Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
10 Pages « < 3 4 5 6 7 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v3, Manage your own unit trust portfolio

views
     
gark
post Jun 15 2013, 10:36 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(TakoC @ Jun 14 2013, 08:07 PM)
Big bro gark, Pink etc do advice smile.gif
*
My pick ah... don't think you will be interested 1 leh..

1. Aberdeen Pacific Equity
2. Aberdeen Asian smaller companies
3. First State GEMs
4. DWS China Equity
5. Templeton Frontier Markets
6. VTI
7. VOO

tongue.gif

This post has been edited by gark: Jun 15 2013, 10:38 AM
gark
post Jun 15 2013, 10:39 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 10:38 AM)
damn u big shark, we all ikan berudu dalam longkang saja nia grumble.gif
*
I ikan bilis only... ohmy.gif

The world is your oyster mah... blush.gif

This post has been edited by gark: Jun 15 2013, 10:40 AM
gark
post Jun 15 2013, 10:45 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 10:42 AM)
if u ikan bilis, I'm just a sperm laugh.gif

those foreign ETFs out of our reach nia...the transaction cost prohibitive doh.gif
*
IF you calculate the transaction cost (RM 10 per TT + 1% exchange rate) vs the savings in management cost (0.05%) over a couple of years.. is it prohibitive?

Go ahead and count.... tongue.gif

Or...

For foreign UT... same transaction vs. the outperformance...vs local funds.. tongue.gif

This post has been edited by gark: Jun 15 2013, 10:46 AM
gark
post Jun 15 2013, 10:56 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(TakoC @ Jun 15 2013, 10:45 AM)
Aberdeen Pacific Equity maybe; rest no. Haha!
*
Best Asia ex Japan fund ... ever! rclxms.gif
gark
post Jun 15 2013, 10:57 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(TakoC @ Jun 15 2013, 10:57 AM)
Still Asia ex Japan meh, bro gark. Need to diverse already lar.
*
VTI loh.. the most diverse fund you can find... brows.gif
gark
post Jun 15 2013, 11:04 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 11:01 AM)
Can beat Hwang Asia Quantum Ponzi bo? hmm.gif
*
U go check check... tongue.gif

Different type of funds.. quantum is small cap ASEAN.. pacific is big cap Asia... tongue.gif

This post has been edited by gark: Jun 15 2013, 11:07 AM
gark
post Jun 15 2013, 11:48 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 11:44 AM)
How to check? I cannot plot them together, 1 is at FSM MY, 1 is at FSM SG doh.gif
*
Haha.. manual calulate.

Imho quantum is recent performer... pacific is more established. laugh.gif

So far my FSM MY only got AMdynamic bonds.. maybe nice time to divert some to equity when price weakness continues...

This post has been edited by gark: Jun 15 2013, 11:50 AM
gark
post Jun 15 2013, 11:53 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 11:51 AM)
yes, Quantum only in recent years managed in-house, previously it was a Feeder Fund into something else, the performance not that stellar back then.

AmDynamic sell oledy cannot buy back nia, closed fund sad.gif
*
But i got loads.. so if don't sell.. how? rclxub.gif
gark
post Jun 15 2013, 11:57 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 11:54 AM)
As big as me? tongue.gif
https://forum.lowyat.net/index.php?act=Atta...post&id=3446244

In percentage terms lar, RM terms sure u bigger blush.gif
*
I check check at morning-bintang quantum fund good performance for the past 3 years.. maybe it is small cap asia..

good fund, but will it last? hmm.gif I just vary it only concentrate on ASEAN countries only...later if asia keep weakening, might switch some bonds into it...

My bond not as high % as yours...

This post has been edited by gark: Jun 15 2013, 11:59 AM
gark
post Jun 15 2013, 12:02 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 11:59 AM)
cos HwangIM at Bolehland mar, closer to action at ASEAN. Quantum also got significant exposure to HK lar...

If ask them invest in Korea, Pakistan, Nepal, Kyrgyzstan they know rats laugh.gif
*
Nepal got stock exchange meh? Dalai Lama Bhd ah? tongue.gif

Edit edit...

actually got wor! 334 companies somore.. doh.gif

See my frontier fund also never invest there.. so consider wat market at? cowboy market... tongue.gif

This post has been edited by gark: Jun 15 2013, 12:04 PM
gark
post Jun 15 2013, 12:32 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:05 PM)
When? Planning any action this month? hmm.gif
*
Not enough blood yet... tongue.gif

Need to have more blood or someone jump from KLCC... whistling.gif
gark
post Jun 15 2013, 12:37 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:32 PM)
Me, waiting for Hang Seng and STI to touch 3-month low flex.gif

Otherwise, no action at all tongue.gif
*
Actually HSI & china is quite ripe for plucking already.... has been going down since last year and PE is attractive at single digit now.
probally will start going in when HSI < 18k and SSE < 2,000

STI.. not yet.. not yet... brows.gif

This post has been edited by gark: Jun 15 2013, 12:39 PM
gark
post Jun 15 2013, 12:42 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:40 PM)
Aiks, 3-month low already reached. Silly me doh.gif
Monday might top up some kecik meow RM100-200 to rebalance

Hang Seng at 2-yr low, STI now yet, not yet time for napalm bomb brows.gif
*
If you are shopping bazil and russia also ripe.. multi year low.. single digit PE also. tongue.gif
gark
post Jun 15 2013, 12:44 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:40 PM)
Hang Seng at 2-yr loss (not yet lowest), STI not yet, not yet time for napalm bomb brows.gif
*
If want to play catching knife cannot play small small one, no effect cannot average down fast enough ... must throw big bombs.. tongue.gif

This post has been edited by gark: Jun 15 2013, 12:44 PM
gark
post Jun 15 2013, 12:45 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:43 PM)
Sudah masuk BR lor...now the equity side of my portfolio, 1/3 is on GEM fund sweat.gif
*
But careful oh BR and Russia bonds at risk of downgrade... whistling.gif

I plan to go in once downgraded.. laugh.gif
gark
post Jun 15 2013, 12:48 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:46 PM)
GEM fund biggest exposure is China/HK nia

drop 1 napalm on BRIC+GEM for the time being enough, play kecik meow guerilla bombing with HK/STI dulu blush.gif
*
Nobody notice eh.. most of europe at near 52 week high... last time people scared like hell... laugh.gif

Value shines where no one notices... whistling.gif

This post has been edited by gark: Jun 15 2013, 12:48 PM
gark
post Jun 15 2013, 12:50 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:49 PM)
At Greek crisis, single digit to low teen P/E icon_idea.gif

I'm lucky my OSK-UOB GEY got significant exposire to Europe rclxms.gif
*
So lesson is buy when..... wink.gif

Lol the world's most green country is Saudi Arabia .... laugh.gif

This post has been edited by gark: Jun 15 2013, 12:52 PM
gark
post Jun 15 2013, 12:56 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 15 2013, 12:51 PM)
...when ppl are rioting? tongue.gif

Syria is in trouble now, got any fund investing in Syria? laugh.gif
*
Itu cowboy country... no fund invest there... tongue.gif
gark
post Jun 21 2013, 12:10 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 20 2013, 11:37 AM)
Don't wanna (risk) catching a falling knife. Wait for the negative newsflow to top.
IMHO, better to buy on beginning of recovery rather than trying to catch the bottom. smile.gif
*
Agree with you not yet... not enough blood/panic around... now is more like profit taking... after a spectacular run. laugh.gif

But anyway my elephant guns are loaded, cocked and ready to fire. biggrin.gif
gark
post Jun 21 2013, 12:11 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 21 2013, 12:09 AM)
HOW MANY TIMES DO I HAVE TO REPEAT THIS?

A unit trust is a portfolio of underlying assets, which can turnover in a matter of days, e.g. Fund ABC can have Maxis Berhad today and dispose all by next month and buy DIGI then.

Analysing a fund by reference to its NAV price is a TOTALLY pointless work, it's just like assuming Gareth Bale can score a hattrick today just because he did it last week. The opposing players are different already, the opponent's defence tactics are different, the weather is different, EVERYTHING is different.
*
Why so angry? tongue.gif Midninght liao...

12 am already.. go sleep lar. laugh.gif Let the newbies get killed themselves... tongue.gif

This post has been edited by gark: Jun 21 2013, 12:12 AM

10 Pages « < 3 4 5 6 7 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0207sec    0.35    7 queries    GZIP Disabled
Time is now: 5th December 2025 - 05:44 AM