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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSPink Spider
post Mar 7 2014, 05:23 PM

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QUOTE(TakoC @ Mar 7 2014, 05:19 PM)
Ok! I agree. Dragged down by Select Opportunity. Switched all my HSAO to Select Asia Quantum, now very big exposure in Asia small cap. What do you use to substitute your Select Opportunity big cap portion?

In the end.. Still waiting to top up RHB-OSK GEYF. Do you still top up your PGSF?
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Hwang Select Opportunity (the EPF-compliant one, thus min. 70% exposed to Bolehland). It only increased my overall exposure to Bolehland by 1%, not significant. It has been more resilient than Hwang Select Asia ex Japan Opportunity.

PGSF...I top up once every two times I top up RHB-OSK GEYF.
SUSPink Spider
post Mar 7 2014, 05:42 PM

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QUOTE(TakoC @ Mar 7 2014, 05:39 PM)
Wait, slow down bro.. What? Sorry didn't get you. What fund you have now for big cap? Used to be Hwang Select Asia ex Jap Opportunity, now?

Last year focused a lot on HSAQ and neglected PGSF. This year might need put more attention to it. I rmb you said PGSF serves like a support to RHB-GEYF in case it fails to deliver.. Now? What role does it serve?

From the look of it, PGSF has biggest exposure on HK and US standing at 27.59% and 23.54%.

Looks like can focus on PGSF and GEYF this year...
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I switched Select Asia ex Japan Opportunity units to Select Opportunity, it's min. 70% invested in Bolehland, MAINLY large caps. Furthermore, PGSF is also heavy on Asia ex Japan large caps.

Long-term RHB-OSK GEYS beats PGSF, but there are times when PGSF shines. So, I allocate GEYF 2:1 PGSF for my global allocation.

This post has been edited by Pink Spider: Mar 7 2014, 05:43 PM
SUSPink Spider
post Mar 7 2014, 05:50 PM

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QUOTE(TakoC @ Mar 7 2014, 05:48 PM)
Noted noted.. Friday blue..

I need a drink...
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I'm going for drink too...but not A drink, is BUCKETS tongue.gif

No drunk no girl no go home bruce.gif
SUSPink Spider
post Mar 7 2014, 11:17 PM

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QUOTE(Kaka23 @ Mar 7 2014, 07:59 PM)
normally drunk till wat time?
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If bring ppl go home...3am brows.gif
SUSPink Spider
post Mar 8 2014, 09:05 AM

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QUOTE(wongmunkeong @ Mar 8 2014, 08:53 AM)
Strangers @ home (theirs / yours)? dangerous lar Pink
Best is hotels nearby walking distance mar - no drunk driving + safer  laugh.gif
sorry off topic..

So yeah - anyone getting scaredy cat on S&P hitting highest now?
Lelong value thus far to me is still Russia, China & India
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No stranger...I only bring out those that already familiar tongue.gif

GEM is ALREADY at value...but when will Mr Market bring them back to fair value? To me, it seems to take forever lor esp for China doh.gif
SUSPink Spider
post Mar 8 2014, 10:15 AM

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QUOTE(Kaka23 @ Mar 8 2014, 10:12 AM)
thought ur father stayin with u. later he complain baru tau..

my china fund still -2%.. hmmm.. dare not top up la.
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I'm the boss of the house...he dare complain? Aku bakar kereta dia hang tongue.gif
SUSPink Spider
post Mar 8 2014, 11:26 AM

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QUOTE(TakoC @ Mar 8 2014, 11:15 AM)
so waiting to top up which fund?

yesterday ''beast'' Pink advice I follow. PGSF for large cap, and GEYF would be my aim this year..
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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
SUSPink Spider
post Mar 8 2014, 12:10 PM

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QUOTE(yklooi @ Mar 8 2014, 12:09 PM)
kay poh here.....
BRI ?
"I can't say for sure if we have hit bottom in these markets, but they have taken quite a beating in recent months. So, they are quite cheap at this stage. I am investing into them not because I am sure that we will see an immediate recovery in these markets starting this week or even the next, but going by the history of many markets, I am quietly confident that they will eventually recover and when they do, I will be ready to catch that upside." by Wong Sui Jau blog....he recommended and buying into Europe Emerging Mkts & Latin America though.

Adding into Markets When Bad News Abound
https://secure.fundsupermart.com/main/resea...SJBlog_20140307
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Unker, I said COUNTER, not fund doh.gif
SUSPink Spider
post Mar 8 2014, 12:31 PM

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QUOTE(yklooi @ Mar 8 2014, 12:18 PM)
counters that has exposure to those or exporting to those?
is same concept ( The guiding principle behind it is that over the very long term, all markets go through cycles, and no market will stay bottom forever, just as no market will be top forever.")...MAS then?
Chances of bankrupt?
Chances of foreign take over?
Chances of lack of cash flow?
Chances of no Govt bailout?
hmm.gif
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MAS tongue.gif
SUSPink Spider
post Mar 8 2014, 12:34 PM

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QUOTE(TakoC @ Mar 8 2014, 12:34 PM)
Cannot la.. the stock I give later become coma stock u find me.. Haha! I like PRES (reckon by gark gor.. He chicken run). Year to date.. 20%+ capital gain already.

Ask gark share smile.gif
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He ask me buy furniture stock sweat.gif
SUSPink Spider
post Mar 8 2014, 03:51 PM

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QUOTE(TakoC @ Mar 8 2014, 03:45 PM)
Good read. Read till the first point. Value.

I realize for UT I have been adopting value investing. From the year of reading and talking with Pink, always invest when market low (value high).

But I don't really adopt that when it comes to stock. So far luck is on my side. Didn't really get burn. Certainly need to be more of a fundamental investor.
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With stocks, u CAN take advantage of market momentum, i.e. good company may not make u money, bad company can help u make money, lots of inefficiencies to be taken advantage of. But with UTs, u cannot do that. icon_idea.gif
SUSPink Spider
post Mar 8 2014, 04:25 PM

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QUOTE(TakoC @ Mar 8 2014, 03:58 PM)
Yes. But in the long term good fundamental stock will always reflect in the stock price. I have been investing based on the projects awarded to them- although not sure when revenue will start to be recognize.

Woiii, why are you guys on forum. It's Saturday!!! Better we all meet up and blow water smile.gif
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QUOTE(Kaka23 @ Mar 8 2014, 04:03 PM)
Forum blow water ma! FOC!

Meet up need petrol, chatime money, etc... kekeke
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Chatime is for yuppies...unkers go support CARLSBG and GAB tongue.gif

Just researched LaFarge (cement producer), thought can buy...mana tau...maturing company, slow growth...another FD stock doh.gif

Really nothing to buy jor cry.gif

QUOTE(Kaka23 @ Mar 8 2014, 03:53 PM)
5K enough to invest in shares ka?
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5K ar...can have a portfolio of 2-3 counters lo

This post has been edited by Pink Spider: Mar 8 2014, 04:27 PM
SUSPink Spider
post Mar 8 2014, 04:31 PM

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QUOTE(Kaka23 @ Mar 8 2014, 04:30 PM)
Day time how to support GAB or CARLSBERG la...
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I can...drink 3 cans at kedai runcit...then go home have noon nap...then night time go pub brows.gif
SUSPink Spider
post Mar 8 2014, 04:38 PM

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QUOTE(Kaka23 @ Mar 8 2014, 04:34 PM)
I think you need counseling la... haha
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Not counselling...but alcohol therapy blush.gif
SUSPink Spider
post Mar 8 2014, 04:43 PM

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QUOTE(wongmunkeong @ Mar 8 2014, 04:43 PM)
12 steps bro, 12 steps tongue.gif

i need something like that for hot chicks addiction
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apa...tu? blink.gif
SUSPink Spider
post Mar 8 2014, 07:21 PM

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QUOTE(Kaka23 @ Mar 8 2014, 07:11 PM)
Saturday night also got drink ar?
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Most likely, wait friend(s) call sleep.gif
SUSPink Spider
post Mar 10 2014, 02:41 PM

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QUOTE(TakoC @ Mar 10 2014, 10:00 AM)
Pink Spider if you sold off a fund completely, do you still keep the transaction you made (all buy and sell) and hide it OR you delete entirely?
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If u delete it, portfolio IRR will be out.
SUSPink Spider
post Mar 10 2014, 04:32 PM

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QUOTE(TakoC @ Mar 10 2014, 03:13 PM)
Hmm.. Right...

So meaning I just keep leave it for my IRR purposes? Just need to ensure my total cost is zero. Total units zero, and I don't think I need to update my latest NAV date and price right?

Tried doing so, no changes to IRR %. Only when I delete the whole thing (fund data) got changes..
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U can hide it somewhere as long as within range of your XIRR formula wink.gif
SUSPink Spider
post Mar 10 2014, 04:46 PM

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QUOTE(TakoC @ Mar 10 2014, 04:37 PM)
Hmmm.. Ok.

So mafan. Need hide. Worksheet not nice already. Side number not in sequence already. Haha. OCD much. On the other hand, return % very nice tongue.gif

Overweight HSAQ now. 20% of my total portfolio!!!
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I cut and paste all my disposed holdings on top...all hide at top but within range of XIRR calculation. So that my visible ones are all my current holdings.
SUSPink Spider
post Mar 10 2014, 06:07 PM

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QUOTE(ShinG3e @ Mar 10 2014, 05:37 PM)
haha thanks!

was wondering why 20% portfolio into a new launched fund...

my bad. monday blues.
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HSAQ performs like a Ponzi brows.gif tongue.gif laugh.gif
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