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 Fundsupermart.com v4, Manage your own unit trust portfolio

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TakoC
post Sep 17 2013, 10:18 PM

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QUOTE(Pink Spider @ Sep 17 2013, 09:06 PM)
Yeah, my stock portfolio all green green today biggrin.gif

And my UT portfolio IRR back to its peak of 6%+ rclxms.gif
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Wow. That's good news!

Quite anxious to see my AGEF and PGSF performance next week thumbup.gif

This post has been edited by TakoC: Sep 17 2013, 10:18 PM
TakoC
post Sep 17 2013, 10:25 PM

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QUOTE(yklooi @ Sep 17 2013, 10:22 PM)
guess, anything that has the words "balanced" or "bonds" kena
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I didn't read your posts in details but you mentioned that you entered almost all your funds on their NAV price right?

Apologies for that, I'm still at work. Vision getting blur. LOL sad.gif

TakoC
post Sep 17 2013, 10:25 PM

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QUOTE(Pink Spider @ Sep 17 2013, 10:20 PM)
U will have a huge shock with that one brows.gif
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Good shock I hope icon_rolleyes.gif
TakoC
post Sep 18 2013, 12:32 AM

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QUOTE(kkk8787 @ Sep 17 2013, 11:40 PM)
Aiyi avday I read here..keep wanting to tweak the portfolio. .cannot la...how to maintain discipline for years topping up monthly dun change wo haha..anywsy gold price sliding now
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It's not hard topping up monthly. Treat it like a saving. Result has show that if you consistently DCA every month, if during the bad times, it's still better off than selling during it.

I don't practice monthly topping up though tongue.gif
TakoC
post Sep 18 2013, 01:12 PM

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QUOTE(Pink Spider @ Sep 18 2013, 10:47 AM)
Sell oredy, then buy what? Park in cash? rclxub.gif
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I have the same thinking like you. Target ROI achieved, sell, cash park where? But ROI drop, then how?

Smart gambler will know reach target must run tongue.gif
TakoC
post Sep 18 2013, 02:14 PM

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QUOTE(Pink Spider @ Sep 18 2013, 01:28 PM)
ROI drop - buy more
ROI sky-high - BUY EVEN MORE laugh.gif
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Com-pirm mati nod.gif
TakoC
post Sep 18 2013, 02:16 PM

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QUOTE(Pink Spider @ Sep 18 2013, 02:08 PM)
Hwang Quantum Ponzi and OSK-UOB Global Equity Yield
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Exactly what I had in mind. Gotta increase my global exposure smile.gif
TakoC
post Sep 18 2013, 05:21 PM

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QUOTE(David83 @ Sep 18 2013, 04:43 PM)
Then, how about PM thread? That will be get pinned as well since they're the largest UT company in Malaysia. whistling.gif
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Kantoi. PM taikor rage tongue.gif
TakoC
post Sep 18 2013, 05:24 PM

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QUOTE(kkk8787 @ Sep 18 2013, 05:20 PM)
Ya I ask my fren so what u investing she said dunno...she said just give 1k every month..haha..she said they showed some graph if put money av month can make money I think is dca gua...fsm is good but got learning curve lo...but their research segment really good...
I interested in alliance global equity now..any comments?
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I think we are all lucky in the sense that there is forum where we can share our overview of the market, share questions, advise on funds etc.

Somemore you all are quite lucky now, last time Pink used to rage A LOT! 10 posts rage once. Hahaha tongue.gif sweat.gif

This post has been edited by TakoC: Sep 18 2013, 05:25 PM
TakoC
post Sep 18 2013, 05:35 PM

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QUOTE(s_kates81 @ Sep 18 2013, 05:30 PM)
I second that. We are lucky to have this forum where we have so many investment gurus of whom we can share ideas and seek for advice. I've learnt a lot from here and keep learning everyday.
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Kudos to that.

I always believe in learning by first hand experience. Not just full of questions and no action. With your first UT purchase, you will watch the market very carefully and be more detail compared to when you are just pure 'LEARNING'. I was lucky that the first UT I bought was making good money, and that prompted me to take more risk.

It's a very interesting journey. Enjoy smile.gif

This post has been edited by TakoC: Sep 18 2013, 05:36 PM
TakoC
post Sep 18 2013, 05:44 PM

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QUOTE(Pink Spider @ Sep 18 2013, 05:40 PM)
Last time no alcohol and amoi to release stress mar tongue.gif

On a more serious note, I think putting FAQs on Post #1 did help, and i think that ppl have learnt more about UTs from here, lesser noob questions nowadays esp dividend questions nod.gif
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Agree thumbup.gif

Last time there were really a lot of dividend questions, now there are a lot of 'MARKET SO RED', 'ROI/XIRR update', 'Today bought in *insert fund name here* posts smile.gif

This post has been edited by TakoC: Sep 18 2013, 05:45 PM
TakoC
post Sep 18 2013, 06:24 PM

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QUOTE(Pink Spider @ Sep 18 2013, 05:56 PM)
TakoC will update his portfolio soon, I think he has Alliance GE.

It's an above-average global equity fund is all I can say.

1. Study the prospectus
2. Read the annual/interim reports
3. Read the monthly fact sheet
4. Using FSM Chart Centre, compare it against MSCI World and other global equity funds, see how it "behaves"

For 1 to 3, go google Fullerton Fund Management, read those of Fullerton Global Equities Fund too, cos that is the fund that AGEF "feeds" into. The reports of Alliance GE doesn't reveal much.
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Nope. I don't. I preferred GEYF over AGEF due to the fact that GEYF invest over 60% in US and UK alone compared to the latter ~16%. From the looks of it, AGEF is a pretty much 'balanced' fund when it comes to world exposure.
TakoC
post Sep 18 2013, 09:23 PM

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QUOTE(Pink Spider @ Sep 18 2013, 06:48 PM)
Why sad.gif ? blink.gif

Ooh yeah, I was comparing performance of AGEF vs Pacific GSF a few days ago, PGSF outperformed AGEF recently tongue.gif
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Wow! Luckily I keep both huh? Hahaha!
TakoC
post Sep 19 2013, 01:41 PM

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QUOTE(David83 @ Sep 19 2013, 07:58 AM)
Good news from yesterday's Federal Reserve.

Global shares will rally again.
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What news? Share. Yesterday work till 2AM rclxub.gif
TakoC
post Sep 19 2013, 01:44 PM

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QUOTE(kucingfight @ Sep 19 2013, 12:24 PM)
Topped up Amdynamic Bond..oh..lol..conservative me again..

Any other equity funds to recommend?
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U were 100% cash right? What about now?
TakoC
post Sep 19 2013, 01:50 PM

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QUOTE(David83 @ Sep 19 2013, 01:42 PM)
Fed surprises, sticks to stimulus as it cuts growth outlook

URL: http://finance.yahoo.com/news/fed-surprise...-021551218.html

No tapering on QE3.
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Actually I'm confused.

Investors responded by propelling U.S. stocks to record highs and driving down bond yields.

People now move to US stocks, no demand in bonds hence bond yields decrease. I understand that bond price and yield work in inverse relationship (so yield drop, price increase). But I can't explain without the equation, when there are no demand in bonds (as people now move to stocks), shouldn't the price drop? rclxub.gif
TakoC
post Sep 19 2013, 02:12 PM

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QUOTE(Pink Spider @ Sep 19 2013, 01:57 PM)
1. QE continues
2. Interest rates stable i.e. won't rise anytime soon
3. Investors will buy bonds

E.g. interest rate remain at 3%, so u will buy bonds yielding 4%, driving up the bond PRICE, hence YIELD will go down.

E.g. interest rate WILL INCREASE, so investors will dump bonds, pulling down the bond PRICE, hence YIELD will go up.

Now, there IS demand for Treasurys.
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So now interest rate stable, people will buy bond AND shares. So both price will increase.

When interest rate increase, bond price will drop, share price drop too? unsure.gif

*peek into Treasury department* they look free tongue.gif

This post has been edited by TakoC: Sep 19 2013, 02:15 PM
TakoC
post Sep 19 2013, 02:14 PM

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QUOTE(yklooi @ Sep 19 2013, 01:57 PM)
Putting It All Together: The Link Between Price And Yield
The relationship of yield to price can be summarized as follows: when price goes up, yield goes down and vice versa. Technically, you'd say the bond's price and its yield are inversely related.

http://www.investopedia.com/university/bonds/bonds3.asp
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nod.gif
TakoC
post Sep 19 2013, 06:02 PM

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QUOTE(Pink Spider @ Sep 19 2013, 05:33 PM)
HwangIM funds still dropping yesterday doh.gif

OSK-UOB GEYF continues its Ponzi-like run rclxms.gif
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Went to update my GEYF fund alone. From -2% to 1%. Only 1% lar mad.gif

Benchmark of 'UT Ponzi' must be like HSAQ! Put my hope high sweat.gif
TakoC
post Sep 19 2013, 10:15 PM

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QUOTE(kkk8787 @ Sep 19 2013, 08:41 PM)
why av1 keep Ponzi Ponzi...Ponzi scheme in UT die la....haha..
got too late anot to go in now in view of delayed QE tappering
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Can qua. Not too bottom, not too peak.

But like what they said, don't expect to have SUPER performance when all the certainty has settled in. Only when you invest during the uncertainty period will you be rewarded smile.gif

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