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Fundsupermart.com v6, Manage your own unit trust portfolio
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TakoC
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 Aug 8 2014, 03:37 PM
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QUOTE(Pink Spider @ Aug 8 2014, 02:30 PM) Not really DefCon lar...I wanted to add in a fund which I previously did not own. CIMB-Principal Asia Pac Dynamite Income Mainly to get some Aussie divvy stocks exposure...and increase my Asia ex Japan exposure Edit: Okay, I'm in  RHB-OSK Global Equity Yield is amazingly bad recently...1-M down 5%+ already, worse than Dow and S&P 500, almost as bad as the worst Europe bourse  Maybe can shift all from GEYF to AIW? |
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TakoC
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Aug 8 2014, 03:48 PM
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QUOTE(Pink Spider @ Aug 8 2014, 03:43 PM) Cannot, cos AWI is Shariah-compliant, cannot invest in US/Europe banks, tobacco, casino etc stocks Die die also must keep a bit of GEYF, or worse comes to worst transfer to CIMB Titans My set of thinking is that although 1 year is too short of a time frame to evaluate a fund, but if you guys are moving on.. Probably I will be.. Anyway, I believe that if one put their portfolio on auto pilot, they actually earn more. Like HSAQ. For the rest of the fund which I touch, return like crap. |
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TakoC
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Aug 8 2014, 04:01 PM
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QUOTE(Pink Spider @ Aug 8 2014, 03:52 PM) U are contradicting yourself  That's the point bro. Hahaha! Leave auto pilot fund yield better return. But if everyone is moving on, probably not a wise idea to remain where I am..  |
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TakoC
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Aug 8 2014, 04:08 PM
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QUOTE(Pink Spider @ Aug 8 2014, 04:04 PM) Convince me to stay put then No convincing needed, bro. Anytime when you are ready to move on with GEYF (when necessary and forced due to the shitty performance) just post up. I'm with you Who would want to go the opposite way of the money?  |
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TakoC
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Aug 9 2014, 10:26 AM
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QUOTE(Pink Spider @ Aug 8 2014, 09:25 PM) Pls state in % I know what you trying to do there.. Haha |
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TakoC
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Aug 9 2014, 12:00 PM
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QUOTE(Pink Spider @ Aug 9 2014, 10:34 AM) Discussion in ringgit terms is TOTALLY AND UTTERLY MEANINGLESS AND IRRELEVANT  By getting the % you get to know his total profit. That's what I thought bro. |
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TakoC
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Aug 9 2014, 03:47 PM
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QUOTE(wodenus @ Aug 9 2014, 12:35 PM) Only if you know his total investment Bro. He said he lost RM150, by having his %, you don't need his total investment lah Off topic already.. |
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TakoC
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Aug 18 2014, 04:13 PM
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QUOTE(Pink Spider @ Aug 18 2014, 02:26 PM) Portfolio update: FULLY dumped RHB-OSK Global Equity Yield Switched to CIMB-Principal Global Titans So you would advice to dump GEYF? Why CIMB Principal Global, Pink? I told you, I'm with you all the way if you decided to move |
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TakoC
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Aug 18 2014, 04:16 PM
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QUOTE(Pink Spider @ Aug 18 2014, 03:34 PM) 1.75%, I'm Silver. Furthermore, looking at the long-term fund track record and IRR for my investment in RHB-OSK GEYF of about 5-6% p.a., I'm actually only shifting half to CIMB-Principal Global Titans, the other half I'm actually moving to REIT(s) and/or some other dividend stocks where I can get (almost) guaranteed CASH dividends of about 5-7% p.a., capital gains/(losses) I can close one eye. Previously my global funds combo was like this: Aberdeen Islamic World Equity 1:2 RHB-OSK GEY Now: AIWE 1:1 CIMB-Principal Global Titans What about your CIMB-Principal Asia Pacific Dynamic Income? |
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TakoC
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Aug 18 2014, 04:16 PM
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QUOTE(Pink Spider @ Aug 18 2014, 04:14 PM) read my posts above, my justifications are there Sounds so...gay Why Global Titans and not the other global fund I meant. You justify why you dumped GEYF only. -.-" This post has been edited by TakoC: Aug 18 2014, 04:19 PM |
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TakoC
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Aug 19 2014, 06:43 AM
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Pink, remember we discussed previously on the correlation between regional index and fund NAV? Hopefully it will be better with Global Titans compared with GEYF. Since Global Titans only provide simple regional exposure % in their fact sheet.
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TakoC
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Aug 20 2014, 04:45 PM
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Yeah, HSI today close high again..
Last time I keep thinking to increase my US+Europe exposure, but now I am lowering the exposure (just by a small 2-3%). Will wait at the side line when the market crash.
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TakoC
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Aug 20 2014, 09:59 PM
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QUOTE(Pink Spider @ Aug 20 2014, 08:49 PM) Deja vu?  RHB taking over OSK and kicking out UOB to make OSK-UOB become RHB-OSK, funds koyak Affin taking over Hwang Investment Bank, HwangIM funds koyak? No lah, bro. I check with some Hwang people.. None of the fund managers will be replaced with Affin. Afterall, Hwang is good at what they do. |
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TakoC
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Aug 28 2014, 12:08 PM
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Got .57% SC also no use. Nothing to top up..
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TakoC
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Aug 28 2014, 05:20 PM
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QUOTE(Pink Spider @ Aug 28 2014, 12:40 PM) Asia markets solid but Bolehland weak...top up Bolehland funds? Must first evaluate whether the fund invest in large cap or small-to-mid cap first. |
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TakoC
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Aug 28 2014, 06:11 PM
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QUOTE(Pink Spider @ Aug 28 2014, 05:30 PM) so, u more positive on which? More defensive stock for now, although I don't hold any.. All the small mid caps I'm holding got smashed..  |
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TakoC
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Aug 29 2014, 08:45 AM
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Just updated all the fund geographical exposure from the latest available fund sheet.
From the look of it... if KLCI and SGX drop, we can top up HSAQ (Malaysia 36%, Singapore 28%)
If Europe drop, we can top up Abeerdeen Islamic World (Europe exposure over 50%)
CIMB Global Titans when DJIA drop (US exposure 42.53%)
CIMB Asia Pacific Dynamic Income (when China/HK red - with 25% exposure)
Pink Spider Sounds about right?
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TakoC
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Aug 29 2014, 10:23 AM
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QUOTE(Pink Spider @ Aug 29 2014, 09:24 AM) And if Australia falls, CIMB Dynamite Income (cos 20% exposure to AUS) If today S&P/ASX 200 remains weak, I will too  Ahh, yes.. Missed that out.. Cause I don't monitor the Aussie market at all.. Haha! So how's your stock holding up these couple of weeks? |
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TakoC
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Aug 29 2014, 01:03 PM
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QUOTE(yklooi @ Aug 29 2014, 12:30 PM) the funds that one holds MAY not be having any index linked stocks.  Yeah. As I mentioned the other day, funds NAV in the past WERE more reflected of the index volatility. Not exactly the case anymore. |
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