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 Fundsupermart.com v4, Manage your own unit trust portfolio

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SUSDavid83
post Aug 23 2013, 02:26 PM

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QUOTE(TakoC @ Aug 23 2013, 02:24 PM)
Worried also not use. I don't think any wise investors will sell of AmDynamic. Me included.
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I'll sell it my goal reached but too bad that doesn't happen.
SUSPink Spider
post Aug 23 2013, 02:32 PM

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QUOTE(Kaka23 @ Aug 23 2013, 02:17 PM)
My recent portfolio drop is worst than June drop.. sad.gif
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When u check again later today u will see huge gain, cos last nite US and Europe gained thumbup.gif

Oops, u don't have much US and Europe exposure oh tongue.gif

This post has been edited by Pink Spider: Aug 23 2013, 02:32 PM
Kaka23
post Aug 23 2013, 02:58 PM

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QUOTE(yklooi @ Aug 23 2013, 03:24 PM)
how many % as in yr portfolio?
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50% bro...
Kaka23
post Aug 23 2013, 02:59 PM

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QUOTE(Pink Spider @ Aug 23 2013, 03:32 PM)
When u check again later today u will see huge gain, cos last nite US and Europe gained thumbup.gif

Oops, u don't have much US and Europe exposure oh tongue.gif
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Aiyo.. still need to add salt to my wound meh!!!!!
TakoC
post Aug 23 2013, 03:02 PM

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QUOTE(David83 @ Aug 23 2013, 02:26 PM)
I'll sell it my goal reached but too bad that doesn't happen.
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What's your target ROI? Mine reached way ago. 9%.

I'll probably sell when I sell off my whole portfolio. Need those money to realize my dream smile.gif
TakoC
post Aug 23 2013, 03:03 PM

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QUOTE(Kaka23 @ Aug 23 2013, 02:59 PM)
Aiyo.. still need to add salt to my wound meh!!!!!
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Told you to buy in GEYF already ma. Haha! I'm in the boat now laugh.gif
SUSyklooi
post Aug 23 2013, 03:06 PM

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QUOTE(Kaka23 @ Aug 23 2013, 02:58 PM)
50% bro...
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i think ok lah....keep it.
the returns (%)
YTD 3.29
1 wk -0.88
1 mth -0.43
3 mth 0.52
6 mth 2.58

still very OK, when compared to my balanced funds like kidsave, hsBal, HsInc...the drop in the past 3 mths is worst.
just a happier thought....when your funds are not performing well,....just say..."at least mine is MUCH better than uncle looi's"... thumbup.gif

This post has been edited by yklooi: Aug 23 2013, 03:15 PM
ben3003
post Aug 23 2013, 03:30 PM

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QUOTE(TakoC @ Aug 23 2013, 03:03 PM)
Told you to buy in GEYF already ma. Haha! I'm in the boat now  laugh.gif
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GEYF same as AGEF and EI Global leaders?
SUSDavid83
post Aug 23 2013, 03:36 PM

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QUOTE(TakoC @ Aug 23 2013, 03:02 PM)
What's your target ROI? Mine reached way ago. 9%.

I'll probably sell when I sell off my whole portfolio. Need those money to realize my dream smile.gif
*


8% for AmAsia Pacific REIT and AmDynamic Bond.

Seem like it's hard to achieve!

SUSyklooi
post Aug 23 2013, 03:36 PM

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QUOTE(ben3003 @ Aug 23 2013, 03:30 PM)
GEYF same as AGEF and EI Global leaders?
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don't know leh
if you mean the objectives/benchmarks/invested regions....go check the fund fact sheets or annual reports to see
if you mean the historical returns...go "fund selector" to select to see...lor icon_idea.gif
SUSDavid83
post Aug 23 2013, 03:38 PM

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QUOTE(yklooi @ Aug 23 2013, 03:36 PM)
don't know leh
if you mean the objectives/benchmarks/invested regions....go check the fund fact sheets or annual reports to see
if you mean the historical returns...go "fund selector" to select to see...lor  icon_idea.gif
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OSK-UOB GEYF and AGEF is definitely not same.

AGEF = 1/3 in global & 2/3 in Asia and it's a feeder fund to Fullerton Global Equities Fund (FGLOE)

This post has been edited by David83: Aug 23 2013, 03:41 PM
SUSPink Spider
post Aug 23 2013, 03:39 PM

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QUOTE(David83 @ Aug 23 2013, 03:36 PM)
8% for AmAsia Pacific REIT and AmDynamic Bond.

Seem like it's hard to achieve!
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AmDynamic highest also 7%+, now hovering around 5-6% IRR

Wait, u mean ROI doh.gif

I never tracked ROI. tongue.gif

This post has been edited by Pink Spider: Aug 23 2013, 03:39 PM
SUSPink Spider
post Aug 23 2013, 03:40 PM

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Ok, my AmDynamite is at 7% ROI
ben3003
post Aug 23 2013, 03:40 PM

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QUOTE(yklooi @ Aug 23 2013, 03:36 PM)
don't know leh
if you mean the objectives/benchmarks/invested regions....go check the fund fact sheets or annual reports to see
if you mean the historical returns...go "fund selector" to select to see...lor  icon_idea.gif
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haha, pink how u think of it? i got GL and AGEF, GEYF is same thing for me right?
SUSPink Spider
post Aug 23 2013, 03:42 PM

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QUOTE(ben3003 @ Aug 23 2013, 03:40 PM)
haha, pink how u think of it? i got GL and AGEF, GEYF is same thing for me right?
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GEYF is 80%+ in US+Europe+Japan, focus on dividends

GL is 90% in US+Europe+Japan, focus on "industry leaders"

AGEF is 1/3 in US+Europe+Japan + 2/3 in Asia ex-Japan, no particular themes in focus, just focus on maximising returns
SUSDavid83
post Aug 23 2013, 03:43 PM

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QUOTE(Pink Spider @ Aug 23 2013, 03:39 PM)
AmDynamic highest also 7%+, now hovering around 5-6% IRR

Wait, u mean ROI doh.gif

I never tracked ROI. tongue.gif
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Simple ROI, boss.

Using highest NAV of 0.6274 on August 14, 2013. My simple ROI exceeds 8% but after 1% redemption fee, it returned only 7.55%

SUSPink Spider
post Aug 23 2013, 03:46 PM

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QUOTE(David83 @ Aug 23 2013, 03:43 PM)
Simple ROI, boss.

Using highest NAV of 0.6274 on August 14, 2013. My simple ROI exceeds 8% but after 1% redemption fee, it returned only 7.55%
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tell u a typical story about casino gamblers...

bring RM500
wanna win RM500
managed to win RM450
wanna round it up to RM500, think "aiya, just another RM50, should be fast n easy..."

» Click to show Spoiler - click again to hide... «

SUSDavid83
post Aug 23 2013, 03:46 PM

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QUOTE(Pink Spider @ Aug 23 2013, 03:46 PM)
tell u a typical story about casino gamblers...

bring RM500
wanna win RM500
managed to win RM450
wanna round it up to RM500, think "aiya, just another RM50, should be fast n easy..."

» Click to show Spoiler - click again to hide... «

*
That's why I don't go to casino. whistling.gif

European market opens in RED.

This post has been edited by David83: Aug 23 2013, 03:47 PM
TakoC
post Aug 23 2013, 04:34 PM

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QUOTE(David83 @ Aug 23 2013, 03:36 PM)
8% for AmAsia Pacific REIT and AmDynamic Bond.

Seem like it's hard to achieve!
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My highest ROI was 9%+

I think you bought in quite high price. Haha! whistling.gif
s_kates81
post Aug 23 2013, 06:25 PM

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As per my yesterday's assumption, Malaysian market closed nearly flat today. Whereas Thai market continued to lose, today shed around 1 percent more. Hope it'll be better next week as positive news start to emerge from developed world. Morever, bad news have already peaked so unless some more bad news from somewhere, asean market shouldn't lose much more in next week, and may probably be in flat or a bit positive territories. Let's see

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