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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSyklooi
post Apr 2 2014, 04:49 PM

Look at all my stars!!
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8,188 posts

Joined: Apr 2013


QUOTE(kimyee73 @ Apr 2 2014, 02:41 PM)
My portfolio performance for month end Mar'14

FSM Personal
Overall IRR 8.29%.
Best fund - RHB-OSK Emerging Opportunity UT - IRR 32.4% (fund starts Dec'13)
Best fund (> 1 year) - Kenanga Growth Fund - IRR 27.4%
Worst fund - KAF Global Equity Fund - IRR -6.8% (fund starts May'13)
Worst fund (>1 year) - RHB-OSK Equity Trust - IRR 0.2%

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hmm.gif
my Kaf also start in May 13 but + 2.8% (after deduct sc)
my RHB OSK Emerging Opp 31 dec till 26 mar is just +6.46%

wondering why variance so much? rclxub.gif
i lump sum, you?


This post has been edited by yklooi: Apr 2 2014, 05:10 PM
SUSyklooi
post Apr 3 2014, 06:09 PM

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

Joined: Apr 2013


QUOTE(TakoC @ Apr 3 2014, 04:29 PM)
Huge jump from March closing result until today.. A mere 1-2 days...
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rclxms.gif
BAD noises.....coming..... tongue.gif
30% fall-off looming for S&P 500: Economist
The S&P 500 is just 9 points off a trigger point that will see it tumble 30 percent, veteran trader and economist Steen Jakobsen told CNBC on Thursday.

He said that typically equity markets corrected 10 percent once a year, and corrected 25-30 percent every five years.
"So statistically we are overdue (for a fall-off)," he said.

http://www.cnbc.com/id/101550506

A pullback is almost definitely coming this week.
A pullback in the stock market is almost assuredly coming and my sense is it will begin this week — after the end of the first quarter.
A re-pricing of risk is overdue. While expectations of 8 percent to 12 percent gains are not unreasonable for 2014
http://www.cnbc.com/id/101539849

Can Your Portfolio Survive The Coming Bust?
In the USA since 1928, the S&P 500 Index has, on average, dropped from a recent high by 15% every two years, 20% every four years, and 30% every decade. That’s painful.
http://www.fool.sg/2014/04/01/can-your-por...he-coming-bust/
click refresh when prompted to sign in

sweat.gif doh.gif vmad.gif or thumbup.gif rclxms.gif shopping preparation time?

postings exceeded 2500 liao.. version 6 coming soon?

This post has been edited by yklooi: Apr 3 2014, 06:26 PM
SUSyklooi
post Apr 3 2014, 11:11 PM

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

Joined: Apr 2013


QUOTE(TakoC @ Apr 3 2014, 08:16 PM)
Uncle Looi, I'm not afraid.. Want fall go ahead. I need to top up.. But not 30% la.. 20% can ah.. tongue.gif
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rclxm9.gif then here comes the GOOD noise.....
Goldman Sachs: It's showtime for global growth
After a limp start for equity markets in 2014, investment bank Goldman Sachs has revealed it is bullish for the second quarter, predicting global growth to pick up and shares to follow suit.

http://www.cnbc.com/id/101551446
SUSyklooi
post Apr 3 2014, 11:38 PM

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Sorry OFF topic!

needed advise/confirmation on formula....

if interest rate to be charged is 9.5%p.a for $ owed.
can I assume 1 month is 9.5/12=0.7916 %
if I owe 54 months at RM700 per month
that means 54 x RM 700 = RM37800 x (54 x 0.7916)
37800 x 42.75% = 16159.5 = interest of this RM 37800
therefore total owed is 37800 + 16159.5 = RM53959.5?

SUSyklooi
post Apr 4 2014, 09:47 AM

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QUOTE(Pink Spider @ Apr 4 2014, 09:15 AM)
What weed u smoking unker rclxub.gif
*
notworthy.gif ...clearer idea ...just illustration..only

needed advise/confirmation on formula....

if i stayed at an apartment that charged RM 700 per month maintenance fees
and for 54 months i did not pay it and now that i decided to pay up....
if interest rate to be charged is 9.5%p.a for $ owed.
can I assume 1 month is 9.5/12=0.7916 %
if I owe 54 months at RM700 per month
that means 54 x RM 700 = RM37800 x (54 x 0.7916)
37800 x 42.75% = 16159.5 = interest of this RM 37800
therefore total owed is 37800 + 16159.5 = RM53959.5?

can i assume 9.5%/12 = 9.5% pa? end results same? monthly interest calculation = yearly interests calculation?
SUSyklooi
post Apr 5 2014, 10:30 AM

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8,188 posts

Joined: Apr 2013


QUOTE(Kaka23 @ Apr 5 2014, 10:24 AM)
Haha..  Let you some time to do accumulation ma
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thumbup.gif

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