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Fundsupermart.com v5, Manage your own unit trust portfolio
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TakoC
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 Nov 13 2013, 03:02 PM
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QUOTE(Pink Spider @ Nov 13 2013, 02:58 PM) market is unsettled, let's see what happens in coming days, my sale proceeds also need T+4 i.e. 19th Nov to go in my bank account mar  Sometimes u can never get the price u want, as long as it's SOMEWHERE CLOSE, pick it up lor. Like Nestle I also buy at 3.8% DY, but profitability is growing, the DY will catch up somehow.  Why not buy Maxis. Well above 4% already at current price. |
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TakoC
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Nov 14 2013, 08:22 AM
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I think this question was asked quite a number of times back. But don't want to dig out old posts.
If cash out to CMF need how many days (what time is cut off)? Also if cash out to bank account? Need to provide them account number?
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TakoC
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Nov 14 2013, 08:59 AM
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Thanks Kabal. Morning to you, sir  |
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TakoC
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Nov 17 2013, 09:49 AM
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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.  Bond fund don't look that promising from past trends. AmDynamic used to yield that kind of return. |
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TakoC
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Nov 19 2013, 02:41 PM
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QUOTE(yklooi @ Nov 19 2013, 12:55 PM) hopefully it is just a hiccups for this Ponzi.... currently my 2nd last performer in portfolio HSAQ since May till 15 Nov still - 6.46% Hsao since Aug till 15 Nov still - 6% hsinf since May till 15 Nov still - 7.5% seems like HSAO & HSAQ stopped galloping since the merger with THE bank....just my take. hopefully these 2 Giants will awaken with a vengeance... Uncle Looi, have you been doing any top up after your lump-sum investment back then? Don't top up because you noticed a mere small correction. Wait for 'real' opportunity- save ammo. My 2 cents. |
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TakoC
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Nov 19 2013, 05:25 PM
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QUOTE(yklooi @ Nov 19 2013, 03:17 PM) thanks for the tips. will be Topping up Public Dividend select fund with EPF....(last time tis DEC) others are just reshaping/repositioning my portfolio to a more diversified portfolio. moved 30% of Balance funds to China and HSAO in Aug. till now China fund is breakeven....HSAO - 6% would be switching out more of my Balanced funds "When" the Nav allowed (hopefully in Dec) before the "talk on QE Taper fever starts" again. now seems like quite down...so now my balanced funds are a little bits by bits crawling up. ammo now in FD and EPF (my wife wanted to "see" cash in hands)  Bad move on rebalacning on Select Asia Opportunity. I invested in July, green for a couple of weeks and been in the red zone ever since. Luckily I have some other fund which I initially wanted to dispose to cover it. In my case, I won't be jumping in even when the QE fever is on again. I want ''solid action''. In the mean time, I'm gonna see if there's any opportunity in the stock market which I doubt so. Wait for lelong session |
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TakoC
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Nov 20 2013, 12:47 PM
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QUOTE(gark @ Nov 20 2013, 11:53 AM) Any changes to UT name, strategy, manager, management etc?  Will it continue to perform the same? I doubt there will be a change in fund manager. |
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TakoC
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Nov 20 2013, 10:14 PM
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QUOTE(gark @ Nov 20 2013, 12:51 PM) You never know.. what if fund manager dont like to work at affin or affin have thier own star manager... usually in merger, end up a lot of positions cut...or people leave because unhappy. In terms of funds, I believe that Hwang has better managers managing it. Do you think they would be let go? |
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TakoC
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Nov 20 2013, 11:04 PM
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QUOTE(wilson88 @ Nov 20 2013, 10:59 PM) Sensible to enter Indonesia fund now? Haha! I'm actually thinking of doing a switch from HSAO to PGSF, which has no exposure in Indonesia and Philipines. |
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TakoC
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Nov 20 2013, 11:21 PM
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QUOTE(David83 @ Nov 20 2013, 11:10 PM) When PGSF was below water, you guys are complaining. Repeat a lot of times already  |
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TakoC
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Nov 20 2013, 11:22 PM
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QUOTE(yklooi @ Nov 20 2013, 11:14 PM) guess now we start to complain about HSAQ and HSAO....  HSAO only. HSAQ still okay- still net gain for those that invest pre-boom period |
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TakoC
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Nov 20 2013, 11:24 PM
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QUOTE(David83 @ Nov 20 2013, 11:22 PM) PSGF fund factsheet is still dated September 2013 even at PM website. No use also. The most important regional exposure is not included in the fact sheet. Maybe can suggest them to include them in through FSM? |
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TakoC
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Nov 20 2013, 11:30 PM
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QUOTE(David83 @ Nov 20 2013, 11:24 PM) It will show country allocation inside fact sheet right? Nope, it doesn't. It's the fund (or one of the funds) that does not show geographical allocation in the fund sheet. Only latest available information is from annual report. This post has been edited by TakoC: Nov 20 2013, 11:31 PM |
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TakoC
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Nov 20 2013, 11:35 PM
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QUOTE(Pink Spider @ Nov 20 2013, 11:31 PM) I already suggested to FSM, but PM still won't care  Gold member not power enough? Need call platinum member like uncle gark etc |
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TakoC
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Nov 21 2013, 06:24 PM
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QUOTE(Pink Spider @ Nov 21 2013, 06:02 PM) Ada huat? KLSE hard to pick good big/mid name stocks with decent yields oredy Got Maybank, Parkson. All well above 4%. Can scoop some DiGi soon |
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TakoC
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Nov 21 2013, 06:26 PM
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QUOTE(gark @ Nov 21 2013, 06:12 PM) Hmm just noticed my China UT is doing very well lately.... hmm That explains why PGSF is performing well too. Darn, should switch out Select Asia Opportunity to PFSF earlier. No more complains on people complaining PGSF earlier for not performing please |
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TakoC
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Nov 21 2013, 06:55 PM
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Still, anyone care to explain how come both funds invest most in China/HK large cap, but HSAO is sliding but PGSF is not?
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TakoC
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Nov 21 2013, 07:15 PM
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QUOTE(David83 @ Nov 21 2013, 07:10 PM) How sure are you that PGSF is still heavy at China/HK and/or ASEAN or even Asia ex Japan since the latest data sheet is dated September 30th, 2013? In that report, they said they have reduced exposure in Northern Asian region. True  Apologize for that. Work till blur |
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TakoC
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Nov 22 2013, 11:56 PM
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QUOTE(Pink Spider @ Nov 22 2013, 09:35 PM) I learnt this lesson and went thru this with Pacific Global Stars, happy that I persevered and kept faith Funds that I gave up after prolonged underperformance: Eastspring Investments Asia Pacific Shariah AmAsia Pacific REITs  Soon add HSAO into the list huh? Haha! I think I'll leave mine just where it is. Did think of switching out. Later like PGSF performance pattern, and Hwang fund will always fly |
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TakoC
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Nov 23 2013, 11:28 AM
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Pacific Global Star up September semi report is out today.
This post has been edited by TakoC: Nov 23 2013, 11:31 AM
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