KGF dropped 3.5% today
KGF under water as of today!
This post has been edited by David83: Dec 1 2014, 10:16 PM
Fundsupermart.com v7, DIY unit trust investing
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 Dec 1 2014, 10:15 PM
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All Stars
52,874 posts Joined: Jan 2003 
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Dec 1 2014, 10:38 PM
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Senior Member
4,724 posts Joined: Jul 2013 
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QUOTE(David83 @ Dec 1 2014, 10:15 PM) KGF dropped 3.5% today the heart can't take it... shall stay off news for awhile... just concentrate on topping up ponzi 2.0 via PRS.KGF under water as of today!  the heart did not expect UT can drop so much in one day. *go look at oil and gas counter see if there's a sale there...* |
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Dec 1 2014, 10:56 PM
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(adele123 @ Dec 1 2014, 10:38 PM) the heart can't take it... shall stay off news for awhile... just concentrate on topping up ponzi 2.0 via PRS. Ponzi 2.0 would take a hit today since Asian market dropped an average of 2% today. the heart did not expect UT can drop so much in one day. *go look at oil and gas counter see if there's a sale there...* O&G: SKPETRO, KNM, YINSON, Petronas related ...  |
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Dec 1 2014, 10:58 PM
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Senior Member
4,436 posts Joined: Oct 2008 
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I am topping up Lee Sook Yee, Chen Fan Fai and going into Tikka Masala fund aka Manulife India Equity fund.
Xuzen P/s Lee Sook Yee = KGF & Kenanga Asia-Pac Total Return Fund, Chen Fan Fai = Eastspring Inv Small-Cap This post has been edited by xuzen: Dec 1 2014, 11:01 PM |
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Dec 1 2014, 11:00 PM
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Senior Member
808 posts Joined: Apr 2009
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QUOTE(David83 @ Dec 1 2014, 10:15 PM) KGF dropped 3.5% today KGF under water as of today!  luckily I topped up bit this noon. IRR from one month positive turn to -5%++  |
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Dec 1 2014, 11:00 PM
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(xuzen @ Dec 1 2014, 10:58 PM) I am topping up Lee Sook Yee, Chen Fan Fai and going into AhNehNeh aka Manulife. India equity fund. Now got time to enter Indian market?Xuzen |
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Dec 1 2014, 11:03 PM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(David83 @ Dec 1 2014, 11:00 PM) Now got time to enter Indian market? Everywhere red... Have to think outside the traditional market liao....blue ocean, my friend.Xuzen |
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Dec 1 2014, 11:03 PM
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All Stars
52,874 posts Joined: Jan 2003
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Ponzi 1.0 declares distribution:
Affin Hwang Select Asia (Ex Japan) Quantum Fund | RM 0.05 per unit | RM 0.05 per unit | 9-Dec-2014 |
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Dec 1 2014, 11:04 PM
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(xuzen @ Dec 1 2014, 11:03 PM) Everywhere red... Have to think outside the traditional market liao....blue ocean, my friend. How about EM fund or BRIC fund? At least can avoid single country risk ...Xuzen |
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Dec 1 2014, 11:07 PM
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Senior Member
4,436 posts Joined: Oct 2008
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Check out our jaguh kampung funds.... They are are holding abt 25 to 30 percent cash now, they anticipated this volatility!
Xuzen |
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Dec 1 2014, 11:08 PM
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(xuzen @ Dec 1 2014, 11:07 PM) Check out our jaguh kampung funds.... They are are holding abt 25 to 30 percent cash now, they anticipated this volatility! Example? PM lcoal funds?Xuzen |
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Dec 1 2014, 11:13 PM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(David83 @ Dec 1 2014, 11:04 PM) How about EM fund or BRIC fund? At least can avoid single country risk ... EM = Asia-Pac ex Jp consider as EMBRIC = did not even come up on my algo radar, hence boh hiew and boh chap. Jaguh kampung = KGF, Eastspring Equity Income, Eastspring MY focus and Eastspring small-cap Xuzen P/s Tikka Masal fund is very volatile, I am planning a hit and run tactic on this one. I do not incur any switching nor sales charge on this as I am on wrap account. |
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Dec 1 2014, 11:45 PM
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Senior Member
2,932 posts Joined: Sep 2007
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Manulife Investment - India Equity Fund
https://forum.lowyat.net/index.php?showtopi...post&p=69188143 Well, I did put in some, but with perfect hindsight, it wasn't adventurous enough... Disclaimer: Not saying all my investment decisions work out well - this was simply one of the good ones in the last 6 months. This post has been edited by howszat: Dec 1 2014, 11:53 PM |
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Dec 2 2014, 10:27 AM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(howszat @ Dec 1 2014, 11:45 PM) Manulife Investment - India Equity Fund There is a Chinese saying, "If everyone has good foresight, there will not be any beggar in this world"https://forum.lowyat.net/index.php?showtopi...post&p=69188143 Well, I did put in some, but with perfect hindsight, it wasn't adventurous enough... Disclaimer: Not saying all my investment decisions work out well - this was simply one of the good ones in the last 6 months. Tikka Masala fund was not even on my algo radar until recently.... I did not pick it up too until very recently, like two months ago. Even then, I was reluctant to go in at first because of its high volatility nature. But now, its reward to risk ratio is getting very delicious... like ripe plum juicy Indian mango waiting to be devoured. Xuzen This post has been edited by xuzen: Dec 2 2014, 10:29 AM |
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Dec 2 2014, 11:14 AM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(laith @ Dec 2 2014, 11:07 AM) Xuzen gor, Lee Sook Yee & Chen Fan Fai jaguh kampung funds make my ass so pain. "Courage young Padawan, strong is the force with them, Steady heart one must have still...." Xuzen P/s: if still pain, buy KY jelly!    This post has been edited by xuzen: Dec 2 2014, 11:16 AM |
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Dec 2 2014, 11:18 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Weak MYR is doing my UT portfolio a lotta good
 Now, who said foreign exposure is bad? This post has been edited by Pink Spider: Dec 2 2014, 11:18 AM |
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Dec 2 2014, 11:34 AM
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Senior Member
1,007 posts Joined: Oct 2006 From: island up north
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QUOTE(howszat @ Dec 1 2014, 09:40 PM) Here's my 2 sen. Saudi's action will impact Canadian tar-sand oil more than US shale as US imports 80% from Canada. Shale oil is of better quality just like our situation. Tar-sand production cost is $50, shale about $20 and Saudi cost $10 per barrel.It's pricing war, OPEC (Saudi Arabia, major player) vs shale oil (US major player). “It’s the question of who will blink first.” In a pricing war, someone will blink first. Because some producers don't fancy the idea of making a loss, and will throw in the towel. The survivors are then free to start increasing prices. Malaysia, being a net exporter, albeit a relatively small one, is caught in the cross-fire. But this phenomenon will be relatively short term. My 2 sen says that prices will be on an upward path again within 12 months. Meanwhile, focus on acquiring those funds that have good fundamentals but have their pricing distorted by the current, temporary, aberration. There are many articles on this, here's one: http://www.bloomberg.com/news/2014-11-27/o...-u-s-shale.html |
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Dec 2 2014, 01:38 PM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(laith @ Dec 2 2014, 11:33 AM) LOL... Not hole pain. Just the butt. If you are a virgin, no matter how much KY you pakai also painful  Have you used it before? Effective?  Luckily half of my portfolio is on Asian funds since last month. Else  I want to add, one should add REITs into one's portfolio. It is a great diversifier! There are three REITs fund of fund that I know off, namely; AMReits, Affin Hwang REITs & Manulife REITs (formerly MAAKL REITs). Of the three, I like Hwang for its superior reward to risk profile. Xuzen |
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Dec 2 2014, 01:39 PM
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Senior Member
4,436 posts Joined: Oct 2008
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QUOTE(Pink Spider @ Dec 2 2014, 11:18 AM) Weak MYR is doing my UT portfolio a lotta good Sifu Pink, Now, who said foreign exposure is bad? Please explain further for the benefit of all noobs and seasoned investor alike, thanks. Xuzen |
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Dec 2 2014, 01:47 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(xuzen @ Dec 2 2014, 01:39 PM) Sifu Pink, Huh?Please explain further for the benefit of all noobs and seasoned investor alike, thanks. Xuzen MYR depreciating... Your foreign investments will go up in value lor E.g. U invest RM330K for USD100K worth Assuming the USD100K maintain at USD100K, it is worth RM340K now |
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