It suggested to put my money into REITs and Asia Pac ex-Japan exposure.
Today, Bolehland drop... why so ngam wan ar?
Xuzen
This post has been edited by xuzen: Aug 8 2014, 11:20 AM
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Aug 8 2014, 11:19 AM
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#101
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My algo, last month already prompted me to sell 20% in Bolehland equities inc my beloved Lee Sook Yee
It suggested to put my money into REITs and Asia Pac ex-Japan exposure. Today, Bolehland drop... why so ngam wan ar? Xuzen This post has been edited by xuzen: Aug 8 2014, 11:20 AM |
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Aug 8 2014, 11:21 AM
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#102
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Aug 8 2014, 11:30 AM
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#103
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Aug 8 2014, 11:36 AM
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#104
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Sell Emerging Mkt, my algo doesn't even track EM. This means it has screened and discard EM as part of my portfolio.
Xuzen |
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Aug 8 2014, 01:00 PM
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#105
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Aug 9 2014, 11:02 AM
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#106
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I just checked my EPF portfolio via eastspring and to my surprise, my portfolio show +ve gain despite the KLCI red.
Chen Fan Fai FTW! Xuzen |
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Aug 9 2014, 11:04 AM
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#107
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QUOTE(Pink Spider @ Aug 9 2014, 10:43 AM) Lee Sook Yee profile Ah now I understand that Lee Sook Yee is a highly trained economist which means she is a macro kind of person. No wonder her name sounds familiar...she used to be with OSK-UOB! And now RHB kicking away UOB...I think (former) OSK-UOB funds are really messed up. No wonder KidSave also messed up. Gonna seriously consider dumping RHB-OSK GEYF now...now that I got CIMB Asia Pac Dynamite Income already, CIMB Global Titans look like a good choice, can do intra switching Compared her to Ang Kok Heng of Phillip Master Equity Fund who is more of a bottom up analyst. He told me he eat, breath, play, sleep, dream stocks.... At the moment Macro style >>> Bottom up style of investing. Xuzen This post has been edited by xuzen: Aug 9 2014, 11:10 AM |
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Aug 9 2014, 11:18 AM
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#108
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QUOTE(wodenus @ Aug 8 2014, 12:29 PM) Wait last month you got the signal and today it drops? Hey wodenus, I guess it is no difference with weather forecast, if the weatherman said this area X will experience thunderstorm at the particular time, then you should take precaution and not wash your bed-linen or curtain during that particular time. My algo prompted me a signal and I acted on it, which is sell my Bolehland fund and true enough two weeks later Bolehland index dropped. But people, my algo is not perfect... still work in progress. The algo is based on Modern Portfolio Theory which I learn during my CFP class. Xuzen |
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Aug 9 2014, 11:21 AM
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#109
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Aug 9 2014, 02:02 PM
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#110
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QUOTE(wodenus @ Aug 9 2014, 11:30 AM) Okay but seriously though, everyone and his cat has been saying the market is overextended for a month now at least. Anyway I use behavioral economics more than MPT.. I invest in people not markets. I believe that the best people can find value in the worst markets. The challenge for me is not to find the best markets, it's to find the best people. apa itu behavioral economics? invest in people? meaning what? you follow star fund manager? let's say Lee Sook Yee leave Kenanga to Pheim, means you will Kenanga and buy Pheim funds?Xuzen |
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Aug 9 2014, 03:01 PM
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#111
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Aug 14 2014, 08:00 PM
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#112
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Aug 15 2014, 12:29 PM
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#113
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QUOTE(guy3288 @ Aug 15 2014, 01:04 AM) Any one buying this RHB-OSK Pre IPO & Special Situation Fund 2? Guy3288, FSM is giving special SC. Worth taking up? ---------------------------------------------------------------- Dear Investors, Good day to you. Pertaining to previous email I send to recommend the RHB-OSK Pre IPO & Special Situation Fund 2. Our marketing team come out with special promotional for investors. Special Promotion for RHB-OSK Pre IPO & Special Situation Fund 2 Order above RM200k will be entitle for 0.5% sales charges & Order above RM100k will be entitle for 1% sales charges. Condition for promotion 1) Expiry date for this special promotion is until 3pm, 4th Sept 2014 which is before the closure of the fund. 2) Kindly reply this email to investhelp.my@fundsupermart.com to claim for the offer. You are aware that this is a wholesale fund with Min invest RM 50K close-end fund with a lock in period of 5 years with no possibility of early redemption and only opened to Qualified Investors (total networth must be > RM3Million). This fund is not for retail investors! Xuzen |
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Aug 15 2014, 01:08 PM
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#114
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QUOTE(Pink Spider @ Aug 15 2014, 12:40 PM) To RHB, you lie lu punya pasal... they will still take your money, earn the commis!This ruling is imposed by Sec-Com to protect retail investors esp these closed-end fund that behaves like private equity. As long as you sendiri admit as "qualified investors", they will take it as Uberiimae Fidei. Xuzen |
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Aug 16 2014, 07:47 PM
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#115
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Aug 16 2014, 09:12 PM
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#116
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QUOTE(repusez @ Aug 16 2014, 07:51 PM) then do you need to send the switching form to them every month? or do you go down to their office to do it I get a few forms in stock, at pre determined date of every month, I fill up the switching forms, sign, date it and send by registered mail to their office for processing.Xuzen |
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Aug 17 2014, 08:28 AM
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#117
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Aug 18 2014, 12:10 AM
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#118
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QUOTE(wodenus @ Aug 17 2014, 10:41 PM) Now I'm curious.. if you can take money out of bond for equity, surely you can take it out of bond for CMF? or does he mean only park in bond, and invest salary in equity? seems silly considering bonds are way more volatile than equity. The bolded statement is incorrect. Should be the opposite, is it a typo?Xuzen |
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Aug 18 2014, 05:00 PM
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#119
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Aug 18 2014, 05:00 PM
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#120
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come to Asia lar... this where the fun in right now!
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