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 Fundsupermart.com v4, Manage your own unit trust portfolio

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maldiniho
post Oct 16 2013, 03:15 PM

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QUOTE(yklooi @ Oct 16 2013, 03:09 PM)
hmm.gif Kidsave is a Balanced fund with 53% in Malaysia, S'pore 10%, HK 9.76%, Korea 4.83%, Thai 2.12% and Indo 1%
Kenanga Growth is 100% Malaysia Eq

Kidsave more diversified, Kenanga more M'sia focused.....

Kenanga had been performing well lately, Kidsave because it is a balanced fund, had been affected since May....

Both are solid funds with good track records....

what do you need in your portfolio?
*
Wanted to have a balanced one in case my KGF is affected by market fluctuation. since KGF is regarded as equity fund and therefore relatively high risk

But seeing KGF has been held up quite well over the past 1 year, I am not sure I should still put my money on Kidsave.

FYI, I am thinking of withdrawing EPF to invest Kidsave.
SUSyklooi
post Oct 16 2013, 03:25 PM

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QUOTE(maldiniho @ Oct 16 2013, 03:15 PM)
Wanted to have a balanced one in case my KGF is affected by market fluctuation. since KGF is regarded as equity fund and therefore relatively high risk

But seeing KGF has been held up quite well over the past 1 year, I am not sure I should still put my money on Kidsave.

FYI, I am thinking of withdrawing EPF to invest Kidsave.
*
hmm.gif EPF for Kidsave?
how long do you intend to put in there?
current QE tapering just delayed, the underlining concerns are still there....which could affect the bond/balanced funds
Past performance may not repeat....
Kidsave cummulative performance
1 mth 1.73%
3 mths 4.00%
6 mths 2.7%
1 yr 11.51%

EPF...about 5~6% p.a??

TakoC
post Oct 16 2013, 03:27 PM

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My latest portfolio allocation. For equity HSAO (28%), HSAQ (32%), PGSF (18%) and OSK-GEYF (21%). Currently trying to increase my GEYF portion for higher US and Europe exposure. Not planning to top up my PGSF as I'm planning to switch out everything in the near future. FI/Equity 65/35.

Sifu feel free to advice smile.gif

Pink gor, gark gor smile.gif

http://postimg.org/image/gfhjqyrs9/

This post has been edited by TakoC: Oct 16 2013, 03:49 PM
maldiniho
post Oct 16 2013, 03:30 PM

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QUOTE(yklooi @ Oct 16 2013, 03:25 PM)
hmm.gif EPF for Kidsave?
how long do you intend to put in there?
current QE tapering just delayed, the underlining concerns are still there....which could affect the bond/balanced funds
Past performance may not repeat....
Kidsave cummulative performance
1 mth 1.73%
3 mths 4.00%
6 mths 2.7%
1 yr 11.51%

EPF...about 5~6% p.a??
*
well.. I intend to put in there until my kids ready to go to uni. "kidsave" mah tongue.gif

can it beat the 6% of EPF?
SUSPink Spider
post Oct 16 2013, 03:33 PM

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QUOTE(TakoC @ Oct 16 2013, 03:27 PM)
My latest portfolio allocation. For equity HSAO (8%), HSAQ (14%), PGSF (14%) and OSK-GEYF (28%). Currently trying to increase my GEYF portion for higher US and Europe exposure. Not planning to top up my PGSF as I'm planning to switch out everything in the near future. FI/Equity 65/35.

Sifu feel free to advice smile.gif

Pink gor, gark gor  smile.gif

http://postimg.org/image/gfhjqyrs9/
*
U got no GEM fund? I see no Brazil no Russia no Bora Bora Republic hmm.gif

Eh, u copycat me tongue.gif
I'm changing a bit...
HSAW 7% (from 8%)
Ponzi 14%
GEY 30% (from 28%)
PGSF 15% (from 14%)
EIGEM 34% (from 36%)

This post has been edited by Pink Spider: Oct 16 2013, 03:35 PM
TakoC
post Oct 16 2013, 03:37 PM

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QUOTE(Pink Spider @ Oct 16 2013, 03:33 PM)
U got no GEM fund? I see no Brazil no Russia no Bora Bora Republic hmm.gif

Eh, u copycat me tongue.gif
I'm changing a bit...
HSAW 7% (from 8%)
Ponzi 14%
GEY 30% (from 28%)
PGSF 15% (from 14%)
EIGEM 34% (from 36%)
*
I like Hwang fund laugh.gif

I know in your GEM portion is high at around 36%, follow by GEYF, HSAQ and PGSF.

Advice needed. To increase equity exposure, and US/Europe exposure- GEYF. And add in GEM in the near future for Brazil etc exposure?

This post has been edited by TakoC: Oct 16 2013, 03:39 PM
SUSyklooi
post Oct 16 2013, 03:39 PM

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QUOTE(maldiniho @ Oct 16 2013, 03:30 PM)
well.. I intend to put in there until my kids ready to go to uni. "kidsave" mah  tongue.gif

can it beat the 6% of EPF?
*
hmm.gif just wondering,,, what if when the time your kids needed the money for uni, and the mkt crashed? and it may stayed there for a few years.....
(is 50% of what is left is good enough?) sad.gif

from past records/performance,..long term wise, i think it did beat 6%
TakoC
post Oct 16 2013, 03:42 PM

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QUOTE(TakoC @ Oct 16 2013, 03:27 PM)
My latest portfolio allocation. For equity HSAO (28%), HSAQ (32%), PGSF (18%) and OSK-GEYF (21%). Currently trying to increase my GEYF portion for higher US and Europe exposure. Not planning to top up my PGSF as I'm planning to switch out everything in the near future. FI/Equity 65/35.

Sifu feel free to advice smile.gif

Pink gor, gark gor  smile.gif

http://postimg.org/image/gfhjqyrs9/
*
Corrected.

Do advice on corrected portfolio exposure. My target is to increase US/Europe exposure.

This post has been edited by TakoC: Oct 16 2013, 03:51 PM
SUSPink Spider
post Oct 16 2013, 04:32 PM

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QUOTE(TakoC @ Oct 16 2013, 03:42 PM)
Corrected.

Do advice on corrected portfolio exposure. My target is to increase US/Europe exposure.
*
Actually HSAQ and HSAO is very similar in asset allocation and securities they invested in. HSAQ CAN have a bit exposure to mid-large caps (see their mandate as per prospectus).

Sometimes I compare their fact sheets and annual reports, I doh.gif why the heck am I wasting time investing in HSAO, since PGSF already got exposure to Asian large caps.

My advice, slowly include some GEM exposure... wink.gif
TakoC
post Oct 16 2013, 04:39 PM

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QUOTE(Pink Spider @ Oct 16 2013, 04:32 PM)
Actually HSAQ and HSAO is very similar in asset allocation and securities they invested in. HSAQ CAN have a bit exposure to mid-large caps (see their mandate as per prospectus).

Sometimes I compare their fact sheets and annual reports, I doh.gif why the heck am I wasting time investing in HSAO, since PGSF already got exposure to Asian large caps.

My advice, slowly include some GEM exposure... wink.gif
*
That's the only advice shocking.gif

I thought my portfolio sure taikor here complain as well whistling.gif

So it's in line with my comment too then. To increase equity portion, slowly increase US/Europe exposure and include some GEM.
SUSPink Spider
post Oct 16 2013, 04:51 PM

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QUOTE(TakoC @ Oct 16 2013, 04:39 PM)
That's the only advice  shocking.gif

I thought my portfolio sure taikor here complain as well  whistling.gif

So it's in line with my comment too then. To increase equity portion, slowly increase US/Europe exposure and include some GEM.
*
calling gark to shoot TakoC whistling.gif
gark
post Oct 16 2013, 05:15 PM

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QUOTE(Pink Spider @ Oct 16 2013, 04:51 PM)
calling gark to shoot TakoC whistling.gif
*
Shoot wat? biggrin.gif

Don't follow what you all talking about... tongue.gif
SUSPink Spider
post Oct 16 2013, 05:17 PM

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QUOTE(gark @ Oct 16 2013, 05:15 PM)
Shoot wat?  biggrin.gif

Don't follow what you all talking about... tongue.gif
*
Itu orang minta free portfolio review whistling.gif
gark
post Oct 16 2013, 05:26 PM

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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
SUSMNet
post Oct 16 2013, 09:27 PM

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well.. I intend to put in there until my cucu ready to go to uni. "kidsave" mah
maldiniho
post Oct 17 2013, 09:40 AM

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QUOTE(MNet @ Oct 16 2013, 09:27 PM)
well.. I intend to put in there until my cucu ready to go to uni. "kidsave" mah
*
wah...respect. I must admit I don't have such capability to support next next generation. notworthy.gif
kimyee73
post Oct 17 2013, 09:41 AM

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QUOTE(TakoC @ Oct 16 2013, 12:56 PM)
Subjective. DJ down 100 points. Market is confused.
*
DJ is not a gauge of whether market is confused. There are other indicators such as combination of VIX, Put/Call ratio and volume indicators.
SUSPink Spider
post Oct 17 2013, 09:53 AM

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QUOTE(kimyee73 @ Oct 17 2013, 09:41 AM)
DJ is not a gauge of whether market is confused. There are other indicators such as combination of VIX, Put/Call ratio and volume indicators.
*
I expected further volatility and topped up last night, mana tau rallied doh.gif
kimyee73
post Oct 17 2013, 10:02 AM

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QUOTE(Pink Spider @ Oct 17 2013, 09:53 AM)
I expected further volatility and topped up last night, mana tau rallied doh.gif
*
Rallied because there is a glimmer of hope to end the shutdown and overcome debt ceiling. Remember market is volatile and would react forcefully to any news. Market has been rallying since Oct 9 in anticipation of the resolution. The question is what happen next after shutdown?
SUSPink Spider
post Oct 17 2013, 10:05 AM

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QUOTE(kimyee73 @ Oct 17 2013, 10:02 AM)
Rallied because there is a glimmer of hope to end the shutdown and overcome debt ceiling. Remember market is volatile and would react forcefully to any news. Market has been rallying since Oct 9 in anticipation of the resolution. The question is what happen next after shutdown?
*
I take hope in this:

MarketWatch: buffett-still-buying-stocks-despite-dc-standoff

QUOTE
There is no need to stop investing because of the "mess" in Washington, said Warren Buffett on Wednesday. "It is perfectly OK to buy securities," Buffett said in an interview on CNBC.


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