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 Fundsupermart.com v6, Manage your own unit trust portfolio

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jutamind
post Apr 12 2014, 07:39 PM

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That's the reason why I dumped my Kidsave after investing in this fund for years. The new CIO sucks

QUOTE(Pink Spider @ Apr 11 2014, 08:38 PM)
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
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jutamind
post Apr 21 2014, 09:11 PM

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havent been following up on AmAsia Pacific REIT. Any idea why is the fund not for sales now?
jutamind
post Apr 21 2014, 10:32 PM

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yah saw this statement as well. what mandates AmInvest want to change to?


QUOTE(yklooi @ Apr 21 2014, 09:34 PM)
got this from FSM fund info...dun really understand what it means....

"The Resolution(s) for the Unit Holders meeting held on 29 January 2014, was not successfully passed due to insufficient quorum. The cessation of sales will remain until further notice from AmInvest."

http://www.fundsupermart.com.my/main/fundi...lnumber=MYAMAPR
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jutamind
post Apr 24 2014, 08:50 PM

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Why RHB-OSK Income Fund 2 instead of other bond funds?


QUOTE(Pink Spider @ Apr 24 2014, 12:01 PM)
Err...some actually suggested to use FDs and/or RHB-OSK Cash Management Fund 2 as "bond-substitute", in view of the current environment where central bankers will only raise, not reduce rates. Do some homework on your own, basically when central bankers raise rates, bond funds will be hit. Don't ask me to explain, u a graduate (I presume), go research on your own. wink.gif

If u really want a bond fund, do consider RHB-OSK Income Fund 2.
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jutamind
post Apr 24 2014, 09:17 PM

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isnt it the same as Hwang Select Bond Fund?

QUOTE(Pink Spider @ Apr 24 2014, 08:59 PM)
Low volatility and I like its mandate to invest up to 30% in foreign bonds.
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jutamind
post May 2 2014, 09:24 PM

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got bullets? prepare to do some shopping in May, which is known for sell offs historically...
jutamind
post May 3 2014, 12:05 AM

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changed job and very bz nowadays....but if you have those med card info, do email to me. will post it as soon as i can

QUOTE(MNet @ May 2 2014, 11:29 PM)
why u no update ur blog medical card plan?
many plan come out already
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jutamind
post May 5 2014, 08:16 PM

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How to make payment to FSM Singapore?

QUOTE(ShinG3e @ May 5 2014, 06:27 PM)
Finally done registered for FSM Singapore. Took almost a month to complete. laugh.gif
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jutamind
post May 8 2014, 04:03 PM

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u can refer to Hong Leong Global Bond Fund which is also invested into the same mother fund. was invested in this Hong Leong Global Bond Fund for years...made some money there, but recent year performance has been lagging. switch out since then....

alternatively, you can view the mother fund performance in FSM SG web site.

PS: I think FT Global Total Return fund has better performance than this FT Global Bond Fund

QUOTE(Pink Spider @ May 8 2014, 11:55 AM)
Unker, free to dig performance history of the Target Fund?
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This post has been edited by jutamind: May 8 2014, 04:21 PM
jutamind
post Jul 11 2014, 09:51 PM

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just nice i took profit on my Ponzi and KGF funds yesterday
jutamind
post Jul 14 2014, 06:16 PM

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when you guys set the asset allocation %, do you normally include property allocations, for eg 50% property cash value, 30% equities, 20% fixed income/cash?

if yes, do you include your residential property cash value into the asset allocation or just for investment properties only?

Note: property cash value = estimated property market price - housing loan amount
jutamind
post Jul 15 2014, 11:05 AM

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i mean your portfolio as a whole, not just UT

QUOTE(joylay83 @ Jul 15 2014, 02:47 AM)
networth: yes

UT portfolio: no
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jutamind
post Jul 15 2014, 03:53 PM

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thanks for the info.

if u have investment properties, that goes into net worth but not investment portfolio?

QUOTE(wongmunkeong @ Jul 15 2014, 12:49 PM)
Jutamind - just sharing ar my own tracking.

Net worth: all in (real assets VS liabilities) EXCEPT for cars, bikes, TVs, etc (fake assets)

Investment portfolio: Net worth LESS home, buffer & "daily operations cash", etc
ie. only value of businesses, trades, investments, cash & bonds for these, EPF (coz i use EPF for stocks/mutual funds)

Buffer + "daily operations cash": $ specifically NO TOUCH UNLESS BREAK GLASS FOR EMERGENCIES + daily/monthly cash flow (ie. cash equivalent +bond funds NOT for investments)

Then of course, track ratios such as:
Debt/Equity
Acid Test
ROE 12mths moving average
past year's ROE comparisons + yearly savings from man-at-work + yearly investment returns

With the above data monthly & yearly, i can then surmise whether i'm hitting my KPIs / goals, changes needed to whatever, overspending, personal inflation rate, etc.

Just a thought  notworthy.gif
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jutamind
post Jul 30 2014, 07:53 PM

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Can't transfer from eUT to FSM. tried before....

QUOTE(David83 @ Jul 30 2014, 03:22 PM)
Possible but not sure if FSM accepts it. They're currently transfer in from direct investment bank channel.

But since eUT is another competing distributor.
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