Nope but I'm holding similar fund from other fund house.
*
from CIMB is it ?
SUSDavid83
post Jun 22 2013, 08:49 PM

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

Joined: Jan 2003
QUOTE(aoisky @ Jun 22 2013, 08:48 PM)
from CIMB is it ?
*
Yes.
aoisky
post Jun 22 2013, 08:50 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(David83 @ Jun 22 2013, 02:11 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.
*
Sounds negative ..
aoisky
post Jun 22 2013, 08:51 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(David83 @ Jun 22 2013, 08:49 PM)
Yes.
*
hmm then, is it perform slightly better then PAUEF ?
SUSDavid83
post Jun 22 2013, 08:56 PM

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

Joined: Jan 2003
QUOTE(aoisky @ Jun 22 2013, 08:50 PM)
Sounds negative ..
*
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)
hmm then, is it perform slightly better then PAUEF ?
*
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
aoisky
post Jun 22 2013, 09:02 PM

Regular
******
Senior Member
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.

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.
*
In this sense China Funds and Australia Funds co-related, my PCSF, PFEPRF & PAUEF all heading south.


aoisky
post Jun 22 2013, 09:04 PM

Regular
******
Senior Member
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.

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.
*
Btw how do you combine 2 quote into 1 reply ?
SUSDavid83
post Jun 22 2013, 09:07 PM

20k VIP Club
*********
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)
Btw how do you combine 2 quote into 1 reply ?
*
Click on the "+QUOTE" button.
aoisky
post Jun 22 2013, 09:09 PM

Regular
******
Senior Member
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.
*
rclxub.gif how come only 1 quote in my reply ya Dave ? I'd already press + quote for more than one reply still only this appear

This post has been edited by aoisky: Jun 22 2013, 09:11 PM
j.passing.by
post Jun 25 2013, 12:58 PM

Regular
******
Senior Member
1,639 posts

Joined: Nov 2010
QUOTE(xuzen @ Jun 22 2013, 02:21 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
*
I switched into 3 of them earlier this month and last week.
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%. tongue.gif

QUOTE(aoisky @ Jun 22 2013, 09:09 PM)
rclxub.gif how come only 1 quote in my reply ya Dave ? I'd already press + quote for more than one reply still only this appear
*
Select the quotes, before clicking "More Options" in the reply section.

======================

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? laugh.gif

This post has been edited by j.passing.by: Jun 25 2013, 01:10 PM
Marvin123
post Jun 25 2013, 02:46 PM

New Member
*
Junior Member
7 posts

Joined: Jun 2013
Nice information above here.I am searching this information from long time.
xuzen
post Jun 25 2013, 07:35 PM

Look at all my stars!!
*******
Senior Member
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.
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%.  tongue.gif
Select the quotes, before clicking "More Options" in the reply section.

======================
Is it coincidental that I transferred all my PFSF holding into PISEF early of June-2013? Or just plain superior portfolio management skillz? cool2.gif

Xuzen
j.passing.by
post Jun 26 2013, 04:25 PM

Regular
******
Senior Member
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?   cool2.gif

Xuzen
*
Salute!

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

149 Pages « < 61 62 63 64 65 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0249sec    0.58    6 queries    GZIP Disabled
Time is now: 11th December 2025 - 11:20 PM