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 Fundsupermart.com v6, Manage your own unit trust portfolio

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TakoC
post Apr 8 2014, 07:00 AM

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Another version, feel older also...
TakoC
post Apr 8 2014, 08:40 AM

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QUOTE(Pink Spider @ Apr 8 2014, 07:52 AM)
FINALLY...today I'm topping up RHB-OSK GEYF and Pacific GSF biggrin.gif
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Feel like it's still too early. For the past 5 days it's only dropping around 300+ points. Still above 16k mark worrrr.. Can top up meh?
TakoC
post Apr 8 2014, 10:14 AM

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QUOTE(Pink Spider @ Apr 8 2014, 09:35 AM)
Nikkei also started bad today...perhaps only RHB-OSK GEYF first? Pacific KIV dulu tongue.gif
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Tempting me to top up la you.. Haha
TakoC
post Apr 8 2014, 10:23 AM

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QUOTE(Pink Spider @ Apr 8 2014, 10:15 AM)
But hor...I see my portfolio summary, past 3-months performance one of the best in recent times...perhaps, to wait for lower? hmm.gif
*
YTD my portfolio has increased 2% (must emphasize.. ROI). Market is still high in value, my top up point is actually at 15.5k and 15k for DJIA.

If you have a reference for top up, can share smile.gif

P/S: BI has lots of article published saying there's still plenty of upside for US.

This post has been edited by TakoC: Apr 8 2014, 10:29 AM
TakoC
post Apr 8 2014, 11:32 AM

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The amount I top up depends on the level of drop. Then I evaluate my equity/bond proportion, geographical exposure proportion and balance accordingly now and then.
TakoC
post Apr 9 2014, 11:28 AM

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FSM getting so slow at updating their NAV price seriously. AmDynamic still at last Friday price.
TakoC
post Apr 9 2014, 12:48 PM

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QUOTE(Pink Spider @ Apr 9 2014, 11:32 AM)
Now FSM's fault, AmInvestment's website also does not have the price since ex-distribution. Friday was the ex and reinvestment date, u know that right?
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Yeah. But it's been quite awhile FSM has been slow at updating their price. Last time 1 day delay. Now can go up to 2-3 times at most.
TakoC
post Apr 11 2014, 10:35 AM

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Planning to top up today. Foresee another bleeding day. Anyone?
TakoC
post Apr 11 2014, 10:40 AM

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QUOTE(Pink Spider @ Apr 11 2014, 10:36 AM)
what fund? Asia not that bad today
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GEYF. If today fall, DJIA will be below 16k mark.

Not planning to do any today?
TakoC
post Apr 13 2014, 08:53 PM

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QUOTE(David83 @ Apr 13 2014, 07:23 PM)
I read that US equity has erased this year gain.

I believe Aberdeen World Equity Fund won't affect much because their strategy doesn't follow mainstream or benchmark.
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GEYF YTD gain has been erased off as well..
TakoC
post Apr 16 2014, 12:08 AM

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QUOTE(yklooi @ Apr 15 2014, 09:52 PM)
monthly homework...updating % of allocation...HSAO still NOT moving leh....  yawn.gif
HSAQ started to gallop.
global titan...bleeding ...2 weeks 5% down.  doh.gif
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Switch, switch, switch...
TakoC
post Apr 16 2014, 09:54 AM

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QUOTE(Pink Spider @ Apr 16 2014, 09:20 AM)
or...just came home...from... brows.gif
*
Wah.. So strong like lou fu..
TakoC
post Apr 17 2014, 10:46 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 *2002 was terrible that my parents took my pocket money savings to pay off the losses.  shakehead.gif
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From cursing PGSF to HSAO (Hwang Select Asia ex Japan Opportunity) tongue.gif
TakoC
post Apr 18 2014, 06:43 PM

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QUOTE(Pink Spider @ Apr 18 2014, 09:07 AM)
And we still do tongue.gif
*
I stop tracking the performance once I fully exit. So far so good from switching smile.gif
TakoC
post Apr 22 2014, 10:58 AM

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QUOTE(yklooi @ Apr 22 2014, 10:03 AM)
sweat.gif  after holding them for 12 months.....
Kidsave still - 0.24%
HS infrastructure still -2.56%
HSAQ (in FSM) still - 0.84%
(proofed that..."Past performance is not an indication of future performance...ha-ha)

today SOLD/switch them all
to GEY, Emerging Opp, AGE

with that, now is
40% in M'sia
19.5% in US, UK, Eu
16% North Asia
11% Asean X M'sia

when the heart still calm....thinking of shifting some HSBal to HSelJapan to up 2% of North asia
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Wait, just to be clear.. You switch out all your HSAQ holdings?
TakoC
post Apr 23 2014, 09:29 PM

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Drop drop, top up top up...
TakoC
post Apr 24 2014, 01:38 PM

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QUOTE(@secret@ @ Apr 24 2014, 12:28 PM)
isn't bolehland no money liao? LOL
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Our reserve is one of the top in the world wor.. Unless you referring to other things?
TakoC
post May 1 2014, 06:43 AM

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QUOTE(ruben7389 @ May 1 2014, 06:29 AM)
I can answer no 3... the general 2pct SC is there fir quite a while. But read the details on the website and open ur account only when ur almost ready to buy cos u get a further diacount to that 2 pct for the first 30 days. Ao plan it out and you can whack ur lump sum in the first 30 days at 1 pct SC fir most funds.
*
Wah bro. Labour day so early sign in..

Or just reach home tongue.gif
TakoC
post May 2 2014, 03:27 PM

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QUOTE(Pink Spider @ May 2 2014, 11:21 AM)
My FSM portfolio got no negative ROI and IRR fund anymore, the least is AmDynamic Bond with IRR 3%++, highest is Hwang Asia Quantum with IRR 18% followed by RHB-OSK Global Equity Yield at 14%
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April has been quite a good month. MoM my portfolio gain around 1%+. Still waiting for chance to increase my GEYF and PGSF exposure. Unit trust currently on hibernate mode already. Stock giving more excitement now, although small cap stocks got hit 2 days straight sad.gif
TakoC
post May 2 2014, 03:51 PM

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QUOTE(Pink Spider @ May 2 2014, 03:31 PM)
Today my REITs doing well biggrin.gif
*
I think my portfolio will have not much action in May.

Your stock portfolio how many % ROI return already? *ignore all the complicated calculation please. It's Friday* tongue.gif
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