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 Fundsupermart.com v3, Manage your own unit trust portfolio

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Macrusin
post Jun 18 2013, 01:57 AM

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Here's my portfolio:
1. AMB Dividend Trust Fund
2. Alliance Global Equities Fund
3. AmAsia Pacific REITs
4. Eastspring Investments Asia Pacific Equity MY Fund
5. Hwang Asia Quantum Fund
6. OSK-UOB Asian Income Fund
7. OSK-UOB Emerging Markets Bond Fund

I was advised by FSM specialist to exposure a little bit in China Market.
What do you think? Is there any improvement?
I'm thinking to intra-switch OSK-UOB Asian Income fund.
Macrusin
post Jun 18 2013, 11:59 AM

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QUOTE(Pink Spider @ Jun 18 2013, 08:25 AM)
Dump that one pls tongue.gif
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Thank,Pink.
Any recommended fund to replace it?
Macrusin
post Jun 18 2013, 12:04 PM

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QUOTE(Pink Spider @ Jun 18 2013, 01:01 PM)
1. AMB Dividend Trust Fund
2. Alliance Global Equities Fund
3. AmAsia Pacific REITs
4. Eastspring Investments Asia Pacific Equity MY Fund
5. Hwang Asia Quantum Fund
6. OSK-UOB Asian Income Fund
7. OSK-UOB Emerging Markets Bond Fund

Don't need replacement, u oredy have lotsa exposure to Asia ex-Japan thru those funds
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So what u mean is just sell it or how?
Should I inter-switch or intra-switch to some of my holding fund + new house?

This post has been edited by Macrusin: Jun 18 2013, 12:23 PM
Macrusin
post Jun 18 2013, 01:26 PM

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QUOTE(ZH888 @ Jun 18 2013, 02:19 PM)
EASTSPRING INVESTMENTS GLOBAL LEADERS MY FUND

http://www.fundsupermart.com.my/main/fundi...number=MYPRUGLL

thumbup.gif  thumbup.gif  thumbup.gif
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I did called FSM specialist Andy just now.
Here's the advice I got it from him.
I would like to share with u guys.
Sharing is caring rclxms.gif rclxms.gif
I was told to take a portion out to inter-switch into Alliance global,Hwang Quantum & UOB-OSK Emerging Market Bond.
And then the remaining of my balance buy a new fund "Kenanga Growth Fund", Hwang Select Income Fund & Hwang Select Bond Fund.
What do you think about his advice?
My Eastspring is currently loss 2.5%. sad.gif

Macrusin
post Jun 18 2013, 01:29 PM

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QUOTE(Pink Spider @ Jun 18 2013, 02:23 PM)
Eastspring GEM icon_idea.gif

But don't put too much lar, this fund not for the faint-hearted. Switch some, sell some. GEM fund got significant exposure to BRIC esp China. wink.gif
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Thank for ur advise, Eastspring GEM stands for Eastspring Investment Global Emerging Market Fund right?
Pink, What do you think about the suggestion given by FSM Specialist Andy which I stated as above?
Macrusin
post Jun 18 2013, 03:41 PM

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QUOTE(Pink Spider @ Jun 18 2013, 02:35 PM)
All also good funds nod.gif

Don't forget GEM, Brazil and Russia equities are trading low right now icon_idea.gif
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Thank,Pink.
I inter-switch 30% to Eastspring GEM and intra-switch 30% to Hwang Income Fund.
The remaining I sell it off, park inside Cash management Fund smile.gif

Macrusin
post Jun 18 2013, 03:42 PM

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QUOTE(ZH888 @ Jun 18 2013, 02:49 PM)
Intra switching between same fund house will not incur cost. it will help you to prevent incur SC on top of the losses 2.5%, and support Chan Fan Fai a bit.... just my 2 cents  brows.gif

EASTSPRING INVESTMENTS GLOBAL LEADERS MY FUND 
EASTSPRING INVESTMENTS BOND PLUS FUND / or EASTSPRING INVESTMENTS BOND FUND
EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND

tongue.gif
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Thank,Dude.
I took urs & pink advise.
Inter-switch a portion into EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND. biggrin.gif

Macrusin
post Jun 18 2013, 05:10 PM

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QUOTE(Pink Spider @ Jun 18 2013, 05:18 PM)
Intra is internal, inter is external doh.gif

Use it as ammo to rebalance/top up if markets drop further thumbup.gif
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Paise, tying error lah. biggrin.gif
Should I buy another Malaysia equity fund.
Kenanga growth fund or eastspring fund that u suggested.
But I aldy go AMB trust. hmm.gif
Macrusin
post Jun 20 2013, 11:32 AM

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QUOTE(Pink Spider @ Jun 20 2013, 11:23 AM)
Not for me, I'm gonna stop topping up for now.
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Pink,reason why u stop topping up right now?
Macrusin
post Jun 21 2013, 11:55 AM

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QUOTE(Pink Spider @ Jun 21 2013, 10:20 AM)
But u didn't go analyse NAV trends to establish entry points, right? tongue.gif
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But I refer NAV price as my topping up signal.
What do you think?
If NAV of the fund drop, I will top up some once in a month.
Do you think this is method is good?
Macrusin
post Jun 25 2013, 02:13 AM

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QUOTE(pisces88 @ Jun 24 2013, 07:41 PM)
read an article on FSM.

In periods of rising bond yields, recommended to overweight equities, underweight bonds.

anyone doing rebalancing? tongue.gif
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No, coz nearly 80% of my portfolio are equity. thumbup.gif
Macrusin
post Jun 28 2013, 12:46 PM

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Climbing this thread and by reading posts by u guys.
It makes my heart more steady^^ biggrin.gif
Macrusin
post Jul 2 2013, 12:06 AM

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Just finished top up entire funds in my portfolio bruce.gif bruce.gif
Macrusin
post Jul 8 2013, 11:05 PM

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I prefer CIMB instead of Maybank.
More convenience, no need fax/scan the receipt to them.
Macrusin
post Jul 16 2013, 09:59 PM

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QUOTE(yklooi @ Jul 16 2013, 10:49 PM)
pink,
want to add this in 1st page of this thread?
http://www.fimm.com.my/contents.asp?id=100...0030&zid=100008
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Useful Link,Thank you for sharing.
Uncle biggrin.gif biggrin.gif

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