Fundsupermart.com v5, Manage your own unit trust portfolio
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 Mar 18 2014, 02:31 PM
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#1
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere  
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my FA invested for me in 2 funds
1. RHB-OSK GS US Equity Fund 2. Eastspring Investments MY Focus Fund very volatile...starting -400 losses on paper...now both add up... -50... see how much my FA can earn for me...testing the service....  |
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Mar 18 2014, 02:45 PM
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#2
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(Pink Spider @ Mar 18 2014, 02:38 PM) What is FA Financial Advisor...CFP certified....doing full time 1...can access to many insurance companies, unit trust....  |
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Mar 18 2014, 02:47 PM
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#3
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(yklooi @ Mar 18 2014, 02:39 PM)  what is agreed expectation of ROI for these choice? Betting on past performance records? or based on mkt valuation?  wow got own FA... |
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Mar 18 2014, 02:55 PM
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#4
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(yklooi @ Mar 18 2014, 02:49 PM)  wow again.....certified.got do detailed study of yr risk profile and financial standing? |
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Mar 18 2014, 02:56 PM
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#5
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(Pink Spider @ Mar 18 2014, 02:49 PM) Key word aiya....relatives punya relative ma...coincidence only...now she handles my insurance , my unit trust lo....buffet said diversify...so i diversify lo...let expert handle for me......some i handle myself lo.... |
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Mar 18 2014, 03:37 PM
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#6
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(TakoC @ Mar 18 2014, 03:30 PM) I checked. GS US Equity fund 1 month shows 1.1% and Eastspring 1 month data shows 3.9% return. February 2013 or 2014? i check from the portfolio 1.....bought dono is mid feb or mid jan.....i log in after i get the password 1.... then i see a big -400 ( combination of 2 funds losses) at that time..... From my portfolio as of now: Eastspring Investments MY Focus Fund Average Price: 0.7827 Indicative Price : 0.8000 Price as at 17/03/14 RHB-OSK GS US Equity Fund Average Price : 0.7785 Indicative Price : 0.7460 14/03/14 This post has been edited by maxsteel2001us: Mar 18 2014, 03:48 PM |
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Mar 18 2014, 04:02 PM
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#7
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(yklooi @ Mar 18 2014, 03:53 PM) mid jan EM devaluation...all dropped + high sc. (2.5% + 5.5%sc= = 8%)? |
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Mar 18 2014, 04:12 PM
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#8
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(yklooi @ Mar 18 2014, 04:05 PM) happy investing.since you are also into stock...just be vary that not to overly focused onjust 1 or 2 regions  Stock market --> KLSE ( dividend stocks: westport, carlsberg, digi, igbreit, sunreit, ioicorp ) gonna move into SGX and NYSE next yr.....need to learn from PRO in those SGX and NYSE |
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Mar 19 2014, 12:30 AM
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#9
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(Kaka23 @ Mar 18 2014, 10:52 PM) wah.. can intro your FA to me or not haha...Kaka23 is sifu...need FA oso ka...can ..no prob..if really want..PM me lo...if rugi, dun blame me ar..... |
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Mar 19 2014, 09:21 AM
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#10
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(Kaka23 @ Mar 19 2014, 08:04 AM) I am not sifu.. just somebody that want to grow my money. haha...testing with 5k 1st...if i earn, i let u know...... scare later u make losses, then u come chop me with parang.....  lol.... |
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Mar 19 2014, 11:33 AM
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#11
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(yklooi @ Mar 19 2014, 09:27 AM) another consideration too....does the ROI as expected/comparable to other similar investment? heh...1st time buy UT using FA..i let my FA decide the best fund to buy on my behalf....on why , what , where , who, how....she decides everything......so when u choose a captain, u have to believe in ..... only time will tell now on the ROI.... let's see 6 mths later...what will happen.... |
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Mar 19 2014, 01:31 PM
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#12
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(gark @ Mar 19 2014, 12:37 PM) YES it is.. the fund management company is owned by a Tan sri... i wonder which company they goreng to earn that.... maybe they are sharks in the stock market...better know their fund managers......get insider news..earn faster All fund managers is gweilo...  some ex soros -fund manger as well...Wonder they will do smaller fund for FSM malaysia ah... pretty interesting eh?  |
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Mar 20 2014, 10:18 AM
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#13
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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for me ar...i wait n c...if drop 10% or 20% of the price...i will top up....
kena once b4 when i bought PCSF.....stuck there 2 yrs b4 manage to reach breakeven and switch to bond fund psbf...even psbf crawl like snail oso can make some though lose to FD..... so now i let FA plan for me n c........only top up when price drop 10-20% or more...... |
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Mar 20 2014, 11:59 AM
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#14
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(TakoC @ Mar 20 2014, 10:39 AM) NAV? which 1? i bought PCSF during launch free 1% ....at first very aggresive reach till 0.26+...few mths later, damn ...economy crash...this PCSF drop till cannot recognize a low of 0.13+.....then i top up every mth..lower it till 0.18...then market slowly recover, reach 0.19+... i switch to psbf.........I track index. Will top up when reach each level of support.. |
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Mar 20 2014, 01:21 PM
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#15
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(xuzen @ Mar 20 2014, 12:49 PM) chuckle.... another PCSF victim...errr I mean investor. lucky to escape....but some ppl may not be that lucky though..now price oso not good..... i was lucky to run at 0.19+ that time... Xuzen |
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Mar 20 2014, 02:47 PM
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#16
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(TakoC @ Mar 20 2014, 01:51 PM) U said wait drop 10-20% of price. Should be NAV? NAV doesn't justify anything. heh...i see 10-20% down from my buy/ breakeven price ..if got discount...will reload.... |
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Mar 20 2014, 05:21 PM
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#17
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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QUOTE(Kaka23 @ Mar 20 2014, 04:56 PM) Asia mostly drop .5 - 2++% today, already top up CIMB APAC Dynamic Income. Lets see it will still drop or not tomorrow till next week. if yes, then will use my this month left over to top up... wah.. still got last bullet.....  i got no bullet liao...waiting to buy in stock market..... |
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Mar 24 2014, 04:42 PM
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#18
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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finally i see light at the end of my tunnel...... it's +ve now...
we shall see that after 1 yr ...what will happen |
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Apr 7 2014, 01:51 PM
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#19
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere
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Still thinking should i top up on RHB-OSK GS US Equity Fund since still in -ve territory.....any1 holding this?
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