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 Fundsupermart.com v3, Manage your own unit trust portfolio

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TakoC
post May 28 2013, 06:50 AM

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Checking in smile.gif
TakoC
post May 28 2013, 09:24 AM

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1st page of V3 started with a bang (RED).
TakoC
post May 28 2013, 11:55 AM

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QUOTE(pisces88 @ May 28 2013, 11:20 AM)
Sigh~ i am a big fan of reits on the bursa, thought to get REITs in other regions too, mana tau ini macam.  sweat.gif
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Better to get Singapore REITS than Malaysia REITS. Not attractive at all.
TakoC
post May 29 2013, 09:45 AM

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PGSF dropped further. Currently holding AmDynamic, HwangSAQ and PGSF. What's to cover next, Pink? Asia, Global equity covered.
TakoC
post May 29 2013, 10:15 AM

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QUOTE(Pink Spider @ May 29 2013, 10:05 AM)
Emerging Markets, preferably a fund that also covers "frontier markets". Eastspring Investments GEM good enough for me. Volatility is high, but rewarding enough.

With PGSF as global fund, u are short on European equities. Many great multinationals are based at Europe, bear in mind. BMW, adidas, BNP Paribas, just to name a few.
Yeah, 2 (1 Shariah-compliant, 1 conventional) for each category. And make sure continuously market PRS as an alternative to UTs.

But I find that even the most aggressive PRS fund is not globally diversified enough.
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Like what Ben said, what are the funds covering large cap? For European equties, what fund covers them?

The reason why I delay GEM is cause it's volatile like you mentioned.

I'm thinking whether to top up my existing fund (PGSF) or to buy in new funds to be more exposed.
TakoC
post May 29 2013, 10:25 AM

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Eastspring Investment Global Leaders is the fund which FSM introduced to me. But I went for PGSF.

Oh, my HwangSAQ dropped 2.x%
TakoC
post May 29 2013, 12:35 PM

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QUOTE(jerrymax @ May 29 2013, 12:31 PM)
RM7 saja.. lol  whistling.gif
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dusk *blow* consider as additional SC tongue.gif
TakoC
post May 29 2013, 03:04 PM

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QUOTE(Pink Spider @ May 29 2013, 02:43 PM)
Some sifu said that, the best time to invest is NOW.

Bcos, u wait for this to happen, that to happen, what if what u been watiing for did not happen at all? Time lost. wink.gif
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In short opportunity cost smile.gif
TakoC
post May 29 2013, 05:43 PM

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QUOTE(mois @ May 29 2013, 04:25 PM)
RM100 +/- a day still considered not that volatile leh. Mine last week alone down 6k. Up until today up 4k. Total still rm2k paper loss.  cry.gif
Imagine those multi millionaires, 1% swing can gain/loss RM10k.  laugh.gif
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Big shark spotted.
TakoC
post May 29 2013, 05:46 PM

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QUOTE(Pink Spider @ May 29 2013, 05:44 PM)
Tomorrow update NAV gonna be another ang ang red red day laugh.gif

Hang Seng and STI red, Europe also starting in red doh.gif
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Any sifu topping up tomorrow? biggrin.gif
TakoC
post May 29 2013, 05:54 PM

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QUOTE(Pink Spider @ May 29 2013, 05:48 PM)
http://www.fundsupermart.com.my/main/home/aboutUs.tpl?

1) Started from Singapore. Pls visit FSM website to read
2) As above
3) FSM has NO AGENT
4) Profiting at rate of 6% p.a. annualised wink.gif Whether u buy from FSM or bank or agent like PM, EVERYTHING is the same except for the Sales Charge
Maybe will top up AmAsia Pacific REITs...RM100 tongue.gif
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Thinking to top up a little bit in PGSF a not too. Continuously dropping a lot for the past days.

You're in this together with me, brah.
TakoC
post May 29 2013, 05:57 PM

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QUOTE(Pink Spider @ May 29 2013, 05:56 PM)
Target | Current
OSK-UOB GEY 24% | 23.8%
Pacific GSF 12% | 12.1%

Cannot top up at the moment laugh.gif
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doh.gif

Forgotten about your rebalancing portfolio.

I'm not sure if I should be topping up funds which I will be selling off as soon as it hits my targeted profit (~6% nett), or Global Leaders.

Or maybe KidsSave which will affect my portfolio balance.

This post has been edited by TakoC: May 29 2013, 06:03 PM
TakoC
post May 29 2013, 06:12 PM

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QUOTE(Kaka23 @ May 29 2013, 06:09 PM)
Meeee...
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Top up what? Let me guess, Select Asia Quantum whistling.gif

jokes
TakoC
post May 30 2013, 10:58 AM

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QUOTE(Kaka23 @ May 30 2013, 10:25 AM)
No right or wrong bro.. just topup using gut feel, hehe... end of the day it is long term ma. And target total portfolio need to achieve 7%pa like your target.

Still got 6 months till end year, if your 7% still far away, maybe topup on you think more aggressive equities. tongue.gif
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My IRR stuck at ~8%. I have no idea how to make them increase anymore. Mainly in small caps.
TakoC
post May 30 2013, 11:07 AM

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QUOTE(Kaka23 @ May 30 2013, 11:04 AM)
haha.. move more to equities and focus asia ex japan.
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I just gonna leave my SAQ on auto-pilot now. Will be topping up PGSF today smile.gif
TakoC
post May 30 2013, 12:50 PM

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QUOTE(Pink Spider @ May 30 2013, 11:47 AM)
Where's your common sense? Still wanna lift this "laggard"? tongue.gif
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Is it because of what I said that I will be selling it off, not for long term?

Actually it's to raise my exposure in equity. I'm currently 80/20 invested (calculated based on amount invested, not current value).
TakoC
post May 30 2013, 12:56 PM

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QUOTE(yklooi @ May 30 2013, 12:54 PM)
why not use "current value"? icon_question.gif
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Cause I don't always keep track of my holding. It's easier to just calculate my exposure using invested amount as my basis of calculation. Not like a lot of sifu here. So up-to-date *salute*
TakoC
post May 30 2013, 01:24 PM

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QUOTE(yklooi @ May 30 2013, 01:05 PM)
doh.gif like that....EQ is suppose to go faster than FI...sooner or later yr eq portion will overwhelm yr FI...
suggest you update at least every 6~12 mths to see the actual picture
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I hope it goes it like you're saying, because I am so heavily bond invested. I need to be more equity invested smile.gif
TakoC
post May 30 2013, 01:35 PM

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QUOTE(Pink Spider @ May 30 2013, 01:32 PM)
How many funds u have? 10? 20?

Just spend a few minutes can update...if u not that hardworking, update once a month not too much what? tongue.gif
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Sifu Pink don't make fun of me lar. I'm the most newbie in this thread.

dusk investor yawn.gif
TakoC
post May 30 2013, 01:37 PM

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QUOTE(Pink Spider @ May 30 2013, 01:34 PM)
U wanna reduce or boost your overseas equity? HSBal is 100% MY equities, ZERO foreign, are u aware of that?
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I think what he meant was that he's planning to go through HSBal AND THEN switch to SAQ.

He didn't take into consideration other factors it seems.

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