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 Fundsupermart.com v6, Manage your own unit trust portfolio

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Kaka23
post Jun 5 2014, 09:21 PM

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Portfolio value is at all time high
Kaka23
post Jun 5 2014, 09:30 PM

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QUOTE(techie.opinion @ Jun 5 2014, 10:26 PM)
Yup.. the situation make me hard to invest! Finally... Just now decided to buy KSGF cause the fund price dropped due to distribution.
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Haha.. Better dont let pink read this.

If you are long term investing, don't need to worry too much about portfolio all time high
Kaka23
post Jun 6 2014, 09:48 AM

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QUOTE(pisces88 @ Jun 6 2014, 01:33 AM)
i think what he meant was,

example : invested 10k, now portfolio reach 11k <-- all time high
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yaya... overall portfolio value is highest point
Kaka23
post Jun 6 2014, 10:25 AM

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QUOTE(David83 @ Jun 6 2014, 10:56 AM)
Profit taking? Hold? Continue to top up?
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I always try to rebalance end of the year. Unless the fund(s) shoots up like crazy la (20 - 30%), then will move some profit to other fund(s).

So now, I just do as usual on my monthly topup when got additional money
Kaka23
post Jun 6 2014, 10:26 AM

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QUOTE(RO Player @ Jun 6 2014, 11:02 AM)
my 'good' investment.....invest RM50k.. now going up...RM 60500 in 18months.. gain of RM10500 include SC  whistling.gif
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very nice ya...
Kaka23
post Jun 6 2014, 09:20 PM

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Just submit epf investment form to fsm...
Kaka23
post Jun 12 2014, 10:22 PM

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QUOTE(Pink Spider @ Jun 11 2014, 06:06 PM)
China Shanghai index going nowhere...the returns come from where? Russia, Brazil & Co? hmm.gif
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Brazil.. World cup ma
Kaka23
post Jun 13 2014, 01:22 PM

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QUOTE(Pink Spider @ Jun 13 2014, 10:34 AM)
Ok Wong Seafood sleep.gif

Comparing something with T+2 liquidity with something with 1-year maturity/lock-in period. Laddering? Try laddering 365 FD certs.
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Laddering 365 FD certs need RM3.65mil only ma.. tongue.gif, since most min placement of FD to get slightly higher than 3.0%pa should be RM10K
Kaka23
post Jun 13 2014, 01:24 PM

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QUOTE(Pink Spider @ Jun 13 2014, 10:47 AM)
Take profit? Rebalance? tongue.gif

I've just rebalanced, increased my cash holdings... sweat.gif
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why re balance? Moving them to stocks or stay cautious of Iraq thingy
Kaka23
post Jun 13 2014, 01:28 PM

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QUOTE(Pink Spider @ Jun 13 2014, 02:25 PM)
No, you only need RM182,500, placements of 2 months and above min. is RM500.
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Anything less than 1 year FD only board rate.. if I remember correctly 3% and below
Kaka23
post Jun 13 2014, 01:31 PM

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QUOTE(Pink Spider @ Jun 13 2014, 02:27 PM)
Further reducing holding of AmDynamite tongue.gif

Now UT portfolio, equity funds at 63%.

Overall (UT + stocks), 68% equity funds + stocks.

I actually wanted to increase holding of Aberdeen Islamic World Equity, waiting for opportunity as the min. top up amount is RM500 shakehead.gif

Yeah, I swapped Pacific Global Stars for AIWE biggrin.gif
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I also moving out from AmDynamic bit by bit and park into CMF.. Waiting for FSM to have 1% promotion again la. Why la so long, wait till neck long la..
Kaka23
post Jun 13 2014, 01:32 PM

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QUOTE(Pink Spider @ Jun 13 2014, 02:30 PM)
Oi, u sudah bangun belum doh.gif

Why I said 365 FD certs? It's so that u have a maturing 12-M FD EVERY DAY. If u place monthly FDs, 30 keeping dah cukup lor mad.gif
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ooo.. my bad. I read the thread too quickly, been a while since I log in to LYN... tongue.gif
Kaka23
post Jun 13 2014, 01:40 PM

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QUOTE(Pink Spider @ Jun 13 2014, 02:37 PM)
Sibuk dengan apa? Entertaining auditor kat pub? brows.gif
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sibuk kerja and masalah keluarga la.. masalah always comes and goes

Seldom pi pub.. you still go often? Maybe can join you when stress out.. haha
Kaka23
post Jun 13 2014, 02:30 PM

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QUOTE(Pink Spider @ Jun 13 2014, 02:43 PM)
At least 3 nights a week blush.gif
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so rich ar u... hahah
Kaka23
post Jun 14 2014, 08:01 AM

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Wah wah.. Distribution war again ar.. Lucky pink not yet awake due to world cup.. tongue.gif
Kaka23
post Jun 14 2014, 10:24 PM

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Anybody knows when will be the next FSM promotions?
Kaka23
post Jun 15 2014, 08:10 AM

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QUOTE(yklooi @ Jun 15 2014, 04:48 AM)
hmm.gif maybe July/Aug? for the 2014/2015 Recommended Funds promotion?
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OK.. Hopefully la.

My AmDynamic sold out $$ sitting in CMF. Waiting to deploy some of it.
Kaka23
post Jun 16 2014, 09:02 AM

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QUOTE(Pink Spider @ Jun 15 2014, 12:43 PM)
sold all?
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Still got a little...
Kaka23
post Jun 16 2014, 09:02 AM

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QUOTE(akira de aimbuster @ Jun 15 2014, 12:52 PM)
long time no promotion sweat.gif seems like during bad sales season only they give discount.
why sell it?
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Seems not performing.. CMF looks better for now.
Kaka23
post Jun 17 2014, 10:23 AM

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QUOTE(xuzen @ Jun 16 2014, 11:54 PM)
I wish to impress upon you guys, RM450k post retirement is quite achievable. It is very close to reality. I mean, given a regular Joe who start work around 21 y/o and contribute to EPF, by the time he retires, he easily can get half a mil. If you are a high income earner, two mils is a reality post retirement.

The person above so far is 90% fixed income and 10% equities. My target for him, via DCA is 70% fixed income. His RM  2,000/mth income stream has potential to grow.

j.Passing.by, 4% is too low, you owe yourself to make your money work harder. Aim for around 6% nett of fees.

Xuzen
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Bro.. how long has your this client been investing in UT. 90% FI to get 5.5% at current situation is amazing!
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