Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
126 Pages « < 108 109 110 111 112 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v3, Manage your own unit trust portfolio

views
     
SUSPink Spider
post Jul 22 2013, 10:57 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
Pacific Mutual must cry.gif reading all the comments here laugh.gif
SUSPink Spider
post Jul 22 2013, 11:05 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(kimyee73 @ Jul 22 2013, 10:36 AM)
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.
*
They could have just switch to CIMB-Principal Global Titans, why take a US-only fund? They got no confidence in Global Titans? hmm.gif
SUSyklooi
post Jul 22 2013, 11:10 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013
was reading and thinking about the % of countries allocation of fund.
example, agef has 12% in US
if a portfolio of 30 k consisted let say 6 funds of 5k each
(agef is the only fund in the portfolio that has exposure to US)
agef is 5k with 12% in US ...abt RM 600 in US
overall the portfolio of 30k has 2% in US
is this sufficient in a portfolio?
US is just an example...can apply to others too.
kimyee73
post Jul 22 2013, 11:17 AM

Regular
******
Senior Member
1,007 posts

Joined: Oct 2006
From: island up north
QUOTE(Pink Spider @ Jul 22 2013, 11:05 AM)
They could have just switch to CIMB-Principal Global Titans, why take a US-only fund? They got no confidence in Global Titans? hmm.gif
*
CIMB Global Titans already 15% of their portfolio with 43% into US equity. Not good to increase it further just because you want to heavy in US equity, hence RHB-GS USEF will boost it up to 20%. I'm referring to their Moderately Aggressive portfolio.
SUSDavid83
post Jul 22 2013, 01:31 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Sold off my Public South East Asia Select Fund.

Bought Hwang Select Asia (ex Japan) Quantum Fund.
SUSPink Spider
post Jul 22 2013, 01:53 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(yklooi @ Jul 22 2013, 11:10 AM)
was reading and thinking about the % of countries allocation of fund.
example, agef has 12% in US
if a portfolio of 30 k consisted let say 6 funds of 5k each
(agef is the only fund in the portfolio that has exposure to US)
agef is 5k with 12% in US ...abt RM 600 in US
overall the portfolio of 30k has 2% in US
is this sufficient in a portfolio?
US is just an example...can apply to others too.
*
QUOTE(kimyee73 @ Jul 22 2013, 11:17 AM)
CIMB Global Titans already 15% of their portfolio with 43% into US equity. Not good to increase it further just because you want to heavy in US equity, hence RHB-GS USEF will boost it up to 20%. I'm referring to their Moderately Aggressive portfolio.
*
That's why I put heavy allocation (24%) on OSK-UOB GEYF which has about half in US, my total equity exposure on US is just about 13%.

This post has been edited by Pink Spider: Jul 22 2013, 01:54 PM
SUSDavid83
post Jul 22 2013, 02:12 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
How about RHB-GS US Equity fund?
SUSyklooi
post Jul 22 2013, 02:22 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013
QUOTE(David83 @ Jul 22 2013, 02:12 PM)
How about RHB-GS US Equity fund?
*
annual expense ratio 2.26% (as of June 30, 2012)
what is that? any major concerns? hmm.gif

against "EXAMPLE" OSK UOB global Capital fund
annual expense ratio of 0.44% (as of June 30, 2012)

This post has been edited by yklooi: Jul 22 2013, 02:26 PM
SUSPink Spider
post Jul 22 2013, 02:32 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
When u compare AER, u need to read the funds' Annual Report to see how they calculate it, see whether Target Fund fees are included in Profit/Loss or in expenses. Otherwise u are not comparing apple to apple.

This post has been edited by Pink Spider: Jul 22 2013, 02:48 PM
techie.opinion
post Jul 22 2013, 08:53 PM

On my way
****
Senior Member
661 posts

Joined: Feb 2007
QUOTE(David83 @ Jul 22 2013, 01:31 PM)
Sold off my Public South East Asia Select Fund.

Bought Hwang Select Asia (ex Japan) Quantum Fund.
*
Bought HSAQ today.... Is it reasonable and feasible to maintain monthly top-up for this fund? sweat.gif
SUSMNet
post Jul 22 2013, 09:04 PM

10k Club
********
All Stars
11,954 posts

Joined: May 2007
Now too unstable, better wait before topup
aoisky
post Jul 22 2013, 09:17 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(kimyee73 @ Jul 22 2013, 10:53 AM)
I was having 3% in PGSF and 9% in AGEF. Now all 12% in AGEF. Good riddance, less 1 fund to look after.
*
Thanks for sharing. Look like PGSF is just another flop. I go for AGEF
aoisky
post Jul 22 2013, 09:20 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(David83 @ Jul 22 2013, 01:31 PM)
Sold off my Public South East Asia Select Fund.

Bought Hwang Select Asia (ex Japan) Quantum Fund.
*
U sale all of your PSEASF ? Why no longer keep PSEASF?
Isn't it PSEASF price just on the way up again and HSAQF reach new height?
I still maintain both.
Kaka23
post Jul 22 2013, 09:28 PM

Look at all my stars!!
*******
Senior Member
8,259 posts

Joined: Sep 2009
Time to top up this week... Hehe
SUSPink Spider
post Jul 22 2013, 09:37 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(aoisky @ Jul 22 2013, 09:17 PM)
Thanks for sharing. Look like PGSF is just another flop. I go for AGEF
*
U just couldn't make up your mind on PGSF vs AGEF doh.gif
aoisky
post Jul 22 2013, 09:41 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(Pink Spider @ Jul 22 2013, 09:37 PM)
U just couldn't make up your mind on PGSF vs AGEF doh.gif
*
Nope Lah.. I just want to know how people see PGSF still attractive.
SUSDavid83
post Jul 22 2013, 09:47 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(aoisky @ Jul 22 2013, 09:20 PM)
U sale all of your PSEASF ? Why no longer keep PSEASF?
Isn't it PSEASF price just on the way up again and HSAQF reach new height?
I still maintain both.
*
I still have CIMB Asia Pacific Dynamic Income Fund. It's also ASEAN heavy!
TakoC
post Jul 22 2013, 10:04 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(aoisky @ Jul 22 2013, 09:20 PM)
U sale all of your PSEASF ? Why no longer keep PSEASF?
Isn't it PSEASF price just on the way up again and HSAQF reach new height?
I still maintain both.
*
Got reach new high meh? Don't think so. My previous high was over 20%. Far from it..
aoisky
post Jul 22 2013, 10:16 PM

Regular
******
Senior Member
1,203 posts

Joined: Dec 2008
QUOTE(TakoC @ Jul 22 2013, 10:04 PM)
Got reach new high meh? Don't think so. My previous high was over 20%. Far from it..
*
I mean quite high. When I purchase that time it was around 1.000.

This post has been edited by aoisky: Jul 22 2013, 10:16 PM
howszat
post Jul 22 2013, 10:55 PM

Look at all my stars!!
*******
Senior Member
2,932 posts

Joined: Sep 2007
-- deleted --

This post has been edited by howszat: Jul 22 2013, 11:00 PM
« Next Oldest · Finance, Business and Investment House · Next Newest »
 

126 Pages « < 108 109 110 111 112 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
 0.0293sec    0.53    6 queries    GZIP Disabled
Time is now: 8th December 2025 - 08:46 PM
All Rights Reserved © 2002- 2025 Vijandren Ramadass (~unite against racism~)
Removal Request
Powered by Invision Power Board © 2025  IPS, Inc.