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 Fundsupermart.com v4, Manage your own unit trust portfolio

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edwardSL
post Aug 6 2013, 09:36 PM

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Hey guys,

Here I am reporting my current status:
I'm still a new learning fund investor , started on April this year. Bought:
1) AmAsia Pacific REITs: Thought of getting exposure in REITs sector since I like to invest in property but start losing on May onwards

2) Ambond: My conservative side of investment but start losing money lately...never thought bond can also go negative before

3)CIMB Principle Asia Pacific Dynamic Income Fund: Also start losing during May but slowly recovering... still in red

4)Hwang select Asia Quantum Fund: So far still in green during "ponzi" period lol

5) Hwang select bond fund: Thought to gain some global exposure from this fund, but a bit regret now...better use money to buy other global equity fund.

6)Kenanga growth fund: Winner of all, climbing high during election period

7)OSK-UOB KidSave: Up down up down... now in negative

8)Alliance GEF: Bought this from previous promo, so far earning a bit.

Overall: In green zone but only 0.23% earning. I learn a lot during this period and hope my portfolio will earn more in future.

From my fund list I know I'm lacking global exposure on certain region like north china and GEM. Wondering which to buy for this latest promo...
Still thinking~~
edwardSL
post Aug 14 2013, 08:47 PM

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Mine total return now Green too although portfolio mostly Red

Should I just buy in EI GEM Fund~ price going up now....
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 =)

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