Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
129 Pages « < 15 16 17 18 19 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v5, Manage your own unit trust portfolio

views
     
SUSyklooi
post Nov 16 2013, 04:30 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(David83 @ Nov 16 2013, 04:27 PM)
There's only one Ponzi fund that we always refer to. doh.gif
*
then got dropped >50%?
....I really doubted

SUSPink Spider
post Nov 16 2013, 04:31 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


I think he meant the XIRR dropped 50%, not the fund dropped 50%...
SUSPink Spider
post Nov 16 2013, 04:38 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(jutamind @ Nov 16 2013, 03:13 PM)
Fund Name | XIRR % | Portfolio %

As of 13 Nov:

AmDynamic Bond | 4.76 | 69.97
Hong Leong Global Bond Fund | 5.55 | 2.18
Hwang Select Dividend Fund | 8.07 | 12.36
OSK-UOB Emerging Opportunity Fund | 16.45 | 6.05
Eastspring Global Emerging Market Fund | 22.58 | 3.36
Hwang Asia Quantum Fund | 20.02 | 6.08
As of 13 June:

AmDynamic Bond | 7.81 | 66.12
Hong Leong Global Bond Fund | 6.73 | 2.05
Hwang Select Dividend Fund | 11.68 | 9.43
Public Focus Select Fund | 26.13 | 11.74
AmGlobal Emerging Market Fund | -7.54 | 2.96
OSK-UOB Emerging Opportunities | 92.6 | 3.92
Hwang Asia Quantum Fund | 73.42 | 3.79
*
Nice...no red in your portfolio thumbup.gif
jutamind
post Nov 16 2013, 04:52 PM

Look at all my stars!!
*******
Senior Member
2,429 posts

Joined: Jul 2007
QUOTE(Pink Spider @ Nov 16 2013, 04:38 PM)
Nice...no red in your portfolio thumbup.gif
*
am looking at adding a Malaysia growth fund and another global fund. cant seem to find a good long term malaysian growth fund performer. for global fund, am looking at aberdeen.

also, might scrap global bond fund soon....have been sort of in dormant state for months....

any comments?



SUSPink Spider
post Nov 16 2013, 04:57 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(jutamind @ Nov 16 2013, 04:52 PM)
am looking at adding a Malaysia growth fund and another global fund. cant seem to find a good long term malaysian growth fund performer. for global fund, am looking at aberdeen.

also, might scrap global bond fund soon....have been sort of in dormant state for months....

any comments?
*
Looking at my bond funds (AmDynamic Bond, OSK-UOB Emerging Markets Bond), I also doh.gif

But still keeping them as part of my portfolio strategy.

Malaysian GROWTH fund? What do u mean by that? U mean u want a fund that focuses on growth stocks?

Malaysian funds...u can look at the usual suspects, Kenanga Growth, Hwang Select Opportunity, Eastspring Investments Equity Income...u can't go wrong with this 3.
jutamind
post Nov 16 2013, 05:02 PM

Look at all my stars!!
*******
Senior Member
2,429 posts

Joined: Jul 2007
yes, am looking at msian fund which focus on growth funds.

hwang select opportunity is too similar to ponzi fund in terms of stock holdings, at least from the half yearly/annual reports.

i alredi have kenanga growth for my kids portfolio...dont feel like mixing it up

easpring equity income is considered growth fund meh? i thot it's like dividend fund? i had a look at stock holdings of equity income, and the good news is not too many overlap of stock holdings with hwang select dividend
SUSyklooi
post Nov 16 2013, 05:05 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


Top / Worst 5 Performing Funds
Daily, weekly, monthly, 3 monthly, 6 monthly, 1,2,3,5,10 year,
https://www.eunittrust.com.my/fundInfo/5top_worst_funds.asp
SUSPink Spider
post Nov 16 2013, 05:08 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(jutamind @ Nov 16 2013, 05:02 PM)
yes, am looking at msian fund which focus on growth funds.

hwang select opportunity is too similar to ponzi fund in terms of stock holdings, at least from the half yearly/annual reports.

i alredi have kenanga growth for my kids portfolio...dont feel like mixing it up

easpring equity income is considered growth fund meh? i thot it's like dividend fund? i had a look at stock holdings of equity income, and the good news is not too many overlap of stock holdings with hwang select dividend
*
Do consider OSK-UOB Equity Trust too, but beware it can hold up to 50% in Asia ex-Japan stocks. It does have some growth stocks, u see its latest fact sheet, u see stocks like Can One, Kian Joo Can, Power Root...

EI Equity Income is dividend focused, yes, but it's a good fund IMHO.

This post has been edited by Pink Spider: Nov 16 2013, 05:08 PM
jutamind
post Nov 16 2013, 05:17 PM

Look at all my stars!!
*******
Senior Member
2,429 posts

Joined: Jul 2007
QUOTE(Pink Spider @ Nov 16 2013, 05:08 PM)
Do consider OSK-UOB Equity Trust too, but beware it can hold up to 50% in Asia ex-Japan stocks. It does have some growth stocks, u see its latest fact sheet, u see stocks like Can One, Kian Joo Can, Power Root...

EI Equity Income is dividend focused, yes, but it's a good fund IMHO.
*
EI Equity Income no doubt is a good long term fund and is in my shortlist....just concern that it might duplicate with hwang select dividend which i currently hold.

Kaka23
post Nov 16 2013, 05:46 PM

Look at all my stars!!
*******
Senior Member
8,259 posts

Joined: Sep 2009


QUOTE(jutamind @ Nov 16 2013, 06:17 PM)
EI Equity Income no doubt is a good long term fund and is in my shortlist....just concern that it might duplicate with hwang select dividend which i currently hold.
*
Hwang Aiiman Growth?
jutamind
post Nov 16 2013, 06:05 PM

Look at all my stars!!
*******
Senior Member
2,429 posts

Joined: Jul 2007
QUOTE(Kaka23 @ Nov 16 2013, 05:46 PM)
Hwang Aiiman Growth?
*
i alredi have 2 hwang funds: select dividend & ponzi....another hwang fund might cause a lot of duplicated share holdings
techie.opinion
post Nov 16 2013, 06:18 PM

On my way
****
Senior Member
661 posts

Joined: Feb 2007
QUOTE(Pink Spider @ Nov 16 2013, 04:31 PM)
I think he meant the XIRR dropped 50%, not the fund dropped 50%...
*
Yup.
Macrusin
post Nov 16 2013, 11:05 PM

Casual
***
Junior Member
364 posts

Joined: Dec 2009
QUOTE(Pink Spider @ Nov 16 2013, 05:57 PM)
Looking at my bond funds (AmDynamic Bond, OSK-UOB Emerging Markets Bond), I also doh.gif

But still keeping them as part of my portfolio strategy.

Malaysian GROWTH fund? What do u mean by that? U mean u want a fund that focuses on growth stocks?

Malaysian funds...u can look at the usual suspects, Kenanga Growth, Hwang Select Opportunity, Eastspring Investments Equity Income...u can't go wrong with this 3.
*
I'm also faint with OSK UOB Emerging Market Bond, I'm thinking to cut loss.

Replace another bond fund.

What do you think, pink?

Any upside potential bond to recommend?
SUSyklooi
post Nov 16 2013, 11:55 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Macrusin @ Nov 16 2013, 11:05 PM)
Any upside potential bond to recommend?
*
hmm.gif what is the expected ROI you are looking for within this 2~ 3 years?
Macrusin
post Nov 17 2013, 09:46 AM

Casual
***
Junior Member
364 posts

Joined: Dec 2009
QUOTE(yklooi @ Nov 17 2013, 12:55 AM)
hmm.gif what is the expected ROI you are looking for within this 2~ 3 years?
*
For bond fund, I don't expect high ROI.
I think 7-10% that's very good return d.
I'm thinking to dump bond, fully concentrate on equity. flex.gif
TakoC
post Nov 17 2013, 09:49 AM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Macrusin @ Nov 17 2013, 09:46 AM)
For bond fund, I don't expect high ROI.
I think 7-10% that's very good return d.
I'm thinking to dump bond, fully concentrate on equity.  flex.gif
*
Bond fund don't look that promising from past trends. AmDynamic used to yield that kind of return.
SUSDavid83
post Nov 17 2013, 09:51 AM

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

Joined: Jan 2003
QUOTE(TakoC @ Nov 17 2013, 09:49 AM)
Bond fund don't look that promising from past trends. AmDynamic used to yield that kind of return.
*
Since Federal Reserve said want to taper QE, most of the bonds are deeply impacted.
kabal82
post Nov 17 2013, 11:17 AM

♥Nature Lover♥
*****
Senior Member
804 posts

Joined: Dec 2004
From: Kuching, Sarawak


QUOTE(David83 @ Nov 17 2013, 09:51 AM)
Since Federal Reserve said want to taper QE, most of the bonds are deeply impacted.
*
How bout RHB Islamic Bond Fund... still performing so far... hmm.gif
SUSPink Spider
post Nov 17 2013, 05:36 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(Macrusin @ Nov 16 2013, 11:05 PM)
I'm also faint with OSK UOB Emerging Market Bond, I'm thinking to cut loss.

Replace another bond fund.

What do you think, pink?

Any upside potential bond to recommend?
*
If you're already in, I'd suggest to stay invested. EM bond yields are reasonable for now IMHO. Past losses is past, don't think about it/let it affect your portfolio strategy.

QUOTE(Macrusin @ Nov 17 2013, 09:46 AM)
For bond fund, I don't expect high ROI.
I think 7-10% that's very good return d.
I'm thinking to dump bond, fully concentrate on equity.  flex.gif
*
Unrealistic expectation. I only expect 4-6% from my bond funds. 7-10% from bond funds is a thing of the past.
pinksapphire
post Nov 17 2013, 07:22 PM

Regular
******
Senior Member
1,264 posts

Joined: Aug 2009
I have a question regarding sales charge. I've read the FSM information, but knowing me, I might get the wrong idea, lol.

Do help me to understand here. It says now that there are no more sales charge, but there's platform fees.
Let's say I buy 1 fund with RM10k investment. How much do I get deducted from FSM? Is it according to whatever platform fee that is tied to that particular fund as shown in the site?
If yes, anything else on top of that that will be deducted from me?

So, if the price increases by 5%...so my profit = 5%-platform fees?

What is the difference between this and buying from the bank in terms of charges? I see that most bank charges about 4-5%. So meaning my price has to increase more than 4-5% before I can make a profit, yes?

Thanks!

129 Pages « < 15 16 17 18 19 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0271sec    0.40    6 queries    GZIP Disabled
Time is now: 2nd December 2025 - 05:32 AM