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Fundsupermart.com v2, Learn about DIY unit trust investing
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kimyee73
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 Mar 8 2013, 10:35 AM
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QUOTE(Pink Spider @ Mar 2 2013, 05:55 PM) Buy and hold all the way? Seems like what my big boss taught me is true, just buy stocks of quality companies with decent dividend yield, buy and hold even when the price drops so long as its fundamentals and business prospects are intact.  But still, retail investors like most of us only have access to KLSE stocks, hard to gain exposure to overseas stocks like US and HK stocks. And bear in mind, Malaysian stocks have been fairly resilient in recent times, but how long can it continue to be so? Trying to catch-up on v2. I found it easier to trade US equities than Malaysian. Lots of information available online and the trading platforms are really excellent. I'm using TDAmeritrade discount broker and ThinkOrSwim platform. US has the biggest market capitalization, several time bigger than HK that is 2nd world biggest. Liquidity is excellent. You should try it. |
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SUSPink Spider
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Mar 8 2013, 10:40 AM
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QUOTE(kimyee73 @ Mar 8 2013, 10:35 AM) Trying to catch-up on v2. I found it easier to trade US equities than Malaysian. Lots of information available online and the trading platforms are really excellent. I'm using TDAmeritrade discount broker and ThinkOrSwim platform. US has the biggest market capitalization, several time bigger than HK that is 2nd world biggest. Liquidity is excellent. You should try it.  I don't intend to trade, I feel I don't have the mental strength to trade stocks  Just wanna buy some dividend yielding stocks for keeps |
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kimyee73
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Mar 8 2013, 10:47 AM
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QUOTE(Pink Spider @ Mar 8 2013, 10:21 AM) Yea wor  It's my favourite global equity fund  *PM LiveHelp now* Darn. I'm just at 8% and my target is 15%. Look like have to go with Pacific Global Stars |
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SUSPink Spider
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Mar 8 2013, 10:51 AM
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QUOTE(kimyee73 @ Mar 8 2013, 10:47 AM) Darn. I'm just at 8% and my target is 15%. Look like have to go with Pacific Global Stars QUOTE Jennifer: Please be informed that the fund has closed for subsription to facilitate the fund house filing of a Supplementary Master Prospectus / Supplementary Prospectus for the respective Funds.  Pacific Global Stars is currently overweight HK and Singapore, not a good choice if u want more US/Europe exposure. PGS rides on opportunities, it's actively managed against its composite benchmark. This post has been edited by Pink Spider: Mar 8 2013, 10:54 AM |
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gark
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Mar 8 2013, 11:32 AM
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QUOTE(Pink Spider @ Mar 8 2013, 10:30 AM) Eastspring Investments' Asia Ex-Japan funds have exposure to central-mid Asia too. The Shariah variant seem to focus on IT and materials as its got no exposure to financials. My equity funds now: AmAsia Pac REITs 14% EI Equity Income 10%EI GEM 30% Hwang Asia Quantum 17% Pacific Global Stars 9% OSK-UOB Global Equity Yield 19% Sifu, GEM or AexJ Shariah?  looks like your GEM already a lot at 30%. Some GEM holdings also cross over with Asia ex Japan.... |
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SUSPink Spider
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Mar 8 2013, 11:38 AM
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QUOTE(gark @ Mar 8 2013, 11:32 AM) looks like your GEM already a lot at 30%. Some GEM holdings also cross over with Asia ex Japan.... Yea, as I said, GEM covers most of Asia ex Japan except for developed Asia like HK, Singapore and Australia. My effective exposure to GEM except Asia ex Japan is about 9%+ of my equity allocation. Done - switched all my 100% Malaysian EI Equity Income Fund to EI Asia Pacific Shariah Equity Fund. Should be a good timing, today KLCI in green, many dividend stocks climbing. This post has been edited by Pink Spider: Mar 8 2013, 11:57 AM |
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SUSPink Spider
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Mar 8 2013, 12:03 PM
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FSM Recommended Portfolio adjustment for end-Feb 2013: http://www.fundsupermart.com.my/main/artic...FSM/B201302.pdfThey're adding CIMB-Principal Global Titans for global equity exposure. |
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SUSDavid83
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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.
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gark
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Mar 8 2013, 12:44 PM
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QUOTE(Pink Spider @ Mar 8 2013, 12:03 PM) FSM Recommended Portfolio adjustment for end-Feb 2013: http://www.fundsupermart.com.my/main/artic...FSM/B201302.pdfThey're adding CIMB-Principal Global Titans for global equity exposure. So far for world/US exposure I am buying ETF only, much more cost effective and most global/US funds have hard time beating the benchmark anyway...  For US - VOO - management fee 0.05% p.a. For Global - VT - management fee 0.19% p.a. Your global holdings all perform below benchmark.. still want to keep?  This post has been edited by gark: Mar 8 2013, 01:01 PM |
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SUSPink Spider
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Mar 8 2013, 01:26 PM
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QUOTE(gark @ Mar 8 2013, 12:44 PM) So far for world/US exposure I am buying ETF only, much more cost effective and most global/US funds have hard time beating the benchmark anyway... For US - VOO - management fee 0.05% p.a. For Global - VT - management fee 0.19% p.a. Your global holdings all perform below benchmark.. still want to keep? My OSK-UOB Global Equity Yield matching/ slightly beating MSCI AC World |
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gark
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Mar 8 2013, 01:29 PM
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QUOTE(Pink Spider @ Mar 8 2013, 01:26 PM) My OSK-UOB Global Equity Yield matching/ slightly beating MSCI AC World Ya meh.. I see overall losing to MSCI world oh.... YTD beat slightly... 1 year lose, 3 year lose, 5 year lose wor.... but pay 1.5% vs 0.19%....  Come change to ETF... This post has been edited by gark: Mar 8 2013, 01:31 PM |
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SUSPink Spider
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Mar 8 2013, 01:34 PM
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QUOTE(gark @ Mar 8 2013, 01:29 PM) Ya meh.. I see overall losing to MSCI world oh.... YTD beat slightly... 1 year lose, 3 year lose, 5 year lose wor.... but pay 1.5% vs 0.19%.... Come change to ETF... How's the brokerage? Buy thru who? My broker only got FTSE ASEAN and CIMB China ETF  |
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gark
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Mar 8 2013, 01:39 PM
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QUOTE(Pink Spider @ Mar 8 2013, 01:34 PM) How's the brokerage? Buy thru who? My broker only got FTSE ASEAN and CIMB China ETF Can buy through US broker or local broker, but local broker expensive lar.. US broker is USD 9.90/ transaction no matter how much you buy... You buy little little, then expensive lor |
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SUSPink Spider
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Mar 8 2013, 01:41 PM
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QUOTE(gark @ Mar 8 2013, 01:39 PM) Can buy through US broker or local broker, but local broker expensive lar.. US broker is USD 9.90/ transaction no matter how much you buy... You buy little little, then expensive lor I'm only a little ant investor  U see, overall it still beats benchmark marginally, 100 basis points  http://www.fundsupermart.com.my/main/admin...eetMYOSKGEY.pdfOne question about fund vs index... Indices does not take into account dividend incomes, right? If that's the case, investing in ETF that tracks index would win? This post has been edited by Pink Spider: Mar 8 2013, 01:51 PM |
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wongmunkeong
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Mar 8 2013, 02:14 PM
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Barista FIRE
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QUOTE(Pink Spider @ Mar 7 2013, 10:26 PM) CMF lo *think reverse scenario* If u top up RM500 come rain or shine, what about a month when your portfolio kaboom go -RM300? Still top up RM500? Then it's net +RM200 for the month... I'm of the opinion that Value Averaging is superior to Dollar Cost Averaging. With DCA, u might end up deploying your cash even when the market is overheating. With VCA, u top up more when the market crash, top up less (or even stop topping up altogether) when the market rallied hard. Statistically VCA is also superior to DCA in real-market situations Anyhow, hm.. asset allocation doesn't seem to occur to some bros/sis here, rather than purely trying to time the market. VCA to me is semi-compartmentalized Asset Allocation coz when high, dont use much $, thus $ left in $ market / FD / Bond funds, thus "mini asset allocation". Just a thought |
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gark
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Mar 8 2013, 02:20 PM
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QUOTE(Pink Spider @ Mar 8 2013, 01:41 PM) One question about fund vs index... Indices does not take into account dividend incomes, right? If that's the case, investing in ETF that tracks index would win? There are two kind of index, Most international index for example MSCI, FTSE, S&P etc already included dividend the calculation. This is the acceptable international standard. Most MALAYSIAN index which local fund loves to compare against eg. KLCI/KLSE does not include dividend to make it easy to beat.  A good ETF will perform exactly like an Index with very small variance. This post has been edited by gark: Mar 8 2013, 02:22 PM |
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SUSPink Spider
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Mar 8 2013, 02:22 PM
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QUOTE(gark @ Mar 8 2013, 02:20 PM) There are two kind of index, Most international MSCI, FTSE, S&P, MS, index for example already included dividend the calculation. This is acceptable international standard. Most MALAYSIAN index which local fund loves to compare against eg. KLCI/KLSE does not include dividend so it is easy to beat. A good ETF will perform exactly like an Index with very small variance.   Jaguh kampung indeed  wait, any proof of that? |
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gark
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Mar 8 2013, 02:25 PM
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QUOTE(Pink Spider @ Mar 8 2013, 02:22 PM) The Malaysian index with dividend calculation included is FTSE Bursa Malaysia KLCI (FBMKLCI) QUOTE The FTSE Bursa Malaysia Index Series currently comprises the following 12 indicescovering the Main Market,, ACE Market and the companies from the universes of developed, advanced emerging and secondary emerging countries as classified by FTSE in the Asia Pacific region (ex Japan, Australia and New Zealand).
Tradable Indices
FTSE Bursa Malaysia KLCI
FTSE Bursa Malaysia Mid 70 Index
FTSE Bursa Malaysia Top 100 Index
FTSE Bursa Malaysia Hijrah Shariah Index
FTSE Bursa Malaysia Asian Palm Oil Plantation Index - USD
FTSE Bursa Malaysia Asian Palm Oil Plantation Index – MYR
Benchmark Indices
FTSE Bursa Malaysia Small Cap Index
FTSE Bursa Malaysia EMAS Index
FTSE Bursa Malaysia Fledgling Index
FTSE Bursa Malaysia EMAS Shariah Index
FTSE Bursa Malaysia ACE Index
All the indices have a price and total return end of day index calculation. The total return methodology is based on FTSE’s existing methodology. Total Return Indices (TRI) are indices which measure the total return on the under lying constituents, combining both capital performance and reinvested income. This post has been edited by gark: Mar 8 2013, 02:34 PM |
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SUSDavid83
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Mar 8 2013, 11:42 PM
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Anybody loves Indonesia market? Indonesia: Growth To Accelerate In 2013KEY 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=3231This post has been edited by David83: Mar 8 2013, 11:42 PM |
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SUSPink Spider
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Mar 9 2013, 12:14 AM
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U know what? That day at the FSM "Lou Sang" dinner, the CEO of Amanah Mutual Berhad suggested that the better way to invest in foreign markets is to buy single-market funds. She reckoned that this way, u can manage your portfolio better. And she's quite positive on Indonesia. I think she is right in a sense; this way, u can see more clearly which country is performing and which is not, and u can structure your portfolio in a more clear manner. Problem is, as amateur investors ourselves, how do u decide how much % to allocate to the respective countries? Region allocation is already a headache, what more country allocation.   What do u guys think? This post has been edited by Pink Spider: Mar 9 2013, 12:23 AM |
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