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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSPink Spider
post Nov 26 2013, 02:02 PM

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QUOTE(yklooi @ Nov 26 2013, 01:51 PM)
Consider Constructing A Balanced Portfolio Over Balanced Funds  November 22, 2013
This week, we highlight how one of our model portfolios can make a good alternative to investing in balanced funds.
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7416
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This is what I doing thumbup.gif
SUSPink Spider
post Nov 26 2013, 09:53 PM

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Guys, Oct-13 fact sheets for HwangIM funds are out.

I think I can explain the recent underperformance of HwangIM funds already:
(1) From Sep-13 fact sheets we can see that both Asia Quantum and Asia Opportunity are cash-heavy; as at Oct-13 cash levels reduced significantly. Hence, HwangIM must have deployed the cash at the wrong timing.
(2) Thailand+Indonesia+Philippines exposures
SUSPink Spider
post Nov 26 2013, 10:22 PM

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QUOTE(yklooi @ Nov 26 2013, 10:15 PM)
hmm.gif maybe they "expected" the QE taper to start and being in practice of "absolute returns"...trying to "protect" its asset?
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But look at its major holdings (of Asia Opportunity)...quality Singapore big banks like UOB and DBS, Wilmar International...I think I'm comfortable. But Westports... doh.gif shakehead.gif laugh.gif

TakoC, your favourite lausai-ed IPO tongue.gif
SUSPink Spider
post Nov 26 2013, 11:09 PM

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QUOTE(pinksapphire @ Nov 26 2013, 10:45 PM)
*raises hand* Why is being cash-heavy not good?
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Not to say no good.

Let's say u hold RM1,000 in hand. U keep it in cash, it will remain RM1,000.

If u deploy it at the right timing i.e. when market is "cheap" or bottoming, u win.
If u deploy it at the wrong timing...

Recently ASEAN markets esp Thailand has been hit hard.

HwangIM funds deployed the cash horde it was holding as at Sep-end during October...kaboom! icon_idea.gif

This post has been edited by Pink Spider: Nov 26 2013, 11:10 PM
SUSPink Spider
post Nov 26 2013, 11:15 PM

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QUOTE(David83 @ Nov 26 2013, 11:14 PM)
It's an equity fund. Hoarding too much cash for a long period is not good for the fund and generate reasonable return.
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Yes, think long term. If u believe in the fund manager, ANYTIME is a good time to buy in. nod.gif
SUSPink Spider
post Nov 27 2013, 08:13 AM

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QUOTE(Anythinglah @ Nov 26 2013, 11:56 PM)
Is there any good high risk dividend fund that you would recommend ? My portfolio is well diversified, it's just that I realized, none of my funds are giving dividend. So, recommendations are very much appreciated. Expected gain per year over 15%. - High risk.
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Why would u want "dividends"? Go read Post #1 THOROUGHLY.
SUSPink Spider
post Nov 27 2013, 09:30 AM

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QUOTE(TakoC @ Nov 27 2013, 09:29 AM)
I'm gonna keep it till around CNY and probably sell off if the price remain like dead corpse  sweat.gif
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U mean HSAO or Westports? tongue.gif
SUSPink Spider
post Nov 27 2013, 12:15 PM

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QUOTE(TakoC @ Nov 27 2013, 11:12 AM)
Unker Lee-port.

Eh, Carls falling a lot. World cup next year. Don't want to buy back?  biggrin.gif
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Halo, next yr WC at Brazil, wee hours in the morning most likely like USA '94, 6AM...who would go watch at pub? doh.gif
SUSPink Spider
post Nov 27 2013, 02:03 PM

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QUOTE(gark @ Nov 27 2013, 01:07 PM)
Buy heineken stock..  brows.gif  brows.gif  brows.gif
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Macamana beli? Helsinki stock exchange? rclxub.gif
SUSPink Spider
post Nov 27 2013, 08:53 PM

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QUOTE(howszat @ Nov 27 2013, 08:41 PM)
If one were to look at the performance of this fund since the beginning in the 10-year chart, it has made a grand total of 2.94% since the beginning of Jan-2008.

FD would have been much better off.

If you want to time the market, this and other China funds could be good candidates. Given the recent surge, now would be a good time to sell.
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Pardon me but your statement is flawed.

MOST China funds were launched into the market at the peak of China equities. Thus, u cannot say that "you'd be better off parking in FDs than investing in this fund". This OSK-UOB fund did a good job in beating its benchmark and many other China funds on the market (at least on Malaysian UT market).

QUOTE(David83 @ Nov 27 2013, 08:52 PM)
I feel unsecured with DJIA, NASDAQ and S&P 500 try to create new high record day by day. sweat.gif
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Remember what I said? Most of the big name Multinationals are in US and Europe, if the global economy recovers, so will they. And look at FSM's market valuations/research paper...US and Europe companies projected earnings growth are well in excess of 10% over next 2 years.

I just topped up Eastspring Investments GEM and OSK-UOB Global Equity Yield. blush.gif

This post has been edited by Pink Spider: Nov 27 2013, 08:55 PM
SUSPink Spider
post Nov 27 2013, 09:06 PM

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QUOTE(David83 @ Nov 27 2013, 08:58 PM)
My hands are itchy and I have 2 tokens on hand.

Scouting to buy one fund. Perhaps on OSK-UOB ASEAN FUND since I sold off PUBLIC SOUTH-EAST ASIA SELECT FUND.
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U already got Hwang Asia Quantum which is heavy on ASEAN...why another ASEAN fund? hmm.gif
SUSPink Spider
post Nov 27 2013, 09:14 PM

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QUOTE(David83 @ Nov 27 2013, 09:10 PM)
OMG! I didn't realize that. I thought it still has significant exposure in Hong Kong and Northern Asian.
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HwangIM funds are all about ASEAN+HK lar...
SUSPink Spider
post Nov 28 2013, 04:36 PM

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QUOTE(David83 @ Nov 28 2013, 04:22 PM)
Help us to decide which Hwang Investments Funds should be FSM Fund Choice for December 2013.

The comment of the fund with more “Likes” will be FSM Fund Choice for December 2013 at 1% sales charge.

Like the comments latest by 1 December 2013, Sunday, 11.59pm.

URL: https://www.facebook.com/photo.php?fbid=101...62411091&type=1
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Which funds are in the list? I'm at office now cannot log on FB
SUSPink Spider
post Nov 28 2013, 05:30 PM

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QUOTE(David83 @ Nov 28 2013, 05:11 PM)
I choose Hwang Select Asia (ex Japan) Quantum Fund!

I choose Hwang Select Asia (ex Japan) Opportunity Fund!
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Ponzi! tongue.gif
SUSPink Spider
post Nov 29 2013, 07:13 PM

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QUOTE(repusez @ Nov 29 2013, 07:10 PM)
i just check out the HSAQ fund FSM page, and found out the 1% promo already started.
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32 vs 6, how to catch up? tongue.gif
SUSPink Spider
post Nov 29 2013, 08:45 PM

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QUOTE(yklooi @ Nov 29 2013, 08:06 PM)
hmm.gif  seems like both also at 1% sc wor...
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System error? take opportunity to buy now? tongue.gif
SUSPink Spider
post Nov 30 2013, 04:23 PM

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QUOTE(David83 @ Nov 30 2013, 03:33 PM)
Schroders: Outlook - European Equities 2014

URL: http://www.fundsupermart.com.my/main/artic...y%20Bateman.pdf
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Aberdeen Islamic World Equity! biggrin.gif
SUSPink Spider
post Nov 30 2013, 04:29 PM

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QUOTE(David83 @ Nov 30 2013, 04:26 PM)
How about OSK-UOB GEYF?
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Sama-sama lar tongue.gif

But I think Aberdeen with its European presence would be better stock pickers than Asian-based OSK-UOB.

This post has been edited by Pink Spider: Nov 30 2013, 04:29 PM
SUSPink Spider
post Dec 2 2013, 01:18 PM

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QUOTE(Kaka23 @ Dec 2 2013, 01:13 PM)
Guess will park at CMF and then deploy to balance and equity funds within a time frame say 6 months. Dont dare to do lump sum ma..
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Don't bother with balanced funds IMHO.

Balance your portfolio yourself.
SUSPink Spider
post Dec 2 2013, 01:25 PM

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QUOTE(yklooi @ Dec 2 2013, 01:23 PM)
fyi, recently i reviewed my holding with CIS.....they also hinted to me the possibility to shift ALL my holding to CMF for a few months "starting" end of January 2014.....fearing some pull back on the S&P...needed to see the mkt trend and direction first....Fed 2014..US budget talk and maybe 1st quarter QE starts...
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CIS now advocating UT trading... hmm.gif shakehead.gif doh.gif
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