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 Fundsupermart.com v4, Manage your own unit trust portfolio

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SUSDavid83
post Aug 15 2013, 04:47 PM

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QUOTE(gark @ Aug 15 2013, 04:44 PM)
Bond tips ah?

Buy UT with majority in commercial AAA Rated bonds, with less than 3 years to maturity. Will be more or less immune to interest rate hike.

Avoid sovereign bonds. Avoid long term bonds. Avoid emerging bonds. Avoid high yield junk bonds.
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Brother, quote example of fund that meets this criteria. sweat.gif
SUSDavid83
post Aug 15 2013, 06:14 PM

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QUOTE(Pink Spider @ Aug 15 2013, 04:50 PM)
AmIncome Plus whistling.gif

Expected returns: Between 1-month and 12-months FD rate wink.gif

Very low volatility. High grade bonds. Short maturity.
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AmBond also targets for short term commercial papers up to 1 year. >50% in AAA
SUSDavid83
post Aug 15 2013, 06:58 PM

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QUOTE(gark @ Aug 15 2013, 06:39 PM)
No leh.. Ambond is average ~5 years to maturity. So it is a medium term bond, higher yield but slightly higher risk.

Curiously it holding about 6.6% MGS maturing in 2027... sweat.gif

It states the bond fund will not exceed +/- 1 year from Benchmark.

The benchmark is RAM quant shop Medium Duration MGS Bond Index which has a maturity of 3-7 years.
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Opps ... I read wrongly. blush.gif
SUSDavid83
post Aug 15 2013, 10:23 PM

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Moody's keeps stable outlook for Malaysia

http://www.theedgemalaysia.com/highlights/...t-bonds-a3.html
SUSDavid83
post Aug 16 2013, 07:47 AM

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QUOTE(yklooi @ Aug 16 2013, 12:03 AM)
meaning?? Bond down, Equities Up? US economy improving rclxm9.gif
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It should be a good news but the general investors population seems like don't agree with it. They afraid the gradual improvement on US economy according to economic data may not be sustained with the withdrawal or tapering of QE3.
SUSDavid83
post Aug 16 2013, 08:03 AM

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When I about to sell off some funds for rebalance the portfolio, the fear and sell off restarts. sweat.gif
SUSDavid83
post Aug 16 2013, 06:39 PM

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QUOTE(TakoC @ Aug 16 2013, 05:12 PM)
Broken already. Checked my holdings and it's now reflected as 1.33570. Portfolio all time high too. Good to see PGSF finally in the green. GEYF next tongue.gif
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Retreated back. Yesterday NAV is 1.3339.

Today Asian market is still not doing good.
SUSDavid83
post Aug 17 2013, 08:43 AM

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QUOTE(TakoC @ Aug 17 2013, 08:34 AM)
Haha.. Still doesn't change my mind that I might sell it off. Since it's performing so far, I'm thinking to just leave it there. I just won't top up.

Just read an article that analyst are expecting Dow to hit
20k mark soonest than their expected. That's really optimistic of them.
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By when? From current level, it'll be another 33% gain!
SUSDavid83
post Aug 17 2013, 05:00 PM

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QUOTE(TakoC @ Aug 17 2013, 10:14 AM)
I'm not following, David. You mean selling of PGSF or Dow hitting 20k mark?
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You mentioned that you have read an article that it's very optimistic that DJIA could hit 20k mark soon.

Where's the source? By when the article said that it could hit 20k mark? Any reasons or grounds on that? I'm just curious to know.
SUSDavid83
post Aug 18 2013, 12:28 PM

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QUOTE(Macrusin @ Aug 18 2013, 12:25 PM)
Pink,If u dumped it , which fund that you might replace with it?
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He already mentioned that he'll be using the money to top up OSK-UOB GEYF and Hwang Select Asia Opportunity slowly.
SUSDavid83
post Aug 18 2013, 12:43 PM

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AmDynamic declares distribution:

AmDynamic Bond | RM 0.015 per unit | 05-Sep-2013
SUSDavid83
post Aug 19 2013, 07:54 AM

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QUOTE(Kaka23 @ Aug 19 2013, 12:06 AM)
Thanks.. Lesser than previous distribution..
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Yes. Last one should 2 or 2.5 cents gross.
SUSDavid83
post Aug 19 2013, 07:58 AM

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Bond lovers:

The bond market, yields and risk; how they work

URL: http://www.thestar.com.my/Business/Busines...-they-work.aspx
SUSDavid83
post Aug 19 2013, 08:34 AM

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QUOTE(hengxyz @ Aug 19 2013, 08:18 AM)
If i would like to invest into share? can I come into here?
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This thread is about mutual fund/unit trust!
SUSDavid83
post Aug 19 2013, 06:21 PM

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QUOTE(Kaka23 @ Aug 19 2013, 05:40 PM)
Got Thailand specific funds in Malaysia?
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Singapore or Indonesia specific fund I heard before. tongue.gif
SUSDavid83
post Aug 19 2013, 06:24 PM

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QUOTE(Kaka23 @ Aug 19 2013, 06:23 PM)
Kop kun khap
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Sawadee khap!
SUSDavid83
post Aug 19 2013, 06:26 PM

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FSM rates neutral on Thailand market:

QUOTE
THAILAND – 2.5 STARS (NEUTRAL)

• Exports fell by -3.4% y-o-y in Jun 13 after a -5.3% contraction in May 13
• Imports grew by 3.0% y-o-y in Jun 13, up from a downward revised -3.5% decline in May 13
• Trade deficit narrowed to -USD 1.9 billion in Jun 13 from -USD 2.3 billion in May 13
• Consumer Price Index decelerated to 2.25% y-o-y in Jun 13 from 2.27% y-o-y in May 13
• Core CPI decelerated to 0.88% in Jun 13 y-o-y, down from 0.94% in May 13
• Consumer confidence fell to 71.8 in Jun 13, down from a 72.8 reading in Apr 13
• Bank of Thailand held policy rate at 2.50%, following a 25bps cut previously


URL: http://www.fundsupermart.com.hk/hk/main/ar..._HK_AUG_FSM.pdf (page 11)
SUSDavid83
post Aug 20 2013, 10:51 AM

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Seems like my decision to sell Public South East Asia Select fund is not regrettable. tongue.gif
SUSDavid83
post Aug 20 2013, 12:09 PM

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Indonesia Stocks Drop as Index Falls as Much as 20% From Peak

URL: http://www.bloomberg.com/news/2013-08-20/i...-from-peak.html

Thai Baht Slumps to One-Year Low as Economy Enters Recession

URL: http://www.bloomberg.com/news/2013-08-20/t...-recession.html

This post has been edited by David83: Aug 20 2013, 12:15 PM
SUSDavid83
post Aug 20 2013, 12:35 PM

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QUOTE(Kaka23 @ Aug 20 2013, 12:33 PM)
So means 2013 will not be as good as 2012 for Asia ex-Japan...
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Could be selective region.

FF is definitely outflowing from Asia:

Capital Flows Back to U.S. as Markets Slump Across Asia

URL: http://www.bloomberg.com/news/2013-08-19/c...ck-to-u-s-.html

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