Fundsupermart.com v4, Manage your own unit trust portfolio
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 Aug 5 2013, 11:21 AM
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#1
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Junior Member
77 posts Joined: Jun 2011 
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I have AGEF. Started late May when market was at the peak. I top up periodically over past few months. Now, my ROI is about -2%.
QUOTE(TakoC @ Aug 5 2013, 11:17 AM) Why? Don't like AGEF? I was gonna ask who gonna buy in/top up AGEF. Die also can die together  *choi choi* |
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Aug 15 2013, 05:49 PM
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#2
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Junior Member
77 posts Joined: Jun 2011
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Yay! After 3 months, my portfolio is finally green for the first time. But, my AmAsiaPac REIT fund and bond funds are still red.
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Aug 16 2013, 10:30 AM
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#3
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Junior Member
77 posts Joined: Jun 2011
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Can you explain the reason for doing this doubling up the top-up amount? If follow VCA, I thought just need to top-up the amount needed to rebalance the % ratio in the portfolio?
QUOTE(gark @ Aug 16 2013, 09:45 AM) Still drop hantam 800.. then 1600.. then 3600 an so on...  |
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Aug 21 2013, 05:52 PM
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#4
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Junior Member
77 posts Joined: Jun 2011
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Yah mine also not yet
QUOTE(Kaka23 @ Aug 21 2013, 05:49 PM) wow... my hwang prs distribution still not yet update in FSM. So long lei... |
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Aug 23 2013, 12:31 PM
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#5
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(yklooi @ Aug 22 2013, 10:51 PM) CIMB Principal Global Titans Fund You already have AGE right? There's already 13% Japan there. US 42.6% Euro 35.68% Japan 12.48%  Risk Statistic....Beta 1.03, information ratio 0.02, Sharpe Ratio 0.54...is these GOOD?  http://www.fundsupermart.com.my/main/admin...etMYCIMB010.pdf I also have AGE and I use OGEY to increase my US & Europe exposure. |
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Sep 12 2013, 01:11 PM
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#6
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(s_kates81 @ Sep 12 2013, 12:47 PM) Everything seems rosy, portfolio IRR are returning back to where they were before the mini Kaboom. Quite the opposite of what everybody was expecting september to be the dooms month. My portfolio was barely positive before mini kaboom. Now still over -1%. I think only equities are up. Bonds seems a bit worse than before. |
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Sep 12 2013, 05:18 PM
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#7
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Junior Member
77 posts Joined: Jun 2011
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My EIGEM fund was -1% as at end of last month. Now, it's 5%!
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Sep 12 2013, 05:51 PM
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#8
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(Pink Spider @ Sep 12 2013, 05:39 PM) GEM fund is like a rollercoaster ride...eh? It's only 5% of my portfolio. So as a whole, didn't feel much difference. Planning to top-up more when market is down. |
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Sep 13 2013, 11:41 AM
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#9
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(Pink Spider @ Sep 13 2013, 11:15 AM) My FD is only for my emergency reserves, my "savings" is in CMF. My ratio is also the same as yours. But if include savings/current account then it's 1:1.FD 1.0 : 1.3 UT |
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Sep 17 2013, 04:49 PM
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#10
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Junior Member
77 posts Joined: Jun 2011
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Markets are mostly in red today. The Fed meeting is coming so maybe people taking a wait and see approach.
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Sep 27 2013, 04:50 PM
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#11
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(Pink Spider @ Sep 27 2013, 04:39 PM) No, my portfolio too Asia-heavy already Me too. My HAQ is -3.5% and I can't top-up.  My equity portfolio is SEA 30%, China/HK/Taiwan/Korea 25%. |
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Sep 30 2013, 11:39 AM
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#12
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(birdman13200 @ Sep 28 2013, 10:57 PM) Anyone here get a "1% referral token" when they open an PRS account from existing FSM personal account. I got the token last week but I'm not sure where's it from since I opened my PRS account in May. |
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Oct 2 2013, 11:00 AM
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#13
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(Pink Spider @ Oct 2 2013, 10:16 AM) Yeah, just save the previous month RM figures or park in a neighbouring column, then If we top-up during current month, then the RM figure sure higher than previous right? In that case, shouldn't we compare the % of previous month with the % of current month? (current - previous) / previous x 100% |
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Oct 8 2013, 01:57 PM
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#14
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Junior Member
77 posts Joined: Jun 2011
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Thinking of topping up GEY today...or wait?
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Oct 8 2013, 02:26 PM
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#15
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Junior Member
77 posts Joined: Jun 2011
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QUOTE(Pink Spider @ Oct 8 2013, 02:07 PM) Dow and S&P 500 still net gain for past 30 days...I'd wait for more redness Hmm..in terms of its NAV it's one month performance is -0.93%. Up to u  Or we're not supposed to compare the NAV? |
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