QUOTE(woonsc @ Jan 26 2015, 10:38 PM)
they sold all Tenaga Shares? I thought it's the top holdings 5.82% (Nov)
Jibby lil' bro fund also lari from Bolehland already.Red alert...red alert...
Fundsupermart.com v8, The MS Excel Masterclass version!
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 Jan 26 2015, 10:40 PM
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#281
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Senior Member
16,872 posts Joined: Jun 2011  
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Red alert...red alert... |
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Jan 26 2015, 10:49 PM
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#282
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Senior Member
16,872 posts Joined: Jun 2011
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Thanks to Europe QE and weakening Ringgit...
 My UT portfolio now... 12-month return 8.78% IRR since commencement 6.2% (highest in recent 2 years) This post has been edited by Pink Spider: Jan 26 2015, 10:51 PM |
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Jan 27 2015, 09:39 AM
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#283
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Senior Member
16,872 posts Joined: Jun 2011
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Thinking contrarian...
When fund managers exited certain market... Means that market is oversold? When fund managers chose to come back...they'd push the market higher with their volume and liquidity?  We ikan bilis should position ourselves before they come back?  |
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Jan 27 2015, 09:52 AM
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#284
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(yklooi @ Jan 27 2015, 09:50 AM) Guess, they are following where the money is. Fund managers have pressure to deliver returns within 1-year timeframe.moving to the regions that provide more potential of upsides. “As a value investor, you should not buy a share just because it has dropped more than 80%. You will only buy because the share meets your investment criteria and it is undervalued.” – Dr. Tan Chong Koay We retail investors can look longer/further. We CAN position ourselves before they return en masse |
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Jan 27 2015, 10:13 AM
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#285
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QUOTE(billy_overheat @ Jan 27 2015, 10:10 AM) but we do have the benefits of manipulating faster than them. I consider this as a huge advantage. I"m reading regarding the ponzi fund thingy here. Welcome!   |
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Jan 27 2015, 11:10 AM
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#286
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16,872 posts Joined: Jun 2011
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Sensexy fans...
Beware  http://www.cimb-principal.com.my/fund_pdf/...und_MYR_FFS.pdf QUOTE Over the month of December 2014, we took profit on certain stocks such as Sinotrans, Nexteer, and certain Indian banks, mainly because these stocks have reached or exceeded our target price and hence it is not appealing to continue owning these stocks in the portfolio. This post has been edited by Pink Spider: Jan 27 2015, 11:11 AM |
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Jan 27 2015, 12:43 PM
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#287
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Senior Member
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iFAST Capital is also registered with the Federation of Investment Managers Malaysia (FiMM) as an Institutional Unit Trust Adviser (IUTA).
iFAST Capital is a subsidiary of iFAST Malaysia Sdn. Bhd., which is wholly owned by iFAST Corporation Ltd. ("iFAST Corporation"). iFAST Corporation is headquartered in Singapore and the iFAST group of companies are also present in Hong Kong, Malaysia and China. The company was incorporated in Singapore on 10 January 2000. iFAST Corporation was listed on the Singapore Exchange Mainboard in December 2014. iFAST Corporation, via its wholly owned subsidiary iFAST Financial Pte. Ltd., is Singapore's leading online distributor of unit trusts as well as the leading operator of an investment platform for financial advisers and financial institutions. It carries the Capital Markets Services (CMS) and Financial Adviser (FA) licences issued by the Monetary Authority of Singapore (MAS), and is also one of three appointed Central Provident Board (CPF) Investment Administrators. One of iFAST Corporation's shareholders is SPH AsiaOne Ltd, the Internet arm of Singapore Press Holdings, which is Singapore's largest media group. In recent years, iFAST Corporation has been expanding beyond local shores. In 2007, iFAST Corporation launched its first overseas business, Fundsupermart in Hong Kong and in 2008, it launched Fundsupermart in Malaysia. iFAST Corporation launched its office in China in 2014. http://www.fundsupermart.com.my/main/home/aboutUs.tpl? Eh, RHB has exited the picture?  http://www.rhb.com.my/corporate_profile/ab...20Structure.pdf ^ dated Jan 2014 This post has been edited by Pink Spider: Jan 27 2015, 12:48 PM |
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Jan 27 2015, 01:28 PM
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#288
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16,872 posts Joined: Jun 2011
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Shanghai kaboom
Top up Ponzi 2.0 with 1% SC! Shane Oliver bullish on Eurozone equities: http://www.fundsupermart.com.my/main/artic...pe27Jan2015.pdf Top up Aberdeen Islamic Aladdin World, anyone? It's quite Eurozone-heavy  This post has been edited by Pink Spider: Jan 27 2015, 01:32 PM |
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Jan 27 2015, 01:37 PM
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#289
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QUOTE(yklooi @ Jan 27 2015, 01:33 PM)  by that time, profits wiped out, $$ got stuck in that fund....top up not effective -leh.   I said, today HK and Shanghai indices fall, Shanghai >2% down as at now Take advantage of 1% SC, top up |
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Jan 27 2015, 02:16 PM
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#290
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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. What do u think of Europe?Xuzen Shane Oliver (see my previous post) of AMP bullish |
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Jan 27 2015, 02:31 PM
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#291
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xuzen's post is so dry...almost press conference Q&A-like...
Only Ms Lee  could excite him |
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Jan 27 2015, 06:58 PM
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#292
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QUOTE(xuzen @ Jan 27 2015, 06:58 PM) BTW, the few earlier post pink, WMK, polarbearz were talking abt excel this excel that... I also pusing kepala sama-sama lar Xuzen |
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Jan 27 2015, 07:30 PM
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#293
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Accountant/Engineer/Quantity Surveyor vs Chartered Financial Planner/Analyst
This post has been edited by Pink Spider: Jan 27 2015, 07:30 PM |
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Jan 27 2015, 08:56 PM
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#294
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QUOTE(Kaka23 @ Jan 27 2015, 07:56 PM) Almost all time high my portfolio... How do u define "all tine high"?U no top up anything for some time already? If u got regularly top up, little crashes now and then shouldn't wipe out much of your portfolio in terms of absolute value...it should be growing steadily with profits + new additional investments. |
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Jan 27 2015, 09:52 PM
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#295
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QUOTE(xuzen @ Jan 27 2015, 09:24 PM) » Click to show Spoiler - click again to hide... « And some pink arachnid still want to go shopping at Europe! Xuzen |
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Jan 27 2015, 10:01 PM
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#296
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Senior Member
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See what Unker Li says...
http://www.bloomberg.com/news/2015-01-25/l...ening-line.html QUOTE(xuzen @ Jan 27 2015, 09:59 PM) My sifu ajar lain punya.....sell and buy to maintain the pre-set ratio. My portfolio equity structure is at equilibrium already Xuzen  Siapa jatuh, saya hantam siapa If u look at US and Europe charts now...they're like inverted dead cat bounce chart... QUOTE(Kaka23 @ Jan 27 2015, 09:54 PM) Define as earnings in absolute ringgit value... Ooh ini rupanya IRR still far from all time high.I still topup monthly... but amount not much If say lidat, mine already at all-time high  This post has been edited by Pink Spider: Jan 27 2015, 10:08 PM |
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Jan 27 2015, 10:14 PM
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#297
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Senior Member
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QUOTE(David83 @ Jan 27 2015, 10:09 PM) Something to ponder: How much do u target and currently have in your investment portfolio as a % of what u have in your EPF?Over 80% of Malaysians worry about not having enough for retirement URL: http://www.thestar.com.my/News/Nation/2015...ans-retirement/ Do u think saving 10% of your gross salary in addition to your EPF is sufficient? This post has been edited by Pink Spider: Jan 27 2015, 10:14 PM |
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Jan 27 2015, 10:20 PM
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#298
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QUOTE(David83 @ Jan 27 2015, 10:17 PM) Mr Steve said that majority of us would not have enough. You need to save/invest up to 33% of your income to become 66% of future retirement spending (2/3 of your last drawn salary). In that case, by default if we can maintain cash investments of roughly 50% of the value of our EPF (assuming no withdrawals made before), we should be doing fine? Our EPF is only offering 23% by statutory. The 10% gap has to be filled from somewhere else; for instance PRS. Don't flame me. I'm not promoting PPA or PRS.  I.e. EPF = 23% If cash investments about 10-11%, total of EPF + cash investments = 33% But then, let's say u are a senior manager by retirement, your salary (in today's term) about RM5-10K... Do u think u need to spend THAT much a month upon retirement? Jimat sikit lar... This post has been edited by Pink Spider: Jan 27 2015, 10:21 PM |
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Jan 27 2015, 10:24 PM
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#299
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16,872 posts Joined: Jun 2011
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US futures look very red...
Economic indicators are not looking good... Which means...Fed rate hike won't happen anytime soon... |
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Jan 27 2015, 10:29 PM
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#300
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16,872 posts Joined: Jun 2011
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In today's term, I just need roughly RM2K+ a month to survive (no car loan, no home loan, no dependent)
RM500K to retire? This post has been edited by Pink Spider: Jan 27 2015, 10:30 PM |
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