Bought in PGS. Now I'm 80/20 exposed

People that read my post would know which is the 80%

This post has been edited by TakoC: May 14 2013, 09:12 PM

I'll update you next Monday. So busy with work I haven't got the time to track it for awhile now.

Btw anyone of you realize that unit price are not updated that often now? It used to be -2 days difference top. But lately it can go up to 3-4 days. And I'm talking about FSM and unitprice website.

Yeap. Hwang exactly. I know you get your unit prove from FSM. I'm using invest.com.my

Yup. My Asia Quantum value is hitting new high everyday too. The last time I checked simple return calculations was close to 15% or more (if my memories serve me correctly)

Next Monday lar

I won't be topping up MY fund. Now for accumulating on global fund (my portfolio now Asia ex Japan focused high)

Pink is a big shark also. Rebalance one when the other one rose and cause his portfolio to be 'out-of-balance'

So if one side rose +10% he will have to top up another side 10% correct me if I'm wrong. Just doing a quick catch up on the past few pages

This post has been edited by TakoC: May 15 2013, 09:23 PM

I'm also like Pink. Ada lesen want

But we have different approach of investing. We would all say there is no right or wrong. Like ''someone'' said (forgotten who), as long as you get to cover your SC or exit fee, it just depends on how much you want your ROI to be to sell

When 10% gain on one side, he will Dr 10% *the other side*, Cr bank

Still sound a bit crazy if you ask me. If let's say- 10% is RM5,000, you have to top up RM5,000.

Big shark

You're up early Kaka

Roughly took a look at the latest NAV price. Looking good, except for PGS. Bought in the price which dropped the next day. Luckily got other fund to cover.

Kaka, as promised will update my excel tomorrow of course must exclude my PGS out of this. Sigh.

No problem. This is probably my only free time of the year. Gotta update all my top up holdings in my work sheet.

Pink, I wonder why you still hold on to PGS. Even without it, I believe it doesn't have any significant impact to your portfolio in terms of geographical exposure. Yes/no?

I was actually deciding whether to top up on Select Asia Quantum or to invest in a new fund. Both have exposure in Singapore, HK etc. But SAQ is on the high side now. Hence my investment in PGS.

My next investment would be in REITS. But price is on the high side as well. Low dividend yeild. Not attractive.

White shark spotted. Must invest when got money. Doesn't matter how's the market

Left my excel worksheet in my thumb drive which I forgotten to bring to work. Can't update. Urgh!

Sometimes loan people cannot even get back.

Goodness. Bought in PGS, and it falls two days consecutively. Damn Pacific! Luckily I have other funds to back me up. But still...

Select Asia Quantum dropped as well.

This post has been edited by TakoC: May 20 2013, 04:32 PM

Buying in OSK-UOB KidSave today. Was hesitating if I should include a balance fund into my portfolio. But looking at PGS, I'm buying in KidSave solely to hedge against PGS 'future' loss (if any).

We have the same thinking. Using a fund to hedge against the other

Please, bro.. I'm just a tadpole in a big pond. Those big sharks are Pink, wongseafood, Kaka, David etc. They have silver membership

It will be a matter of time before I dump PGS. As long as it hits minimum 4% - 5% in any point of the year, I will sell it.

On a side note, received FSM transfer form. Finally able to pool all my unit trusts under the same platform

This post has been edited by TakoC: May 20 2013, 10:01 PM

Kaka, how much returns from Select Asia Quantum on your side? Traditional return calculations - for me 19% to date.

This post has been edited by TakoC: May 20 2013, 10:04 PM