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 Fundsupermart.com v6, Manage your own unit trust portfolio

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wodenus
post Jun 18 2014, 04:35 PM

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QUOTE(azrash @ Jun 18 2014, 03:50 PM)
so your benchmark portfolio is one of pub mutual UT?

I learned about Sharpe ratio from a finance unit that I took. I am using it as another factor when considering different UT, other than their consistency in yearly returns. I am using the straight up Sharpe ratio that is usually given in the fund fact sheet.
If average inflation is around 3% a year. Today's 2k would worth 5.8k when I retire. Crazy.
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Yea, that means 200K would be worth 580K.. 400K now would make you a millionaire smile.gif

ShinG3e
post Jun 18 2014, 06:57 PM

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QUOTE(yahiko @ Jun 18 2014, 12:45 PM)
quick question: i register the fundsupermart.com

1. if i active my account but not buying or selling anything ( still new, wanna learn/monitor) will i get charge for the account?
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1. no charges as long as there is no transaction (but/sell/switch)

2. the day you register, got 30 days promo period (which most of the funds will be offered 1% instead of usual 2%) laugh.gif
SUSMNet
post Jun 18 2014, 08:22 PM

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that why I say eUT is better

eUnitTrust Raya & Merdeka Promotion 2014

Dear Valued Customers,

Celebrate Hari Raya and Malaysia's 57th year Merdeka with 57 selected funds at up to 0% sales charge when you invest RM10,000 and above. In conjunction with our recent PhillipCapital 5th Annual Investment Conference 2014, we have specially selected 57 funds from the participating fund houses, including performing shariah funds.

user posted image
wodenus
post Jun 18 2014, 10:00 PM

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QUOTE(MNet @ Jun 18 2014, 08:22 PM)
that why I say eUT is better

eUnitTrust Raya & Merdeka Promotion 2014

Dear Valued Customers,

Celebrate Hari Raya and Malaysia's 57th year Merdeka with 57 selected funds at up to 0% sales charge when you invest RM10,000 and above. In conjunction with our recent PhillipCapital 5th Annual Investment Conference 2014, we have specially selected 57 funds from the participating fund houses, including performing shariah funds.

user posted image
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Bleh.. They charge 0.70 with FPX.. and their news is not up to date even tongue.gif

I mean think about it, suppose you put in Rm1000 at 1%. You save 1%.. that is Rm1? okay so you save Rm1.

Now you want to put in say Rm200 every month.. and then you get charged Rm0.70 every month, that's like Rm8.40 a year.

So you are going to spend Rm8.40 a year.. to save Rm1? smile.gif


This post has been edited by wodenus: Jun 18 2014, 10:04 PM
SUSPink Spider
post Jun 19 2014, 09:23 AM

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QUOTE(wodenus @ Jun 18 2014, 10:00 PM)
Bleh.. They charge 0.70 with FPX.. and their news is not up to date even tongue.gif

I mean think about it, suppose you put in Rm1000 at 1%. You save 1%.. that is Rm1? okay so you save Rm1.

Now you want to put in say Rm200 every month.. and then you get charged Rm0.70  every month, that's like Rm8.40 a year.

So you are going to spend Rm8.40 a year.. to save Rm1? smile.gif
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FINALLY, someone who knows his maths rclxms.gif
xuzen
post Jun 19 2014, 10:25 AM

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QUOTE(wodenus @ Jun 18 2014, 10:00 PM)
Bleh.. They charge 0.70 with FPX.. and their news is not up to date even tongue.gif

I mean think about it, suppose you put in Rm1000 at 1%. You save 1%.. that is Rm1? okay so you save Rm1.

Now you want to put in say Rm200 every month.. and then you get charged Rm0.70  every month, that's like Rm8.40 a year.

So you are going to spend Rm8.40 a year.. to save Rm1? smile.gif
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1% of RM 1,000.00 = RM 10.00

Put that aside; I have just bought RM 7,500.00 into small cap fund and RM 2,500.00 into commodities linked fund. Who wants to follow?

Xuzen

This post has been edited by xuzen: Jun 19 2014, 10:43 AM
SUSPink Spider
post Jun 19 2014, 10:26 AM

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QUOTE(xuzen @ Jun 19 2014, 10:25 AM)
1% of RM 1,000.00 = RM 10.00

Put that aside; I have just buy RM 7,500.00 into small cap fund and RM 2,500.00 into commodities linked fund. Who wants to follow?

Xuzen
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Name those funds! tongue.gif
xuzen
post Jun 19 2014, 10:28 AM

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QUOTE(Pink Spider @ Jun 19 2014, 10:26 AM)
Name those funds! tongue.gif
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Tak mahu tongue.gif
Kaka23
post Jun 19 2014, 11:23 AM

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QUOTE(xuzen @ Jun 19 2014, 11:25 AM)
1% of RM 1,000.00 = RM 10.00

Put that aside; I have just bought RM 7,500.00 into small cap fund and RM 2,500.00 into commodities linked fund. Who wants to follow?

Xuzen
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Small cap for which region wor?
xuzen
post Jun 19 2014, 11:29 AM

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QUOTE(Kaka23 @ Jun 19 2014, 11:23 AM)
Small cap for which region wor?
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he he he ..... bolehland. blush.gif

Too overweight on large cap. Too much attention on Lee Sook Yee wub.gif, need to spread some love to others as well.

Xuzen

This post has been edited by xuzen: Jun 19 2014, 11:31 AM
SUSDavid83
post Jun 19 2014, 12:26 PM

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HAQF .. whistling.gif
SUSPink Spider
post Jun 19 2014, 12:43 PM

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QUOTE(David83 @ Jun 19 2014, 12:26 PM)
HAQF .. whistling.gif
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xuzen is Eastspring fan-sy...I bet Eastspring Small Cap rolleyes.gif
xuzen
post Jun 19 2014, 01:04 PM

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QUOTE(Pink Spider @ Jun 19 2014, 12:43 PM)
xuzen is Eastspring fan-sy...I bet Eastspring Small Cap rolleyes.gif
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YTD already gain +50% liao deh.

Chen Fan Fai always buy me lunch for free....LOL!

Xuzen

This post has been edited by xuzen: Jun 19 2014, 01:05 PM
wodenus
post Jun 19 2014, 01:20 PM

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QUOTE(xuzen @ Jun 19 2014, 10:25 AM)
1% of RM 1,000.00 = RM 10.00


Doesn't change the point, it will be Rm16.80 in two years, so you will still be spending RM16.80 to save Rm10 tongue.gif



wodenus
post Jun 19 2014, 01:21 PM

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QUOTE(xuzen @ Jun 19 2014, 01:04 PM)
YTD already gain +50% liao deh.

Chen Fan Fai always buy me lunch for free....LOL!

Xuzen
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Which MF can gain 50% in one day lol smile.gif

SUSPink Spider
post Jun 19 2014, 01:24 PM

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Cash Management Fund June 18, 2014 3.102%
* Rate based on the annualized interest rate – 0.40%
https://www.fundsupermart.com.my/main/trust...terestRates.tpl?

Short term rates slowly increasing at Bolehland...just 1-2 weeks ago CMF were getting 3.07% sweat.gif

This post has been edited by Pink Spider: Jun 19 2014, 01:24 PM
Kaka23
post Jun 19 2014, 01:42 PM

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QUOTE(xuzen @ Jun 19 2014, 02:04 PM)
YTD already gain +50% liao deh.

Chen Fan Fai always buy me lunch for free....LOL!

Xuzen
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You see alot of upside still for next 1 - 2 years ka? Since up so much already wor...
xuzen
post Jun 19 2014, 01:51 PM

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QUOTE(wodenus @ Jun 19 2014, 01:21 PM)
Which MF can gain 50% in one day lol smile.gif
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I said YTD = Year To Date. Mana gua ala cakap one day gain 50%.

@Kaka: Is there potential to go upside? How do I know? I don't; I only know that I hold too much large cap which means my risk is concentrated there, hence to diversify, I need to move some to small cap (Bolehland exposure). To put it in another word, my small cap was under-weight.

I also hold Global exposure and Commodites linked fund, their asset allocation is within my target range.

I may tambah my US equities later on.

Xuzen
TakoC
post Jun 19 2014, 03:02 PM

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QUOTE(xuzen @ Jun 19 2014, 10:25 AM)
1% of RM 1,000.00 = RM 10.00

Put that aside; I have just bought RM 7,500.00 into small cap fund and RM 2,500.00 into commodities linked fund. Who wants to follow?

Xuzen
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Local small cap? I prefer to invest in KLSE directly.

Just did a transfer into HSAQ and GEYF late last month. Dunno what to invest anymore sad.gif
TakoC
post Jun 19 2014, 03:08 PM

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Oh.. A little update. I sold off EIGEM due to very small % of my portfolio. Not seeing any result.

Now I'm holding AmDynamic, HSAQ, GEYF and AIW (Ya.. Switched out PGSF for this after hearing all the comments). What's next? I think I am 1-2 funds short. Advice guys?

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