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 Fundsupermart.com v4, Manage your own unit trust portfolio

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ben3003
post Aug 20 2013, 04:31 PM

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forsee very red portfolio tomorrow lol..
SUSDavid83
post Aug 20 2013, 06:48 PM

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QUOTE(s_kates81 @ Aug 20 2013, 04:24 PM)
Asean is bleeding badly today.
*
Hang Seng and Nikkei dropped > 2%
SUSyklooi
post Aug 20 2013, 06:53 PM

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QUOTE(David83 @ Aug 20 2013, 06:48 PM)
Hang Seng and Nikkei dropped > 2%
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time to consider at 1%Sc closing 30 August
EASTSPRING INVESTMENTS DINASTI EQUITY FUND
EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND
sweat.gif sweat.gif


SUSDavid83
post Aug 20 2013, 06:57 PM

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QUOTE(yklooi @ Aug 20 2013, 06:53 PM)
time to consider at 1%Sc closing 30 August
EASTSPRING INVESTMENTS DINASTI EQUITY FUND
EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND
sweat.gif  sweat.gif
*
I think better to rebalance the portfolio to developed market. biggrin.gif
s_kates81
post Aug 20 2013, 07:33 PM

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QUOTE(David83 @ Aug 20 2013, 05:57 PM)
I think better to rebalance the portfolio to developed market. biggrin.gif
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Isn't it better to go in emerging markets at this point? Markets are bleeding, investors are fleeing, lots of bargains to be had.
SUSDavid83
post Aug 20 2013, 07:37 PM

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QUOTE(s_kates81 @ Aug 20 2013, 07:33 PM)
Isn't it better to go in emerging markets at this point? Markets are bleeding, investors are fleeing, lots of bargains to be had.
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China is extremely attractive now. Did you go in then?
s_kates81
post Aug 20 2013, 07:53 PM

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QUOTE(David83 @ Aug 20 2013, 06:37 PM)
China is extremely attractive now. Did you go in then?
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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
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..
SUSPink Spider
post Aug 20 2013, 08:20 PM

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QUOTE(Kaka23 @ Aug 20 2013, 08:16 PM)
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..
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3%? Hello bro, FD that way doh.gif
SUSyklooi
post Aug 20 2013, 08:23 PM

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some FD is > 3%p.a
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...
SUSDavid83
post Aug 20 2013, 08:31 PM

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Actually I'm more worried on OSK EMB.
edwardSL
post Aug 20 2013, 08:52 PM

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I have a question in mind:

If I'm gonna do rebalancing on my portfolio, should I sell off then put in CMF then only buy other fund or straight switch? Switch cost more right?

And around how much % the fund drop usually can start consider to top up?

Would like to hear opinion from you guys =)
SUSyklooi
post Aug 20 2013, 08:58 PM

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QUOTE(edwardSL @ Aug 20 2013, 08:52 PM)
I have a question in mind:

If I'm gonna do rebalancing on my portfolio, should I sell off then put in CMF then only buy other fund or straight switch? Switch cost more right?

And around how much % the fund drop usually can start consider to top up?

Would like to hear opinion from you guys =)
*
try read this for Switching of funds in FSM
http://www.fundsupermart.com.my/main/faq/faq.svdo?id=8922
up to u to set the limit for switch.....individual preference
some say 10%, some say 15%...all up to you
some rebalance based on mkt valuation
pisces88
post Aug 20 2013, 09:05 PM

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QUOTE(yklooi @ Aug 20 2013, 06:53 PM)
time to consider at 1%Sc closing 30 August
EASTSPRING INVESTMENTS DINASTI EQUITY FUND
EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND
sweat.gif  sweat.gif
*
Considering to topup EI GEM rclxms.gif

QUOTE(Kaka23 @ Aug 20 2013, 08:26 PM)
Not yet, but wont dump all.. Will leave some. Switch out money will invest elsewhere...
*
i also thinking the same.. maybe sell off 50%.. -8% now. sweat.gif

u go for GEM?
SUSyklooi
post Aug 20 2013, 10:00 PM

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QUOTE(pisces88 @ Aug 20 2013, 09:05 PM)
Considering to topup EI GEM  rclxms.gif u go for GEM?
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GEM VS Asia X Jpn, which one got more upside potential?
SUSDavid83
post Aug 20 2013, 10:03 PM

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QUOTE(yklooi @ Aug 20 2013, 10:00 PM)
GEM VS Asia X Jpn, which one got more upside potential?
*
I'll answer that if I have a crystal ball.

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