Fundsupermart.com v4, Manage your own unit trust portfolio
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 Oct 8 2013, 04:05 PM
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Senior Member
2,081 posts Joined: Mar 2012 
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QUOTE(Pink Spider @ Oct 8 2013, 04:01 PM) Ironically, I made more money from lesser-known mid-cap stocks than large cap big names Buy Westport. First day sure fly Except for Nestle, all my large caps in red (IGBREIT, JT International)    |
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Oct 8 2013, 04:30 PM
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Senior Member
16,872 posts Joined: Jun 2011 
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QUOTE(TakoC @ Oct 8 2013, 04:05 PM) Buy Westport. First day sure fly But I not happy with the yield Watching UMW Holdings now... This post has been edited by Pink Spider: Oct 8 2013, 04:30 PM |
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Oct 8 2013, 04:43 PM
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(Pink Spider @ Oct 8 2013, 04:30 PM) But I not happy with the yield UMW PE ratio so high. Staying away.Watching UMW Holdings now... |
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Oct 8 2013, 04:51 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TakoC @ Oct 8 2013, 04:43 PM) UMW PE ratio so high. Staying away. PE 14, DY 4.4%, high?  |
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Oct 8 2013, 06:09 PM
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All Stars
52,874 posts Joined: Jan 2003
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Too bad I'm applying!
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Oct 8 2013, 06:52 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(David83 @ Oct 8 2013, 06:09 PM) Too bad I'm applying! Westports? So u got it? |
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Oct 8 2013, 07:08 PM
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Oct 8 2013, 06:52 PM) Westports? So u got it? Failed to get it. |
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Oct 8 2013, 07:24 PM
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Senior Member
661 posts Joined: Feb 2007
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QUOTE(David83 @ Oct 8 2013, 06:09 PM) Too bad I'm applying! Me too |
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Oct 9 2013, 06:40 AM
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All Stars
52,874 posts Joined: Jan 2003
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Another bloody day for US:
DJIA 14,776.50 -159.71 -1.07% S&P 500 1,655.45 -20.67 -1.23% NASDAQ 3,694.83 -75.54 -2.00% Aiming for RHB-GS US fund.  |
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Oct 9 2013, 10:00 AM
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Senior Member
3,969 posts Joined: Nov 2007
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QUOTE(Pink Spider @ Oct 8 2013, 04:51 PM) PE 14, DY 4.4%, high? applied UMW  hope get some.. |
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Oct 9 2013, 11:43 AM
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Junior Member
168 posts Joined: May 2012
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arrrr.....i just did my portfolio allocation..so sad....should have done it earlier....
UK 3.8% US 4.29% AUS 3.58% CHINA 3.23% FRANCE 0.52% GERMANY 0.37% HK 6% INDIA 0.26% INDON 2.46% JAPAN 3.74% PHILIPINES 1.93% KOREA 1.25% MALAYSIA 42% SINGAPORE 9.84% TAIWAN 1.12% THAILAND 2.26% OTHER EM 8.92 I NEED MORE DEVELOPED COUNTRY ALLOCATIONS JUST JOIN ABERDEEN PROMO |
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Oct 9 2013, 11:54 AM
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(marketstore @ Oct 9 2013, 11:43 AM) arrrr.....i just did my portfolio allocation..so sad....should have done it earlier.... UK 3.8% US 4.29% AUS 3.58% CHINA 3.23% FRANCE 0.52% GERMANY 0.37% HK 6% INDIA 0.26% INDON 2.46% JAPAN 3.74% PHILIPINES 1.93% KOREA 1.25% MALAYSIA 42% SINGAPORE 9.84% TAIWAN 1.12% THAILAND 2.26% OTHER EM 8.92 I NEED MORE DEVELOPED COUNTRY ALLOCATIONS JUST JOIN ABERDEEN PROMO easier to see?US 4.29% Europe 4.69% North Asia 11.60% + 3.74% Japan (15.34%) Asean 16.49% + 42% Malaysia (58.49%) Other EM 8.92% |
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Oct 9 2013, 11:58 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Malaysia so heavy
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Oct 9 2013, 12:01 PM
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Junior Member
168 posts Joined: May 2012
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QUOTE(Pink Spider @ Oct 9 2013, 11:58 AM) Malaysia so heavy  thats why...should have done it earlier.....when i bought still bodoh bodoh...now only belajar from sifu sifu... |
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Oct 9 2013, 01:24 PM
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(marketstore @ Oct 9 2013, 12:01 PM) thats why...should have done it earlier.....when i bought still bodoh bodoh...now only belajar from sifu sifu... but after reading this recently .... "As of 24 September 2013, FBMKLCI is trading at 15.2X and 13.8X estimated PE ratio for 2014 and 2015, just marginally lower than its 16.0X fair PE. With upside potential by end-2015 at only around 15.0% (which is one of the lowest amongst markets we cover), we are downgrading the Malaysia equity market to 2.5 stars “neutral”." http://www.fundsupermart.com.my/main/artic...df_Malaysia.pdf wanted to switch but currently all still "RED" cannot do anything yet....not until after M'sia budget announcement and the debt ceiling are out of current "clear and present danger". |
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Oct 9 2013, 01:40 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Calling sifu wongmunkeong and unker gark...
Time to slowly dump in bits into US and Developed Europe? |
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Oct 9 2013, 02:18 PM
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Junior Member
168 posts Joined: May 2012
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QUOTE(yklooi @ Oct 9 2013, 01:24 PM) mine too, almost same same mine also mostly red ... but after reading this recently .... "As of 24 September 2013, FBMKLCI is trading at 15.2X and 13.8X estimated PE ratio for 2014 and 2015, just marginally lower than its 16.0X fair PE. With upside potential by end-2015 at only around 15.0% (which is one of the lowest amongst markets we cover), we are downgrading the Malaysia equity market to 2.5 stars “neutral”." http://www.fundsupermart.com.my/main/artic...df_Malaysia.pdf wanted to switch but currently all still "RED" cannot do anything yet....not until after M'sia budget announcement and the debt ceiling are out of current "clear and present danger".  i dont plan to sell now....dont need the money yet....i ll just top up my em and developed funds to increase exposure.... |
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Oct 9 2013, 02:20 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Oct 9 2013, 01:40 PM) Calling sifu wongmunkeong and unker gark... I am putting more in emerging markets...especially china, fighting the trend.Time to slowly dump in bits into US and Developed Europe? US and Europe not bad..also not good... keep to allocation.  This post has been edited by gark: Oct 9 2013, 02:20 PM |
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Oct 9 2013, 02:22 PM
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Junior Member
168 posts Joined: May 2012
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QUOTE(gark @ Oct 9 2013, 02:20 PM) I am putting more in emerging markets...especially china, fighting the trend. how do you decide how much to allocate per region...US and Europe not bad.. but keep to allocation. |
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Oct 9 2013, 02:22 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Oct 9 2013, 02:20 PM) I am putting more in emerging markets...especially china, fighting the trend. The fund manyzers of the equity funds I'm holding already overweighting Asia+EM...my developed markets allocation dropped from 30%+ to low 20%+ bcos of their switch of allocation. US and Europe not bad..also not good... keep to allocation. |
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