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 Fundsupermart.com v6, Manage your own unit trust portfolio

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xuzen
post Aug 8 2014, 11:19 AM

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My algo, last month already prompted me to sell 20% in Bolehland equities inc my beloved Lee Sook Yee wub.gif fund.

It suggested to put my money into REITs and Asia Pac ex-Japan exposure.

Today, Bolehland drop... why so ngam wan ar? cool2.gif

Xuzen

This post has been edited by xuzen: Aug 8 2014, 11:20 AM
xuzen
post Aug 8 2014, 11:21 AM

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QUOTE(Pink Spider @ Aug 8 2014, 11:20 AM)
But...Asia ex Japan funds ALSO got Bolehland stocks wor tongue.gif
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Only like 1/3 exposure overall nia....

Xuzen
xuzen
post Aug 8 2014, 11:30 AM

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QUOTE(Pink Spider @ Aug 8 2014, 11:27 AM)
Okay...may be buying CIMB Dynamite today biggrin.gif
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Go for it!

Xuzen
xuzen
post Aug 8 2014, 11:36 AM

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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
xuzen
post Aug 8 2014, 01:00 PM

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QUOTE(wodenus @ Aug 8 2014, 12:29 PM)
Wait last month you got the signal and today it drops? smile.gif want to believe I can forecast the weather? today I tell you that it is going to rain. If sometime next month it rains, I can call it accurate? lol smile.gif
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LOL rclxms.gif You have got a point there Mr Weather Forecast.

Xuzen
xuzen
post Aug 9 2014, 11:02 AM

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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! thumbup.gif flex.gif

Xuzen
xuzen
post Aug 9 2014, 11:04 AM

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QUOTE(Pink Spider @ Aug 9 2014, 10:43 AM)
Lee Sook Yee profile

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 drool.gif
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Ah now I understand that Lee Sook Yee is a highly trained economist which means she is a macro kind of person.

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
xuzen
post Aug 9 2014, 11:18 AM

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QUOTE(wodenus @ Aug 8 2014, 12:29 PM)
Wait last month you got the signal and today it drops? smile.gif want to believe I can forecast the weather? today I tell you that it is going to rain. If sometime next month it rains, I can call it accurate? lol smile.gif
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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


xuzen
post Aug 9 2014, 11:21 AM

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QUOTE(woonsc @ Aug 9 2014, 11:17 AM)
Which Fund?

EASTSPRING INVESTMENTS GLOBAL BASICS MY FUND  ?
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E/S small cap and Equity Income fund.


xuzen
post Aug 9 2014, 02:02 PM

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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.
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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
xuzen
post Aug 9 2014, 03:01 PM

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QUOTE(techie.opinion @ Aug 9 2014, 02:53 PM)
I thought you have your own opinion to share?
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Yar lor.... how you make money wan? Can share or not?

Xuzen
xuzen
post Aug 14 2014, 08:00 PM

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QUOTE(Pink Spider @ Aug 14 2014, 05:32 PM)
xuzen your lover doh.gif


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Bukan rupawan, saya tak endah;

Bukan awek muda, gua tak kisah;

Yang penting mindanya cekal;

Yang mustahak, prestasinya kekal!

Xuzen

This post has been edited by xuzen: Aug 15 2014, 12:25 PM
xuzen
post Aug 15 2014, 12:29 PM

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QUOTE(guy3288 @ Aug 15 2014, 01:04 AM)
Any one buying this RHB-OSK Pre IPO & Special Situation Fund 2?

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.
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Guy3288,

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
xuzen
post Aug 15 2014, 01:08 PM

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QUOTE(Pink Spider @ Aug 15 2014, 12:40 PM)
what will happen if we lie about our net worth and buy in with RM50,000?
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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
xuzen
post Aug 16 2014, 07:47 PM

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QUOTE(repusez @ Aug 16 2014, 07:33 PM)
just notice that Eastspring Investments MY Focus Fund is now available for EPF investment.  anyone use this method : withdraw lum sum from epf into eastspring bond fund and then DCA every month to Eastspring's funds.
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This is my S.O.P. all this while.

Xuzen
xuzen
post Aug 16 2014, 09:12 PM

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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
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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
xuzen
post Aug 17 2014, 08:28 AM

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QUOTE(ruben7389 @ Aug 16 2014, 11:39 PM)
Sorry newbie asking.  Whats the benefit of doing this instead of investing from kwsp straight into the equity fund?
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A passive risk mitigation technique. Also a way to avoid timing the market.

Xuzen


xuzen
post Aug 18 2014, 12:10 AM

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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.
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The bolded statement is incorrect. Should be the opposite, is it a typo?

Xuzen
xuzen
post Aug 18 2014, 05:00 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
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dumping from one suxs fund to another.... Pink, u suxs!

Xuzen
xuzen
post Aug 18 2014, 05:00 PM

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come to Asia lar... this where the fun in right now!

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