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 Fundsupermart.com v5, Manage your own unit trust portfolio

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TakoC
post Nov 23 2013, 11:36 AM

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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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From PGSF September report, the top 3 region comprise of Hong Kong, US follow by Singapore.
ben3003
post Nov 23 2013, 12:09 PM

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QUOTE(TakoC @ Nov 23 2013, 11:30 AM)
DJ and S&P keep closing higher day after day. Wait for it, ASIA will turn over soon.
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will turn over soon? mean will bloody red? haha
SUSPink Spider
post Nov 23 2013, 12:11 PM

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QUOTE(TakoC @ Nov 23 2013, 11:28 AM)
Pacific Global Star up September semi report is out today.
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Yes, updated my portfolio regional % with it, and US allocation went up. biggrin.gif

QUOTE(David83 @ Nov 22 2013, 09:45 PM)
Not OSK-UOB EMB? You're still holding this right?
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Still holding, not gonna dump my old holdings which attract no platform fee.
TakoC
post Nov 23 2013, 01:13 PM

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QUOTE(ben3003 @ Nov 23 2013, 12:09 PM)
will turn over soon? mean will bloody red? haha
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U-turn upwards smile.gif
TakoC
post Nov 23 2013, 01:14 PM

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QUOTE(Pink Spider @ Nov 23 2013, 12:11 PM)
Yes, updated my portfolio regional % with it, and US allocation went up. biggrin.gif
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Saturday also switch on computer to update? So hardcore. Or working half day smile.gif
SUSDavid83
post Nov 23 2013, 03:27 PM

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QUOTE(TakoC @ Nov 23 2013, 11:36 AM)
From PGSF September report, the top 3 region comprise of Hong Kong, US follow by Singapore.
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Where's the link? From FSM?
Kinggnik87
post Nov 23 2013, 04:02 PM

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Guys, I'm new here so need your help on this question that bothers me quite some time.

Usually how many percentage of your income will be in your unit trust investment a year??


repusez
post Nov 23 2013, 04:06 PM

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anyone use morningstar rating as their guideline,
this is link for PGSF
http://my.morningstar.com/ap/quicktake/ove...ceId=0P00008MGQ
SUSDavid83
post Nov 23 2013, 04:07 PM

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QUOTE(Kinggnik87 @ Nov 23 2013, 04:02 PM)
Guys, I'm new here so need your help on this question that bothers me quite some time.

Usually how many percentage of your income will be in your unit trust investment a year??
*
No specific right answer and very subjective since it depends on your affordability.
TakoC
post Nov 23 2013, 04:08 PM

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QUOTE(David83 @ Nov 23 2013, 03:27 PM)
Where's the link? From FSM?
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Yeah. You can check it in FSM.
SUSDavid83
post Nov 23 2013, 04:09 PM

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QUOTE(TakoC @ Nov 23 2013, 04:08 PM)
Yeah. You can check it in FSM.
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But September is a little bit outdated right? I was hoping to get the October report. laugh.gif
Kinggnik87
post Nov 23 2013, 04:14 PM

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Thanks, David.

I guess the younger an investor, the more risk/investment they should take.
SUSDavid83
post Nov 23 2013, 04:16 PM

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QUOTE(Kinggnik87 @ Nov 23 2013, 04:14 PM)
Thanks, David.

I guess the younger an investor, the more risk/investment they should take.
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Well, that supposed to be true but emotion will play another part when fund is not performing unless you let it auto-pilot itself.
Kinggnik87
post Nov 23 2013, 04:24 PM

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I see. I usually let it auto-pilot, but recently read about rebalancing.
It's a harder art to master.
SUSPink Spider
post Nov 23 2013, 04:48 PM

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QUOTE(TakoC @ Nov 23 2013, 01:14 PM)
Saturday also switch on computer to update? So hardcore. Or working half day smile.gif
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Yes, I've no social life tongue.gif

QUOTE(Kinggnik87 @ Nov 23 2013, 04:02 PM)
Guys, I'm new here so need your help on this question that bothers me quite some time.

Usually how many percentage of your income will be in your unit trust investment a year??
*
No hard and fast rule here.

Ppl with more disposable income will afford to invest more, and vice versa,

If u INSIST on a hard and fast rule, here goes:

Match your EPF contribution every month, i.e. 23% of your GROSS INCOME biggrin.gif
SUSPink Spider
post Nov 23 2013, 04:50 PM

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QUOTE(David83 @ Nov 23 2013, 04:09 PM)
But September is a little bit outdated right? I was hoping to get the October report. laugh.gif
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Hello...annual report will have to be audited...to be able to come out 2 months after year-end is already quite fast. shakehead.gif

Btw, OSK-UOB funds still have Sep-13 fact sheets only...October fact sheets many also haven't publish.
SUSDavid83
post Nov 23 2013, 04:54 PM

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QUOTE(Pink Spider @ Nov 23 2013, 04:50 PM)
Hello...annual report will have to be audited...to be able to come out 2 months after year-end is already quite fast. shakehead.gif

Btw, OSK-UOB funds still have Sep-13 fact sheets only...October fact sheets many also haven't publish.
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I'm aware of annual report needs to be audited.

But I'm referring monthly report if there's any. This kind of report also needs to be audited too?

Sorry brother, I'm not from this industry. Pardon for my ignorance.
SUSPink Spider
post Nov 23 2013, 04:58 PM

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QUOTE(David83 @ Nov 23 2013, 04:54 PM)
I'm aware of annual report needs to be audited.

But I'm referring monthly report if there's any. This kind of report also needs to be audited too?

Sorry brother, I'm not from this industry. Pardon for my ignorance.
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Fact sheets are not audited. From my experience they (fund houses) typically publish it near the end of the subsequent month.

Audited accounts can take UP TO 6 MONTHS to be finalised u know sweat.gif doh.gif
TakoC
post Nov 23 2013, 05:47 PM

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QUOTE(Pink Spider @ Nov 23 2013, 04:58 PM)
Fact sheets are not audited. From my experience they (fund houses) typically publish it near the end of the subsequent month.

Audited accounts can take UP TO 6 MONTHS to be finalised u know sweat.gif  doh.gif
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Eh, don't compare fund management companies/normal companies with funds. Funds don't need such a long period.

This post has been edited by TakoC: Nov 23 2013, 05:49 PM
TakoC
post Nov 23 2013, 05:48 PM

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QUOTE(Pink Spider @ Nov 23 2013, 04:48 PM)
Yes, I've no social life tongue.gif

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When the sun sets, that's when u have life right? tongue.gif

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