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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSDavid83
post Nov 20 2013, 11:24 PM

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QUOTE(TakoC @ Nov 20 2013, 11:24 PM)
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? smile.gif
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It will show country allocation inside fact sheet right?
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
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.
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
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.
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?
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
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?
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??
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No specific right answer and very subjective since it depends on your affordability.
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
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.
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.
SUSDavid83
post Nov 25 2013, 07:55 AM

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QUOTE(guy3288 @ Nov 24 2013, 11:47 PM)
really bad timing i went in trying to benefit from my 30days 1% special fee.......As at today my portfolio showed a total loss of RM1115!! so damn fast dropping like that..........
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RM 1115 of loss! You invested a large amount?
SUSDavid83
post Nov 26 2013, 09:51 AM

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QUOTE(TakoC @ Nov 26 2013, 09:37 AM)
Same goes to a few of us here.

Later David see this, he will lecture you  tongue.gif
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Don't worry. I won't be keep on reminding that. Glad that you guys have decent return out of it.

I hope HQAF will be making a turning point too!
SUSDavid83
post Nov 26 2013, 12:04 PM

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QUOTE(TakoC @ Nov 26 2013, 11:18 AM)
I remember it is around -6% for you right? Have you been topping up?
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I got topped up into HQAF.
SUSDavid83
post Nov 26 2013, 11:14 PM

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It's an equity fund. Hoarding too much cash for a long period is not good for the fund and generate reasonable return.

Generally, an equity fund has exposure of about 90% to 95% in equity market. Otherwise, the fund will behave like a balanced fund.

This post has been edited by David83: Nov 26 2013, 11:15 PM
SUSDavid83
post Nov 27 2013, 06:39 PM

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China markets start to shine:


Equities Weekly: Chinese Equities Surge [25 Nov 13]


URL: http://www.fundsupermart.com.my/main/resea...?articleNo=4099

FUND NAME | 1-MONTH %
OSK-UOB Big Cap China Enterprise Fund | 10.3
AMB LifeStyle Trust Fund 2014 | 6.55
AMB LifeStyle Trust Fund Today | 5.9
AmOasis Global Islamic Equity | 5.55
Manulife Investment - China Value Fund | 5.54

SUSDavid83
post Nov 27 2013, 08:45 PM

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QUOTE(howszat @ Nov 27 2013, 08:41 PM)
If one were to look at the performance of this fund since the beginning in the 10-year chart, it has made a grand total of 2.94% since the beginning of Jan-2008.

FD would have been much better off.

If you want to time the market, this and other China funds could be good candidates. Given the recent surge, now would be a good time to sell.
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If you compare this fund to Public Mutual PCSF and make another explanation. I really would like to hear what you like to share.

The reason that I'm sharing is not indicating or requesting forumer here to go to buy.

I'm just sharing that China market maybe perhaps start to shine or has bottomed.


SUSDavid83
post Nov 27 2013, 08:47 PM

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QUOTE(yklooi @ Nov 27 2013, 08:45 PM)
rclxms.gif good observation and sharing...
selling this fund only or get away from this region?
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Have you compared it with other funds that invested at the same region? Before saying that it's a weak fund back and constantly lagging behind FD return, do some homework and compared it with other similar funds.

I really would like to give a good job to the fund manager who is able to bring this fund back to its IPO NAV and even exceeding now even though I didn't own this fund in my portfolio.
SUSDavid83
post Nov 27 2013, 08:52 PM

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QUOTE(yklooi @ Nov 27 2013, 08:48 PM)
wanna try US mkts now?  sweat.gif
In the Q&A session below, Cormac Weldon addresses some of the questions currently on the minds of US equity investors. Overall, he believes that US stocks remain attractively valued and that some sectors offer particular value.

some of the Q&A
US stock markets are higher now than before the 2008 financial crisis. How is that possible?
European stocks have yet to regain their previous highs. Why has the US performed so much better?
https://secure.fundsupermart.com/main/artic...v-2013-41--8957
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I feel unsecured with DJIA, NASDAQ and S&P 500 try to create new high record day by day. sweat.gif

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