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 Fundsupermart.com v2, Learn about DIY unit trust investing

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wayne84
post Mar 2 2013, 08:45 PM

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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. 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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Quality company in decent dividend yield...can be define such as...
Finance/banking: Maybank/ Public bank
Oil & Gas: Petronas, Petrol chem
Telco: Digi, Telekom and Maxis
Consumer: Nestle & Dutch Lady
Alchohol: GAB & Clasberg
Tobacco: BAT
Utility: TNB
Gambilng: Genting & B.toto..

What else ? Need some advise as in cash rich position to buy in some good in when GE discount..
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wayne84
post Mar 2 2013, 10:24 PM

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QUOTE(Pink Spider @ Mar 2 2013, 09:03 PM)
Share with u guys what I bought this week...

Hup Seng (maker of Ping Pong cream crackers) yielding 7%+
APM (maker of car suspension parts) yielding 4%+ with some growth prospects, on fire sale this week

Both are rather "mid-tier" stocks that many would overlook. Next I'm going for some big names like Dutch Lady, BAT and GAB/Carlsberg, but not at current valuations. Aiming for a 5-counter stock portfolio to start with, and gonna monitor from there see my UT portfolio perform better or my mini stock portfolio perform better over a 3-year timeframe. For the time being it's gonna be 25% stocks 75% UT.
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Nice nice..I saw current Kenanga growth, Eastpring Income, AMB Dividen trust, OSK Kid save, Hwang balance..those UT holding Banking (Maybank/HLG/PBB), Reit (Axis/IGB)/KLCCP + Maxis/Digi/Telekom + TNB...going to build up portfolio in this way...see it work or not hahaha
wayne84
post Mar 4 2013, 03:22 PM

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Can i be your dad? Pinky?wakaka..
wayne84
post Mar 7 2013, 04:52 PM

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Hi Pink or any sifu here....I am going to buy some MY base equity fund..current sorted 4 of them...i wan to choose 2 out of 4, can anyone give ma an advise?

1)Kenanga Growth
2)AMB Dividend Trust
3)Eastspring Equity Income

&

4)OSK UOB kidsave trust
wayne84
post Mar 7 2013, 05:27 PM

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QUOTE(Pink Spider @ Mar 7 2013, 05:08 PM)
Everyone seems to have forgotten about GE, the market had risen broadly recently, especially those dividend counters like breweries, tobacco and consumer products sweat.gif

Even my Ping Pong crackers counter also rose 5% in a week sweat.gif
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Nope..i m planning after April..or after GE then only go in. Any idea on this 4 fund?
wayne84
post Mar 7 2013, 05:28 PM

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QUOTE(Nine9 @ Mar 7 2013, 04:57 PM)
I tot everyone were avoiding malaysia equity d as the GE is near
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I knew..now into a cash rich situation. And not feeling like wan to buy in any stock after GE yet..that why sourcing for MY fund to buy after april.

wayne84
post Mar 7 2013, 09:52 PM

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Actually...US market now also quite scary when hitting all time high....we can not time the market folks....jus follow the flow and keep amour....need to turn down the monthly top up into GEM + world + China/asia fund as well.....have no direction wher market heading now...except japan
wayne84
post Mar 7 2013, 10:27 PM

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Yeap...now under observing VCA method. I already stop d DCA unless US going stable
wayne84
post Mar 13 2013, 09:01 PM

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I plan to buy OSK china big cap fund & a little bit of Hwang AQF...is it the right timing to go into it since Hang Seng Index and shang hai index drop quite alot...
wayne84
post Mar 25 2013, 09:28 PM

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QUOTE(Pink Spider @ Mar 25 2013, 08:25 PM)
Just updated my portfolio worksheet with the distribution. My holdings of OUEMBF actually took quite a bad hit during the past 1 month doh.gif
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Emerging market dun know do what....seriesly drop and bad performance...bond / equity also cham.. doh.gif doh.gif
wayne84
post Mar 26 2013, 11:59 AM

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QUOTE(Pink Spider @ Mar 25 2013, 09:38 PM)
Yeah, my GEM equity even worse, from IRR of 6-7%, dropped to 2%+ in a matter of a week shocking.gif

Made some observation during the recent drop, Hwang Select Bond Fund is really a very good bond fund to include inside a portfolio; when (almost) all funds drop, it gains. Which means that it is negatively correlated to to equity performance. Whereas OSK-UOB Emerging Markets Bond Fund though performed commendably, it does not really serve the function of a bond fund in a well-balanced portfolio well, which is to even out the impact of market fluctuations on a portfolio.
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Yeap.. Hwang Select Bond and OSK Income fund keep on going up while EM up down up down there.
wayne84
post Mar 28 2013, 09:40 AM

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Just chat with Eugene yesterday..Hwang Select Income Fund will be coming in FSM soon..but dun know when..lolx
wayne84
post Mar 28 2013, 02:31 PM

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QUOTE(kangwoo @ Mar 28 2013, 12:18 PM)
no need to sorry...tq for sharing the info
just the bank ppl in the bank doh.gif  claimed if fsm, goes burst the investor will lose all money. but since many ppl using fsm and lower sales rates, fsm is better choice for small fish like me
maybe fsm can get some PM funds. other fund house has no agency? like rhb, cimb?
hwang aiiman too static vmad.gif
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Hwans Selct Income thumbup.gif
wayne84
post Mar 28 2013, 09:03 PM

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Being hacked ?
wayne84
post Mar 28 2013, 09:11 PM

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QUOTE(Pink Spider @ Mar 28 2013, 09:07 PM)
Hacked by PM agents? laugh.gif
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hmm.gif hmm.gif hmm.gif
wayne84
post Apr 15 2013, 09:53 AM

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Hi guys good morning. I looking for suggestion that to buy in some Msia Equity fund after GE 13. Currently looking for Kenanga Growth, Hwang Select Opportunity, AMB Dividen trust & OSK emerging opportunity Unit Trust... wan to ask that isit better go buy a pure 100% msia or those like AMB & Hwang that have 70% msia & 30% asia exposure fund? hope can get an idea.
wayne84
post Apr 15 2013, 04:36 PM

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QUOTE(Pink Spider @ Apr 15 2013, 10:49 AM)
(1) big sharks goreng-ing up the market, make ikan bilis like u and me tempted into the market. Then they will cash out brows.gif
(2) Japan printing money, US printing money, foreign money finding yield in GEM region wihtin which Malaysia is considered quite stable
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Yeap...I believe in Msia. But why I need to buy after GE is bcos I wan to wait till the fund are less volatile and I believe after GE will be a "better" timing. I have a longer time frame of more than 5 years and own Hwang Asia Quantum already..so far the best performance above all my equity fund. My only concern and reason y I compare between pure msia equity with 70/30 equity is bcos of upside potential I can get. And in my portfolio lack of msia small cap segment. But I guess I will go for AMB div trust + Hwang select opportunity + OSK emerging trust with 10% of my total investment after GE.
wayne84
post Apr 15 2013, 04:39 PM

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QUOTE(Pink Spider @ Apr 15 2013, 03:38 PM)
Btw, for investors of Pacific Global Stars Fund:

http://www.fundsupermart.com.my/main/artic...126/MY/PGSF.pdf
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No wonder PGS drop like hell...if PSG overweight china means...I super duper overweight china d...HAQ + OSK UOB Big Cap + Hwang asia select Opp fund... cry.gif cry.gif cry.gif
wayne84
post Apr 15 2013, 05:29 PM

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QUOTE(Pink Spider @ Apr 15 2013, 04:47 PM)
Even in last Fund Report on Sep-12 they already disclosed, <20% in US+Europe, balance 80%+ in HK/China and Singapore with a bit in Autralia.

U got significant holdings of PGSF? hmm.gif
Mine at about 6% of my portfolio
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PGS 8% for total portfolio..I still have 10% in OSK UOB Global Equity Yield fund...
wayne84
post Apr 15 2013, 05:43 PM

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QUOTE(Pink Spider @ Apr 15 2013, 05:31 PM)
That's why I chose to have bigger % for OUGEY...

PGSF 11%
OUGEY 22%
Total: 33% (equity portion only)

But my equity exposure to US + developed Europe + Japan still less than 25%, cos PGSF is overweight HK/China
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It's time to look into CIMB Global Titan d... hmm.gif hmm.gif hmm.gif
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