Fundsupermart.com v6, Manage your own unit trust portfolio
Fundsupermart.com v6, Manage your own unit trust portfolio
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Apr 11 2014, 08:38 PM
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#21
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Senior Member
16,872 posts Joined: Jun 2011 |
Am I the only one feeling that under RHB-OSK, Global Equity Yield Fund have gone worse compared to when it's under OSK-UOB?
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Apr 12 2014, 07:56 PM
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#22
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Senior Member
16,872 posts Joined: Jun 2011 |
Ignore the troll.
eunittrust is under Phillip Capital FSM is under OSK which means its under RHB Anyone can tell who is bigger. This post has been edited by Pink Spider: Apr 12 2014, 07:58 PM |
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Apr 15 2014, 11:11 PM
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#23
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(yklooi @ Apr 15 2014, 09:36 PM) HSAO is now entering Northern asia.... why still bother? switch out la! latest hwang's factsheets....as at 31 Mar click part 3 http://www.hwangim.com/fund-managers-views/fundamentals |
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Apr 16 2014, 09:20 AM
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#24
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16,872 posts Joined: Jun 2011 |
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Apr 17 2014, 09:05 AM
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#25
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16,872 posts Joined: Jun 2011 |
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Apr 17 2014, 09:56 AM
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#26
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16,872 posts Joined: Jun 2011 |
QUOTE(yklooi @ Apr 17 2014, 09:41 AM) maybe it was JUST too early to see the bigger pictures or results portfolio allocation fixed since early January.... the results....i think is quite resilient....see the MOM and the happenings in the mkts advise please |
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Apr 17 2014, 12:43 PM
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#27
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16,872 posts Joined: Jun 2011 |
QUOTE(@secret@ @ Apr 17 2014, 12:37 PM) uncle looi, me rookie leh http://www.marketwatch.com/story/stop-sabo...ents-2014-04-14dont know what to say. I just tot KAF global not performing so well as compared to other Global fund. im open to any type of fund though, current armors dont allow me to have complete exposure to every market Be prepared to live with some bad returns — for a time QUOTE The tale is hardly new. Investors buy a fund after a period of good performance, waiting for the fund to prove something before adding it to their portfolio. But when the market turns and the fund’s asset category cools — or when today’s hot manager regresses toward the average after a period of oversized results — investors bail out, and look for another fund to buy, typically choosing again something that’s been hot lately. It’s more that investors should assume that whenever they decide to buy a fund, they will have lousy timing on it, at least for the short term, and they should be prepared to live with that. |
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Apr 17 2014, 12:52 PM
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#28
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(@secret@ @ Apr 17 2014, 12:50 PM) Ask those of us who invested in Pacific Global Stars Fund.Before most of us invested in it, it used to be a star (that was downturn time, PGSF did well bcos the Fund Manager raised cash position at the right timing). Then we jump in...boom time esp for Developed Markets. PGSF lagged severely because it underweighted Developed Markets ("DM"). Then there was a period when we all cursed and swore at it. Now I believe most of us made (small) money with it and glad that we held on, if we had switched to the performing DM-overweight funds when PGSF lagged, we could have ended up worse. DM has been solid lately, while Asia ex Japan kept see sawing sideways. When Asia picks up pace, PGSF will be a star again. P.S. - I'm most clear-headed when I'm drunk. LOL This post has been edited by Pink Spider: Apr 17 2014, 12:54 PM |
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Apr 17 2014, 01:12 PM
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#29
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16,872 posts Joined: Jun 2011 |
QUOTE(@secret@ @ Apr 17 2014, 01:02 PM) occasionally silent reader Must be investing with margin account.from cursing to topping up PGSF. I saw them. human greedy nature. AND i don't know how its like for this coming market crash. Totally new to investment,never experience any. I only remembered 1997 was terrible that my parents took my pocket money savings to pay off the losses. NEVER invest with borrowed money, my opinion. |
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Apr 17 2014, 01:24 PM
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#30
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16,872 posts Joined: Jun 2011 |
QUOTE(wongmunkeong @ Apr 17 2014, 01:21 PM) Quantitative expert-san Pinky - NEVER ever ar? Oops, here comes Mr Direct Access What if i can get 4.99%pa loan 3 years tenure (Citibank cash on call heheh), AND my flexi mortgage is 4.4%pa (thus while waiting to use loan $ / opportunity, i don't lose much) AND my trading /investing vehicle can near guarantee hit >= 8%pa when i execute (may have to hold >1yr though) AND my debt/equity ratio is less than 20% including the new loan (and including all debts/mortgages) AND most importantly, my emergency buffer can more than cover the monthly payments IF any "black swan" happens... Safe enough, right? heheh - just checking another opinion for my er.. bright idea / stupidity done Yeah if you're quite sure and/or your investment is quite secure, by all means go leveraged. E.g. housing loan 4% EFFECTIVE RATE, REIT dividend yield 6% But if leverage to |
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Apr 17 2014, 02:34 PM
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#31
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(wongmunkeong @ Apr 17 2014, 02:32 PM) Trading options (selling options to get premiums) leh? OMGeg. speculative option selling based on standard deviation / probabilities of strike price sold being hit within a specific timeline + out of 3 possible movements (no move much, move kakaload against me, move kakaload for me), can win 2 (no move much, move as planned) eh - direct access best lar, dance like snake then try try no fun. yoda says do, or do not. there is no try I totally cannot brain a word being written there |
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Apr 18 2014, 09:07 AM
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#32
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16,872 posts Joined: Jun 2011 |
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Apr 20 2014, 04:45 PM
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#33
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16,872 posts Joined: Jun 2011 |
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Apr 21 2014, 08:10 AM
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#34
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Senior Member
16,872 posts Joined: Jun 2011 |
Switched some from AmDynamite Bond to EI GEMF, Pacific GSF and OSK-UOB GEYF. FI 40:60 EQ now
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Apr 21 2014, 08:38 AM
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#35
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16,872 posts Joined: Jun 2011 |
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Apr 21 2014, 09:19 AM
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#36
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16,872 posts Joined: Jun 2011 |
QUOTE(Kaka23 @ Apr 21 2014, 08:44 AM) My stocks portfolio already more than double of my UT portfolio...scared over-exposure to Bolehland equities Plus, the disposed value not even enough to buy one batch of stocks This post has been edited by Pink Spider: Apr 21 2014, 09:19 AM |
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Apr 21 2014, 10:17 AM
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#37
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16,872 posts Joined: Jun 2011 |
QUOTE(repusez @ Apr 21 2014, 10:16 AM) i think better read this article, there are some unit trust dividend that has tax credits where you can claim back from the tax dept. 2013 is the last year for S108 dividends.http://www.fundsupermart.com.my/main/resea...?articleNo=3246 Most companies I see already go for single-tier tax-free dividends. Unless your holdings are significant enough, I don't see the point. |
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Apr 21 2014, 12:36 PM
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#38
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Apr 22 2014, 01:35 PM
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#39
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16,872 posts Joined: Jun 2011 |
Ponzi Quantum performance has always been solid, why switch out?
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Apr 22 2014, 02:07 PM
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#40
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