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 Fundsupermart.com v6, Manage your own unit trust portfolio

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SUSyklooi
post Apr 8 2014, 07:39 PM

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Barings: Rebound Opportunity Brewing in Emerging Markets (Chinese Only)...April 7, 2014....Author : Baring Asset Management (Asia) Limited
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7949

wilson88
post Apr 8 2014, 10:46 PM

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Will someone share their rebalancing technique ? I am interested to know the cheapest way to rebalance for small potato investor like me.

I am holding RHB-OSK Indonesia Equity fund, it has grown over 15% profit from my capital. I am cautious and wanted to protect my profit because tomorrow is the Election Day for Indonesia, presidential election in three months. I decided to sell off all my profit but remain the capital intact.


Since the earnings does not exceed RM1000, it does not make sense to Intra-switch to another fund because minimum switching required RM1000 plus RM25 switching fee. That is a hefty 2.5% based on the minimum switching amount. To save on SC, i sold the fund and cash in the profit to cash management fund.

Only then I use cash management fund to top up RHB-OSK GEYF with the usual 2.0 service charge.

As a new investor, did I get the rebalancing concept right ? Is there is better way to save the service charge? I saw the prospectus has transfer fee at RM5, what is it?

SUSyklooi
post Apr 9 2014, 12:49 AM

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may not be the rebalancing method that you are looking for.....

What Is Rebalancing? Investing Basics
Rebalancing is a simple, but reliable method used in investing. It forces investors to “buy low and sell high”, and improves the returns of your portfolio in the long term.
Author : Kelvin Yip

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=2226
ShinG3e
post Apr 9 2014, 10:39 AM

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QUOTE(Pink Spider @ Apr 8 2014, 04:58 PM)
You've asked this question dunno how many times.

Told ya to get a global fund.
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you referring to this right?

http://www.fundsupermart.com.my/main/fundi...umber=MYCIMB010

that CIMB Global Titan Fund
SUSPink Spider
post Apr 9 2014, 10:42 AM

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QUOTE(ShinG3e @ Apr 9 2014, 10:39 AM)
you referring to this right?

http://www.fundsupermart.com.my/main/fundi...umber=MYCIMB010

that CIMB Global Titan Fund
*
I'm not a fan of that one.

I prefer RHB-OSK Global Equity Yield, Aberdeen Islamic World Equity and Pacific Global Stars.
Kaka23
post Apr 9 2014, 10:42 AM

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QUOTE(wilson88 @ Apr 8 2014, 11:46 PM)
Will someone share their rebalancing technique ? I am interested to know the cheapest way to rebalance for small potato investor like me.

I am holding RHB-OSK Indonesia Equity fund, it has grown over 15% profit from my capital. I am cautious and wanted to protect my profit because tomorrow is the Election Day for Indonesia, presidential election in three months. I decided to sell off all my profit but remain the capital intact.
Since the earnings does not exceed RM1000, it does not make sense to Intra-switch to another fund because minimum switching required RM1000 plus RM25 switching fee. That is a hefty 2.5% based on the minimum switching amount. To save on SC, i sold the fund and cash in the profit to cash management fund.

Only then I use cash management fund to top up RHB-OSK GEYF with the usual 2.0 service charge.

As a new investor, did I get the rebalancing concept right ? Is there is better way to save the service charge? I saw the prospectus has transfer fee at RM5, what is it?
*
Intra switching for Eastspring funds is RM25?
ShinG3e
post Apr 9 2014, 10:44 AM

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QUOTE(Pink Spider @ Apr 9 2014, 10:42 AM)
I'm not a fan of that one.

I prefer RHB-OSK Global Equity Yield, Aberdeen Islamic World Equity and Pacific Global Stars.
*
Aberdeen Islamic seems like doing pretty OK at the moment.

And btw, we don't have FSM Singapore thread over here? sweat.gif
SUSPink Spider
post Apr 9 2014, 10:46 AM

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QUOTE(ShinG3e @ Apr 9 2014, 10:44 AM)
Aberdeen Islamic seems like doing pretty OK at the moment.

And btw, we don't have FSM Singapore thread over here?  sweat.gif
*
I guess not many uses FSM Singapore? unsure.gif

I'd combo RHB-OSK GEYF with Aberdeen World, cos Aberdeen World can invest in haram stocks.
Kaka23
post Apr 9 2014, 10:47 AM

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QUOTE(ShinG3e @ Apr 9 2014, 11:44 AM)
Aberdeen Islamic seems like doing pretty OK at the moment.

And btw, we don't have FSM Singapore thread over here?  sweat.gif
*
why you want FSM Singapore? You work there?
ShinG3e
post Apr 9 2014, 10:50 AM

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QUOTE(Pink Spider @ Apr 9 2014, 10:46 AM)
I guess not many uses FSM Singapore? unsure.gif

I'd combo RHB-OSK GEYF with Aberdeen World, cos Aberdeen World can invest in haram stocks.
*
blink.gif Aberdeen not shariah compliant ke?

QUOTE(Kaka23 @ Apr 9 2014, 10:47 AM)
why you want FSM Singapore? You work there?
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well, i'm interested with the fixed-income funds that FSM Singapore is offering...

Not working there. But want to invest there. icon_rolleyes.gif
SUSPink Spider
post Apr 9 2014, 10:51 AM

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QUOTE(ShinG3e @ Apr 9 2014, 10:50 AM)
blink.gif Aberdeen not shariah compliant ke?
well, i'm interested with the fixed-income funds that FSM Singapore is offering...

Not working there. But want to invest there.  icon_rolleyes.gif
*
Oops, missed the "'n"

CAN'T tongue.gif
TakoC
post Apr 9 2014, 11:28 AM

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FSM getting so slow at updating their NAV price seriously. AmDynamic still at last Friday price.
SUSPink Spider
post Apr 9 2014, 11:32 AM

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QUOTE(TakoC @ Apr 9 2014, 11:28 AM)
FSM getting so slow at updating their NAV price seriously. AmDynamic still at last Friday price.
*
Now FSM's fault, AmInvestment's website also does not have the price since ex-distribution. Friday was the ex and reinvestment date, u know that right?

This post has been edited by Pink Spider: Apr 9 2014, 11:32 AM
Michaelbyz23
post Apr 9 2014, 12:47 PM

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Okay noted! probably going for pacific global funds next! will do some more research on rhb geyf, pacific global and kaf global as well smile.gif
TakoC
post Apr 9 2014, 12:48 PM

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QUOTE(Pink Spider @ Apr 9 2014, 11:32 AM)
Now FSM's fault, AmInvestment's website also does not have the price since ex-distribution. Friday was the ex and reinvestment date, u know that right?
*
Yeah. But it's been quite awhile FSM has been slow at updating their price. Last time 1 day delay. Now can go up to 2-3 times at most.
SUSPink Spider
post Apr 9 2014, 12:49 PM

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QUOTE(TakoC @ Apr 9 2014, 12:48 PM)
Yeah. But it's been quite awhile FSM has been slow at updating their price. Last time 1 day delay. Now can go up to 2-3 times at most.
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Most of the times are for RHB-OSK funds.

I'd point the blame at RHB-OSK, their website is inferior to OSK-UOB's.
SUSPink Spider
post Apr 9 2014, 03:08 PM

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QUOTE(Kaka23 @ Apr 9 2014, 10:42 AM)
Intra switching for Eastspring funds is RM25?
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Ei free lar...last time I switch from EI Equity Income to EI Global Emerging Markets...FOC switching
Kaka23
post Apr 9 2014, 03:49 PM

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QUOTE(Pink Spider @ Apr 9 2014, 04:08 PM)
Ei free lar...last time I switch from EI Equity Income to EI Global Emerging Markets...FOC switching
*
ya.. that is what i understand. But I read the guy post wrongly on the indo fund. I thought he as saying Eastspring Indo fund, but after recheck it is OSKRHB Indo fund. OSKRHB intra switching will kena RM25
SUSyklooi
post Apr 9 2014, 09:50 PM

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Investing ......Why Do Investors Make Bad Choices?....Cass R. Sunstein...Apr 9, 2014
http://www.bloombergview.com/articles/2014...ake-bad-choices

now I know what it is called when I did that...ha-ha.
jes88
post Apr 9 2014, 10:09 PM

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Can anyone recommend which fund is invest in Thailand?

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