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Fundsupermart.com v3, Manage your own unit trust portfolio
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TakoC
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 Jul 22 2013, 12:06 AM
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QUOTE(aoisky @ Jul 21 2013, 11:48 PM) How about maintaining PGSF as it is now waiting for the trouble pass while top up occasionally to VCA, and get some AGEF to combo your Global Equity Fund? You can ask those sifu like gark, Pink, wongsifu etc etc. they'll be able to give you a more rounded answer  But like what Pink said, PGSF is adopting 'value picking' approach. They moved big portion of their funds to Asia market because they see potential in it. With the recent correction in Asia, it is deemed quite attractive as it is. |
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SUSPink Spider
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Jul 22 2013, 12:08 AM
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QUOTE(TakoC @ Jul 22 2013, 12:02 AM) Oaisky says got June fund sheet. I couldn't check this afternoon, FSM was having their maintenance. Maybe tomorrow I'll check it out. I'm just gonna leave mine there. Without this I'm completely empty on US exposure  Even PM website also no June fact sheet yet. aoisky where got say so?  |
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SUSPink Spider
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Jul 22 2013, 12:10 AM
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QUOTE(TakoC @ Jul 22 2013, 12:06 AM) You can ask those sifu like gark, Pink, wongsifu etc etc. they'll be able to give you a more rounded answer But like what Pink said, PGSF is adopting 'value picking' approach. They moved big portion of their funds to Asia market because they see potential in it. With the recent correction in Asia, it is deemed quite attractive as it is. A good example would be its holding in APM, a stock that I also hold personally. Yes sales growth in past 2 years were stagnant, but IMHO automotive sector is one quite resilient sector in Malaysia, and APM has quite a market leadership position in car suspension and radiator business. Dividend yield decent too, what not to like? This is one "value stock". Just my 1 sen, I say this at stock discussion thread sure kena flame kao kao wan  This post has been edited by Pink Spider: Jul 22 2013, 12:11 AM |
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aoisky
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Jul 22 2013, 12:13 AM
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QUOTE(yklooi @ Jul 20 2013, 05:29 PM) june fact sheet. AGEF has US is 11.6% allocation PGSF has US 16.7% allocation QUOTE(Pink Spider @ Jul 22 2013, 12:08 AM) Even PM website also no June fact sheet yet. aoisky where got say so? Salah paham ni... c looi yg cakap bukan saya This post has been edited by aoisky: Jul 22 2013, 12:13 AM |
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aoisky
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Jul 22 2013, 12:17 AM
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QUOTE(Pink Spider @ Jul 22 2013, 12:10 AM) A good example would be its holding in APM, a stock that I also hold personally. Yes sales growth in past 2 years were stagnant, but IMHO automotive sector is one quite resilient sector in Malaysia, and APM has quite a market leadership position in car suspension and radiator business. Dividend yield decent too, what not to like? This is one "value stock". Just my 1 sen, I say this at stock discussion thread sure kena flame kao kao wan  u got your point too.. TakoC so not need to off load just yet... stay put perhaps is shopping time, best yet to come. I was thinkin to purchase PGSF at the moment hmmm AGEF pun eloklah  This post has been edited by aoisky: Jul 22 2013, 12:18 AM |
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SUSPink Spider
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Jul 22 2013, 12:18 AM
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The 16.7% in US was extracted from latest PGSF financial statements, which was for 6-months period ended March 2013.
This post has been edited by Pink Spider: Jul 22 2013, 12:23 AM
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SUSyklooi
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Jul 22 2013, 12:20 AM
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QUOTE(aoisky @ Jul 22 2013, 12:13 AM) Salah paham ni... c looi yg cakap bukan saya agef USA 11.6% http://www.fundsupermart.com.my/main/admin...eetMYALGLEF.pdfPSGF USA 16.7% page 3 top section http://www.fundsupermart.com.my/main/admin...rtsMYPMFGSF.pdf |
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SUSPink Spider
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Jul 22 2013, 12:21 AM
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QUOTE(aoisky @ Jul 22 2013, 12:17 AM) u got your point too.. TakoC so not need to off load just yet... stay put perhaps is shopping time, best yet to come. I was thinkin to purchase PGSF at the moment hmmm AGEF pun eloklah With AGEF u can know for certain that u have 36% exposure in developed markets, 12% US + 12% Japan + 12% UK/Germany/France, they cannot run away from that, its country allocation is quite rigid. And US exposure is achieved thru an S&P 500 ETF (u can refer to Fullerton GE (the Target Fund) annual report to see this). |
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SUSPink Spider
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Jul 22 2013, 12:22 AM
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QUOTE(yklooi @ Jul 22 2013, 12:20 AM) Unker, see my previous post...  ...before I smack your backside for giving wrong info  |
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SUSyklooi
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Jul 22 2013, 12:29 AM
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QUOTE(Pink Spider @ Jul 22 2013, 12:22 AM) Unker, see my previous post... ...before I smack your backside for giving wrong info geee, pls advise where/what wrong? is it bcos of info was from "latest" March 2013? This post has been edited by yklooi: Jul 22 2013, 12:46 AM |
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SUSPink Spider
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Jul 22 2013, 09:28 AM
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QUOTE(yklooi @ Jul 22 2013, 12:29 AM) geee, pls advise where/what wrong? is it bcos of info was from "latest" March 2013? QUOTE(yklooi @ Jul 20 2013, 05:29 PM) june fact sheet.AGEF has US is 11.6% allocation PGSF has US 16.7% allocation  This post has been edited by Pink Spider: Jul 22 2013, 09:28 AM |
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ben3003
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Jul 22 2013, 09:40 AM
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KLCI keep rising.. going for 2k? lol..
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ben3003
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Jul 22 2013, 10:00 AM
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QUOTE(RO Player @ Jul 22 2013, 09:43 AM)  mine UT..>> 15% up...not even 1 year.. plan to buy RM100k of UT ...SC <3%.. so nice.. wat is ur portfolio looks like? |
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blizice
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Jul 22 2013, 10:08 AM
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Getting Started
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QUOTE(ben3003 @ Jul 22 2013, 09:40 AM) KLCI keep rising.. going for 2k? lol.. Prison Broked .. Asia on the rise .. Buying signal? |
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mois
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Jul 22 2013, 10:11 AM
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QUOTE(RO Player @ Jul 22 2013, 09:43 AM) mine UT..>> 15% up...not even 1 year.. plan to buy RM100k of UT ...SC <3%.. Overall up 15%? wa  . Mine got 1 fund up 20%. But if overall, around 10-11%. 100k UT? You better keep that as cash and wait for other opportunity. Such as lands  This post has been edited by mois: Jul 22 2013, 10:19 AM |
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kimyee73
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Jul 22 2013, 10:26 AM
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QUOTE(David83 @ Jul 20 2013, 03:16 PM) Today's seminar conclusion: 1. OSK-UOB speakers is bullish on small cap either in locally or Asia Ex Japan. 2. Hwang DBS speaker is still bullish on Asia Ex Japan and promoted their two star Asia Ex Japan funds. 3. Eastspring speaker talks about China but no impressive outlook or strategy from them. 4. FSM speaker emphasize on developed market. No mention of the AmInvest guy? I thought he gave a good overview of what affect bond price and skip most of his foils. Most outlook are bullish but if you follow sites in US, many cautions about too much liquidity being put into US market without much traditional support from company earning and growth. Side effect may be collapse in USD and stock market if it burst. Be prepared with plan B in case this happen later this year. |
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mois
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Jul 22 2013, 10:36 AM
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I think the issue with china is that, investors lost confidence on their corporate governance. Look at the GDP, it is always 7% and above. By right, chinese stocks should be shooting up more than the rest of the asia markets. But instead, it went down even more.
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kimyee73
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Jul 22 2013, 10:36 AM
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QUOTE(Pink Spider @ Jul 20 2013, 05:31 PM) My wild uneducated guess - Bond no longer works as a "portfolio stabiliser" in this low-interest rate environment where the market keep guessing when will US raise (or should I say, NORMALISE?) rates. US equities were a good hedge against Asia ex-Japan and GEM in the recent times. To be exact, 12% US + 12% Europe (UK + France + Germany) + 12% Japan = 36% They must be including RHB-GS US Equity to boost US exposure. STILL thinking whether to switch from PGSF to AGEF, PGSF seems to have found a (relatively) stable footing lately. I talked to their analyst on why PGSF is in their recommended list and yet they are moving it out from their recommended portfolios. According to him PGSF moved out from US market to Asia market too early and missed the long rally hence reflected in their lackluster return. Due to this, FSM portfolio is underweight in US market and overweight in Asia market hence they need to rebalance their portfolio by removing PGSF and add RHB-GS US Equity etc. |
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kimyee73
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Jul 22 2013, 10:40 AM
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QUOTE(yklooi @ Jul 20 2013, 10:55 PM) geeee, jus wan to know how she look? heard from David, that the FSM MC was really pretty.lor  Different people have different taste. For me she is nice looking but a bit short and flat. |
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kimyee73
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Jul 22 2013, 10:53 AM
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QUOTE(TakoC @ Jul 21 2013, 11:35 PM) I'm a bit bias. I would choose AGEF. AGEF is something I would hold for long term. Cause before this PGSF fund sheet do not disclose their geographical invested area. But June it does. The reason I'm holding a bit longer is because I want their US exposure. I can always switch to AGEF since now have the 1% SC promo period, but my PGSF is still in a loss position of ~3%. Because of that, I'm placing new capital into HSAO and HSAQ. So it will now deviate from my initial plan of switching PGSF funds into HSAO and HSAQ. No idea when I will buy in AGEF, but when I do I will not be holding PGSF anymore I was having 3% in PGSF and 9% in AGEF. Now all 12% in AGEF. Good riddance, less 1 fund to look after. |
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