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Fundsupermart.com v5, Manage your own unit trust portfolio
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jutamind
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 Feb 17 2014, 10:50 PM
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i've invested in UT seriously since '07 and have seemed to see some trends: MY equities - well supported by institutional funds...even if MY equity funds dip, the market will bounce back...so for me, i will either DCA/VCA/what a you call it...to lower the average purchase price. APxJ/GEM/Global/Alternative Assets - very volatile, depends on how much you can stomach. for me, i will buy on dip and sell all/portion once my targeted profit % has achieved/over a period of under performance/doesnt meet my investment objectives. QUOTE(yklooi @ Feb 17 2014, 10:22 PM)  most of them are M'sia and Asia x Jpn funds wor.... |
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jutamind
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Feb 17 2014, 11:08 PM
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for the past years, the downs are normally in apr/may, jul, sep/oct...those months r those window dressing months such as jan, mar, june, dec QUOTE(yklooi @ Feb 17 2014, 11:04 PM) |
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jutamind
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Feb 17 2014, 11:10 PM
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i would all this while my MY equity funds investment have been profitable, while my APxJ/GEM/Global/Alt Assets performance have been patchy.... QUOTE(yklooi @ Feb 17 2014, 11:04 PM) |
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jutamind
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Feb 17 2014, 11:33 PM
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Just compare MY funds performance vs those regional/global funds over 5 or 10 years period, and MY funds beats the crap out of those pure play regional/global funds in general
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jutamind
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Feb 18 2014, 01:16 PM
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Well I totally agree that etf should be the most optimum way of investing, cost and performance wise. But it's not so accessible to the small ikan bilis out there QUOTE(xuzen @ Feb 18 2014, 10:27 AM) I wanted to write a cheong hei article but I just can't seem to get started. Anyway, the numbers just shows that MY-fund aka jaguh kampong fund are performing better wrt their off-shore counterpart. My not so professional judgement are: Local stock market is semi-efficient, hence local fund manager can exploit the alpha from the market. "Big fish can east small fish". When the same jaguh kampong fund manager venture out into the big big ocean, they become the small fish and get swallowed up by bigger fish such as JP Morgan, Credit Suisse etc. Having said that is super efficient market such as the US, actively managed fund with high annual expenses will be slaughtered by super low cost index fund or ETF simply there does not exist inefficiencies for the fund manager to exploit the alphas. Xuzen |
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jutamind
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Mar 4 2014, 08:42 PM
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anyone invested in property related UT funds? bad time to invest in this asset now? I'm having a look at AmGlobal Properties fund, which unfortunately is not available in FSM.
PS: I'm already invested in REIT stocks.
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jutamind
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Mar 21 2014, 11:58 AM
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RHB-UOB Kidsave Trust performance for the past 3 months sucks....since RHB took over...
am contemplating to switch....it was doing very well under UOB fund manager
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jutamind
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Mar 21 2014, 07:30 PM
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Switched to hang select balanced fund today
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jutamind
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Mar 22 2014, 12:52 PM
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switch out from RHB-OSK Kidsave Trust to Hwang Select Balanced Fund. QUOTE(Pink Spider @ Mar 22 2014, 12:31 PM) |
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jutamind
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Mar 22 2014, 12:54 PM
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they have changed fund manager. Kidsave used to be managed by UOB Asset Management CIO but after the switch to RHB, they use RHB's own CIO, who is an expert in fixed income rather than equities. not sure whether it's just coincidence or under performance, since switching under RHB management, the fund performance is either stagnant or under deliver. QUOTE(Kaka23 @ Mar 22 2014, 06:24 AM) last year kidsave doing very well ma. This year is not their year |
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