QUOTE(woonsc @ Feb 27 2015, 10:45 AM)
Aberdeen Islamic World also canFundsupermart.com v8, The MS Excel Masterclass version!
Fundsupermart.com v8, The MS Excel Masterclass version!
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Feb 27 2015, 10:45 AM
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Feb 27 2015, 11:14 AM
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QUOTE(yklooi @ Feb 27 2015, 10:41 AM) just that as usual..."Past performance of the Fund is not an indication of the Fund's future performance." also don't just focus on the performance...there are risk return ratios to consider too. just another note...if you are just focusing on the Best few of them....you will be TOO Heavy on 1 country... This post has been edited by T231H: Feb 27 2015, 11:17 AM Attached thumbnail(s) |
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Feb 27 2015, 11:24 AM
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QUOTE(Celestine @ Feb 27 2015, 10:37 AM) Hello everyone, i'm new in fund investment. I came across this nice forum and was any experts out there have any advice in my portfolio. The following are my portfolio (have invested around 5 months): 1) Kenanga Growth Fund (53%) 2) CIMB Asia Pacific Dynamic Income Fund (39%) 3) Eastpring Investments Small-Cap (8%) So far I'm quite pleased with CIMB and KGF fund, though KGF fund can be very volatile ie during times of OnG crash, it went to as low as 0.93 and i missed the chance to top up during that time:( any advice where i can add in more? I'm looking for aggressive, at least 10% return per annum. would greatly appreciate advice on this. Thanks:) hope is is NOT panic....because both your KGF and EISCap is 61% of yr portfolio and BOTH of them down 10 % at the same time.... from an FSM article... It is not only important to understand the risks of the investments you are looking at, but also to understand your personal risk appetite. Sometimes, it is not a matter of what kind of risks you want to take, but a matter of what kind of risks you can take given the circumstances that you are currently in. And the best way to do it is to assess your actual experience in investing. For instance, you might have thought that you are an aggressive investor who can cope with a high level of risk based on the results of the risk profiling test. However, in practice, if you find that you always panic too soon every time the market dips, and get overly euphoric and pump in more money whenever markets are on a roll, then high-risk investments are not so suitable for you because they are likely to cause you to lose money. This post has been edited by T231H: Feb 27 2015, 11:31 AM |
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Feb 27 2015, 11:26 AM
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Feb 27 2015, 11:28 AM
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QUOTE(hullabaloo_bard @ Feb 27 2015, 09:52 AM) Guys, might wanna look into http://www.fundsupermart.com.my/main/fundi...umber=MYPHAXJIF . it suits your investment idea. Currently, this is my portfolio: -Aberdeen Islamic World Equity Fund - Class A -Eastspring Investments ASEAN al-adiil Fund -Eastspring Investments Dana Al-Ilham -Kenanga Syariah Growth Fund -PMB Shariah Aggressive Fund FYI, my investment idea is towards syariah-compliance long term investment and prefers to hold the funds that I have invested into as long as I can i.e. not so into fund switching stuffs unless it is really necessary to save all the transaction costs. So, what do guys thing about my portfolio and ways for me to improve/further diversify it? besides that, http://www.fundsupermart.com.my/main/fundi...number=MYAMOGIF (USA 55.00% Europe 23.00% ROW 17.00% Japan 5%) |
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Feb 27 2015, 11:39 AM
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Feb 27 2015, 12:28 PM
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5,608 posts Joined: May 2011 From: Here, There, Everywhere |
QUOTE(Pink Spider @ Feb 27 2015, 11:39 AM) cicaks piap paip better for zzz than beer mar anyhow - hey, one be thinking.. did U notice that most of the discussion these days are about fund picking / country picking? VS a holistic, action-able plan - from how much to invest consistently, monthly/quarterly/etc, DCA or VCA for Core and/or satellite funds DCA/VCA/value/tembak? This post has been edited by wongmunkeong: Feb 27 2015, 12:28 PM |
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Feb 27 2015, 01:33 PM
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QUOTE(Pink Spider @ Feb 27 2015, 10:42 AM) U need some Developed Markets exposure i see, thanks for the advice. what sort of returns should i be targeting that may seem sustainable?and, "at least 10% return per annum"...that is not realistic. U need to adjust your expectations. Do not be spoiled by spectacular gains of recent years. It's not sustainable. |
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Feb 27 2015, 01:34 PM
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Feb 27 2015, 01:36 PM
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150 posts Joined: Jun 2008 |
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Feb 27 2015, 01:38 PM
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2,032 posts Joined: Jan 2014 From: Sabah, Malaysia |
QUOTE(wongmunkeong @ Feb 27 2015, 12:28 PM) cicaks piap paip better for zzz than beer mar anyhow - hey, one be thinking.. did U notice that most of the discussion these days are about fund picking / country picking? VS a holistic, action-able plan - from how much to invest consistently, monthly/quarterly/etc, DCA or VCA for Core and/or satellite funds DCA/VCA/value/tembak? everyone want in.. But i still do my quarterly add ins like you sifu~ |
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Feb 27 2015, 01:39 PM
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16,872 posts Joined: Jun 2011 |
QUOTE(Celestine @ Feb 27 2015, 01:33 PM) Matching or around EPF dividend rate (5-7% p.a.) would be more realistic.Aim lower and u might be surprised on the upside. Aim too high and risk getting disappointed and giving up and/or expose yourself to too much risk. QUOTE(Celestine @ Feb 27 2015, 01:36 PM) CIMB global titan? but i thought US markets are now considered expensive? will take a look at both of them. thanks:) Developed Markets are called Developed Markets for a reason...World-class companies are located there... Better corporate governance... More transparent reporting... Better rule of law... And if u have been observing long enough, when markets fall...Asia and Emerging Markets will fall in tandem with Developed Markets, if not fall more. This post has been edited by Pink Spider: Feb 27 2015, 01:41 PM |
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Feb 27 2015, 01:43 PM
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150 posts Joined: Jun 2008 |
QUOTE(T231H @ Feb 27 2015, 11:24 AM) hope is is NOT panic....because both your KGF and EISCap is 61% of yr portfolio and BOTH of them down 10 % at the same time.... from an FSM article... It is not only important to understand the risks of the investments you are looking at, but also to understand your personal risk appetite. Sometimes, it is not a matter of what kind of risks you want to take, but a matter of what kind of risks you can take given the circumstances that you are currently in. And the best way to do it is to assess your actual experience in investing. For instance, you might have thought that you are an aggressive investor who can cope with a high level of risk based on the results of the risk profiling test. However, in practice, if you find that you always panic too soon every time the market dips, and get overly euphoric and pump in more money whenever markets are on a roll, then high-risk investments are not so suitable for you because they are likely to cause you to lose money. |
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Feb 27 2015, 01:45 PM
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150 posts Joined: Jun 2008 |
QUOTE(Pink Spider @ Feb 27 2015, 01:39 PM) Matching or around EPF dividend rate (5-7% p.a.) would be more realistic. woah, thanks for sharing your experience, much appreciated. will try and grab them before the offer ends Aim lower and u might be surprised on the upside. Aim too high and risk getting disappointed and giving up and/or expose yourself to too much risk. Developed Markets are called Developed Markets for a reason... World-class companies are located there... Better corporate governance... More transparent reporting... Better rule of law... And if u have been observing long enough, when markets fall...Asia and Emerging Markets will fall in tandem with Developed Markets, if not fall more. |
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Feb 27 2015, 01:57 PM
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5,143 posts Joined: Jan 2015 |
QUOTE(Celestine @ Feb 27 2015, 01:43 PM) ..i'm trying to cultivate the opposite of the crowd mentality, when people are fearful, you be greedy...guess it didn't work out for now:P well it is difficult to practice..... at times it is also GOOD to follow the herds (else may get stuck and it may takes a really long time to get back up).....anyway....you gained the short experience about how yr emotion, greed, joy and curse of making and not making the investment call.... RSP means to help cut that off... |
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Feb 27 2015, 02:09 PM
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hi
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Feb 27 2015, 02:10 PM
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8,188 posts Joined: Apr 2013 |
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Feb 27 2015, 02:12 PM
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how to buy and sell share online?
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Feb 27 2015, 02:14 PM
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16,872 posts Joined: Jun 2011 |
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Feb 27 2015, 02:15 PM
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5,143 posts Joined: Jan 2015 |
QUOTE(MANU4LIFE @ Feb 27 2015, 02:12 PM) try posting at https://forum.lowyat.net/StockExchange |
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