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Fundsupermart.com v3, Manage your own unit trust portfolio
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gark
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Jun 15 2013, 10:36 AM
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QUOTE(TakoC @ Jun 14 2013, 08:07 PM) Big bro gark, Pink etc do advice  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 This post has been edited by gark: Jun 15 2013, 10:38 AM
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gark
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Jun 15 2013, 10:39 AM
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QUOTE(Pink Spider @ Jun 15 2013, 10:38 AM) damn u big shark, we all ikan berudu dalam longkang saja nia  I ikan bilis only...  The world is your oyster mah... This post has been edited by gark: Jun 15 2013, 10:40 AM
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gark
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Jun 15 2013, 10:45 AM
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QUOTE(Pink Spider @ Jun 15 2013, 10:42 AM) if u ikan bilis, I'm just a sperm those foreign ETFs out of our reach nia...the transaction cost prohibitive  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....  Or... For foreign UT... same transaction vs. the outperformance...vs local funds.. This post has been edited by gark: Jun 15 2013, 10:46 AM
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gark
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Jun 15 2013, 10:56 AM
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QUOTE(TakoC @ Jun 15 2013, 10:45 AM) Aberdeen Pacific Equity maybe; rest no. Haha! Best Asia ex Japan fund ... ever!
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gark
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Jun 15 2013, 10:57 AM
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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...
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gark
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Jun 15 2013, 11:04 AM
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QUOTE(Pink Spider @ Jun 15 2013, 11:01 AM) Can beat Hwang Asia Quantum Ponzi bo?  U go check check...  Different type of funds.. quantum is small cap ASEAN.. pacific is big cap Asia... This post has been edited by gark: Jun 15 2013, 11:07 AM
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gark
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Jun 15 2013, 11:48 AM
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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  Haha.. manual calulate. Imho quantum is recent performer... pacific is more established.  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
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gark
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Jun 15 2013, 11:53 AM
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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  But i got loads.. so if don't sell.. how?
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gark
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Jun 15 2013, 11:57 AM
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QUOTE(Pink Spider @ Jun 15 2013, 11:54 AM) As big as me? https://forum.lowyat.net/index.php?act=Atta...post&id=3446244In percentage terms lar, RM terms sure u bigger  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?  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
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gark
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Jun 15 2013, 12:02 PM
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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  Nepal got stock exchange meh? Dalai Lama Bhd ah?  Edit edit... actually got wor! 334 companies somore..  See my frontier fund also never invest there.. so consider wat market at? cowboy market... This post has been edited by gark: Jun 15 2013, 12:04 PM
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gark
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Jun 15 2013, 12:32 PM
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QUOTE(Pink Spider @ Jun 15 2013, 12:05 PM) When? Planning any action this month?  Not enough blood yet... Need to have more blood or someone jump from KLCC...
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gark
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Jun 15 2013, 12:37 PM
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QUOTE(Pink Spider @ Jun 15 2013, 12:32 PM) Me, waiting for Hang Seng and STI to touch 3-month low Otherwise, no action at all  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... This post has been edited by gark: Jun 15 2013, 12:39 PM
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gark
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Jun 15 2013, 12:42 PM
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QUOTE(Pink Spider @ Jun 15 2013, 12:40 PM) Aiks, 3-month low already reached. Silly me  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  If you are shopping bazil and russia also ripe.. multi year low.. single digit PE also.
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gark
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Jun 15 2013, 12:44 PM
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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  If want to play catching knife cannot play small small one, no effect cannot average down fast enough ... must throw big bombs.. This post has been edited by gark: Jun 15 2013, 12:44 PM
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gark
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Jun 15 2013, 12:45 PM
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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  But careful oh BR and Russia bonds at risk of downgrade... I plan to go in once downgraded..
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gark
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Jun 15 2013, 12:48 PM
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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  Nobody notice eh.. most of europe at near 52 week high... last time people scared like hell...  Value shines where no one notices... This post has been edited by gark: Jun 15 2013, 12:48 PM
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gark
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Jun 15 2013, 12:50 PM
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QUOTE(Pink Spider @ Jun 15 2013, 12:49 PM) At Greek crisis, single digit to low teen P/E I'm lucky my OSK-UOB GEY got significant exposire to Europe  So lesson is buy when.....  Lol the world's most green country is Saudi Arabia .... This post has been edited by gark: Jun 15 2013, 12:52 PM
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gark
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Jun 15 2013, 12:56 PM
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QUOTE(Pink Spider @ Jun 15 2013, 12:51 PM) ...when ppl are rioting? Syria is in trouble now, got any fund investing in Syria?  Itu cowboy country... no fund invest there...
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gark
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Jun 21 2013, 12:10 AM
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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.  Agree with you not yet... not enough blood/panic around... now is more like profit taking... after a spectacular run. But anyway my elephant guns are loaded, cocked and ready to fire.
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gark
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Jun 21 2013, 12:11 AM
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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?  Midninght liao... 12 am already.. go sleep lar.  Let the newbies get killed themselves... This post has been edited by gark: Jun 21 2013, 12:12 AM
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