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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSPink Spider
post Jan 28 2014, 11:48 AM

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QUOTE(Black Red @ Jan 28 2014, 11:38 AM)
thumbup.gif

if I can do it consistently, I can put 6k inside in a year, but have to study first.

sifus here divide their investment based on country, not quite understand actually.

I thought we go for the fund with highest return. but again, I'm new.  biggrin.gif
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"I thought we go for the fund with highest return"

That is like assuming that a winner will always remain a winner. Markets...what goes up (too much/fast), will come down eventually.

U want a football team with a goalkeeper, defenders, midfielders, strikers. And u also want midfielders of different flair and skills, not to forget backup players.

U make 11 clones of Lionel Messi and form a football team ar? 1st to die would be the goalkeeper cos Messi too short laugh.gif
SUSPink Spider
post Jan 28 2014, 01:27 PM

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Topped up RHB-OSK Global Equity Yield to increase my US and Europe exposure.
SUSPink Spider
post Jan 28 2014, 02:13 PM

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QUOTE(Black Red @ Jan 28 2014, 02:12 PM)
now I'm not sure dy.  rclxub.gif
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u need to go back to the basics...read Post #1 thoroughly....go FSM website, read the tutorials and articles on portfolio construction
SUSPink Spider
post Jan 28 2014, 02:55 PM

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QUOTE(TakoC @ Jan 28 2014, 02:52 PM)
I thought you wanted to wait... longer? Today market not very red ma.

Or you see a sign of recovery so just top up since it's still consider low?  hmm.gif
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Hand itchy to click, click lo biggrin.gif

Might top up IGBREIT today too icon_idea.gif

This post has been edited by Pink Spider: Jan 28 2014, 02:55 PM
SUSPink Spider
post Jan 29 2014, 10:41 AM

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QUOTE(nightzstar @ Jan 29 2014, 10:17 AM)
hi can anyone correct me if am wrong, I am now looking for bond fund  hence if i am looking at EastSpring Global LeaderMY Fund, am i doing it right? EastSpring Global Leader Fund=Bond Fund. rclxub.gif Thanks in advance. Thinking of switching from Hwang Select Bond to EastSpring. I do have AmDynamic well but not much and do you think it will be a duplicate to EastSpring in term of their portfolio investment?  hmm.gif
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oi u drunk ke apa ni rclxub.gif

GLeader is global equity fund la
SUSPink Spider
post Jan 29 2014, 06:42 PM

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QUOTE(TakoC @ Jan 29 2014, 06:32 PM)
Going to switch out part of my Hwang Select Asia Opp into the 'fe-mes' ponzi fund. Feel like I'm wasting my time and money putting in Hwang Opp now.
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Me too, fed up with it, even Pacific Global Stars performed better.
SUSPink Spider
post Jan 29 2014, 07:00 PM

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QUOTE(yklooi @ Jan 29 2014, 06:52 PM)
mad.gif mine got in Aug till now still -7%
seems like HSAO and HSAQ are laggards.
guess hv to keep for a while to see the situation...
hmm.gif remember last few months most we complaining abt non performing of PGSF....then it started to move from Nov.....

Phillips capital January 2014 fund focus commented
"For Asia Equity category, our preferred exposure via Hwang Asia Quantum gained 0.1% for the month. We are monitoring the fund closely and may reduce exposure within our managed account as fund redemptions may strengthen moving forward. Thus far, the fund has been well managed and performance has held firm despite declines in the respective countries of exposure."
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Quantum still ok, but Opportunity has been a severe laggard
SUSPink Spider
post Jan 29 2014, 07:03 PM

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QUOTE(TakoC @ Jan 29 2014, 07:01 PM)
And HSAO is holding over 60% in Malaysia market if you notice.
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No lar...29.2% as at Dec-13 fact sheet. I think u saw Hwang Select OPPORTUNITY fact sheet tongue.gif
SUSPink Spider
post Jan 29 2014, 07:06 PM

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QUOTE(TakoC @ Jan 29 2014, 07:05 PM)
If want switch from HSAO to HSAQ (intra switching), when I compute using the switching calculator, I notice that there is no switching fee being imposed? Just to clarify, when I switch sell Fund Hwang A, I won't be imposed to any charges, but if I switch buy into Fund Hwang A I will need to pay for that fund SC right?

How's the process like? Just click intra switching and select the units amount to switch out?
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For HwangIM, intra switch is free.
SUSPink Spider
post Jan 29 2014, 07:13 PM

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QUOTE(TakoC @ Jan 29 2014, 07:10 PM)
More reason to switch over now  biggrin.gif

The only thing I dislike is that my cost invested amount won't be perfect round figure anymore.

Switch sell - you sell units, not amount. Hence will result in decimal, cost invested amount won't be round figure.
Switch buy - Same goes to that.

tongue.gif
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EVERYTHING? Beware of overexposure to small-mid caps sweat.gif
SUSPink Spider
post Jan 29 2014, 09:53 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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laugh.gif laugh.gif thumbup.gif rclxms.gif

QUOTE(TakoC @ Jan 29 2014, 08:18 PM)
No lar. Maybe 1/3 of it. No more staying invested in it. It's been underperforming for quite awhile. Moreover it's free switching tongue.gif
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Interesting info to share...my Hwang Asia Quantum has been delivering IRR of 14.1%, while Hwang Select Asia OpporTIUnity -8.42%...

I tried doing something just now, add up the figures and do an IRR for my "HwangIM portfolio"...got IRR of 7.48%, considered "decent"? unsure.gif
SUSPink Spider
post Jan 30 2014, 11:29 AM

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QUOTE(Kaka23 @ Jan 30 2014, 09:38 AM)
Morning!!! Any topping up on this last day? Also market still dropping... tongue.gif
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today FSM work half day tongue.gif
SUSPink Spider
post Jan 30 2014, 11:43 AM

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QUOTE(Kaka23 @ Jan 30 2014, 11:39 AM)
I topped up HSAQ just now... tongue.gif

Aberdeen World Equity did not top up because minimum is RM500. Not enough $$, wanna keep to use for CNY! tongue.gif
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Dow and S&P 500 so red last night...I overslept just woke up missed cut-off cry.gif
SUSPink Spider
post Jan 30 2014, 11:59 AM

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QUOTE(itsybitsy @ Jan 30 2014, 11:54 AM)
Cut off time is 10am right? I was 10 mins late so didn't top-up. Are they open on Monday?
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Monday is Fed Territory Day replacement holiday
SUSPink Spider
post Jan 30 2014, 06:44 PM

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QUOTE(max_cavalera @ Jan 30 2014, 04:00 PM)
Top up 1k on 2 of my US fund for today...

I kinda think US trader overreact with this fed tapering...the 1 effected most is EM...dunno why they dump us securities so aggressive ....
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Silver status...soon brows.gif
SUSPink Spider
post Jan 30 2014, 10:01 PM

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QUOTE(TakoC @ Jan 30 2014, 09:38 PM)
So early drunk ah. 1k, not 100k. Haha! tongue.gif
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He top up 1K x 2 like peanut business...sure he's got plenty ammo to come tongue.gif
SUSPink Spider
post Jan 31 2014, 06:14 PM

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QUOTE(TakoC @ Jan 31 2014, 12:35 AM)
"All gain or loss will not be realized until you cash out from the fund" - another way to look at it : all gain or loss will be realized when the fund manager decided to sell them.

Something for you to think about. Unlike holding share, all gain or loss are realized only when you sell them.
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+100

That is why I'm slowly moving more money into shares tongue.gif

Fund Manager window dressing...they will want to dump lose-making shares even though they have long-term potential, to make their annual/interim report look nicer. whistling.gif

Add: Switched part of Hwang Select Opp to Hwang Select Quantum, now it's only 4% of my overall portfolio, last chance to perform sleep.gif

This post has been edited by Pink Spider: Jan 31 2014, 06:57 PM
SUSPink Spider
post Feb 1 2014, 05:29 PM

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QUOTE(yklooi @ Feb 1 2014, 07:42 AM)
hwang's funds are in a defensive position setting now.... next few months may not perform well but it may helps to prevent more loses... wink.gif
Emerging Markets Tumble, Dragging Asia Down.....Created on 28 January 2014.....  Author: David Ng
Market volatility has reared its ugly side again even though it is only the first month of 2014. Faced with renewed uncertainties, investors’ confidence waned and global financial markets took a beating.......

Investment Strategy
...........
In view of the near term uncertainty, market exposure has been reduced to cushion the impact of further weakness in the market. While there are possibilities that this may merely be a short term pull-back, we deem it necessary to maintain a more cautious approach, preferring instead to preserve the funds’ capital.
Portfolios will be raising their cash levels between 20%-30% at the expense of commodity and currency dependent stocks as well as locking-in gains in the interim. We will be keeping a close watch on the latest developments on the global front, waiting for the dust to settle before moving back into the market.
..........
We are managing our portfolios actively to defend our positions. For the Malaysian portfolios, we are adopting a conservative strategy as it is unclear where markets are heading. Hence, we are selling more of our liquid positions and reducing smaller / mid-cap positions, raising cash in the range of 15%-20%.

above are parts partially extracted from
http://www.hwangim.com/fund-managers-views...gging-asia-down
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I can understand about the preservation part, but I don't understand why HwangIM has been stubbornly staying away from high-yielding Australian equities and Korean equities with growth potential.
SUSPink Spider
post Feb 4 2014, 10:14 AM

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Last nite Dow and S&P 500 red...Hang Seng...sea of red...today...top up Eastspring GEM and RHB-OSK Global Equity Yield...yea I'm not blowing water tongue.gif

This post has been edited by Pink Spider: Feb 4 2014, 10:15 AM
SUSPink Spider
post Feb 4 2014, 11:35 AM

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Dump the global balanced fund.

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