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 Fundsupermart.com v5, Manage your own unit trust portfolio

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guy3288
post Jan 10 2014, 09:46 PM

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QUOTE(Pink Spider @ Jan 10 2014, 09:17 PM)
^
This is one very kedekut retiree grumble.gif
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I downloaded Pink Spiders' 1st post format to test do the IRR calculation on my portfolio. Just testing it out, i replace his UT name with my Am Asia Pac equity income, i put my Ut info, date, amount, fees, price etc all in, the latest date and UT price .

then i click on the IRR box, it did not calculate my IRR. Anybody can help?

i tried to upload that file but unable, it says i am not allowed to attached that file extension.
guy3288
post Jan 19 2014, 12:27 AM

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anybody who wanna buy FSM UT at 0.5% SC can still buy now.

I just done it still stated there 0.5%
i bought the Am Asia Pac Equity Income and HWang Opportunity as i have lost 2-3% from erlier purchase - cost averaging now.

Actually this 0.5% SC is valid till when?
guy3288
post Jan 19 2014, 12:46 AM

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QUOTE(yklooi @ Jan 19 2014, 12:32 AM)
from last week's experience....I think this 0.5%sc will last till Sunday nite.
lost 2~3% and you buy again to do cost averaging. your portfolio is already completed?
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This is what i have :


HOLDINGS BY FUND NAME P/L Percentage
AmAsia Pacific Equity Income -1,146.87 -2.87
Eastspring Investments Dinasti Equity 403.64 1.01
Hwang Select Asia (Ex Japan) Opportunities Fund -245.67 -2.46
Hwang Select Asia (Ex Japan) Quantum Fund -395.86 -1.98
Pacific Global Stars Fund 145.10 1.32
Total -1,239.68 -1.02
Cash Management Fund Summary

Please suggest what fund to buy to 'complete....' , thanks.
guy3288
post Jan 29 2014, 10:02 PM

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QUOTE(yklooi @ Jan 29 2014, 07:48 PM)
just checked...my HSAQ May till now is -8.06%
HSAO Aug till now is -9.26%
similar countries allocated...almost similar %....Big and small caps

hmm.gif and those that are buying now will get them cheaper than mine due to lower nav?...oops....sorry...just cannot resist this cheeky question....newbies go read post #1 before asking,...else spoilt pink's sifu Chinese new year mood, then kena "wack".
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sure whoever buy them now are already at a good advantage compared to us who bought few weeks back and now are in red territories. once the price come up to our costs the new buyers of now would have easily made 3-8%!!

My portfolio showing the biggest loss so far at RM4k+! At one time it was at +2K, so fast it changes

So shall we go buy more , cost averaging.....

guy3288
post Apr 3 2014, 01:36 PM

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My portfolio: Fluctuation so damn big. On 6.2.2014 loss =RM6300
Today checked online -> Gain RM2790. I am tempted to take profit if it goes higher, make 5% sell later when it drops buy back?

AmAsia Pacific Equity Income
Eastspring Investments Dinasti Equity
Eastspring Investments Global Emerging Markets
Hwang Select Asia (Ex Japan) Opportunity Fund
Hwang Select Asia (Ex Japan) Quantum Fund
Pacific Global Stars Fund
RHB-OSK Global Equity Yield Fund


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