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 Fundsupermart.com v5, Manage your own unit trust portfolio

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gark
post Nov 21 2013, 06:12 PM

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From: Penang, KL, China, Indonesia....
Hmm just noticed my China UT is doing very well lately.... hmm hmm.gif

This post has been edited by gark: Nov 21 2013, 06:12 PM
TakoC
post 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 doh.gif
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Got Maybank, Parkson. All well above 4%. Can scoop some DiGi soon biggrin.gif
TakoC
post 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  hmm.gif
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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 tongue.gif
SUSDavid83
post Nov 21 2013, 06:35 PM

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Didn't I say yesterday that OSK-UOB BIG CAP CHINA ENTERPRISE FUND has recovered and NAV above IPO now! doh.gif
TakoC
post 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?
SUSDavid83
post Nov 21 2013, 07:10 PM

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QUOTE(TakoC @ Nov 21 2013, 06:55 PM)
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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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.
TakoC
post 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.
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True sweat.gif

Apologize for that. Work till blur doh.gif
SUSPink Spider
post Nov 21 2013, 07:46 PM

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QUOTE(TakoC @ Nov 21 2013, 06:55 PM)
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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Don't forget, HSAO got significant exposure to the recently weak Thai and Indon markets...
Kaka23
post Nov 22 2013, 07:37 AM

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aiyoyo.. us treasurt 10year yield already 2.78. selling amdynamic ka?
SUSPink Spider
post Nov 22 2013, 10:32 AM

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QUOTE(Kaka23 @ Nov 22 2013, 07:37 AM)
aiyoyo.. us treasurt 10year yield already 2.78. selling amdynamic ka?
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Too late already, unless u think another asset class can outperform MYR corporate bonds.
SUSDavid83
post Nov 22 2013, 12:46 PM

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QUOTE(Kaka23 @ Nov 22 2013, 07:37 AM)
aiyoyo.. us treasurt 10year yield already 2.78. selling amdynamic ka?
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Bonds Weekly: Global Bonds Yields Continue To Rise [14 Nov 2013

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=4079
pinksapphire
post Nov 22 2013, 04:41 PM

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Guys...how many equity funds do you have at any one time? I suppose 4-5 is the max?

And are you driven by emotions/logic when you feel it's time to sell. For eg., it depends on the duration that you have been keeping the fund, the performance of it the past few months, or simply cuz you know that it's gonna tank soon. Some people will hold till yearssss, and some many few months then cabut regardless of situation. What say you?
SUSDavid83
post Nov 22 2013, 06:48 PM

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QUOTE(pinksapphire @ Nov 22 2013, 04:41 PM)
Guys...how many equity funds do you have at any one time? I suppose 4-5 is the max?

And are you driven by emotions/logic when you feel it's time to sell. For eg., it depends on the duration that you have been keeping the fund, the performance of it the past few months, or simply cuz you know that it's gonna tank soon. Some people will hold till yearssss, and some many few months then cabut regardless of situation. What say you?
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Excluding PRS. I have 8 funds on-hand. Excluding sentimental PM funds, I have 6.

When fund is not performed as per your expectation, emotion drive will sure happen unless you want to let it auto-pilot.
SUSPink Spider
post Nov 22 2013, 09:35 PM

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QUOTE(David83 @ Nov 22 2013, 06:48 PM)
When fund is not performed as per your expectation, emotion drive will sure happen unless you want to let it auto-pilot.
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I learnt this lesson and went thru this with Pacific Global Stars, happy that I persevered and kept faith biggrin.gif

Funds that I gave up after prolonged underperformance:
Eastspring Investments Asia Pacific Shariah
AmAsia Pacific REITs
blush.gif
SUSDavid83
post Nov 22 2013, 09:45 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 biggrin.gif

Funds that I gave up after prolonged underperformance:
Eastspring Investments Asia Pacific Shariah
AmAsia Pacific REITs
blush.gif
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Not OSK-UOB EMB? You're still holding this right?
TakoC
post 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 biggrin.gif

Funds that I gave up after prolonged underperformance:
Eastspring Investments Asia Pacific Shariah
AmAsia Pacific REITs
blush.gif
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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 smile.gif
techie.opinion
post Nov 23 2013, 12:13 AM

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QUOTE(TakoC @ Nov 22 2013, 11:56 PM)
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 smile.gif
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HSAQ keep droping bit by bit... No more topup keep watching only
SUSDavid83
post Nov 23 2013, 07:27 AM

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Distribution declared for OSK-UOB EMB:

OSK-UOB Emerging Markets Bond Fund | To Be Advised | 29-Nov-2013
TakoC
post 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
TakoC
post Nov 23 2013, 11:30 AM

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QUOTE(techie.opinion @ Nov 23 2013, 12:13 AM)
HSAQ keep droping bit by bit... No more topup keep watching only
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DJ and S&P keep closing higher day after day. Wait for it, ASIA will turn over soon.

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