QUOTE(Pink Spider @ Aug 18 2014, 02:26 PM)
Fundsupermart.com v6, Manage your own unit trust portfolio
Fundsupermart.com v6, Manage your own unit trust portfolio
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Aug 18 2014, 02:56 PM
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59 posts Joined: Jul 2013 |
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Aug 18 2014, 03:06 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(sgtrack @ Aug 18 2014, 02:56 PM) Management by Principal Asset Management, they SHOULD do better at US+Europe+Japan investments than jaguh kampong RHB. RHB-OSK funds with global exposure has been doing shitty ever since they kicked out UOB from OSK-UOB.ROI from RHB-OSK GEYF about 9%...better run away now. This post has been edited by Pink Spider: Aug 18 2014, 03:11 PM |
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Aug 18 2014, 03:30 PM
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Senior Member
1,177 posts Joined: Nov 2007 |
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Aug 18 2014, 03:34 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(wankongyew @ Aug 18 2014, 03:30 PM) So you just ate the 2% buying charge for Global Titans? Seems expensive, especially after you already paid the charge for the other fund the first time around. 1.75%, I'm Silver.Furthermore, looking at the long-term fund track record and IRR for my investment in RHB-OSK GEYF of about 5-6% p.a., I'm actually only shifting half to CIMB-Principal Global Titans, the other half I'm actually moving to REIT(s) and/or some other dividend stocks where I can get (almost) guaranteed CASH dividends of about 5-7% p.a., capital gains/(losses) I can close one eye. Previously my global funds combo was like this: Aberdeen Islamic World Equity 1:2 RHB-OSK GEY Now: AIWE 1:1 CIMB-Principal Global Titans This post has been edited by Pink Spider: Aug 18 2014, 03:35 PM |
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Aug 18 2014, 03:35 PM
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77 posts Joined: Jun 2011 |
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Aug 18 2014, 03:41 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(itsybitsy @ Aug 18 2014, 03:35 PM) Its long-term track record is decent, though not really spectacular. Can match EPF returns lor...a fund that u can buy and forget.For a simple portfolio...just buy a large cap fund like Kenanga Growth, a small cap like Eastspring Small Cap and/or Hwang Asia Quantum and buy this RHB-OSK GAF, kaotim, instant portfolio done This post has been edited by Pink Spider: Aug 18 2014, 03:45 PM |
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Aug 18 2014, 04:13 PM
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Senior Member
2,081 posts Joined: Mar 2012 |
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Aug 18 2014, 04:14 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
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Aug 18 2014, 04:14 PM
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All Stars
52,874 posts Joined: Jan 2003 |
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Aug 18 2014, 04:16 PM
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Senior Member
2,081 posts Joined: Mar 2012 |
QUOTE(Pink Spider @ Aug 18 2014, 03:34 PM) 1.75%, I'm Silver. What about your CIMB-Principal Asia Pacific Dynamic Income?Furthermore, looking at the long-term fund track record and IRR for my investment in RHB-OSK GEYF of about 5-6% p.a., I'm actually only shifting half to CIMB-Principal Global Titans, the other half I'm actually moving to REIT(s) and/or some other dividend stocks where I can get (almost) guaranteed CASH dividends of about 5-7% p.a., capital gains/(losses) I can close one eye. Previously my global funds combo was like this: Aberdeen Islamic World Equity 1:2 RHB-OSK GEY Now: AIWE 1:1 CIMB-Principal Global Titans |
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Aug 18 2014, 04:16 PM
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Senior Member
2,081 posts Joined: Mar 2012 |
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Aug 18 2014, 04:19 PM
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577 posts Joined: May 2012 |
Today all my fund drop badly. What actually happened.
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Aug 18 2014, 04:24 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(TakoC @ Aug 18 2014, 04:16 PM) Slowly buy in over period of months, buy on dips. I already made an initial investment.QUOTE(TakoC @ Aug 18 2014, 04:16 PM) I want a fund management team with ang mohs to manage my US+EU+JAV exposure AmOasis is Shariah fund, so no. QUOTE Management by Principal Asset Management, they SHOULD do better at US+Europe+Japan investments than jaguh kampong RHB. RHB-OSK funds with global exposure has been doing shitty ever since they kicked out UOB from OSK-UOB. This post has been edited by Pink Spider: Aug 18 2014, 04:31 PM |
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Aug 18 2014, 05:00 PM
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Senior Member
4,436 posts Joined: Oct 2008 |
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Aug 18 2014, 05:00 PM
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Senior Member
4,436 posts Joined: Oct 2008 |
come to Asia lar... this where the fun in right now!
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Aug 18 2014, 05:00 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(xuzen @ Aug 18 2014, 05:00 PM) Well, I was born not to be a winner, happy to be an average achiever. I prefer portfolio approach to investing not much excitement, so must keep some global exposure u have not been reading carefully, I only switched HALF of RHB-OSK GEYF to CIMB Global Titans, the other half I'm keeping as ammo. This post has been edited by Pink Spider: Aug 18 2014, 05:03 PM |
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Aug 18 2014, 05:03 PM
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Senior Member
4,436 posts Joined: Oct 2008 |
QUOTE(wodenus @ Aug 18 2014, 12:40 AM) Seems that way, doesn't it? but look at the growth curve in Morningstar, some of the bond growth curves are scary. That they are safer is only a general observation, there are many that are safer, but if you pick the wrong ones, you are in for a much wilder ride. The Sharpe ratios for many bond funds are lower than that of some equity funds. he he he.... Lee Sook Yee So you can't just assume that bond fund means safer, it really depends on the bond fund and equity fund that you are comparing Xuzen |
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Aug 18 2014, 05:07 PM
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Senior Member
4,436 posts Joined: Oct 2008 |
global is too average... like buying a balanced fund.... pay full equity fee to get bond like return. Siow investors only do that!
Xuzen |
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Aug 18 2014, 05:11 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(xuzen @ Aug 18 2014, 05:07 PM) global is too average... like buying a balanced fund.... pay full equity fee to get bond like return. Siow investors only do that! Like I said...it's to balance my risks. When my stocks portfolio kaboom, my global funds make up. Xuzen Overall my investment portfolio delivering annualised returns in excess of 10% for me...good enough |
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Aug 18 2014, 10:55 PM
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Senior Member
661 posts Joined: Feb 2007 |
Wow! US and Europe up up up wor...
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