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 Fundsupermart.com v5, Manage your own unit trust portfolio

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Zdes
post Nov 10 2013, 11:50 PM

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Joined: Sep 2011


1st time posting in this thread,although I always visit this thread.
Started investing in unit trust on this September,my targeted allocation:
10%-AmDynamic
20%-KidSave
14%-Aberdeen Islamic World
14%-Osk GEYF
10.5%-AmAsia Pacific Equity
10.5%-Hwang SAQ
7%-Osk Equity Trust
7%-Kenanga Growth
7%-Eastspring Investment Small Cap
Was hoping sifu-sifu here can give some advice.
Is my allocation good?Or too much fund already?
I'm 21 this year btw...
Thanks a lot in advance!

This post has been edited by Zdes: Nov 10 2013, 11:52 PM
Zdes
post Nov 11 2013, 12:09 AM

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Junior Member
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Joined: Sep 2011


I also felt I have too many fund..wonder why I didn't thought of that earlier.
Which part do you think I'm too heavy in?
Zdes
post Nov 11 2013, 08:58 AM

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Junior Member
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Joined: Sep 2011


Hwang SAQ vs EI Small Cap
Aberdeen Islamic vs OSK GEYF
OSK Equity Trust vs AmAsia Pac EQ

These 3 are quite close to each other

So in your opinion,i should just focus on one of each?
Zdes
post Jan 17 2014, 03:29 AM

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Junior Member
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Joined: Sep 2011


The 0.5% sc promo started....not yet 18/1 also lol

This post has been edited by Zdes: Jan 17 2014, 03:29 AM
Zdes
post Jan 17 2014, 10:07 AM

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Junior Member
76 posts

Joined: Sep 2011


why cant buy aberdeen world fund....the buy button is no available

Zdes
post Jan 17 2014, 10:46 AM

Getting Started
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Junior Member
76 posts

Joined: Sep 2011


I'm planning to increase my global allocation by topping up Aberdeen with the promo...now that Aberdeen can't buy,is there any other option for global equity?
Zdes
post Feb 17 2014, 04:42 PM

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Junior Member
76 posts

Joined: Sep 2011


Planned starting allocation
Rm200-kenanga growth
Rm400-cimb asia dynamic
Rm400-cimb global titan

Have around rm1000 to invest every 2month.
Top up method

Situation 1
Kenanga becomes rm190 in value
Cimb asia- rm420
Global titan-rm440
Top up
Rm210 to kenanga
Rm380 to cimb asia
Rm360 to global titan

2months later
Value of:
Kenanga rm450-will top up rm150
Cimb asia rm845-top up rm355
Global titan rm775-top up rm425

Basically is top up till his kenanga,cimb asia,global titan increased by rm200,400,400 respectively every 2 month.plan to hold this for more than 5years

Wanted to ask sifu-sifu,is this a good method?as using this method will make sure the portfolio allocation will always be in checked.doesn't have to do annual rebalancing/switching

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