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 Fundsupermart.com v3, Manage your own unit trust portfolio

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mois
post May 29 2013, 09:23 AM

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QUOTE(Kaka23 @ May 29 2013, 07:46 AM)
your plan is to put more than 3K/year in your PRS?
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3K a year is too little for him laugh.gif
3k a month sound more right. thumbup.gif
mois
post May 29 2013, 04:25 PM

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QUOTE(Pink Spider @ May 29 2013, 02:01 PM)
After change my portfolio from 70/30 to 50/50, volatility increased greatly, often RM100+/- up down in a day sweat.gif
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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
mois
post Jun 6 2013, 05:13 PM

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QUOTE(kimyee73 @ Jun 6 2013, 04:35 PM)
I'm so happy market is dropping. I'm shorting stocks and options, and have plenty of ammo waiting to jump into equity UT. I hope this is not a short term correction but a bigger one that is long overdue already.
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Bursa can short meh? If cannot short, big correction is bad for investors. I prefer healthy growth.
mois
post Jun 12 2013, 08:41 PM

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I think we should be aware of the US Fed action. Since they reluctant to introduce another QE, there are chances they will raise the interest rates.

If raise interest rate, those bond spread heavily on US treasury will be hit. But how about asian bonds? we feel bonds are safe for few years already because rates are low.
mois
post Jun 12 2013, 10:35 PM

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QUOTE(gark @ Jun 12 2013, 10:11 PM)
Asian  and US bonds has been dropping like flies since last week lar...... interest rate did went up  already due to bond selldown.

A little bit late to the news.  tongue.gif
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hmm.gif didnt notice that. My bond not yet down probably due to high credit rating.

Since all down, wait for correction then buy equity lo. But need big gut to buy falling equity. laugh.gif
mois
post Jun 13 2013, 11:31 PM

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QUOTE(gark @ Jun 13 2013, 11:23 PM)
Thats the risk of investment. China already near pe 8x.... how much more can kaboom,?
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We got same view on China. Lowest P/E already. What is the historical lowest P/E? Got anything below 5?
mois
post Jun 24 2013, 01:09 PM

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Hmm. 13k paper loss and still counting. Need adjust portfolio already.
mois
post Jun 24 2013, 01:51 PM

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QUOTE(TakoC @ Jun 24 2013, 01:31 PM)
Wow. You want to share each of your funds loses in terms of %?
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Asia pacific down 6-8%. Local around 3-5% from my own all time high. Overall this year still in positive zone. flex.gif
mois
post Jun 24 2013, 01:52 PM

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QUOTE(gark @ Jun 24 2013, 01:48 PM)
EM bond is not a good time to be in right now. The yields have been heavily compressed during the last few years and it is unwinding now. Based on the rise in bond value over the last couple of years, a 20-30% drop is expected.

The great bond bubble has finally burst...  icon_idea.gif

I will consider to pick up some EM bond, if the yield breaches 10%...
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Local bond you think still safe? I think safest for now is money market right? Afraid BNM raise rate then our bond in trouble as well
mois
post Jun 24 2013, 02:18 PM

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Today china stock drop 4%. Really gila reaction when they tighten the rate
mois
post Jun 25 2013, 12:00 PM

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QUOTE(jerrymax @ Jun 25 2013, 10:04 AM)
Portfolio investment -1000SGD liao...  blink.gif
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Not even a quarter of my losses. You averaging down?
mois
post Jun 26 2013, 11:32 AM

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QUOTE(gark @ Jun 26 2013, 10:40 AM)
Most GEM countries are at 52 week low, at low valuation.

Brazil - Street Protest at increased govt spending
Russia - Failed bond auction
China - Fiscal tightening, cause OPR to shoot up to 12%
India - Rupee devaluing & stalled economy
ASEAN - Overvaluation - deleveraging

More or less bad news, but valuation is compelling. But prepared to hold for some time as it might go down further, this is just the start.

For First State GEM Leaders - >30% of the holdings are consumer stocks, high dividend counter, they have been beating the index in and out every single year. Very little exposure to financials & materials.
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So you were on 100% cash prior yesterday first buy? So u only sell when valuation back to normal or overvalued?
mois
post Jul 18 2013, 01:24 PM

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You guys portfolio is at all time high? I reached all time high 2 months ago, then drop significantly. Up until today, havent reach my previous high, just need to rally a little more.
mois
post Jul 18 2013, 02:28 PM

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QUOTE(gark @ Jul 18 2013, 01:47 PM)
Mine back to all time high already due to recent addition on China and EM funds...
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You got plan to sell or keep holding? My china one also help me quite alot. But not sure to keep or sell half.
mois
post Jul 19 2013, 03:39 PM

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QUOTE(wongmunkeong @ Jul 18 2013, 11:31 PM)
yeah - noticed my Eastspring Inv SmallCaps and Pub Mut's PAGF running higher / faster than the rest of my mutual funds for locals.
BRICs and commodity related also boing-ed  laugh.gif
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My public strategic smallcap also fly. But quite regret didnt buy many. cry.gif Should have sai lang then huat! laugh.gif
mois
post Jul 22 2013, 10:11 AM

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QUOTE(RO Player @ Jul 22 2013, 09:43 AM)
rclxm9.gif  mine UT..>> 15% up...not even 1 year..

plan to buy RM100k of UT ...SC <3%..
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Overall up 15%? wa thumbup.gif . Mine got 1 fund up 20%. But if overall, around 10-11%. 100k UT? You better keep that as cash and wait for other opportunity. Such as lands brows.gif

This post has been edited by mois: Jul 22 2013, 10:19 AM
mois
post Jul 22 2013, 10:36 AM

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I think the issue with china is that, investors lost confidence on their corporate governance. Look at the GDP, it is always 7% and above. By right, chinese stocks should be shooting up more than the rest of the asia markets. But instead, it went down even more.


mois
post Jul 25 2013, 02:22 PM

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So nowadays bond very susah. If equity, KLCI at all high. Asia ex japan, slightly volatile. Gold is even more volatile. So cash is king again?
mois
post Jul 25 2013, 09:06 PM

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China dont allow foreigner to buy their A class shares. And most of the chinese company raise fund and eat back investor money. Very corrupt.

But then they know they are the powerhouse, so we dont really know what they are up to. Chinese citizen are getting richer in these past 5 years. But why investors are losing money in the past 5 years? Their corruption stories are alot darker than ours.
mois
post Aug 1 2013, 11:51 AM

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It is wise to switch bond to money market for now? I see the emerging bond market are starting to affect our local bonds.
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