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 Fundsupermart.com v2, Learn about DIY unit trust investing

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wwl86
post Mar 26 2013, 07:18 PM

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QUOTE(Pink Spider @ Mar 25 2013, 11:15 PM)
Ok, another FAQ then icon_rolleyes.gif
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Good to have FAQs in post #1. thumbup.gif
Useful information and education for everyone.
I just read all your updated posts. Didn't realise they were just updated yesterday.

This post has been edited by wwl86: Mar 26 2013, 07:20 PM
wwl86
post Mar 26 2013, 07:29 PM

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Taiwan and China market getting more attractive?

Idea Of The Week: Do Not Underestimate The Taiwanese Market [22 Mar 2013]
LINK


Consider These Greater China Funds While Waiting For The Turnaround
LINK

This post has been edited by wwl86: Mar 27 2013, 09:34 PM
wwl86
post Mar 27 2013, 09:38 PM

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QUOTE(Pink Spider @ Mar 26 2013, 08:38 PM)
Prudential Insurance Advisor
Masters in Business Admin. (Finance)
Affiliate Registered Financial Planner


shocking.gif

Tunjuk ajar ku, sifu notworthy.gif
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no sifu here. don't brought away by the title, little potato here with bunch of theories. minimal on practical

practical action always speak louder than words. many other sifus in the forum can give better guides..

This post has been edited by wwl86: Mar 27 2013, 09:49 PM
wwl86
post Mar 31 2013, 07:19 PM

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QUOTE(kangwoo @ Mar 31 2013, 06:47 PM)
1k per fund ok? thought at least 5k per fund to see the profit
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As @pinkspider mentioned, have a mix of fund sometimes is better than 5k in just one fund
Who know that particular give low profit while others are giving comparatively better returns.
And due to limited resources ($$), we just opted for one fund. Opportunity cost...

This post has been edited by wwl86: Apr 1 2013, 11:19 PM
wwl86
post Apr 1 2013, 11:14 PM

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QUOTE(Kaka23 @ Apr 1 2013, 09:24 PM)
Common guys.. share your Q1 IRR as well ma!!?
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alamak, like @vincent_ng86 just wanna start engine. you already counting your fruits.. sad.gif


QUOTE(Kaka23 @ Apr 1 2013, 09:27 PM)
okok... you can share during Q2
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Any good ones recommended to start with?
Hwang AQ? brows.gif

This post has been edited by wwl86: Apr 1 2013, 11:21 PM
wwl86
post Apr 4 2013, 06:40 PM

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Latest research article: China's New Strategic Roadmap

KEY POINTS:

- The official growth target for 2013 has been maintained at 7.5% and slower long-term growth rates should be expected
- Controlling inflation and property market risks has become a larger priority for the central bank and the government has called for “prudent monetary policy”
- Emphasis has now been placed on implementing “proactive fiscal policy”, which will have positive longer-term benefits for the nation and counter less assistance coming from the central bank
- With improvements in external conditions, support from fiscal policy and attractive valuations, our outlook on the Chinese equity markets remain positive

Latest research article: Changes To Star Ratings 1Q 13: Lowering Ratings On Australia And Singapore

Latest research article: Why Investors Shouldn’t Worry About US Stocks At All-Time Highs

KEY POINTS:

- After a 10% gain in 1Q 13 (in USD terms), the S&P 500 closed the quarter at a new all-time-high
- While some may feel that the current price level of the S&P 500 suggests that it is time to cash out, we prefer to make the distinction between “price” and “value”
- Firstly, a comparison of the US market of 2007 and 2013 shows the disparity in “value”; US equities are more attractive now than in 2007 on various measures
- Moreover, investors should remember than earnings growth is a critical component of stock market returns, alongside dividend yield and PE re-valuation; over the past 66 years, S&P 500 earnings have risen 7.2% p.a., fairly close to the 7.1% gain for the S&P 500 (excluding dividends)
- It is more important to focus on the trend of earnings rather than price levels; it is on the basis of earnings growth that stock markets can make new highs and not be constrained by the highest index level achieved previously
- The recent rapid ascent of the US market also goes to show that stock markets can move quickly when investors least expect it
- Timing the market is a difficult art and we prefer to advocate a valuation-driven approach; our approach has incurred the wrath of investors in the past especially when markets have been turbulent, although our upgrade of the market in late-2011 (although unpopular at the time) has since been vindicated, as has been our upgrade of the US market in late 2008
- Economic indicators we track point to better growth ahead for the US economy, spurred by an improving housing market alongside better job market conditions
- We believe that a combination of economic tailwinds and attractive valuations will spur the market to further gains, with a forecasted return of nearly 13% annualised (including dividends) for the market by end-2015; we maintain a 3.5 star “attractive” rating on the market




This post has been edited by wwl86: Apr 4 2013, 06:45 PM
wwl86
post Apr 6 2013, 12:09 AM

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QUOTE(howszat @ Apr 5 2013, 11:29 PM)
I'm reducing my weighting on China-related funds, as I'm tending to the idea that China economic performance does not translate well to shareholder profits.
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FSM keep promoting Greater China, GEM and Asia ex-Japan. You shifting attention to the other 2?

QUOTE(Pink Spider @ Apr 5 2013, 08:57 PM)
Me too, only Hwang AQ and AmDynamic keeping the ship from sinking biggrin.gif
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2 remarkable funds. Any other potential ones you're eyeing next? brows.gif

This post has been edited by wwl86: Apr 6 2013, 12:12 AM
wwl86
post Apr 7 2013, 05:39 PM

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QUOTE(Pink Spider @ Apr 6 2013, 12:13 AM)
Hmm similar to my view, China markets may be trading at attractively low valuations, but we have this thing about stock markets, it is rarely rational. It might take forever for the market to take valuations back to "fair" level. I'm bullish on Global Emerging Markets as a whole, not just BRIC. 30% of my equity allocation goes to Eastspring Investments Global Emerging Markets. smile.gif
One thing I learnt about UT investing is not to keep chasing leaders. What did well in the past may not necessarily continue to do so in the future. Balance, my friend, balance. icon_rolleyes.gif

Nah, in case u missed this:
user posted image

Note: Hwang Global Financial Institutions is a fund I bought long time ago, the fund is going to mature and liquidate this year
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QUOTE(gark @ Apr 6 2013, 11:04 PM)
Even 50 % bond is too high for young chap like you. At young age can take some risk mah, somore you have time on your side.

Btw, i am not pakcik lah, not that old yet. tongue.gif
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QUOTE(Pink Spider @ Apr 6 2013, 11:15 PM)
Gonna go 55/45 soon blush.gif
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Hi Pinky, Nice & informative chart.
Bond about 50%. This allocation based on your personal risk profile guide?
Like Gark's comment, probably you can also revise bond allocation lower.
55/45, 60/40, 65/35 and so on. Good move as you know your risk profile better and where you're heading. thumbup.gif

This post has been edited by wwl86: Apr 7 2013, 05:40 PM
wwl86
post Apr 16 2013, 03:54 PM

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QUOTE(Pink Spider @ Apr 16 2013, 02:29 PM)
Feudal kings: "This rock oops I mean metal is called GOLD, and its very valuable, thou shalt obey he who carries it!!!" sleep.gif

Serfs notworthy.gif  notworthy.gif  notworthy.gif

Seriously, its an overvalued piece of yellowish bulk to me
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ya, moreover most "yellowish" or "silverish" investment are paper traded.
What really justifies it's rise or drop. To know more about gold and silver investment, i bought Ian Tai's book.
Both of the books brought the similar message. Buy Real Gold / Silver, reason because they are just depleting in quantity.
So, how about those which are paper-traded? hmm.gif
Does the price drop signals cheap? Does the price hike signals expensive?
Without know much, better still focus on things I know better..


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