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 Fundsupermart.com v6, Manage your own unit trust portfolio

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SUSPink Spider
post Apr 11 2014, 08:38 PM

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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? hmm.gif
SUSPink Spider
post Apr 12 2014, 07:56 PM

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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
SUSPink Spider
post Apr 15 2014, 11:11 PM

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QUOTE(yklooi @ Apr 15 2014, 09:36 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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why still bother? switch out la! tongue.gif
SUSPink Spider
post Apr 16 2014, 09:20 AM

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QUOTE(Kaka23 @ Apr 16 2014, 09:11 AM)
wah.. Uncle Looi, you wake up so early wan ar.. go for morning walk is it? tongue.gif
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or...just came home...from... brows.gif
SUSPink Spider
post Apr 17 2014, 09:05 AM

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QUOTE(Kaka23 @ Apr 17 2014, 06:43 AM)
Europe and US has been up alot yesterday..
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Update RHB-OSK GEYF NAV for 15-Apr...huge jump sweat.gif
SUSPink Spider
post Apr 17 2014, 09:56 AM

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QUOTE(yklooi @ Apr 17 2014, 09:41 AM)
hmm.gif  not sure i did the right thing.....
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
hmm.gif  but is it too stable or too diversified for its own good?...see the ROI and the YTD
rclxub.gif
advise please  notworthy.gif
*
Unker Looi...why u so anal rclxub.gif
SUSPink Spider
post Apr 17 2014, 12:43 PM

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QUOTE(@secret@ @ Apr 17 2014, 12:37 PM)
uncle looi, me rookie leh
dont 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  blush.gif
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http://www.marketwatch.com/story/stop-sabo...ents-2014-04-14

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.

SUSPink Spider
post Apr 17 2014, 12:52 PM

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QUOTE(@secret@ @ Apr 17 2014, 12:50 PM)
well yeah. just on considering stage

good read. thanks drunk accountant. haha
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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
SUSPink Spider
post Apr 17 2014, 01:12 PM

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QUOTE(@secret@ @ Apr 17 2014, 01:02 PM)
occasionally silent reader
from cursing to topping up PGSF. I saw them.  sweat.gif

human greedy nature.  brows.gif  All funds are already green, in fact KAF has most 'green' in my portfolio.

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 lossesshakehead.gif
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Must be investing with margin account.

NEVER invest with borrowed money, my opinion.
SUSPink Spider
post Apr 17 2014, 01:24 PM

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QUOTE(wongmunkeong @ Apr 17 2014, 01:21 PM)
Quantitative expert-san Pinky - NEVER ever ar?

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  notworthy.gif
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Oops, here comes Mr Direct Access rolleyes.gif

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% icon_idea.gif

But if leverage to gamble trade highly speculative counters...hell no sweat.gif
SUSPink Spider
post Apr 17 2014, 02:34 PM

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QUOTE(wongmunkeong @ Apr 17 2014, 02:32 PM)
Trading options (selling options to get premiums) leh? tongue.gif
eg.
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  brows.gif
*
OMG

I totally cannot brain a word being written there rclxub.gif
SUSPink Spider
post Apr 18 2014, 09:07 AM

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QUOTE(TakoC @ Apr 17 2014, 10:46 PM)
From cursing PGSF to HSAO (Hwang Select Asia ex Japan Opportunity) tongue.gif
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And we still do tongue.gif
SUSPink Spider
post Apr 20 2014, 04:45 PM

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QUOTE(marketstore @ Apr 20 2014, 04:10 PM)
just a quick question......do we need to do tax filing for fsm unit trust??
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No need.
SUSPink Spider
post Apr 21 2014, 08:10 AM

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Switched some from AmDynamite Bond to EI GEMF, Pacific GSF and OSK-UOB GEYF. FI 40:60 EQ now bruce.gif
SUSPink Spider
post Apr 21 2014, 08:38 AM

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QUOTE(David83 @ Apr 21 2014, 08:14 AM)
How much you left in AmDynamite Bond?
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22.5%
17.5% in OSK-UOB Emerging Markets Bond

Both IRR 3%++ now...don't expect any improvement anytime soon doh.gif

This post has been edited by Pink Spider: Apr 21 2014, 08:39 AM
SUSPink Spider
post Apr 21 2014, 09:19 AM

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QUOTE(Kaka23 @ Apr 21 2014, 08:44 AM)
I thought you will take the cash from this sale to trade in stocks..  smile.gif
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My stocks portfolio already more than double of my UT portfolio...scared over-exposure to Bolehland equities sweat.gif

Plus, the disposed value not even enough to buy one batch of stocks tongue.gif

This post has been edited by Pink Spider: Apr 21 2014, 09:19 AM
SUSPink Spider
post Apr 21 2014, 10:17 AM

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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.

http://www.fundsupermart.com.my/main/resea...?articleNo=3246
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2013 is the last year for S108 dividends.

Most companies I see already go for single-tier tax-free dividends.

Unless your holdings are significant enough, I don't see the point.
SUSPink Spider
post Apr 21 2014, 12:36 PM

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user posted image user posted image

laugh.gif
SUSPink Spider
post Apr 22 2014, 01:35 PM

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Ponzi Quantum performance has always been solid, why switch out? hmm.gif
SUSPink Spider
post Apr 22 2014, 02:07 PM

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QUOTE(Kaka23 @ Apr 22 2014, 01:58 PM)
Wah.. you like playing stocks only lei..
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+100

Unker Looi is chasing after performance...may end up worse than doing nothing at all sweat.gif

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