Haha. No worries. It's the sub section- stock exchange.

Happy New Year to all 2014 shall be the year everyone HUAT AH!

for me, my best fund this year is kenanga growth, IRR 30.2% while the worst fund is OSK Kid Save Trust , IRR -5.86%, luckily also sold the AM APREIT before it drop

one the biggest swing for me is the turnover of my Hwang AQF from height of 14% in may drop to now 4%.

happy new year to all FSM peeps!

Bear in mind if u hold a fund <12 months the IRR may not be accurate.

My HwangAQ also, dropped from 30% to 18% IRR now. But still more than decent lar

U lurking only? I din see u post also

Happy New Year every one!
Let's hope this year is a good year for FSM user!

Portfolio update as of 31 December 2013:

Fund Name | ROI | IRR
Public Far East Select Fund | 29.80 | 3.68
Public Asia Ittikal Fund | 16.98 | 2.55
Aberdeen Islamic World Equity Fund - Class A | 17.07 | 17.96
CIMB-Principal Asia Pacific Dynamic Income Fund | 7.50 | 10.25
AmDynamic Bond | 4.86 | 2.69
AmAP REITs | 4.89 | 3.49
Hwang PRS Moderate | 1.50 | 10.92
RHB-OSK EMB | 0.86 | 0.59
Hwang Select Asia (ex Japan) Quantum Fund | -2.53 | -5.64

[attachmentid=3797337] [attachmentid=3797338]

My 2013 year-end portfolio update:
IRR: 5.96% (since 2008)
Equity Funds: 59.9%
Fixed Income Funds: 40.1%

Fund Name | IRR | ROI
AmDynamic Bond | 3.27% | 9.95%
EI Global Emerging Markets | 9.05% | 9.11%
Hwang Select Asia (ex Japan) Opportunity | -3.97% | -2.21%
Hwang Select Asia (ex Japan) Quantum | 18.80% | 16.67%
Pacific Global Stars | 7.72% | 5.41%
RHB-OSK Emerging Markets Bond | 2.18% | 2.89%
RHB-OSK Global Equity Yield | 15.77% | 22.90%

This post has been edited by Pink Spider: Jan 3 2014, 11:47 AM

Nice IRR chart

Btw I notifced that the % u having for each fund is more or less around 10%+/-...unlike mine where some funds are very large % while some make up only a small %

Eh? Ponzi fund not inside the pie chart? Dah makan ar?

This post has been edited by Pink Spider: Jan 2 2014, 09:14 PM

I got ROI chart with me too. Just didn't attach here since you guys prefer IRR chart.

Pretty around 10% for each fund. I'm afraid too diversified.

I moved the table to a new location in the worksheet. The pie chart wasn't updated correctly.

[attachmentid=3797413]

This post has been edited by David83: Jan 2 2014, 09:20 PM

What's your portfolio overall IRR?

I don't know how to calculate since I have 2 super old funds from PM and some super young fund.

Take an average of each IRR?

This post has been edited by David83: Jan 2 2014, 09:29 PM

Put all funds' transactions on the same column and do the XIRR function.

How you guys generate these charts? Spreadsheet?

Microsoft Excel

My portfolio ended in black with ROI 1.94%. Started late May 2013 with Alliance Global Equities and Hwang Select Asia (ex Japan) Quantum funds. Thanks to the advice from people in this forum, I later added RHB-OSK Global Equity Yield and EI Global Emerging Markets to my portfolio, which gave the highest return.

I've learned a lot about investing here. Thanks to everyone who shares their knowledge, especially Pink Spider, TakoC, yklooi, wongmunkeong

And gark too, though I think I learn more about the share market from you.

This post has been edited by itsybitsy: Jan 3 2014, 11:33 AM

Funds closed black *finally*

worst performing fund, AMASIA REIT -9.07%. -.-

Glad to have helped

Hi guys, I need some advice here. I just started working not long ago and planning on doing some investment. How many many funds should i start with? I roughly know how it works on fundsupermart. Should i just follow on what is recommended and buy a few of them?

Unit Trust Investment Fair: What & Where To Invest In 2014........
Listen to the fund managers about the views on the Global Markets, Asia, Malaysia, and Investment strategies for 2014....Author : FSM Marketing

http://www.fundsupermart.com.my/main/resea...?articleNo=4208

This post has been edited by yklooi: Jan 3 2014, 04:38 PM


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