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 Fundsupermart.com v4, Manage your own unit trust portfolio

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Kaka23
post Aug 18 2013, 11:45 AM

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QUOTE(Pink Spider @ Aug 18 2013, 12:31 PM)
Ya mar, let's say yield get to a REASONABLY attractive rate of 5-6%, with mgmt fee of 1.5%, the net yield we're getting is only 3-4%, furthermore REITs don't usually have much capital upside.

It's only in 2012 that the fund got lucky, bond yields were at historical low hence the chase for yields.
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I think will sell it when there is another 1% sc for the funds that i want to buy in
Kaka23
post Aug 19 2013, 12:06 AM

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QUOTE(David83 @ Aug 18 2013, 01:43 PM)
AmDynamic declares distribution:

AmDynamic Bond | RM 0.015 per unit |  05-Sep-2013
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Thanks.. Lesser than previous distribution..
Kaka23
post Aug 19 2013, 09:55 AM

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QUOTE(Pink Spider @ Aug 19 2013, 08:56 AM)
red alert? tongue.gif
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haha... no difference lah.
Kaka23
post Aug 19 2013, 09:56 AM

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QUOTE(hengxyz @ Aug 19 2013, 09:18 AM)
If i would like to invest into share? can I come into here?
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https://forum.lowyat.net/StockExchange


Kaka23
post Aug 19 2013, 10:56 AM

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QUOTE(Pink Spider @ Aug 19 2013, 11:06 AM)
lower distribution possibilities:
* Fund Manager wanna retain more cash - might be good, cos maybe they wanna reserve ammo to buy new bonds
* the fund made lower realised incomes - red alert brows.gif

Why dun u go read the latest fund financial report tongue.gif
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I didnt read it lei... lazy also la. Maybe good in a way coz reduce the "noices" that will cause my course of investing. Ultimate goal is long term and using AmDynamic as a buffer or hedge to reduce the volatility of my portfolio.
Kaka23
post Aug 19 2013, 02:32 PM

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QUOTE(yklooi @ Aug 19 2013, 03:28 PM)
some things to consider in Unit trusts: Let’s take a look at $10,000 invested over 30 years with an average annualized gain of 10%.
If you invested in an exotic mutual fund with an expense ratio of 2.5%, you would have only $87,550 and paid a whooping $86,944 (almost 50%) in expense fees. Ouch!  sweat.gif
http://www.moolanomy.com/20/how-expense-ra...nt-performance/
still a good investment vehicle for 10 years?  rolleyes.gif
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Time to move to stocks slowly... ;P
Kaka23
post Aug 19 2013, 03:10 PM

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QUOTE(Pink Spider @ Aug 19 2013, 03:38 PM)
Buy blue chips and hold thru crashes and bubbles, just do nothing
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heart must be steady lei when drop... knowing humans, most of the time hand itchy when got "noises"
Kaka23
post Aug 19 2013, 05:40 PM

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QUOTE(s_kates81 @ Aug 19 2013, 06:05 PM)
What do you think of below Portfolio

China/HK/Taiwan/Korea    10 %
BRI                                5  %
Asean (Whole)                50 %  further divided ( 25 %  in Thailand i know i m biased towards it ,  20 % Malaysia and 5 % in Rest of Asean)
US/Europe                      35 %  further divided ( 28 % US, 7 % Europe)
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Got Thailand specific funds in Malaysia?
Kaka23
post Aug 19 2013, 06:23 PM

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QUOTE(s_kates81 @ Aug 19 2013, 06:44 PM)
I m based in Thailand at the moment. So buy directly from Thai Unit Trust companies
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Kop kun khap
Kaka23
post Aug 19 2013, 08:41 PM

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QUOTE(s_kates81 @ Aug 19 2013, 07:40 PM)
Yeah that's right. So this is the right time to buy for thai market as market is low at the moment. I have high confidence in thai market as it has consistently done wonders over the past 10 years even though having constant blips.
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I also have good feeling on Thai market..
Kaka23
post Aug 20 2013, 12:07 PM

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Faster faster... ammo not fast enough to dry up!!!!
Kaka23
post Aug 20 2013, 12:33 PM

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QUOTE(David83 @ Aug 20 2013, 01:09 PM)
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
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So means 2013 will not be as good as 2012 for Asia ex-Japan...
Kaka23
post Aug 20 2013, 12:43 PM

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I am eyeing Aberdeen World equity fund... still hesitating to enter...
Kaka23
post Aug 20 2013, 08:16 PM

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QUOTE(wongmunkeong @ Aug 20 2013, 01:53 PM)
ermm.. on the flipside, good time to accumulate mar right?  sweat.gif
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Ya, for long term is good to accumulate. I always have this thing in me to see my overall IRR to grow at least 3%pa. I have not big risk tolerance, that is why high fixed income percentage. I need to get rid of this thinking..
Kaka23
post Aug 20 2013, 08:26 PM

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QUOTE(Pink Spider @ Aug 20 2013, 02:59 PM)
Dump AmAsia Pac REITs, anyone?
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Not yet, but wont dump all.. Will leave some. Switch out money will invest elsewhere...
Kaka23
post Aug 20 2013, 08:29 PM

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QUOTE(s_kates81 @ Aug 20 2013, 08:53 PM)
China is attractive but Not as attractive as Asean at the moment. Asean bargains in every country, today even Malaysia is  -2 % ,  Thailand is down -5 % in last 2 days, Indonesia even more. At the moment I am going in China as well as Asean
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Valuation wise china more attractive than ASEAN market...
Kaka23
post Aug 20 2013, 08:29 PM

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Today ALL my funds are red...
Kaka23
post Aug 20 2013, 08:30 PM

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Today ALL my funds are red...
Kaka23
post Aug 20 2013, 10:52 PM

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QUOTE(Pink Spider @ Aug 20 2013, 09:20 PM)
3%? Hello bro, FD that way doh.gif
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Bro you get me wrong, I mean I prefer to see my investment grow every year (positive) even in bad year (of course this is not possible, so I have higher % of fixed income).
Kaka23
post Aug 20 2013, 10:56 PM

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QUOTE(pisces88 @ Aug 20 2013, 10:05 PM)
Considering to topup EI GEM  rclxms.gif
i also thinking the same.. maybe sell off 50%..  -8% now. sweat.gif

u go for GEM?
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