Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

 Fundsupermart.com v4, Manage your own unit trust portfolio

views
     
gark
post Oct 16 2013, 05:26 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 16 2013, 05:17 PM)
Itu orang minta free portfolio review whistling.gif
*
Hahaha I would say too much ASEAN stocks.. tongue.gif
gark
post Oct 17 2013, 10:10 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(kkk8787 @ Oct 17 2013, 09:29 PM)
Does this method work? Meaning in long term all the funds will have positive return regardless of short term movement
*
No guarantee that dca will result in profit over the long term. It depends highly on the fund, all dca does is smooth out the ups and down of the performance.....

Attempt to dca in a lousy fund will result in lousy results, but then again past performance does not indicate future performance.... rolleyes.gif

Any agent who tell you otherwise should be shot... tongue.gif

This post has been edited by gark: Oct 17 2013, 10:12 PM
gark
post Oct 19 2013, 10:01 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(kkk8787 @ Oct 18 2013, 11:46 PM)
My allocation is as attached...is that healthy?
Most of the time red red..but looking long term hopefully will turn green haha
All almost same distribution compared to I have a colleague who just focus on reit only...I'm using fsm.whereas he is using some osk platform he said no sales charge?
*
Correct buying REIT got no sales charge .....

but...

have to pay brokerage fee, clearing fee and stamp duty. tongue.gif There is No free lunch (unless pinky belanja thumbup.gif )

Your friend is misleading or delusional..and IF he solely concentrate on REIT, I cannot imagine he is doing well lately. laugh.gif

BTW Most REIT in Malaysia HAVE management fee like UT... about 0.5%-1.0% p.a. rolleyes.gif

This post has been edited by gark: Oct 19 2013, 10:04 AM
gark
post Oct 19 2013, 10:05 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 18 2013, 04:06 PM)
Furthermore, u also have forex to take account into.

Let's say Dow fell 2%
But Ringgit weakened against USD
U might even have a gain in NAV! tongue.gif
*
The storm clouds are brewing... too much bullishness in the market. wink.gif

"The cat has bounced high enough"...

This post has been edited by gark: Oct 19 2013, 10:06 AM
gark
post Oct 19 2013, 10:36 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(kkk8787 @ Oct 19 2013, 10:30 AM)
I think he said full reits...apparently safer bet he said...whereas mine higher risk.. red more than green avday. .. hopefully in long term can turn green....amdynamic not doing well Huh
*
He said REIT safer bet? rolleyes.gif Did he saw the blood bath in REIT lately? Or he conveniently ignore it?

REIT moves up like bond during good times, fall like equities during bad times... remember this. wink.gif Reit follows bond yield so it is not much riskier or safer than bonds, just another asset class..

The best risk adjusted portfolio is having a combination of equities, bonds, reits and commodities. Having only 1 type will put all your eggs in 1 basket. laugh.gif

This post has been edited by gark: Oct 19 2013, 10:37 AM
gark
post Oct 19 2013, 10:58 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 19 2013, 10:52 AM)
*take a baseball bat smack it back on the ground* tongue.gif
*
Animal abuse... sweat.gif

Get ready your funds for next downward swing... laugh.gif

This post has been edited by gark: Oct 19 2013, 11:00 AM

9 Pages « < 7 8 9Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0462sec    0.71    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 04:57 PM