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 Fundsupermart.com v6, Manage your own unit trust portfolio

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Kaka23
post Apr 15 2014, 09:48 PM

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QUOTE(yklooi @ Apr 15 2014, 10:36 PM)
HSAO is now entering Northern asia....

latest hwang's factsheets....as at 31 Mar
click part 3
http://www.hwangim.com/fund-managers-views/fundamentals
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Good info! North Asia is "cheaper".. Thanks for doing the homework.. tongue.gif
Kaka23
post Apr 15 2014, 09:57 PM

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QUOTE(yklooi @ Apr 15 2014, 10:52 PM)
monthly homework...updating % of allocation...HSAO still NOT moving leh....  yawn.gif
HSAQ started to gallop.
global titan...bleeding ...2 weeks 5% down.  doh.gif
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Didnt really got time to track one by one.. but in total for me these 3 days drop 3.5%.
Kaka23
post Apr 16 2014, 09:11 AM

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wah.. Uncle Looi, you wake up so early wan ar.. go for morning walk is it? tongue.gif
Kaka23
post Apr 16 2014, 11:30 AM

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Aiseh.. my EPF can invest again already. Seems "timing" not so right.. though I know this EPF thingy is long term.. tongue.gif
Kaka23
post Apr 17 2014, 06:43 AM

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Europe and US has been up alot yesterday..
Kaka23
post Apr 19 2014, 10:25 PM

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QUOTE(yklooi @ Apr 17 2014, 05:51 PM)
hmm.gif for me...i would go for Kenanga growth fund....the rest is up to you...
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Ya.. My wifey holding it for almost 2 years jor. Irr is 25%.
Kaka23
post Apr 20 2014, 11:00 PM

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QUOTE(liette` @ Apr 20 2014, 09:42 PM)
guys, in regards to the cash management fund, is it safe for me to say that the interest it generates is better than few months FD of Maybank?

Plus your funds are not locked-down.

am i right on this account?
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CMF is giving almost 3% pa. No lock period.
Kaka23
post Apr 21 2014, 08:44 AM

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QUOTE(Pink Spider @ Apr 21 2014, 09:38 AM)
22.5%
17.5% in OSK-UOB Emerging Markets Bond

Both IRR 3%++ now...don't expect any improvement anytime soon doh.gif
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I thought you will take the cash from this sale to trade in stocks.. smile.gif
Kaka23
post Apr 21 2014, 11:54 PM

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QUOTE(repusez @ Apr 21 2014, 11:16 AM)
i think better read this article "Tax Filing For Unit Trust Dividends" , there are some unit trust dividend that has tax credits where you can claim back from the tax dept.

http://www.fundsupermart.com.my/main/resea...?articleNo=3246

anyone still heavy on the "ponzi" HSAQ ?
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I am
Kaka23
post Apr 21 2014, 11:55 PM

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QUOTE(Pink Spider @ Apr 21 2014, 01:36 PM)
user posted image user posted image

laugh.gif
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Who follow who on the avatar
Kaka23
post Apr 22 2014, 01:58 PM

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QUOTE(yklooi @ Apr 22 2014, 11:03 AM)
sweat.gif  after holding them for 12 months.....
Kidsave still - 0.24%
HS infrastructure still -2.56%
HSAQ (in FSM) still - 0.84%
(proofed that..."Past performance is not an indication of future performance...ha-ha)

today SOLD/switch them all
to GEY, Emerging Opp, AGE

with that, now is
40% in M'sia
19.5% in US, UK, Eu
16% North Asia
11% Asean X M'sia

when the heart still calm....thinking of shifting some HSBal to HSelJapan to up 2% of North asia
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Wah.. you like playing stocks only lei..
Kaka23
post Apr 23 2014, 09:15 PM

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Today my UT portfolio is at all time high. Previously my all time high is May last year.


Kaka23
post Apr 23 2014, 09:30 PM

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QUOTE(wongmunkeong @ Apr 23 2014, 10:21 PM)
ahem ahem.. <playing devil's advocate>
what happened after hitting all time high, say within a month or two? biggrin.gif
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Haha.. Will keep being invested and do nothing. Will evaluate to rebalance once a year.


Kaka23
post Apr 23 2014, 09:34 PM

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QUOTE(ben3003 @ Apr 23 2014, 10:18 PM)
so the PRS youth incentive is rm500 just once only? i tot is yearly sad.gif BTW for PRS fund, if let say i keep top up 3k per year, should i go for moderate or growth? i am 26 tis year.. plan to fully utilize the reduction in taxable income.. smile.gif
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Based on you age, i would go for growth. But you need to understand your risk appetite as well.

Since this money can't be "touch" till retirement age. I would always suggest my friend to go for growth if he she is young.
Kaka23
post Apr 24 2014, 08:39 PM

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QUOTE(rjb123 @ Apr 24 2014, 02:51 PM)
Topped up a bit on KGF today, haven't looked at FSM for too long  blush.gif
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KGF has been the top selling fund for FSM almost every week.
Kaka23
post Apr 25 2014, 11:51 AM

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Wow.. how come Hwang AIIMAN Select Income NAV jump from 0.5491 to 0.5741
Kaka23
post Apr 25 2014, 08:32 PM

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QUOTE(yenforyen @ Apr 25 2014, 06:00 PM)
What is wholesale fund and how does it differ from the current ones offered on FSM?
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I see the wholesale fund that FSM offering needs initial investment of 10k. Subsequent investment of 1K
Kaka23
post Apr 26 2014, 10:15 PM

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QUOTE(wongmunkeong @ Apr 25 2014, 10:50 PM)
er.. RM10K & RM1K? no biggie what - why lar need to be of certain level of income or investable assets?
er.. i'm AssUMe-ing this relates to Franklin Templeton funds
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Yes if using EPF, not much of a big deal. If using cash is tight.

Yeah, thing the name is Franklin one of the main reason
Kaka23
post Apr 26 2014, 10:18 PM

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QUOTE(rjb123 @ Apr 25 2014, 01:08 AM)
Yeah, 37% up here, my best performer in FSM portfolio

2nd = Eastspring Indonesia +23%
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Yeah so are you still topping up on them ?
Kaka23
post May 3 2014, 02:50 PM

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This month no ammo to top up... sad.gif

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