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 Fundsupermart.com v3, Manage your own unit trust portfolio

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ben3003
post May 29 2013, 09:46 AM

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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.
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i think market wise covered but watever u holding sounds like small cap stuff, high risk.
ben3003
post May 29 2013, 10:17 AM

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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.
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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 biggrin.gif Sifu Pink will give better opinion than my 2 cents haha..
ben3003
post May 30 2013, 10:39 AM

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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 icon_idea.gif
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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
post May 30 2013, 09:00 PM

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QUOTE(Kaka23 @ May 30 2013, 09:00 PM)
how is everyones portfolio today? tongue.gif
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today is good biggrin.gif biggrin.gif but tomorrow dunno ><
ben3003
post Jun 1 2013, 12:56 PM

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i think monday will be red as well as Friday market arent great.
ben3003
post Jun 3 2013, 04:17 PM

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shit HSB dropping like shit.. is it normal?
ben3003
post Jun 3 2013, 04:49 PM

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QUOTE(Pink Spider @ Jun 3 2013, 04:35 PM)
expect further weakness in bonds
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ah shit, if bond become weak then what should ppl do?
ben3003
post Jun 3 2013, 06:46 PM

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QUOTE(Pink Spider @ Jun 3 2013, 04:58 PM)
keep cash under your blanket rclxms.gif
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ahaha.. keep at bank still have some interest le smile.gif so now better don do anything and autopilot? put bond ppl say less risk but drop more than my equity..
ben3003
post Jun 4 2013, 09:17 AM

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QUOTE(Pink Spider @ Jun 4 2013, 09:10 AM)
foreign funds koyak lo like that doh.gif
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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? biggrin.gif HSB got 85% ringgit based bond, but yet dropping... i cannot understand bond la ><
ben3003
post Jun 4 2013, 10:52 AM

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QUOTE(Pink Spider @ Jun 4 2013, 10:36 AM)
both UT portfolio and stock portfolio can ride on autopilot mode liao yawn.gif
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I also plan autopilot but will keep topping up.. just dunno wat to top up, maybe CMF lolz..
ben3003
post Jun 4 2013, 11:09 AM

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QUOTE(Pink Spider @ Jun 4 2013, 11:04 AM)
CMF is not investment, it is savings/excess cash parking laugh.gif
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when don know wat to invest, thus the excess cash, CMF it is biggrin.gif I don dare topup anything currently.. maybe malaysian equity? Or park in Kidsave lol..
ben3003
post Jun 4 2013, 01:30 PM

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QUOTE(rjb123 @ Jun 4 2013, 11:50 AM)
Also not sure where to top up at the moment  rclxub.gif

What are people's views on Indonesia for the long term (next 5 years+?)
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I tot there was an article by FSM last few months on indonesia. It looks like the market is reaching its cap.
ben3003
post Jun 7 2013, 02:01 PM

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apu today dropped like shit sad.gif
ben3003
post Jun 7 2013, 02:26 PM

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QUOTE(Pink Spider @ Jun 7 2013, 02:09 PM)
Apa tu "apu" blink.gif
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sorry sarawak bumi say apu is like aduh biggrin.gif 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
post Jun 7 2013, 02:46 PM

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QUOTE(Pink Spider @ Jun 7 2013, 02:40 PM)
hold station yawn.gif

If drop severely, rebalance lo yawn.gif
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so will not and shall not exit? haha.. rebalance mean top up do VCA right?

ben3003
post Jun 8 2013, 07:41 AM

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I think red is time to top up? biggrin.gif 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
post Jun 9 2013, 09:17 AM

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Hwang Asia ex J Opportunity is large cap?
ben3003
post Jun 9 2013, 09:30 AM

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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? hmm.gif

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.
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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 biggrin.gif
ben3003
post Jun 9 2013, 09:32 AM

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QUOTE(Pink Spider @ Jun 9 2013, 09:31 AM)
bring back a chick for me pls blush.gif
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ahaha.. if i successfully bring 1 back for myself then i will bring another one for u biggrin.gif
ben3003
post Jun 17 2013, 12:50 PM

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just came back from taiwan after 1 week.. my profit dropped from 4% to 0.5% O.O ... wat happened last week lol..

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