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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSyklooi
post Mar 8 2014, 12:55 PM

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QUOTE(Pink Spider @ Mar 8 2014, 12:34 PM)
He ask me buy furniture stock sweat.gif
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All eyes on furniture stocks .....Saturday March 8, 2014
http://www.thestar.com.my/Business/Busines...rniture-stocks/

SUSyklooi
post Mar 8 2014, 01:12 PM

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QUOTE(Pink Spider @ Mar 8 2014, 11:26 AM)
Niasingh lu laugh.gif

Oi, now gimme your recommendation, I want to add one buy-and-forget counter into my portfolio, ada apa rekomendasi? tongue.gif
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kay poh here again....
The reader asked (the question’s lightly edited for easier reading):

If we were to choose a stock to buy ourselves for the long term, say over 20 years, what are the basic things we need to look out for?

http://www.fool.sg/2013/09/13/great-stocks...d-for-20-years/
..... the key (though crucially, not the only key) to a great business that we can own for 20 years is one whose products can withstand the test of time and not run high risks of it ever being obsolete......

apply same concept over in Malaysia counters?

This post has been edited by yklooi: Mar 8 2014, 01:14 PM
SUSyklooi
post Mar 9 2014, 12:22 PM

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QUOTE(edwardSL @ Mar 9 2014, 12:08 PM)
I was wondering investment thru Fundsupermart need to be charge for income tax or not??
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hmm.gif if one has an "obscene" amount of money in it, (be it FSM, stock trading a/c, FDs,etc).. then I think they would/may be queried.
else, I think this applies
Revenue or Capital Gains
Whether gains from the sale of shares and stocks are taxable depends on whether they are considered as revenue or capital gains. This is because revenue gains are subject to income tax while there is no capital gains tax in Malaysia, except for real property gains tax which is levied on gains from the sale of real property or shares in real property companies.

If the seller of shares or stocks is an ordinary investor, any profits or gains made are of a capital nature and hence are not taxable. On the other hand, if a person is carrying on a business in shares or is dealing in them, the profits are of a revenue nature and are therefore subject to tax.
read more....
http://www.min.com.my/articles/investment/...ocks-and-shares

This post has been edited by yklooi: Mar 9 2014, 12:23 PM
SUSyklooi
post Mar 10 2014, 05:36 PM

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QUOTE(ShinG3e @ Mar 10 2014, 05:15 PM)
shakehead.gif Nope
HSAQ = http://www.fundsupermart.com.my/main/fundi...lnumber=MYHWAQF
SUSyklooi
post Mar 11 2014, 12:05 PM

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QUOTE(3antz @ Mar 11 2014, 11:11 AM)
Hi there, is Kenanga Growth Fund a good option to start with? Seems like the performance is pretty good . Appreciate your advice.
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KGF is a good fund.
just dun rely on it too much on just 1 or 2 funds.
unless one is a risk taker, built a portfolio of diversified funds

Avoid Using Your Rear-View Mirror To Invest [16 August 2013]
http://www.fundsupermart.com.my/main/resea...?articleNo=3744



SUSyklooi
post Mar 11 2014, 12:14 PM

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QUOTE(pisces88 @ Mar 11 2014, 10:39 AM)
when your fund hit a certain profit %, do you sell it off a portion to invest in other poor performing funds? My RHB smart balanced fund is at 8%, just leave it?
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hmm.gif
Firstly, just a brief recap on the details of rebalancing and the portfolio we used to test rebalancing through the years. Rebalancing involves setting a fixed portfolio allocation from the very start. So, for example, you set an allocation of
30% into US equities,
30% into Asia Pacific ex-Japan equities,
30% into Europe equities, and
10% into Japan equities.
Then, at the end of a fixed period like a year, markets would have moved differently. So, you then buy or sell which ever portions needed until you have the same exact allocation again. And this exercise continues faithfully each year for as long as the portfolio is in operation......

http://www.fundsupermart.com.my/main/resea...?articleNo=3024

guess it does not rely much on the performance of any single fund but as a region...

ex, yr RHB smart balanced fund,.....what are the regions of exposure and it % allocated for each countries? are you still comfortable with the % of exposure to that region? is the fundamentals and valuation of that regions still ok to you? are there any laggard funds in your portfolio that needed top up? ..just some of the consideration....i guess

if the fund is a single country/sector/asset fund...the above concept still applies.

This post has been edited by yklooi: Mar 11 2014, 12:15 PM
SUSyklooi
post Mar 11 2014, 12:17 PM

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QUOTE(jerrymax @ Mar 11 2014, 12:07 PM)
You guys no problem load FSM site?

I can't go into the site, even global ones.
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no problem....can access
SUSyklooi
post Mar 11 2014, 01:43 PM

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QUOTE(3antz @ Mar 11 2014, 01:23 PM)
Thanks yklooi. I just realized it is the similar to the public islamic quity fund (by PMutual) as both are equity funds. Do you think I look for something else instead then?
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hmm.gif try reading and understanding this 1st

http://www.fimm.com.my/investor/abc-of-unit-trusts/
or
http://www.fundsupermart.com.my/main/schoo...d.svdo?PageID=1

because one must know oneself 1st, the opinion and suggestions from others may not be suitable to your risk profiles and risk appetite.

continue by clicking at the links at the bottom of each article

This post has been edited by yklooi: Mar 11 2014, 01:44 PM
SUSyklooi
post Mar 12 2014, 08:39 PM

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rclxub.gif too heavy stuffs for me....hope it is not to you guys.....

The Critical Role Of Asset Allocation For Investors.....March 12, 2014.
This note looks at the importance of asset allocation.......Author : AMP Capital Investors Limited
http://www.fundsupermart.com.my/main/resea...?articleNo=4409
SUSyklooi
post Mar 13 2014, 05:25 PM

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FSM ADVICE TO INVESTORS of AmBond and AmDynamic Bond

AmBond and AmDynamic Bond have fully written down the exposure of the Kinsteel Berhad’s Murabahah Medium Term Notes (MMTN), which is reflected in the change in the net asset value (NAV) on 12 March 2014 (AmBond fell 2.6% and AmDynamic Bond fell 0.28%). We advise existing investors to stay invested in the anticipation of recovery proceeds from the bond, rather than cutting the losses now. To new investors, their exposure to Kinsteel's MMTN is practically zero, so any proceeds from the recovery are an added bonus.

http://www.fundsupermart.com.my/main/resea...?articleNo=4414
SUSyklooi
post Mar 13 2014, 06:17 PM

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QUOTE(chrono7 @ Mar 13 2014, 06:05 PM)
What does this exactly mean???  I thought they remove one exposure of the bond and hence price and confidence going to drop?
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hmm.gif the current NAV has already dropped in accordance to this incidents.
so IF they managed to get back the $$ then it will be added bonus.
what/whose confidence going to drop? the confidence to purchase the fund? or the current defaulter?....

This post has been edited by yklooi: Mar 13 2014, 06:19 PM
SUSyklooi
post Mar 13 2014, 10:48 PM

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jfi,....Hwang's fund fact sheet ending 28 Feb is out.....need to update % of allocation?
SUSyklooi
post Mar 18 2014, 02:39 PM

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QUOTE(maxsteel2001us @ Mar 18 2014, 02:31 PM)
my FA invested for me in 2 funds
1. RHB-OSK GS US Equity Fund
2. Eastspring Investments MY Focus Fund

very volatile...starting -400 losses on paper...now both add up... -50...
see how much my FA can earn for me...testing the service.... smile.gif
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hmm.gif what is agreed expectation of ROI for these choice?
hmm.gif Betting on past performance records? or based on mkt valuation? rclxub.gif

wow got own FA...
SUSyklooi
post Mar 18 2014, 02:49 PM

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QUOTE(maxsteel2001us @ Mar 18 2014, 02:45 PM)
Financial Advisor...CFP certified....doing full time 1...can access to many insurance companies, unit trust....
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rclxms.gif wow again.....certified.
got do detailed study of yr risk profile and financial standing?
SUSyklooi
post Mar 18 2014, 03:53 PM

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QUOTE(TakoC @ Mar 18 2014, 03:27 PM)
Capital 5000. You said you lost 400 at a point of time. That's -8% simple return. Got that much meh?
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hmm.gif mid jan EM devaluation...all dropped + high sc. (2.5% + 5.5%sc= = 8%)?

SUSyklooi
post Mar 18 2014, 04:05 PM

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QUOTE(maxsteel2001us @ Mar 18 2014, 04:02 PM)
maybe...well..i just wait ba...since baru started.....hope rise faster than my slow poke psbf....
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rclxms.gif happy investing.
since you are also into stock...just be vary that not to overly focused onjust 1 or 2 regions icon_rolleyes.gif
SUSyklooi
post Mar 19 2014, 12:20 AM

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funds at lower SC than FSM valid from 17th March 2014 to 30th April 2014 for the selected 20 funds only

eUnittrust.com.my March Madness Promotion 2014
https://www.eunittrust.com.my/
SUSyklooi
post Mar 19 2014, 09:27 AM

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QUOTE(maxsteel2001us @ Mar 19 2014, 09:21 AM)
haha...testing with 5k 1st...if i earn, i let u know......
scare later u make losses, then u come chop me with parang..... icon_question.gif  icon_question.gif    lol....
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another consideration too....does the ROI as expected/comparable to other similar investment?
SUSyklooi
post Mar 19 2014, 11:45 AM

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QUOTE(maxsteel2001us @ Mar 19 2014, 11:33 AM)
heh...1st time buy UT using FA..i let my FA decide the best fund to buy on my behalf....on why , what , where , who, how....she decides everything......so when u choose a captain, u have to believe in ..... only time will tell now on the ROI.... let's see  6 mths later...what will happen....
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6 months?
i think it is too short a durations....i normally gives FM 3~5 yrs min to see how it goes
SUSyklooi
post Mar 19 2014, 09:54 PM

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Why Has Indonesia Been Outperforming?...iFAST Research Team...March 19, 2014

https://secure.fundsupermart.com/main/artic...erforming--9234


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