Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
11 Pages « < 4 5 6 7 8 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v8, The MS Excel Masterclass version!

views
     
woonsc
post Jan 25 2015, 09:35 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(David900924 @ Jan 25 2015, 09:34 PM)
Hmm i tot fsm website and ios app already show %profit/loss? What was missing from it? Curious to know.
*
that's absolute profit..
You don't know how it get to that..
woonsc
post Jan 25 2015, 11:03 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(polarzbearz @ Jan 25 2015, 10:53 PM)
@unker looi, follow the instructions in the spreadsheet to add new rows. Formula will be copied automatically (no technical works required). Unless if adding new rows without following the exact steps, then the formula might be missing; or the new row will get excluded from total calculation.
*
the best way is create 10 funds? each? tongue.gif
blush.gif
woonsc
post Jan 25 2015, 11:19 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(yklooi @ Jan 25 2015, 11:09 PM)
hmm.gif I think the "better" way is to create 1 worksheet for EACH fund.....there will be almost endless entries.
but this EACH worksheet how to link to the other critical worksheet?
*
blush.gif
hmmm.. maybe separate both?
one is IRR
another is allocation..

I support..

This post has been edited by woonsc: Jan 25 2015, 11:19 PM
woonsc
post Jan 25 2015, 11:35 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(yklooi @ Jan 25 2015, 11:30 PM)
hmm.gif can or not? easy or not? what are the limitation? can people with limited excel knowledge (like me) benefits from it?
else,,,,more leh chey for polarzbearz... notworthy.gif

in the meantime will have to learn how to use.....
*
my excel also limited..
I really thankful for them.. if got paypal donation button.. i donate liao.. <3
woonsc
post Jan 25 2015, 11:45 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(yklooi @ Jan 25 2015, 11:43 PM)
hmm.gif come to think of it.....can convert to "Android"...sell it at GooglePlay or AppleStore..ha-ha.
rclxms.gif  rclxms.gif
*
laugh.gif Pink Polar Mutual Fund Portfolio Tracker
woonsc
post Jan 26 2015, 11:07 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(PhilHellmuth @ Jan 26 2015, 11:06 AM)
any reasoning why do you recommend this?
*
Asia Pac ex jpn has a 5 star rating in FSM

http://www.fundsupermart.com.my/main/resea...tarRatings.svdo

nod.gif
woonsc
post Jan 26 2015, 11:23 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(PhilHellmuth @ Jan 26 2015, 11:13 AM)
nice...

what about UT.. looking for a few to buy like 5k each ... any recommendation ?
*
I help my dad in his purchase..
Bought 66% into a moderate fund.. then 33% into asia pac..
there is not much you can diversify thou..

They FSM normal funds.. after you invested 3k.. cause that's the max amount for tax relieve.
buy normal funds.. the only con is got 2% service charge
woonsc
post Jan 26 2015, 11:25 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(lcs89 @ Jan 26 2015, 11:20 AM)
do your homework la bro ...
*
haha.. 1st time beginner ask it's ok laa..
laugh.gif
woonsc
post Jan 26 2015, 11:30 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(PhilHellmuth @ Jan 26 2015, 11:13 AM)
nice...

what about UT.. looking for a few to buy like 5k each ... any recommendation ?
*
ow sorry, i misread..
ermm.. you should pick your core funds first.. and manage an allocation..
then after a while when you are ok with those, then pick some satellite funds to compliment it..

rclxms.gif rclxms.gif

QUOTE
hmm.gif
Unknown to your risk appetite (which is very personal and subjective)....try reading these links first before you decide.
Why do you invest?
Investing is not about picking the top-performing asset or the highest ranking fund. The purpose of investing is to make your money work for you. This requires investors to make informed, important and conscious decisions. Here are the questions that you must ask yourself before investing:

https://www.kenangainvestors.com.my/KIB/KIB...vestingFAQ.aspx

However, before you jump in and start investing your hard-earned money, there are several important things that you would need to know about yourself first.
•How much do you really need? (Future Planning)
•How much risk can you take? (Risk Level)
•How long are you willing to wait before you see profits? (Time Horizon)
http://www.fundsupermart.com.my/main/schoo...d.svdo?PageID=1


thumbup.gif thumbup.gif thumbup.gif
woonsc
post Jan 26 2015, 02:40 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


Copy Paste , also wrong ma for ppl tongue.gif
woonsc
post Jan 26 2015, 04:46 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(David83 @ Jan 26 2015, 04:43 PM)
Go and dig back several pages back.

I don't want to further comment on the RSP matter.  whistling.gif
*
FSM found out, cause got those ppl tell them doh.gif doh.gif
woonsc
post Jan 26 2015, 04:56 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(David83 @ Jan 26 2015, 04:48 PM)
They corrected the SC and charged back the difference or what?
*
nope.. For dec an Jan 15 is 0.8% for RSP..
they won't charge back i guess..

maybe Feb no more..
woonsc
post Jan 26 2015, 07:14 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(aurora97 @ Jan 26 2015, 07:01 PM)
I was very skeptical at first about fundsupermart, it looked like some funky one hit wonder kind of service provider without any backing. That was like 5 -6 years ago, i was still noob (still is but upgraded to newbie status) with unit trust fund.

it was not until I joined UT company, I found out who iFast was. I still didn't believe in Unit Trust at that time until I invested in my first unit trust scheme, PRS. That also, i needed for tax deduction only.

it was only when i joined this thread that i got to know fundsupermart's backer (owener) is iFast.

Eye opening... I like the open platform concept, can swing from tree to tree at my finger tips.

I am like shet, why didn't i join sooner. I guess better late than never.

doh.gif
*
laugh.gif Better late then never laugh.gif
woonsc
post Jan 26 2015, 10:38 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(Pink Spider @ Jan 26 2015, 10:33 PM)
Interesting from CIMB Asia Pac Dynamite Income Ponzi 2.0 Dec-14 fact sheet:
*
they sold all Tenaga Shares? I thought it's the top holdings 5.82% (Nov)

This post has been edited by woonsc: Jan 26 2015, 10:39 PM
woonsc
post Jan 26 2015, 10:41 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(Pink Spider @ Jan 26 2015, 10:40 PM)
Jibby lil' bro fund also lari from Bolehland already.

Red alert...red alert... whistling.gif
*
Oh man..
laugh.gif save money to buy cheap shares

woonsc
post Jan 27 2015, 12:22 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(broga_night @ Jan 27 2015, 12:11 AM)
hi all sifu,my fsm acc just activated today...just my 1st time in investment totaly noob here....sorry if asking any noob question later...can any sifu recomend anypotential funds tat is medium-high risk, so i can start focusing on this specific fund...i hav google alot but still very blur...sorry again if this sound noob to u...
*
SenSEX wub.gif wub.gif
boasted my overall IRR to 8.66% rclxms.gif rclxms.gif
woonsc
post Jan 27 2015, 11:11 AM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(xuzen @ Jan 27 2015, 11:07 AM)
Gives a fist bump to Brudder Woon!

Xuzen
*
*Bump!
laugh.gif How many percentage of your portfolio?

This is a seasonal fund.. when exit need tell me ya~ laugh.gif
woonsc
post Jan 27 2015, 01:58 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(xuzen @ Jan 27 2015, 01:51 PM)
This is part of satellite portfolio... not my core port. It is one quarter of my total equity exposure.

I look at its sharpe... as long as >1.5 I will be be exposed to it. Will shout out to you when I exit my position. Watch this space.

Xuzen
*
blink.gif blink.gif a quarter blink.gif blink.gif
Woah.. that's like a core.. haha i read satellite is around <15%
thx sifu~ notworthy.gif
I am always active here...
woonsc
post Jan 27 2015, 02:13 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(xuzen @ Jan 27 2015, 02:09 PM)
My core is 45% (REITS) of my port. 15% bolehland (used to be > 50%, before the oil price decline) and 15% @ US. Just in case you don't know, I use algorithmic programming to determine my asset allocation using the Markowitz Portfolio Theory.

Xuzen
*
as for me, that's not under my field of knowledge.
icon_rolleyes.gif
thx for being so helpful all the time smile.gif
woonsc
post Jan 27 2015, 11:39 PM

Financial Padawan
*******
Senior Member
2,032 posts

Joined: Jan 2014
From: Sabah, Malaysia


QUOTE(polarzbearz @ Jan 27 2015, 11:22 PM)
Released v1.4, can be downloaded via clicking here. This will be the last major update for a while (except critical bug fixes)  icon_idea.gif

Change log:
p/s: as usual, let me know if spotted any errors ya blush.gif
p/s#2: If you're already existing user of v1.3, there's no "fully automate" way to copy&paste into new template; but what you can do is, utilize the "uber-many-rows-fund" i have prepared in new template; copy those fund values (i.e. all those Negative Transaction Amounts for Fund A) and paste it in those detail rows , then copy the date and paste, and SC% then paste, then manual adjustment then paste.. (MAKE SURE YOU PASTE AS VALUES ONLY!!!!!)
i know it's quite anal for each and every update you'll have to re-enter the details sweat.gif
But I'm looking into how to improve mass-copy-paste data from FSM so less works are required (although you'll still need some basic works to PREPARE the placeholders and create enough rows to "hold" those values....)
notworthy.gif
*
it's ok tongue.gif
I think i am the only one keying in all the past 3 times tongue.gif
Started last year. dun have that much to key in thou.. laugh.gif laugh.gif

Thx Polar!

11 Pages « < 4 5 6 7 8 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0557sec    0.87    7 queries    GZIP Disabled
Time is now: 29th November 2025 - 08:06 AM