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 Fundsupermart.com v4, Manage your own unit trust portfolio

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SUSyklooi
post Aug 20 2013, 01:00 PM

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QUOTE(David83 @ Aug 20 2013, 12:58 PM)
RHB-GS US Equity Fund is small & mid cap based US fund like HQAF.
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wow, lagi volatile...up very fast and down also very fast. sweat.gif sweat.gif
thks for info

This post has been edited by yklooi: Aug 20 2013, 01:04 PM
genesic
post Aug 20 2013, 01:12 PM

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QUOTE(David83 @ Aug 20 2013, 01:35 PM)
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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so now is the good time to buy US fund ? which one would you select and why ? hmm.gif
i just realised i dont have US exposure cry.gif
SUSyklooi
post Aug 20 2013, 01:13 PM

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QUOTE(genesic @ Aug 20 2013, 01:12 PM)
so now is the good time to buy US fund ? which one would you select and why ?  hmm.gif
i just realised i dont have US exposure  cry.gif
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read previous few postings
SUSDavid83
post Aug 20 2013, 01:26 PM

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QUOTE(genesic @ Aug 20 2013, 01:12 PM)
so now is the good time to buy US fund ? which one would you select and why ?  hmm.gif
i just realised i dont have US exposure   cry.gif
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That's why FSM analyst asked investors not to ignore "Developed markets".

G5/G7 + Eurozone

This post has been edited by David83: Aug 20 2013, 01:28 PM
SUSPink Spider
post Aug 20 2013, 01:30 PM

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QUOTE(David83 @ Aug 20 2013, 12:35 PM)
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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QUOTE(wongmunkeong @ Aug 20 2013, 12:53 PM)
ermm.. on the flipside, good time to accumulate mar right?  sweat.gif
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U said it before me thumbup.gif

QUOTE(David83 @ Aug 20 2013, 12:48 PM)
You should have bought it during IPO.

Well, I think for now, it's better to go for OSK-UOB Global Equity Fund.
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Why? rolleyes.gif
SUSDavid83
post Aug 20 2013, 01:31 PM

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QUOTE(Pink Spider @ Aug 20 2013, 01:30 PM)
U said it before me thumbup.gif
Why? rolleyes.gif
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Since IPO, it's already up ~ 9%
SUSPink Spider
post Aug 20 2013, 01:32 PM

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QUOTE(David83 @ Aug 20 2013, 01:31 PM)
Since IPO, it's already up ~ 9%
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Sila baca Post #1 Point #2 whistling.gif
TakoC
post Aug 20 2013, 01:38 PM

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QUOTE(David83 @ Aug 20 2013, 12:48 PM)
You should have bought it during IPO.

Well, I think for now, it's better to go for OSK-UOB Global Equity Fund.
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I support, because me too tongue.gif
TakoC
post Aug 20 2013, 01:41 PM

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QUOTE(genesic @ Aug 20 2013, 01:12 PM)
so now is the good time to buy US fund ? which one would you select and why ?  hmm.gif
i just realised i dont have US exposure  cry.gif
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Go FSM, read up all the popular global funds fact sheet. See which one you are most comfortable with.

I like AGEYF because like the name suggest, it invests in a lot of dividend paying company. Exposure wise it is 40+% in US, with the rest in Europe etc. The way I like it.
TakoC
post Aug 20 2013, 01:43 PM

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QUOTE(Pink Spider @ Aug 20 2013, 01:32 PM)
Sila baca Post #1 Point #2 whistling.gif
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Wow Pink, dare to call David to read back. Want die ah? biggrin.gif whistling.gif
SUSPink Spider
post Aug 20 2013, 01:43 PM

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QUOTE(TakoC @ Aug 20 2013, 01:41 PM)
Go FSM, read up all the popular global funds fact sheet. See which one you are most comfortable with.

I like OSK-UOB GEYF because like the name suggest, it invests in a lot of dividend paying company. Exposure wise it is 40+% in US, with the rest in Europe etc. The way I like it.
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Fixed doh.gif

QUOTE(TakoC @ Aug 20 2013, 01:43 PM)
Wow Pink, dare to call David to read back. Want die ah?  biggrin.gif  whistling.gif
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FSM thread aku taiko, dia taiko PM thread aje tongue.gif

This post has been edited by Pink Spider: Aug 20 2013, 01:43 PM
SUSDavid83
post Aug 20 2013, 01:45 PM

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@Pink Spider, @TakaC

He has his point and I have mine.

I have another parameter to judge which is the potential of upside. It's really subjective.

Aberdeen Islamic World Equity Fund doesn't have historical data.
TakoC
post Aug 20 2013, 01:46 PM

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QUOTE(Pink Spider @ Aug 20 2013, 01:43 PM)
Fixed doh.gif
FSM thread aku taiko, dia taiko PM thread aje tongue.gif
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Typo lar sweat.gif sweat.gif
SUSPink Spider
post Aug 20 2013, 01:46 PM

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QUOTE(David83 @ Aug 20 2013, 01:45 PM)
@Pink Spider, @TakaC

He has his point and I have mine.

I have another parameter to judge which is the potential of upside. It's really subjective.

Aberdeen Islamic World Equity Fund doesn't have historical data.
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the point is, their holdings might have turned over i.e. changed, so high NAV may not necessarily mean that its underlying holdings are overvalued, i.e. the fund might have already liquidated their profitable holdings. wink.gif
SUSDavid83
post Aug 20 2013, 01:50 PM

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QUOTE(Pink Spider @ Aug 20 2013, 01:46 PM)
the point is, their holdings might have turned over i.e. changed, so high NAV may not necessarily mean that its underlying holdings are overvalued, i.e. the fund might have already liquidated their profitable holdings. wink.gif
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Based on current wind blow, I'm overweighting OSK-UOB GEYF over AGEF becaus AGEF has 2/3 in Asia ex Japan.

Aberdeen Islamic World Equity Fund also good as it has >= 70 % outside Asia ex Japan.

If wind blows steadily at the correct direction, AIWEF will have more upside in the near term if QE3 is being tapered accordingly.
TakoC
post Aug 20 2013, 01:53 PM

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Actually looking at the article shared earlier on the capital flowing back to US, now would be a good time to invest. Maybe not rock bottom, but at least money is flowing back which will help the economy. Do correct me if I'm wrong.

Anyway, we will know the Feds decision tomorrow. So expecting some action tomorrow or the day after next.

This post has been edited by TakoC: Aug 20 2013, 01:55 PM
SUSPink Spider
post Aug 20 2013, 01:59 PM

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Dump AmAsia Pac REITs, anyone?
SUSDavid83
post Aug 20 2013, 03:00 PM

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QUOTE(Pink Spider @ Aug 20 2013, 01:59 PM)
Dump AmAsia Pac REITs, anyone?
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Not so soon I guess. ROI and IRR retreat to ~ 5.5%
gark
post Aug 20 2013, 03:08 PM

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From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Aug 20 2013, 01:59 PM)
Dump AmAsia Pac REITs, anyone?
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10Y US yield already >3%.. lol
s_kates81
post Aug 20 2013, 04:24 PM

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Asean is bleeding badly today.

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