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 Fundsupermart.com v2, Learn about DIY unit trust investing

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SUSDavid83
post Mar 7 2013, 10:25 PM

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QUOTE(ben3003 @ Mar 7 2013, 10:21 PM)
hmm, tis i cannot really understand, why need to do this? if rise then u top up the same amount not better? if not like the rise in ur invest is equal to nothing.. becos like u every month u got rm500 to invest in UT, but now u only invest rm300 to ur portfolio, then 200 u put where?
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He's employing a technique called Value Cost Averaging.

This post has been edited by David83: Mar 7 2013, 10:27 PM
SUSDavid83
post Mar 7 2013, 10:28 PM

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VCA is more dynamic and superior compared to DCA but still there's an arguement on which one is better.
SUSDavid83
post Mar 7 2013, 10:32 PM

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QUOTE(Pink Spider @ Mar 7 2013, 10:30 PM)
During office hours when I wanna read some news I usually go MarketWatch.com, they display Nikkei, Hang Seng, Shanghai and STI on the main page, that's why I'm more familiar with the movements of these indices, South Korean Kospi and Australian S&P ASX I seldom see tongue.gif
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Bloomberg and Yahoo! Finance are my feeder for indices figures and broader financial news title.

OT: Pink Spider, are you a CFP? Or you're just an accountant (perhaps senior post or even charted)?

This post has been edited by David83: Mar 7 2013, 10:32 PM
SUSDavid83
post Mar 8 2013, 12:42 PM

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My PSMALLCAP repurchase completed with yesterday NAV is updated:

ROI: 18.35%, XIRR: 12.95%

The return still cannot cover PCSF loss.
SUSDavid83
post Mar 8 2013, 11:42 PM

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Anybody loves Indonesia market?

Indonesia: Growth To Accelerate In 2013


KEY POINTS:

1. Albeit slowing down from the 6.5% growth rate in 2011 and missing the government’s growth target of 6.3 - 6.5%, Indonesia’s economy remained solid in 2012, growing at a robust rate of 6.2%.
2. Indonesia’s economic growth in 2013 will be supported by the resilient private consumption and strong investment.
3. Debottlenecking of investment barriers should see government spending gradually picking up in this year and this should have spillover effects to investment.
4. With the external environment expected to get better in 2H 2013, exports is likely to grow stronger in this year to narrow the 13.7% shrinkage of net exports seen in 2012.
5. Based on Bank Indonesia’s projection, economic growth for this year is expected to be stronger than the 6.2% seen in 2012, ranging in between 6.3% and 6.8% .

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3231

This post has been edited by David83: Mar 8 2013, 11:42 PM
SUSDavid83
post Mar 9 2013, 12:46 PM

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What does CCB stand for?
SUSDavid83
post Mar 9 2013, 12:48 PM

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QUOTE(Pink Spider @ Mar 9 2013, 12:47 PM)
My guess is China Construction Bank hmm.gif

As for the indecent version...I don't wanna kena warn by mod laugh.gif
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Don't worry about the indecent version. I like in Penang now and I understood that.
SUSDavid83
post Mar 9 2013, 02:23 PM

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QUOTE(Pink Spider @ Mar 9 2013, 02:04 PM)
I prefer Lipper to Morningstar cos it's got 3 different ratings for Total Return, Consistent Return and Preservation. I usually don't bother much about Morningstar. smile.gif

Well, among the Asia Ex-Japan funds available on FSM, this is perhaps the best.
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Shahriah compliant fund. What a surprise, I thought you don't like Shahriah fund because it generally posts lower return.
SUSDavid83
post Mar 10 2013, 01:38 PM

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QUOTE(mois @ Mar 10 2013, 11:10 AM)
Anyone invested in Indonesian? Lately the performance is good.
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Don't simply jump into the bandwagon because it's on the up course. laugh.gif

Well, the horse still got some fuel to move forward according to FSM article.

QUOTE(Kaka23 @ Mar 10 2013, 11:56 AM)
I am interested in thailand though for longer term...
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If you bought an ASEAN fund, that will be covered but Thailand is not a star country and there's no Thailand single country fund.

I noticed there're Singapore and Indonesian single country fund.


SUSDavid83
post Mar 10 2013, 02:16 PM

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QUOTE(alexkos @ Mar 10 2013, 02:14 PM)
aiya i too slow ledi, already bought goldenlife today fund. Wait i breakeven then follow your portfolio.

Amdynamic performance good meh? smile.gif
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AmDynamic Bond is the best local performing bond and it's closed.
SUSDavid83
post Mar 11 2013, 07:38 PM

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For those who are interested with Indonesian market:

Indonesia: Still Cheap To Buy?

KEY POINTS:

1. Despite the lingering worries on the weakening rupiah at this moment, foreign investors’ buying interest seems to be recovering as net inflow of foreign funds have surged since the beginning of this year.
2. Based on Bloomberg consensus estimates, earnings growth for Indonesian equity market is expected to grow stronger than last year, driven by better earnings in infrastructure, utilities, transportation, consumer goods sectors.
3. Earnings for basic industrial, chemical, mining and agriculture sectors should also see strong improvement in this year.
4. Examining the valuations of the JCI and its sub-sectors suggests that most of the sectors are now fairly priced or overvalued, except for the construction, property, real estate sector and agriculture sector.
5. Currently, the JCI trades at price-to-earnings (P/E) ratios of 15.7X and 13.7X based on 2013 and 2014 estimated earnings respectively, which are close to its fair P/E ratio of 15.0X.
6. We urge medium- to long-term investors of the Indonesian equity market to exercise caution as we believe that the downside risk for the Indonesian equity market has risen.
7. Profit taking activities are likely to take place when uncertainties over the developed markets subside and global recovery becomes more solid.
8. We believe that the possibility of higher-than-expected inflation and a weakening of the rupiah could still be threats
9. We maintain a rating of 2.5 stars “Neutral” for the Indonesian equity market.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3236
SUSDavid83
post Mar 12 2013, 08:13 AM

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Not sure how long FSM repurchase proceed completes.

I think PM is pretty fast. About 3 working days.

Executed a Repurchase instruction on Thursday before 4pm. Cheque has been banked in to my MBB saving account today.
SUSDavid83
post Mar 13 2013, 06:39 PM

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QUOTE(s_kates81 @ Mar 13 2013, 06:10 PM)
Unexpectedly this thread is silent whole day today. lol.

What do you guys think about ? Are these funds a good investment? I am considering adding them to my portfolio

1, AMASEAN Equity
2, Aberdeen Islamic Malaysia Equity
3, Aberdeen Islamic Global
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All Shahriah are flavour?
SUSDavid83
post Mar 13 2013, 08:11 PM

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QUOTE(s_kates81 @ Mar 13 2013, 08:07 PM)
Yes. I only do Shariah funds.
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In term of geographical coverage, it has everything exclude not much coverage in Asia Pacific or Asia Pacific ex Japan but you have ASEAN.

The Aberdeen funds are still new and hard to give any comment on their performance.
SUSDavid83
post Mar 15 2013, 09:16 AM

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Hwang fans, distribution declared:

Hwang Select Bond Fund | RM 0.005 per unit | 26-Mar-2013
Hwang AUD Income (MYR) | RM 0.005 per unit | 26-Mar-2013
Hwang AIIMAN Income Plus | RM 0.005 per unit | 26-Mar-201
SUSDavid83
post Mar 15 2013, 09:40 PM

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QUOTE(birdman13200 @ Mar 15 2013, 09:35 PM)
What else 67%??? Can not be all bond fund, right?
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He has a high weightage in bonds.
SUSDavid83
post Mar 16 2013, 12:20 PM

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QUOTE(edwardSL @ Mar 16 2013, 12:18 PM)
Now is a good time for US and Europe market??

Maybe I will search for a good Asia Ex Japan fund to invest as I heard there is a good market for this region =)

I'm trying to make time to study how funds work, still not quite sure what to look at except for the funds rating, history, volatility and sharpe ratio... that's all i know for now ^^
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I'll recommend Asia Pacific ex Japan first and also ASEAN region.
SUSDavid83
post Mar 16 2013, 02:59 PM

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Idea Of The Week: Put Your Savings To Work [15 Mar 2013]

1. REGULAR SAVINGS PLAN AND PRIVATE RETIREMENT SCHEME
2. FIXED INCOME FUNDS
3. EQUITY FUNDS FOR GROWTH

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3253
SUSDavid83
post Mar 16 2013, 03:01 PM

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QUOTE(Pink Spider @ Mar 16 2013, 12:23 PM)
Those are all historical measures, backward-looking measures. You should also look at forward-looking data like growth potential of the various regions/markets.

US and Europe may look expensive relative to Asian and Emerging Markets, but u must not leave them out totally.

Malaysia is an Asian market, but Malaysians wear adidas shirts, drive Mercedes-Benz and Volkswagen cars, buy Michelin tyres, Prada and Gucci, right? And those brands are listed in US/Europe. icon_idea.gif
nod.gif

If u don't wanna have a too complicated portfolio to start with, u can just pick a good global fund and let the Fund Manager do the asset/region allocation for you.

Pacific Global Stars is one u can consider.
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You have a point but personally, I think that global fund is too diverse.

Morevoer, Asia Pacific ex Japan is highly weighted as compared to other regions.

Europe needs more time to rebounce.

US hits all time high and I guess correction is on its way.
SUSDavid83
post Mar 16 2013, 07:10 PM

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QUOTE(edwardSL @ Mar 16 2013, 06:50 PM)
I see that Hwang Asia Quantum really perform well~ gonna try it ^^

I'm wondering is there any "good" timing for buying funds?? As the GE is coming...
So should I wait??

I'm not expert in this, but i think fund should be well diverse and won't differ much before/after GE???
Am I correct??
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GE won't affect much offshore funds like Hwang AQF or EI AP.

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