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 Fundsupermart.com v2, Learn about DIY unit trust investing

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SUSPink Spider
post May 25 2013, 12:41 PM

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QUOTE(TakoC @ May 25 2013, 12:31 PM)
Should show more career line smile.gif

kthxbye tongue.gif
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I oredy close to nosebleed icon_question.gif

Aiyo, fund manyzer lar, not GRO manyzer, this is already close to the limit sweat.gif
SUSPink Spider
post May 26 2013, 02:49 PM

Formerly known as Prince_Hamsap
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QUOTE(hafiez @ May 26 2013, 09:27 AM)
U want to hear from the man itself OR from the people who listen a story and tell the story to other people?

I dont know, maybe it just me but i dont find that desperate.
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Just like a car engineer knows a car better than a car salesman, u wanna hear salesman talk or engineer talk? icon_idea.gif
SUSPink Spider
post May 26 2013, 02:50 PM

Formerly known as Prince_Hamsap
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QUOTE(yklooi @ May 26 2013, 02:06 PM)
hmm.gif  WHY? on what basis? on KLCI already up 10%?
pls share. thks
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Unker Looi, that SHEmale is obviously trolling, don't entertain her la sleep.gif
SUSPink Spider
post May 26 2013, 03:11 PM

Formerly known as Prince_Hamsap
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QUOTE(yklooi @ May 26 2013, 03:07 PM)
hmm.gif what do you want? short term profit or adding into yr inv portfolio?

cry.gif  rclxub.gif , geee, just realised that while selecting funds for my portfolio on 40%EQ/60%FI,
i focused too much on performance history, Risk rating, sharpe ratio,....
just realised now my content of my 40%EQ are now 85% in Msia EQ 15% global/Asia Eq.
how to reduce?....M'sia Eq looks just so good..
i got kidsave, HSDiv, HSI, HSBal....all these has good solid past histories....but are mostly invested in M'sia Eq
else, global EM, china and others....i should get more to top up my 1 sided EQ portfolio.... are not performing...
what to do?  icon_question.gif
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Global: Alliance Global Equities, OSK-UOB Global Equity Yield
GEM: Eastspring Investments Global Emerging Markets
Asia ex Japan small caps: Hwang Select Asia (Ex Japan) Quantum

Yes, they will be quite volatile, esp global and GEM. As for Quantum, its the so-called Ponzi fund, gerenti poh-fit punya brows.gif laugh.gif
SUSPink Spider
post May 26 2013, 03:25 PM

Formerly known as Prince_Hamsap
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QUOTE(yklooi @ May 26 2013, 03:16 PM)
thks,
my 10% of EQ are from AGE, HSAQ, HSIfrastrusture.....
was thinking of shifting out from HSBAL to HS China fund (From Hwang Website), add up AGE, HSAQ
but then If i get some out of the HS Bal....then my Bond portion would be lower...
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IMHO don't go lower than 60% bond, you don't wanna make your portfolio too volatile sweat.gif

Don't touch China fund la, AGE already got some China exposure. It's an unpredictable market. doh.gif
SUSPink Spider
post May 27 2013, 05:32 PM

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By "last week", u guys referring to 1 week loss, or loss on Thursday alone?
SUSPink Spider
post May 27 2013, 09:15 PM

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QUOTE(s_kates81 @ May 27 2013, 06:18 PM)
EI Asia Pacific Shariah fund seems to be the worst fund which I bought, bought it since last 4 months, always in red, never saw it in black. I'll monitor it till december and then sell off
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Too short a timeframe for UT evaluation IMHO.
SUSPink Spider
post May 27 2013, 09:22 PM

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Ponzi Quantum dropped 2% on Thursday laugh.gif

Overall my portfolio drop slightly less than 1%
SUSPink Spider
post May 27 2013, 09:24 PM

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Only AmDynamic Bond and OSK-UOB EM Bond is up a bit laugh.gif
SUSPink Spider
post May 27 2013, 09:25 PM

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QUOTE(jutamind @ May 27 2013, 09:21 PM)
that's why i always like to advocate investors to be MY equities funds heavy, especially those newbies. no matter how bad Msian equity market is doing, it will never be too bad for long due to large institutional funds support here.

if you really compare long term performance of MY equities funds (5 or 10 years performance), there's hardly any true regional/global funds that can beat top 10 best performing MY equities funds.
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nod.gif

But for those who already have direct holdings in KLSE stocks, perhaps it's a good hedge to have a globally diversified UT portfolio.
SUSPink Spider
post May 27 2013, 09:39 PM

Formerly known as Prince_Hamsap
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AmAsia Pacific REITs hit badly, good opportunity to top up IMHO
SUSPink Spider
post May 27 2013, 09:47 PM

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QUOTE(TakoC @ May 27 2013, 09:45 PM)
All the sifu here really keep track UT movement everyday. This thread is like my UT Bloomberg smile.gif
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I update every day, but corrective action/rebalancing at most also once a month. Every day rebalance, siao meh? laugh.gif
SUSPink Spider
post May 27 2013, 10:21 PM

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My holdings in AmAsia Pac REITs, started about 9 months ago, IRR 20%++. 23rd drop makes it become 7%. Imagine laugh.gif
SUSPink Spider
post May 28 2013, 12:23 AM

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Aiks, >2,500 posts liao

New thread:
https://forum.lowyat.net/index.php?showtopic=2827378

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