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 Fundsupermart.com v4, Manage your own unit trust portfolio

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TakoC
post Aug 3 2013, 12:51 PM

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Reporting in.

Hwang Select Asia Opp finally in the green smile.gif
TakoC
post Aug 3 2013, 01:21 PM

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QUOTE(Kaka23 @ Aug 3 2013, 12:56 PM)
Haha.. Congrats! How long you waited?
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29 days. Hahaha. I subsequently did a top up during the promo period.
TakoC
post Aug 5 2013, 07:22 AM

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Those that are planning to go in AGEF but was hesitating (ahem.. like me..), is this a sign? smile.gif
TakoC
post Aug 5 2013, 09:01 AM

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QUOTE(genesic @ Aug 5 2013, 08:55 AM)
having hard time to decide between these 2 :-
Asia ex-Japan --- AmAsia Pacific Equity Income 
Global --- Alliance Global Equities Fund

any comments from the ground ?
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I thought I heard bad stuffs about AmAsia Pacific Equity Income.

Personally I am tempted to go in AGEF.
TakoC
post Aug 5 2013, 11:17 AM

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QUOTE(Kaka23 @ Aug 5 2013, 10:01 AM)
Haha.. David, one mega sales just end last week. This week another mega... I am loving it. Thought this time the sales I am not so interested on the funds..
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Why? Don't like AGEF?

I was gonna ask who gonna buy in/top up AGEF.

Die also can die together tongue.gif *choi choi*
TakoC
post Aug 5 2013, 11:19 AM

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QUOTE(David83 @ Aug 5 2013, 09:02 AM)
What're the bad stuffs?
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I not very sure. But surfing from the last few versions of this thread, I think I came across quite a few.
TakoC
post Aug 5 2013, 04:27 PM

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QUOTE(Kaka23 @ Aug 5 2013, 12:04 PM)
Hmm.. still not convinced with global funds... need to read more to get convinced..
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I thought you have global funds? blink.gif

So how many % you are invested in Malaysia and Asia then? I think you only got these 2 right?

Maybe invest after September. Market may panic. MAY only ahh..
TakoC
post Aug 5 2013, 09:39 PM

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QUOTE(Kaka23 @ Aug 5 2013, 09:07 PM)
Wah.. Tension la, AmDynamic keep dropping..
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Aiya. Nvm lar. Mine still well above 8%.

My equity portion is earning more than what AmDynamic is losing. So that's fine smile.gif
TakoC
post Aug 5 2013, 09:40 PM

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QUOTE(kucingfight @ Aug 5 2013, 09:31 PM)
Damn all.my bonds are.suffering
Crap
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IIRC Mr Meow here 100% bond investor right? smile.gif
TakoC
post Aug 6 2013, 07:40 AM

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Being here almost 2-3 versions, I always see questions being repeated. Cannot blame, I was once like that too. Part of learning.
TakoC
post Aug 8 2013, 07:41 AM

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QUOTE(yklooi @ Aug 7 2013, 05:18 PM)
mad.gif  mad.gif
World stocks down, Fed official flags stimulus end
http://www.straitstimes.com/breaking-news/...us-end-20130807 
thumbup.gif  thumbup.gif time to go bargain hunting....
oops.gif  got any bullets left  to hunt later, if go in for the latest promo at the end of this month?
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The time which I'm waiting for. Too bad promo period ends August, which it could drag till September. Haha.
TakoC
post Aug 8 2013, 02:04 PM

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Did a brief study on AGEF. USA 12%, UK 3%, Japan 13%. Is there a global fund that focus more on USA, UK, Europe market that you all invest in?

Hell no I'm investing in a fund that invest so high in Nikkei market.
TakoC
post Aug 8 2013, 05:10 PM

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GEYF portfolio allocation suits what I want. But not under the promo SC fund right?
TakoC
post Aug 8 2013, 05:25 PM

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QUOTE(Pink Spider @ Aug 8 2013, 05:17 PM)
No, it's not a FSM Recommended Fund.
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Pink, do share your view further on this fund throughout your years of investing in it. Personally AGEF is not for me due to the high exposure in Japan market. GEYF has too high in US market, but I guess I have to compromise a little (I can invest little in it).
TakoC
post Aug 9 2013, 08:29 AM

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QUOTE(yklooi @ Aug 8 2013, 05:35 PM)
AGEF. USA 12%, UK 3%, Japan 13%
my thinking is, what is the 13% in terms of the total value in the portfolio.
ex, if invested in AGEF for RM5000...the Jpn exposure is (Rm 5000 x 13%) = RM 650 for this fund.
if the worst were to happens in Jpn and this 13% got wiped out...how much $$ will it be affected in the portfolio....
it is always good to have some in Jpn and US....some of the best and BIG global companies are from there!!
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I rather have more exposure in US then smile.gif
TakoC
post Aug 9 2013, 09:01 AM

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QUOTE(yklooi @ Aug 9 2013, 08:58 AM)
pink's favorite OSK-UOB GEYF @49% US then?
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For global it's either AGEF/GEYF or the Aberdeen Kaka mentioned a few pages back.

I think there will be a hiccup in the US market for the new few weeks. Trying to find the best time to enter.
TakoC
post Aug 9 2013, 10:17 AM

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QUOTE(yklooi @ Aug 9 2013, 09:22 AM)
hmm.gif I guess, there will always be "hiccups" in the US and so are the rest of the world......there are monthly economic data coming from US and China and (Europe too) and they are scheduled not far apart....and now the much anticipated "tapering".....then later I guess they will news the amount of taper effect....then later the positive / negative sign of taper off and so on and on......I think they are there to "move" the markets.
so I guess there will NEVER be a "Best" time to enter
just like David83 said yesterday, "monitor for "dip" opportunities".  whistling.gif

my current dilemma is to whether to enter for this 1%sc or wait for after the announcement of start of "tapering".....cos the start is actually good, it is only the possible negative reaction....and this reaction maybe even more than the 1%Sc. but the "hints' of tapering in 22 May may already taken some of that risk away.....what if there is no dip opportunity then....or worst may hv missed the boat too.... rclxub.gif  rclxub.gif may well just hv to toss the coin before the end of this promotion then.
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Pardon for the wrong use of word - 'best'. I should use opportunity.

I have the same dilemma as you when I wanted to buy AGEF due to the SC. Probably gonna enter the day the tapering news release in Sept.
TakoC
post Aug 9 2013, 10:19 AM

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QUOTE(wongmunkeong @ Aug 9 2013, 10:02 AM)
Where?
U mean past time? Puchong & Sunway Mentari plenty - Pink's the expert tongue.gif

ok ok back to the topic, else moderators nuke me sweat.gif
Anyone here ball-sy enough to go gung-ho and buy/sell to hit a planned Asset Allocation just like that <snaps fingers>?
ie.
say from holding 80% of bonds/cash VS 20% equities,
then just buying/spending down bonds/cash
to hit 30% bonds/cash VS 70% equities?

Personally, my nuts aint made of steel, thus i just whittle-down / re-allocate towards my targeted % within 6 months (if my held % is off by 25% of planned)
ie. plan 6 mths to execute extra purchases/SWITCHING on top of my quarterly die-die value averaging + dollar averaging
Then after the 6 mhs, review again and see how much more if it is still off by 25%

Just thinking any better ways yet not balls-to-the-wall gungho oneshot rebalance?  notworthy.gif
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Not sure about Puchong. But a lot of those standing beside the road I saw in Mentari is not exactly girls. Hahaha..
TakoC
post Aug 13 2013, 12:33 AM

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US stocks open lower again. Keep going lower so that I can buy smile.gif
TakoC
post Aug 13 2013, 09:00 AM

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QUOTE(yklooi @ Aug 13 2013, 12:57 AM)
then lagi pening.... rclxub.gif  rclxub.gif
anyway,...will be studying to reorganizing my portfolio will try to cater US, Europe, Asia ex Jpn, Japan, Emerging Mkt (5 catergories) and will go to Eq 80% (for this 2 years)
I selected this due to the correlation of returns.....any suggestions? anyone? icon_question.gif
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OSK-UOB GEYF smile.gif

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