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 Fundsupermart.com v3, Manage your own unit trust portfolio

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Kaka23
post May 30 2013, 12:14 PM

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QUOTE(yklooi @ May 30 2013, 01:11 PM)
hmm.gif try topping up S$200 lor...
200X5%=10
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wah.. 5% still alot lei if top up SGD200. Might as well buy from banks, still can see leng lui or yumcha with them... ahhaha
Kaka23
post May 30 2013, 01:06 PM

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QUOTE(TakoC @ May 30 2013, 01:56 PM)
Cause I don't always keep track of my holding. It's easier to just calculate my exposure using invested amount as my basis of calculation. Not like a lot of sifu here. So up-to-date *salute*
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Just use excel to keep track ma, no need everyday update.
Kaka23
post May 30 2013, 09:00 PM

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how is everyones portfolio today? tongue.gif
Kaka23
post May 30 2013, 09:21 PM

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QUOTE(ben3003 @ May 30 2013, 10:00 PM)
today is good biggrin.gif biggrin.gif but tomorrow dunno ><
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mine is also consider good. AmDynamic up 0.29%
Kaka23
post May 31 2013, 07:28 PM

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QUOTE(stanny @ May 31 2013, 07:19 PM)
One my my funds AmAsia Pacific Equity Income has a dividend payout. However, it did not reflect anything on my holdings and it's showing a big negative %. Any idea?
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It takes some time to be reflected in FSM, usually 3-4 weeks.
Kaka23
post May 31 2013, 08:59 PM

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QUOTE(yklooi @ May 31 2013, 08:36 PM)
hmm.gif never seem 1 b4...cos i am new to FSM....
it will be reflected in the
Available Unit,
weighted average cost, and
current value?

so these data would be automatically changed in the "view Holding" page?
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Yes, when FSM update the divide d holdings, you can see it at the holding page. In between the few weeks after actual distribution date an FSM update it, you will see the old units but new after drop nav. So will see it negative or profit drop alot during tat period.
Kaka23
post May 31 2013, 09:00 PM

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Today my portfolio drop alot
Kaka23
post May 31 2013, 09:23 PM

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Ah.. AmApac Reits keep dropping. Those holding Reits shares also experiencing drop recently? Anyone can comment?
Kaka23
post Jun 1 2013, 02:05 AM

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QUOTE(yklooi @ Jun 1 2013, 12:43 AM)
sign0014.gif who is this "seems to know all" neyoyo?
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Why? What happened?
Kaka23
post Jun 1 2013, 08:39 AM

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Any new promotion coming again? Hehe...
Kaka23
post Jun 2 2013, 08:55 PM

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QUOTE(PhakFuhZai @ Jun 2 2013, 09:34 PM)
hmm.. will ask my finance advisor friend who helped me to open the account in iFast

but IMO, not much difference gua.. like Aeon vs Tesco only hmm.gif
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open in iFast will through an advisor or something like a financial company that provide many financial services. FSM is direct to customer..
Kaka23
post Jun 2 2013, 09:35 PM

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QUOTE(Pink Spider @ Jun 2 2013, 10:30 PM)
How about Sales Charges? Similar or slightly higher than FSM? Saw at website they mentioned about "lower SCs"... hmm.gif

With Client Investment Specialists like Eugene and Felix, I'd rather go for FSM thumbup.gif
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Err.. I have no idea on the sales charge lei. Just ikan bilis, cannot engage a financial consultant company to manage my monies. Hehe..
Kaka23
post Jun 3 2013, 07:24 AM

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QUOTE(PhakFuhZai @ Jun 3 2013, 07:30 AM)
wouldn't call it an advantage, but the difference is you have your financial planner to help you keep an eye on the stuff, he will advise you from time to time, his commission ride on the performance of the funds, hence if the funds are losing money then his commission will reduce as well

this is more suitable for those don't have the time to monitor prices all the time, and also to those very new to the world of UT like me icon_rolleyes.gif
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They got help invest or trade in shares as well?
Kaka23
post Jun 3 2013, 04:36 PM

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QUOTE(Pink Spider @ Jun 3 2013, 12:56 PM)
Not worth my trouble, RM250 1 nite at pub already kaboom doh.gif
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Can I join you at the pub... haha
Kaka23
post Jun 3 2013, 04:38 PM

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QUOTE(Pink Spider @ Jun 3 2013, 05:37 PM)
Anytime will go up lori PDRM go on Buletin Utama geh wor, u want? laugh.gif
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Aiyo.. dont go hardcore one la, just for happyhour minum english tea nia ma
Kaka23
post Jun 3 2013, 05:03 PM

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QUOTE(ben3003 @ Jun 3 2013, 05:49 PM)
ah shit, if bond become weak then what should ppl do?
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Rebalance portfolio to be equities heavy.. tongue.gif

Kaka23
post Jun 3 2013, 05:07 PM

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QUOTE(Pink Spider @ Jun 3 2013, 06:04 PM)
interest rate go up

bonds koyak

dividend equities also koyak

only 1 place to go - speculative small-mid caps and/or growth stocks

dare to bet? whistling.gif
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Dont dare bro... if dare also maybe invest RM1K which I think doesnt make sense.. tongue.gif
Kaka23
post Jun 3 2013, 05:12 PM

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QUOTE(jerrymax @ Jun 3 2013, 06:08 PM)
Haha.. my equities dropped badly since end of last month. Bond drop, equities drop. Only cash management up LOL
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Look at it as a different perspective that can give you sometime to topup.. tongue.gif
Kaka23
post Jun 3 2013, 09:21 PM

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QUOTE(PhakFuhZai @ Jun 3 2013, 10:18 PM)
can anyone advise the sales charge of FSM, as well as its annual management fee, if any? notworthy.gif
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Bro.. max sales charge is 2%

Annual management fee depends on funds, you need to look at fund fact sheet
Kaka23
post Jun 3 2013, 09:21 PM

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today portfolio drop lagi..

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