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Fundsupermart.com v6, Manage your own unit trust portfolio
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kkk8787
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Jun 29 2014, 10:28 PM
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QUOTE(BATMAN99 @ Jun 29 2014, 06:18 PM) The return for FD is way too low, it only serves as a defensive against inflation (but not all time as inflation nowadays can easily beat the interest offered by FD). Depends on your risk profile, invest your money into blue chip counters if you have the stock investment knowledge, or invest into some good unit trust funds out there that offer you consistent good return. What is the exampleof consistent return fund.. kgf . Seems to be doing fine but dunno when the run will end
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SUSPink Spider
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Jun 29 2014, 11:39 PM
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Update: FULLY dumped AmDynamite
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rjb123
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Jun 29 2014, 11:43 PM
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May top up Indonesia fund in light of weaker IDR
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kabal82
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Jun 29 2014, 11:56 PM
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QUOTE(Pink Spider @ Jun 29 2014, 11:39 PM) Update: FULLY dumped AmDynamite dump mine quite a while already
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SUSPink Spider
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Jun 30 2014, 09:17 AM
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QUOTE(kabal82 @ Jun 29 2014, 11:56 PM) Last straw...IRR dropped below 3% furthermore with impending rate rise, I don't see any meaning keeping. might as well park all at CMF earning 3.1%
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SUSDavid83
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Jun 30 2014, 09:38 AM
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AmDynamic Bond is the saddest in my portfolio. I just observe the NAV keeps sliding together with ROI and IRR.
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kabal82
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Jun 30 2014, 09:40 AM
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QUOTE(Pink Spider @ Jun 30 2014, 09:17 AM) Last straw...IRR dropped below 3% furthermore with impending rate rise, I don't see any meaning keeping. might as well park all at CMF earning 3.1% That's what i'm doing now also
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SUSPink Spider
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Jun 30 2014, 09:41 AM
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QUOTE(David83 @ Jun 30 2014, 09:38 AM) AmDynamic Bond is the saddest in my portfolio. I just observe the NAV keeps sliding together with ROI and IRR.  RHB-OSK Emerging Markets Bond giving my IRR of 5% now, steadily increasing If u insist to have a Malaysian/Malaysian-focused bond fund now, I'd suggest RHB-OSK Income Fund 2
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Sitting Duck
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Jun 30 2014, 09:54 AM
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QUOTE(David83 @ Jun 27 2014, 08:43 PM) All funds have SC being charged during buying time. For the so called any SC or fee being charged during selling, you need to refer to fund info if there's any exit fee. For example, AmDynamic Bond Fund has an exit fee of 1% imposed during selling. Thanks David83. Appreciate the answer. Will look for more information from the website. QUOTE(wodenus @ Jun 27 2014, 08:54 PM) No min amount for FSM, EUT Rm500 min, below that will charge Rm2. Cool. I was thinking of pumping in RM100 / month for a few funds just for regular savings for my kids education fund so I guess my plan stays the same now since there won't be RM2 for every RM100 I pump in to each fund. Else I won't considering topping up RM100 with 2% charge (RM2)
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SUSDavid83
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Jun 30 2014, 09:55 AM
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QUOTE(Pink Spider @ Jun 30 2014, 09:41 AM) RHB-OSK Emerging Markets Bond giving my IRR of 5% now, steadily increasing If u insist to have a Malaysian/Malaysian-focused bond fund now, I'd suggest RHB-OSK Income Fund 2 I have sold RHB-OSK Emerging Markets Bond and all proceeds go to CIMB Global Titans Fund.
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SUSPink Spider
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Jun 30 2014, 09:57 AM
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QUOTE(David83 @ Jun 30 2014, 09:55 AM) I have sold RHB-OSK Emerging Markets Bond and all proceeds go to CIMB Global Titans Fund. u dumped the wrong bond fund what other bond funds u keeping now?
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SUSDavid83
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Jun 30 2014, 09:59 AM
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QUOTE(Pink Spider @ Jun 30 2014, 09:57 AM) u dumped the wrong bond fund what other bond funds u keeping now? None beside AmDynamic Bond. I have also sold my AmAsia Pacific REIT and all proceeds go to Kenanga Growth Fund.
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SUSPink Spider
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Jun 30 2014, 10:01 AM
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QUOTE(David83 @ Jun 30 2014, 09:59 AM) None beside AmDynamic Bond. I have also sold my AmAsia Pacific REIT and all proceeds go to Kenanga Growth Fund. Wow, overweight equity funds now! How much IRR u getting from KGF now? My personal stock portfolio IRR (17%+) outperformed IRR for Hwang Select Opportunity (12%+), but underperformed Hwang Select Asia Quantum (20%+). This post has been edited by Pink Spider: Jun 30 2014, 10:02 AM
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SUSDavid83
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Jun 30 2014, 10:03 AM
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QUOTE(Pink Spider @ Jun 30 2014, 10:01 AM) Wow, overweight equity-funds now! How much IRR u getting from KGF now? My personal stock portfolio IRR (17%+) outperformed IRR for Hwang Select Opportunity (12%+), but underperformed Hwang Seelct Asia Quantum (20%+). KGF is too young; about 1 month. IRR is not meaningful as its too high. ROI is 3.19% as of last Friday NAV. AmDynamic Bond: ROI is 5.52% and IRR is 2.41% as of last Thursday NAV
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SUSPink Spider
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Jun 30 2014, 10:05 AM
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QUOTE(David83 @ Jun 30 2014, 10:03 AM) KGF is too young; about 1 month. IRR is not meaningful as its too high. ROI is 3.19% as of last Friday NAV. AmDynamic Bond: ROI is 5.52% and IRR is 2.41% as of last Thursday NAV Better dump before IRR drop below 2%, by then u will puke blood  » Click to show Spoiler - click again to hide... « caveat emptor, take my words with a grain of salt This post has been edited by Pink Spider: Jun 30 2014, 10:05 AM
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SUSDavid83
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Jun 30 2014, 10:07 AM
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QUOTE(Pink Spider @ Jun 30 2014, 10:05 AM) Better dump before IRR drop below 2%, by then u will puke blood  » Click to show Spoiler - click again to hide... « caveat emptor, take my words with a grain of salt Maybe I just sell it today and tried to grab something from the 1% SC promo.  Even Hwang Ponzi is perform very good lately when everybody was cursing it few months ago. ROI: 7.77% and IRR: 8.27% as of last Thursday This post has been edited by David83: Jun 30 2014, 10:09 AM
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SUSPink Spider
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Jun 30 2014, 10:10 AM
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QUOTE(David83 @ Jun 30 2014, 10:07 AM) Maybe I just sell it today and tried to grab something from the 1% SC promo.  Even Hwang Ponzi is perform very good lately when everybody was cursing it few months ago. ROI: 7.77% and IRR: 8.27% as of last Thursday I'm thinking to take advantage of 1% SC for Ponzi and then switch (immediately) to Hwang Select Opportunity which got no discount
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SUSDavid83
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Jun 30 2014, 10:12 AM
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QUOTE(Pink Spider @ Jun 30 2014, 10:10 AM) I'm thinking to take advantage of 1% SC for Ponzi and then switch (immediately) to Hwang Select Opportunity which got no discount  You're Hwang fans. How about any of EI funds that can be considered?  . Shouldn't ask you? Where's the EI fan? This post has been edited by David83: Jun 30 2014, 10:13 AM
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SUSPink Spider
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Jun 30 2014, 10:16 AM
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QUOTE(David83 @ Jun 30 2014, 10:12 AM) You're Hwang fans. How about any of EI funds that can be considered?  . Shouldn't ask you? Where's the EI fan?  Calling xuzen! I actually quite fond of Eastspring Equity Income, solid fund, but reason why I prefer to keep Hwang Select Opportunity is because of free switching facility between it and Hwang Select Asia Quantum (Ponzi) so I can play around with large cap/small-mid cap weighting  Also HSOF can invest up to 30% in foreign markets, so that when Bolehland equities seem expensive, the fund manager can divest abroad a bit. This post has been edited by Pink Spider: Jun 30 2014, 10:17 AM
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SUSDavid83
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Jun 30 2014, 10:20 AM
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QUOTE(Pink Spider @ Jun 30 2014, 10:16 AM) Calling xuzen! I actually quite fond of Eastspring Equity Income, solid fund, but reason why I prefer to keep Hwang Select Opportunity is because of free switching facility between it and Hwang Select Asia Quantum (Ponzi) so I can play around with large cap/small-mid cap weighting  Also HSOF can invest up to 30% in foreign markets, so that when Bolehland equities seem expensive, the fund manager can divest abroad a bit.  EI Equity Income looks like a dividend fund to me that fully invested in KLCI. KGF can achieve or mirror this also right?
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