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Fundsupermart.com v5, Manage your own unit trust portfolio
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SUSPink Spider
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 Feb 19 2014, 08:38 PM
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QUOTE(chrono7 @ Feb 19 2014, 08:37 PM) Care to share the reason? A fund with unrestricted mandate have more flexibility. A fund with restricted pure 100% Bolehland mandate, even when the market is grossly overvalued, the fund manager cannot go elsewhere and buy other better value stuff, die die also must hold KLSE stocks or go cash-heavy. If I must get a Bolehland fund, I'd go for those with mandate to go up to 30% foreign, e.g. Hwang Select Opportunity, RHB-OSK Emerging Opportunity. This post has been edited by Pink Spider: Feb 19 2014, 08:39 PM |
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SUSPink Spider
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Feb 19 2014, 09:01 PM
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QUOTE(joylay83 @ Feb 19 2014, 08:55 PM) you are currently holding Hwang select asia ex japan quantum or opportunity? now most of hwang's funds are cash heavy. wonder when they start to dump cash which 1 will have better growth Both Asia ex Japan funds, Quantum and Opportunity Don't get confused, Hwang Select Opportunity is 30% foreign, Hwang Select ASIA EX JAPAN Opportunity is unrestricted. |
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SUSPink Spider
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Feb 19 2014, 10:15 PM
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QUOTE(ben3003 @ Feb 19 2014, 10:12 PM) MY IRR now is 3.05% >< koyak thanks to big cap china and HSAO  Mine... 12-month to-date performance: 4.3% IRR since 2008: 5.5% Whereas my local stocks portfolio... » Click to show Spoiler - click again to hide... « 15.5% for 12-months, 10.1% capital return, 5.4% dividend return  |
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SUSPink Spider
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Feb 19 2014, 10:17 PM
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QUOTE(chrono7 @ Feb 19 2014, 10:16 PM) IRR is the total year or annualize interest rate? sometimes get confused. Go google or Wikipedia it and learn... |
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SUSPink Spider
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Feb 20 2014, 09:31 AM
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QUOTE(ben3003 @ Feb 19 2014, 10:52 PM) i tot IRR should like like high high lol.. nice nice.. too bad no capital to play stocks UT is more convenient and cash friendly for newcomer  Well, bad moves during 2009-2010 (freaked out and dumped all funds except Hwang Select Income) dragged my IRR, that time Pheim Asia Ex Japan, Alliance Global Equities and Eastspring Investments GEM kena quite bad. This post has been edited by Pink Spider: Feb 20 2014, 09:39 AM |
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SUSPink Spider
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Feb 20 2014, 11:54 AM
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QUOTE(kabal82 @ Feb 20 2014, 11:47 AM) So, if the same situation happen again, what'll be your reaction at that time? Top-up? Top up, but not in a rush. Last time I drop a bit, top up, drop a bit, top up, then it reached a point when I ran outa ammo and the losses freak me out.  |
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SUSPink Spider
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Feb 21 2014, 01:28 PM
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Exited Hwang Select Asia Ex Japan Opportunity Fund today, switched all to the time-proven Hwang Select Opportunity Fund, the increase in Malaysian exposure in my portfolio won't be that significant cos it only represents about 4% of my entire portfolio.
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SUSPink Spider
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Feb 21 2014, 01:47 PM
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QUOTE(max_cavalera @ Feb 21 2014, 01:45 PM) Actually I am biding my time to enter Malaysian equity....waiting for any good correction or slight downtrend to occur... So far KLSE composite keep hanging at 18XX something....no more power to push further...i think FDI no more support our country equity...local retail investor capital limited...Malaysian backed instituion will only support once composite drop below 1800 psychological support level... Yeah ppl are right saying Malaysian equity got good support level...but in order for remarkable gain to be made there must be a fall/good tumble 1st... then it can rise again higher than current situation... That only applies if u buy index or ETF. Local equity fund can still make money from trading in a sideways market.  |
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SUSPink Spider
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Feb 21 2014, 01:53 PM
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QUOTE(max_cavalera @ Feb 21 2014, 01:51 PM) Yes partially right. Im amazed at good small cap trust such as Kenanga Growth, Eastspring Small Cap n Eastspring My Focus still able to grind consistent return even in a sideway market that they are currently having  ...but im still waiting for a good sign from the market to enter....  Kenanga Growth and EI MY Focus not a small cap fund This post has been edited by Pink Spider: Feb 21 2014, 01:55 PM |
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SUSPink Spider
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Feb 21 2014, 04:35 PM
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QUOTE(xuzen @ Feb 21 2014, 04:33 PM) Lee Sook Yee  FTW!  Try HwangIM's Esther Teo  » Click to show Spoiler - click again to hide... « This post has been edited by Pink Spider: Feb 22 2014, 10:51 AM |
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SUSPink Spider
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Feb 22 2014, 10:49 AM
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KENANGA ASIA PACIFIC TOTAL RETURN FUND looks to be performing well  |
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SUSPink Spider
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Feb 22 2014, 10:59 AM
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QUOTE(gark @ Feb 22 2014, 10:53 AM) Hmm.. never know you fancy homely looking auntie one... Auntie???   But...POH-fessional OLs intimidate me...I better stick back to my... This post has been edited by Pink Spider: Feb 22 2014, 10:59 AM |
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SUSPink Spider
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Feb 24 2014, 11:13 AM
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QUOTE(TakoC @ Feb 24 2014, 11:03 AM) Anyone still doing top ups lately on their fund? Been just moving around funds lately- doing free switching. Looking for dips in US and Europe to increase RHB-OSK Global Equity Yield allocation. Top up...got! CMF  |
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SUSPink Spider
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Feb 24 2014, 12:36 PM
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QUOTE(Kaka23 @ Feb 24 2014, 12:17 PM) Sell FI fund got la, but no top up.. After sell FI...the money go where? |
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SUSPink Spider
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Feb 24 2014, 12:57 PM
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QUOTE(David83 @ Feb 24 2014, 12:53 PM) Bought CIMB Principal Global Titan Funds with min II. apa tu   |
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SUSPink Spider
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Feb 24 2014, 12:58 PM
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QUOTE(Kaka23 @ Feb 24 2014, 12:36 PM) Some CMF and some Home Loan account... which FI u selling? AmDynamic? actually can keep lar at this juncture...I even thought of topping up a bit |
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SUSPink Spider
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Feb 24 2014, 01:29 PM
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QUOTE(xuzen @ Feb 24 2014, 01:17 PM) Selling my FI in favour of Money Market. I still overweight Lee Sook Yee fund. Xuzen QUOTE(xuzen @ Feb 24 2014, 01:21 PM) Pink can have all the Esther Teo he wants, I am still sticking with Lee Sook Yee . Xuzen Her Kenanga Asia Total Return Fund not bad ooh...ada beli?  QUOTE(David83 @ Feb 24 2014, 01:16 PM) Initial investment. RM 500 Good. Slowly DCA/DVA since the min. is quite low But hor...bear this in mind  MarketWatch: equity-inflows-at-12-week-high-shows-risk-on-after-january-stumbleQUOTE Interesting stuff to kick around, no doubt. But remember that flows typically follow the market, not vice versa, and can at times be a contrarian indicator This post has been edited by Pink Spider: Feb 24 2014, 01:36 PM |
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SUSPink Spider
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Feb 24 2014, 01:47 PM
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QUOTE(David83 @ Feb 24 2014, 01:39 PM) I'll buy in when there's dip. Today, global market isn't doing well because of Yellen's comment last Friday and China data. Not dip enough...wait 1-2 days see how |
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SUSPink Spider
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Feb 24 2014, 01:52 PM
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QUOTE(David83 @ Feb 24 2014, 01:51 PM) Sikit-sikit lama-lama jadi ... bukit lo! Creative sikit ... jadi diamond! Aiyoyo u made me finger itchy now |
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SUSPink Spider
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Feb 24 2014, 05:50 PM
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QUOTE(Kaka23 @ Feb 24 2014, 05:37 PM) Yalo.. it is AmDynamic... want to slowly bring my equity % to 65% from 40%.. but need sometime la Wow...u still so low ar? My UT portfolio already EQ 60/40 FI. If wanna include my stocks...EQ 70/30 FI and cash |
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