Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
10 Pages « < 5 6 7 8 9 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v5, Manage your own unit trust portfolio

views
     
SUSDavid83
post Jan 2 2014, 09:24 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Pink Spider @ Jan 2 2014, 09:23 PM)
What's your portfolio overall IRR?
*
I don't know how to calculate since I have 2 super old funds from PM and some super young fund.

Take an average of each IRR?

This post has been edited by David83: Jan 2 2014, 09:29 PM
SUSDavid83
post Jan 3 2014, 06:48 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(wilson88 @ Jan 3 2014, 06:11 AM)
How you guys generate these charts? Spreadsheet?
*
Microsoft Excel
SUSDavid83
post Jan 3 2014, 06:36 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(yklooi @ Jan 3 2014, 04:33 PM)
Unit Trust Investment Fair: What & Where To Invest In 2014........
Listen to the fund managers about the views on the Global Markets, Asia, Malaysia, and Investment strategies for 2014....Author : FSM Marketing

http://www.fundsupermart.com.my/main/resea...?articleNo=4208
*
Damn ... 11th January I'm not at Penang!
SUSDavid83
post Jan 4 2014, 08:21 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(jutamind @ Jan 4 2014, 04:42 PM)
let's say i have Fund A with initial of 1k. 1 year later, the value of Fund A is 1.2k. Then i switch Fund A to RHB-OSK Cash Management Fund 2 (CMF).

In such case, how do i track my profit of 0.2k? Or my profit is not considered anymore since i switch to CMF?
*
If you do a full switching, then there's nothing to track.

But if you do a partial switching, then whatever remains, you can still track.
SUSDavid83
post Jan 5 2014, 06:47 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
I guess the RM 500 incentive will be given in the form unit reinvest or some other form of indirect method.

It won't be come under pure hard cash voucher thingy.
SUSDavid83
post Jan 5 2014, 09:19 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Kaka23 @ Jan 5 2014, 09:09 PM)
Maybe can come to KL one... tongue.gif
*
Impossible unless you sponsor my trip. whistling.gif

I'll be in KL this 11th weekend.
SUSDavid83
post Jan 7 2014, 08:47 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Our most depressed fund is top of the list:

FUND NAME | 1-MONTH %
RHB-OSK Gold And General Fund | 10.27
AmPrecious Metals | 7.29
Manulife Investment - Global Resources Fund | 6.3
RHB-OSK Global Capital Fund | 5.19
TA European Equity Fund | 4.74

SUSDavid83
post Jan 7 2014, 06:55 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
I don't hold that fund.

I'm sharing the FSM top funds for highest return for 1-month as Pink Spider pointed out.
SUSDavid83
post Jan 7 2014, 08:58 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
None of them; neither top nor bottom 10. tongue.gif
SUSDavid83
post Jan 7 2014, 10:13 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
64% is definitely 2013 full year return (1st January to 31 December)

@wongmunkeong, you should have your cumulative ROI right?
SUSDavid83
post Jan 8 2014, 09:41 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Because China and North Asian markets are doing that well since the beginning of the new year.

Both funds are heavy at those regions.
SUSDavid83
post Jan 11 2014, 02:23 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Kaka23 @ Jan 11 2014, 02:18 PM)
How come in FSM website.. most of the equities fund sales charge is 0.5%? Already started can buy with 0.5%? Though need to wait till the investment fair just can get 0.5%.
*
No need to attend as I have spoken to a CIS.

As long as you place an order by today, you'll get the promotional SC on eligible funds.
SUSDavid83
post Jan 11 2014, 02:29 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(Kaka23 @ Jan 11 2014, 02:26 PM)
Meaning can get 0.5% if place order from NOW till 18th?
*
Only today and I believe on 18th as well.


SUSDavid83
post Jan 13 2014, 11:44 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
FSM Fund Choice: RHB-OSK Global Allocation Fund [Jan 2014]

The importance of a globally diversified portfolio should not be taken lightly as insufficient exposure to both developed markets and emerging markets will put the portfolio at a disadvantage from a risk and return perspective. Investors are likely to miss out on the benefits of upside opportunities and lowered volatility if they omit one of these two distinctive regions.

More often than not, the portfolios of many Malaysian investors tend to be concentrated in Malaysian and Asian equities. The under-exposure to developed markets inevitably constrains the potential returns coming from this matured asset class. It also weakens the portfolio defensiveness that practically can be achieved by diversifying across the globe (see Chart 1). As shown in Chart 1, the global bond and global equity registered better standings compared to most of regional/single country indices in terms of annualised volatility and annualised return over the past 10 years. In addition, the combination of both global asset classes in equal weighting (Global Balanced) potentially offers an equity-like return at a bond-like volatility.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=4196
SUSDavid83
post Jan 17 2014, 08:50 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(kabal82 @ Jan 17 2014, 08:37 AM)
What promo is that?
*
Their annual unit trust fair promo.

Last weekend was at Penang.

This weekend will be at KL.
SUSDavid83
post Jan 17 2014, 08:53 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(kabal82 @ Jan 17 2014, 08:52 AM)
If like that, I can buy also even though i didn't attend?
*
According to CIS, yes.
SUSDavid83
post Jan 17 2014, 08:56 AM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(kabal82 @ Jan 17 2014, 08:54 AM)
Good... end on this Sunday?
*
I believe so.

Whichever day you placed an order doesn't matter as it'll be captured as Monday's NAV since today is a national holiday and FSM team and Malaysian stock exchange do not work today.
SUSDavid83
post Jan 20 2014, 10:03 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(yklooi @ Jan 20 2014, 09:46 PM)
rclxms.gif Promotion: What & Where to Invest in 2014....... January 20, 2014
In conjunction with our annual event, What & Where to Invest in 2014, we are offering a promotional sales charge of 1.0% for 11 funds from the participating fund houses.....till 14 Feb 2014 ......Author : FSM Marketing

http://www.fundsupermart.com.my/main/resea...?articleNo=4246

Save the ang pao money...... thumbup.gif
*
OMG ... I just topped RM 250 on 11th and another RM 250 on 18th. Both to HAQF.
SUSDavid83
post Jan 23 2014, 06:27 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Will this affect Hwang funds performance?

URL: http://www.thestar.com.my/Business/Busines...6bil-cash-deal/
SUSDavid83
post Jan 24 2014, 07:53 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Emerging markets' sell-off accelerates on China, Fed worries

URL: http://finance.yahoo.com/news/asian-shares...-025251245.html

10 Pages « < 5 6 7 8 9 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0426sec    0.76    7 queries    GZIP Disabled
Time is now: 2nd December 2025 - 06:07 PM