Outline ·
[ Standard ] ·
Linear+
Fundsupermart.com v3, Manage your own unit trust portfolio
|
ben3003
|
May 29 2013, 09:46 AM
|
|
QUOTE(TakoC @ May 29 2013, 09:45 AM) PGSF dropped further. Currently holding AmDynamic, HwangSAQ and PGSF. What's to cover next, Pink? Asia, Global equity covered. i think market wise covered but watever u holding sounds like small cap stuff, high risk.
|
|
|
|
|
|
ben3003
|
May 29 2013, 10:17 AM
|
|
QUOTE(TakoC @ May 29 2013, 10:15 AM) 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. Alliance global equities, EI global leaders MY is considered big cap i believe. AGE quite diversed, EI GL is like 50% US. European i dont know  Sifu Pink will give better opinion than my 2 cents haha..
|
|
|
|
|
|
ben3003
|
May 30 2013, 10:39 AM
|
|
QUOTE(Pink Spider @ May 30 2013, 10:35 AM) I know what u mean, but this has a drawback... Let's say I started with HSAQ as 20% of my portfolio, Kenanga Growth as 30%, KidSave as 50% But HSAQ grows SO FAST that it grown to be 40% of my portfolio, which means that my portfolio exposure to small caps has increased DOUBLE, which is not what I wanted at the first place. My portfolio approach has been "lift the laggards, keep the winners". If u let the winners run too fast/too far, if one day it falls, u will be hit hard... Not limit 7%, is target 7%. If actual is 9%, I'd not top up, just leave autopilot. If actual is 6%, I'd top up the shortfall 1% by cash  if the runner keep running out of prediction, still wanna lift the laggards if the laggards keep lagging? Sometimes i believe sometimes common sense have to kicks in.
|
|
|
|
|
|
ben3003
|
May 30 2013, 09:00 PM
|
|
QUOTE(Kaka23 @ May 30 2013, 09:00 PM) how is everyones portfolio today?  today is good  but tomorrow dunno ><
|
|
|
|
|
|
ben3003
|
Jun 1 2013, 12:56 PM
|
|
i think monday will be red as well as Friday market arent great.
|
|
|
|
|
|
ben3003
|
Jun 3 2013, 04:17 PM
|
|
shit HSB dropping like shit.. is it normal?
|
|
|
|
|
|
ben3003
|
Jun 3 2013, 04:49 PM
|
|
QUOTE(Pink Spider @ Jun 3 2013, 04:35 PM) expect further weakness in bonds ah shit, if bond become weak then what should ppl do?
|
|
|
|
|
|
ben3003
|
Jun 3 2013, 06:46 PM
|
|
QUOTE(Pink Spider @ Jun 3 2013, 04:58 PM) keep cash under your blanket  ahaha.. keep at bank still have some interest le  so now better don do anything and autopilot? put bond ppl say less risk but drop more than my equity..
|
|
|
|
|
|
ben3003
|
Jun 4 2013, 09:17 AM
|
|
QUOTE(Pink Spider @ Jun 4 2013, 09:10 AM) foreign funds koyak lo like that  aiks.. as much as i like ringgit to strengthen.. but it will pull all the foreign fund down >< it's time to pump Malaysia based equity fund?  HSB got 85% ringgit based bond, but yet dropping... i cannot understand bond la ><
|
|
|
|
|
|
ben3003
|
Jun 4 2013, 10:52 AM
|
|
QUOTE(Pink Spider @ Jun 4 2013, 10:36 AM) both UT portfolio and stock portfolio can ride on autopilot mode liao  I also plan autopilot but will keep topping up.. just dunno wat to top up, maybe CMF lolz..
|
|
|
|
|
|
ben3003
|
Jun 4 2013, 11:09 AM
|
|
QUOTE(Pink Spider @ Jun 4 2013, 11:04 AM) CMF is not investment, it is savings/excess cash parking  when don know wat to invest, thus the excess cash, CMF it is  I don dare topup anything currently.. maybe malaysian equity? Or park in Kidsave lol..
|
|
|
|
|
|
ben3003
|
Jun 4 2013, 01:30 PM
|
|
QUOTE(rjb123 @ Jun 4 2013, 11:50 AM) Also not sure where to top up at the moment What are people's views on Indonesia for the long term (next 5 years+?) I tot there was an article by FSM last few months on indonesia. It looks like the market is reaching its cap.
|
|
|
|
|
|
ben3003
|
Jun 7 2013, 02:01 PM
|
|
apu today dropped like shit
|
|
|
|
|
|
ben3003
|
Jun 7 2013, 02:26 PM
|
|
QUOTE(Pink Spider @ Jun 7 2013, 02:09 PM) Apa tu "apu"  sorry sarawak bumi say apu is like aduh  i am sarawakian haha.. this few days market not good.. i wanna ask la, if market keep dropping, u guys will exit? This post has been edited by ben3003: Jun 7 2013, 02:27 PM
|
|
|
|
|
|
ben3003
|
Jun 7 2013, 02:46 PM
|
|
QUOTE(Pink Spider @ Jun 7 2013, 02:40 PM) hold station  If drop severely, rebalance lo  so will not and shall not exit? haha.. rebalance mean top up do VCA right?
|
|
|
|
|
|
ben3003
|
Jun 8 2013, 07:41 AM
|
|
I think red is time to top up?  rebalance is wat they said haha.. long term invest ma.. but i also skeptical cos still new, i dont know what to do when my portfolio looks red >< i think ppl do rebalance is becos they believe it will go up again, but looking at the market, very unstable now..
|
|
|
|
|
|
ben3003
|
Jun 9 2013, 09:17 AM
|
|
Hwang Asia ex J Opportunity is large cap?
|
|
|
|
|
|
ben3003
|
Jun 9 2013, 09:30 AM
|
|
QUOTE(Pink Spider @ Jun 9 2013, 09:21 AM) As the name suggests and as per its prospectus, it invests based on prevailing OPPORTUNITIES and INVESTMENTS THEMES. As such, it CAN have some small-mid cap exposure, but I doubt that it will go overweight on small-mid caps. It's mainly a large cap fund. TakoC, u sound different today, as if it's your first day in this thread. Your GF/wife using your account? For moderate risk taker, Hwang Select Opportunity would be great - anchored by Malaysian stocks, foreign stocks capped at 30%. It's HwangIM's flagship equity fund. oh kk.. cos looks like i have too many small-mid caps lol.. all doesnt look good last week, but well, i am going to taiwan, hopefully when i come back everything is green
|
|
|
|
|
|
ben3003
|
Jun 9 2013, 09:32 AM
|
|
QUOTE(Pink Spider @ Jun 9 2013, 09:31 AM) bring back a chick for me pls  ahaha.. if i successfully bring 1 back for myself then i will bring another one for u
|
|
|
|
|
|
ben3003
|
Jun 17 2013, 12:50 PM
|
|
just came back from taiwan after 1 week.. my profit dropped from 4% to 0.5% O.O ... wat happened last week lol..
|
|
|
|
|