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 Fundsupermart.com v5, Manage your own unit trust portfolio

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TakoC
post Jan 13 2014, 10:46 AM

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Eh this year don't have CNY dinner? Who wants to bring a 'date'? Or maybe I should call them up for an extra seat tongue.gif
TakoC
post Jan 15 2014, 10:24 AM

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QUOTE(Pink Spider @ Jan 14 2014, 10:02 PM)
Okay, just calculated. My 10-months (I reformatted my tracking worksheet sometime Jan-13) portfolio total return from Feb-13 to Dec-13 is 6.43%. Ok lar, about same as EPF returns.

My formula:
total profit / (opening capital invested + total new investments during the period/2) x 100% / 10 x 12
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Looks like you take the average period of your new investment during the year.

For me I just take total profit / total capital invested. Rationale being in the end I am just closing my book as at December position, and as at December position that is the amount of capital invested. I ignore the fact that total capital invested during the year does not help generate return for the whole year. So just a rough estimate- mine is 6% plus.

For 2014 alone ROI I will just take (Total 2014 ROI return - 2013 ROI- 6%).

P/S: If I calculate your method, I probably get a bit higher thumbup.gif

This post has been edited by TakoC: Jan 15 2014, 10:26 AM
TakoC
post Jan 15 2014, 01:25 PM

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QUOTE(ShinG3e @ Jan 15 2014, 11:56 AM)
saturday sunday FSM not working.

they are not operating 24 hours 7 days a week ya.  laugh.gif
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Maybe.. got after hours social. That one need to ask Pink gor. *ahem* Jenn...fer
TakoC
post Jan 15 2014, 02:13 PM

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QUOTE(Pink Spider @ Jan 15 2014, 02:02 PM)
brows.gif
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Don't so selfish. Gark gor and I also want to minum wink.gif
TakoC
post Jan 16 2014, 09:41 AM

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QUOTE(Pink Spider @ Jan 16 2014, 09:25 AM)
Not me sleep.gif

I buy shares like buy fund, i.e. buy and forget tongue.gif
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Should at least see closing price everyday. Oh wait, you hold dividend stock.. But lately still fluctuate a lot hmm.gif
TakoC
post Jan 16 2014, 10:03 AM

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QUOTE(Pink Spider @ Jan 16 2014, 09:49 AM)
Ya...today REITs and DIGI kaboom again sweat.gif

Waiting for Pompuan Belanda...come come meet me at 45.00 brows.gif
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Was trying to figure out what is Pompuan Belanda. But I think I had a good guess nod.gif

Consider PRESBHD smile.gif
TakoC
post Jan 19 2014, 04:38 PM

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QUOTE(gark @ Jan 19 2014, 01:08 PM)
I have decided to liquidate all my UT in fsm sg, fsm my and public mutual due to poor market performance and will invest all these directly in etf, foreign and local stocks.  rclxms.gif

Bye bye UT....
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Remember to come visit here once in awhile from the big boys league tongue.gif

This post has been edited by TakoC: Jan 19 2014, 04:38 PM
TakoC
post Jan 19 2014, 04:41 PM

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QUOTE(Pink Spider @ Jan 19 2014, 03:56 PM)
Means your portfolio $ has grown to a size when u can cost-effectively buy ETFs and foreign stocks yourself brows.gif

Good for u thumbup.gif
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Did you utilize the 0.5% SC this round?
TakoC
post Jan 19 2014, 04:49 PM

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Btw anyone here can confirm that the 0.5% SC promo is over. The step 1 of 3 buy page is back to 2%.
TakoC
post Jan 20 2014, 11:58 PM

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Switched out part of the laggard HSAO to increase my RHB-OSK GEYF portion.
TakoC
post Jan 21 2014, 12:32 AM

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QUOTE(yklooi @ Jan 21 2014, 12:05 AM)
rclxms.gif increase yr US exposure....
hmm.gif normally they (FM) usually would take profit from good runners and top up the laggards
my HSAO is currently in RED at about - 5.x% ...the worst is HSel Infr at - 8%
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I made such a move as my US+Europe exposure remain low. HSAO has been performing pretty badly for the past months. It's time to move on...
TakoC
post Jan 23 2014, 10:51 AM

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QUOTE(Pink Spider @ Jan 23 2014, 09:33 AM)
From what I observed, RHB-OSK Global Equity Yield and Eastspring Investments Global Emerging Markets track their respective benchmarks quite closely.
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And it's been showing good results so far. Over 10% (<6 months invested).
TakoC
post Jan 23 2014, 11:45 AM

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QUOTE(wongmunkeong @ Jan 23 2014, 11:41 AM)
U not meh?
If hot charboh or lelong value equities appears in front of U, U also opportunist too mar tongue.gif
Unless too blur / dumb like me lar  sweat.gif
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UT and stock different laugh.gif
TakoC
post Jan 24 2014, 10:11 AM

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QUOTE(Pink Spider @ Jan 23 2014, 08:26 PM)
3% p.a.? Of course...easy with RHB-OSK Cash Management Fund thumbup.gif
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In the other thread, I think it was gark gor that said that investor are so easily con into putting money into CMF and get fixed deposit rate and kena charge fee tongue.gif
TakoC
post Jan 24 2014, 10:15 AM

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QUOTE(Pink Spider @ Jan 24 2014, 10:14 AM)
Well, no free lunch.

CMF 2.9%+ but u get T+2 liquidity.
FD u can ladder all u want but u gotta do a bit of work yourself wink.gif

Difference between CMF and typical 1-month FD rate is only 0.1%...ok lar.
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All for the name of liquidity smile.gif
TakoC
post Jan 24 2014, 11:42 AM

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QUOTE(Hapeng @ Jan 24 2014, 11:33 AM)
Received my pink packets (ang pow) from FSM, really nice =)
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Didn't receive any sad.gif
TakoC
post Jan 25 2014, 01:44 PM

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QUOTE(Pink Spider @ Jan 25 2014, 10:13 AM)
I'm topping up RHB-OSK Global Equity Yield on Monday rclxms.gif
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Don't rush.. I thought u always see whether it has fallen DJ, S&P has fallen below 1 month high, 3 months etc? Or you blow water only smile.gif
TakoC
post Jan 25 2014, 10:32 PM

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QUOTE(Pink Spider @ Jan 25 2014, 01:55 PM)
sarcasm so strong there laugh.gif

1-month red...middle of 3-month trendline...
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Eh no lar. Wrong interpretation. Haha! Cause you always say benchmark whether it's index is lower than 1 month or so.

And sometimes u DO blow water ma. Haha!

This post has been edited by TakoC: Jan 26 2014, 12:30 AM
TakoC
post Jan 27 2014, 10:54 AM

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QUOTE(Pink Spider @ Jan 27 2014, 10:34 AM)
Heart must be steady tongue.gif

I wait my portfolio see red for 3-month period baru top up tongue.gif
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I thought you topping up GEYF today?
TakoC
post Jan 27 2014, 11:04 AM

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QUOTE(Pink Spider @ Jan 27 2014, 10:57 AM)
Not...yet. Decided to wait and see, cos portfolio gain for past 3-months still healthy, not "low" enuf tongue.gif
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Wah, you track so detail. Monthly track...

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