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 Fundsupermart.com v2, Learn about DIY unit trust investing

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ctrl_alt_del
post Mar 1 2013, 08:17 PM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


QUOTE(Pink Spider @ Mar 1 2013, 01:35 PM)
"Missed" in what sense?

Fund Name | 1 MONTH Rank
Hwang Asia Quantum Fund  1
CIMB-Principal Asia Pacific Dynamic Income Fund  2
OSK-UOB Big Cap China Enterprise Fund  3
Kenanga Growth Fund  4
AmAsia Pacific REITs  5

Investors are warming up to FSM's recommendation to go overweight Asia Ex-Japan, those days it's Kenanga Growth Fund at No. 1 all the time biggrin.gif
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Hey, apdif still hot selling till now...thinking of selling instead... tongue.gif Purchased during initial launching.
ctrl_alt_del
post Mar 1 2013, 09:27 PM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


QUOTE(David83 @ Mar 1 2013, 09:16 PM)
What is your ROI and XIRR?
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ROI 28.5% (bought at cimb branch from my RM so initial svc charge a bit expensive yeah, didn't average up / down much after that)
Still going strong I believe, its just that I would prefer to concentrate on local banking only.
ctrl_alt_del
post Mar 2 2013, 12:06 AM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


QUOTE(Kaka23 @ Mar 1 2013, 11:58 PM)
U invest in UT through bank all? Nothing by FSM?
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FSM only GEM bond. Not planning to buy any equity funds - would prefer to buy stock instead, not blaming the performance, but just consider a few limitations that fund managers might face when handling huge fund. So I'm getting rid of equity funds that i bought previously.

This post has been edited by ctrl_alt_del: Mar 2 2013, 12:07 AM
ctrl_alt_del
post Mar 2 2013, 05:21 PM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


QUOTE(Pink Spider @ Mar 2 2013, 12:45 AM)
Can share why u feel so?

Local equities we can buy ourselves easily, but how about foreign equities? It's quite difficult for retail investors to have a well-diversified portfolio of global equities.
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One example would be during downturn, when when too many ppl cash out equities UT, fund manager would have no choice but to sell fundamentally good stock to keep the cash sufficient, which might not be what we want as an investor.
My long term counter (PBBANK) cagr was ~ 24% the last time I keep track, 2001 - 2010 ( no longer keep track these days...just buy & keep whenever extra fund avail). Also holding small portion of MAYBANK, CAGR exceed 20% the last time I checked.


ctrl_alt_del
post Mar 2 2013, 06:18 PM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


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. hmm.gif

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?
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I'd stay invested as long as the company is resilient, its growing, its making profit. BTW dividend is not my first priority, its just one of the factors to be considered when choosing stocks.

ctrl_alt_del
post Mar 2 2013, 07:36 PM

On my way
****
Senior Member
607 posts

Joined: Jan 2005


QUOTE(Pink Spider @ Mar 2 2013, 06:22 PM)
bro, u still haven't answered my question doh.gif

So, u are comfortable having your equity investments only in Malaysian stocks?
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Answer is yes, banks in malaysia are too big to fail. Ppl would lose jobs first before banks fail.

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