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 Fundsupermart.com v3, Manage your own unit trust portfolio

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SUSPink Spider
post Jul 26 2013, 11:41 AM

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QUOTE(gark @ Jul 26 2013, 11:38 AM)
But always go up the hill... no gambler's mentality meh.  tongue.gif
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That's why kaboom-ed and quitted for good lo blush.gif

Re-phrased: No WINNING gambler's mentality sad.gif

This post has been edited by Pink Spider: Jul 26 2013, 11:41 AM
SUSPink Spider
post Jul 27 2013, 10:48 AM

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From CIMB Research Report July 2013:

"One should be in accumulation mode in the US and China - US corporate earnings is in an improved mode, and reduced risk appetite due to a reduction in quantitative easing and higher bond yields could see investors and funds flow returning to the US. Uncertainty and growth debate over China will not be resolved for a while, but we believe this offers an opportunity to buy well-managed companies at reasonable valuations."
SUSPink Spider
post Jul 27 2013, 11:27 AM

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QUOTE(ilineZ @ Jul 27 2013, 11:09 AM)
anybody buy/top up on Recommended Unit Trusts 2013/14?
next week is the last week to use the SC promotion.
I am lack of global exposure and Asia ex Japan...
which one recommended?
Pacific Global Stars Fund
Alliance Global Equities Fund
AmAsia Pacific Equity Income
Hwang Select Asia (ex Japan) Opportunity Fund
AmCommodities Equity
Hwang Select Asia (ex Japan) Quantum Fund
RHB-GS BRIC Equity Fund
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Already "Recommended Funds", what more u want to recommend? doh.gif

Though I'm doubtful on AmCommodities Equity hmm.gif

QUOTE(techie.opinion @ Jul 27 2013, 11:25 AM)
Hi Gark, FSM only sell 2 products from Aberdeen. Where do you  buy the above fund? Direct from Aberdeen?
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FSM Sinkapork tongue.gif

This post has been edited by Pink Spider: Jul 27 2013, 11:27 AM
SUSPink Spider
post Jul 27 2013, 12:34 PM

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QUOTE(pisces88 @ Jul 27 2013, 12:14 PM)
hmm what do you think of Abeerdeen Islamic world equity fund? at least this is available in Msia =/
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QUOTE(gark @ Jul 27 2013, 12:32 PM)
Hmm Islamic funds... no financials, gambling & alchohol. Most of the big caps companies in the world are financials. Scope too limited.
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and no tobacco stocks, which are yielding 4-5%. doh.gif

U can consider to combo AIWE with OSK-UOB GEY icon_idea.gif

QUOTE(pisces88 @ Jul 27 2013, 12:26 PM)
Hi Pinky,  which china fund you personally invested? global one or China-focused?

FSM's recommended one for greater China is Eastspring Investments Dinasti Equity Fund. Currently my portfolio 0% exposure for china.  sweat.gif
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I maintain China exposure thru GEM fund and Pacific GSF, not keen on single-country funds.

This post has been edited by Pink Spider: Jul 27 2013, 12:34 PM
SUSPink Spider
post Jul 27 2013, 12:38 PM

Formerly known as Prince_Hamsap
********
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QUOTE(gark @ Jul 27 2013, 12:38 PM)
Why no tobacco stocks? Not halal meh?

No major consumer stocks as well since they sell pork products?  laugh.gif

Like that invest in what?  rclxub.gif
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That's why lar, it just doesn't make financial sense to me. doh.gif

EPF also invest in breweries and tobacco stocks, so, EPF is haram whistling.gif
SUSPink Spider
post Jul 27 2013, 12:40 PM

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QUOTE(gark @ Jul 27 2013, 12:39 PM)
Everytime i see that name.. cannot tahan.. must laugh 1.  laugh.gif
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usually ppl use GHEY lar laugh.gif
SUSPink Spider
post Jul 27 2013, 12:52 PM

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QUOTE(pisces88 @ Jul 27 2013, 12:49 PM)
I just bought in to EI GEM, so probably will go for PGSF for more global exposure.. I read the fund factsheet, but did not get info on country allocation for PGSF, where can get this info ya?
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they only publish in annual and interim (6-months) report
SUSPink Spider
post Jul 27 2013, 12:57 PM

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QUOTE(gark @ Jul 27 2013, 12:55 PM)
Malaysian Equity portion.. become my own fund manager.  blush.gif
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The bestest fun manyzer thumbup.gif
SUSPink Spider
post Jul 27 2013, 01:18 PM

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But I wonder, the ultimate Ponzi-like fund, Hwang Asia Quantum, unker gark tak minat? hmm.gif

This post has been edited by Pink Spider: Jul 27 2013, 01:18 PM
SUSPink Spider
post Jul 29 2013, 05:53 PM

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QUOTE(David83 @ Jul 29 2013, 04:28 PM)
Did somebody notice this?
FUND NAME | 1-MONTH %

OSK-UOB Gold And General Fund | 18.61
AmPrecious Metals | 15.85

MIDF Amanah Strategic Fund | 13.12
Alliance Vision Fund | 11.37
Eastspring Investments Small-Cap Fund | 10.95
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But, how long can it last? wink.gif
SUSPink Spider
post Jul 29 2013, 06:46 PM

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QUOTE(ben3003 @ Jul 29 2013, 06:42 PM)
wat can i topup before the promo over? i got like a few k to topup cos just got outstation allowance biggrin.gif
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GEM and/or Asia ex-Japan IMHO icon_rolleyes.gif
SUSPink Spider
post Jul 29 2013, 06:56 PM

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QUOTE(ben3003 @ Jul 29 2013, 06:50 PM)
my current portfolio is damn heavyweight on HAQ... HSAO good a? haha..
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HSAO will inject some Asia ex Japan large caps into your portfolio lo...as I've said before, HSAO can have some small caps, but mostly large caps.

Why not be our guinea pig and try out AmAsia Pacific Equity Income? brows.gif
SUSPink Spider
post Jul 29 2013, 07:17 PM

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QUOTE(ben3003 @ Jul 29 2013, 07:12 PM)
wah, don wan la.. not enuf capital to become guinea pig lol.. so is large cap good or not le? but i saw they say small cap is like performing better, maybe only for msia la..
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No way to say good or not, but it's good to have both to keep portfolio risk in check.

Just my 1 sen worth of thinking notworthy.gif

Add: Pacific GSF close to breaking even, FINALLY icon_question.gif cry.gif

This post has been edited by Pink Spider: Jul 29 2013, 07:18 PM
SUSPink Spider
post Jul 29 2013, 07:36 PM

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QUOTE(gark @ Jul 29 2013, 07:34 PM)
Did you see the markets today? Maybe the dead cat bounce has reach high enough, now going down.  brows.gif
*
dry.gif

Nvm lar, dah biasa tongue.gif
SUSPink Spider
post Jul 29 2013, 07:41 PM

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QUOTE(gark @ Jul 29 2013, 07:37 PM)
I thought you like down? Can accumulate more.  brows.gif This cat is going to bounce few more times before falling down the stairs... hahaha. laugh.gif
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I'd prefer Dow/S&P500 and Europe to fall, cos I wanna increase my exposure form 25% to 36%. But looking at the way things stand, better maintain station at 25%. doh.gif
SUSPink Spider
post Jul 30 2013, 10:42 AM

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QUOTE(ben3003 @ Jul 30 2013, 10:30 AM)
HSAO volality and sharpe figure not as good as HSAQ.. does it means HSAQ is a better fund? lol
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HSAO was formerly known as Hwang Global Opportunities, it was a global fund and a feeder fund then. Only in 2012 they changed name and investment mandate, thus those historical figures are not relevant.
SUSPink Spider
post Jul 30 2013, 01:18 PM

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QUOTE(ben3003 @ Jul 30 2013, 01:17 PM)
Bought HSAO.. topped up EIGEM, HAQ, KidSave biggrin.gif
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Do a pie chart of your funds icon_rolleyes.gif
SUSPink Spider
post Jul 30 2013, 05:42 PM

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Weak RM is good for my foreign-heavy portfolio rclxms.gif
SUSPink Spider
post Jul 31 2013, 09:11 AM

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QUOTE(pisces88 @ Jul 31 2013, 08:30 AM)
what goes down, must come up.  biggrin.gif
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So? Show hand on China fund? OSK-UOB China Big Cap? brows.gif
SUSPink Spider
post Jul 31 2013, 09:15 AM

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QUOTE(David83 @ Jul 31 2013, 09:14 AM)
OSK-UOB China Big Cap can be considered as good China fund already. Its NAV is 7% away from its IPO NAV. Compared that to Public China Select Fund; you'll get what I meant! whistling.gif
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Dave, sifu says must be humble, dun pijak ppl oredy in deep pain blush.gif

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