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 Fundsupermart.com v8, The MS Excel Masterclass version!

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xuzen
post Feb 10 2015, 03:44 PM

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QUOTE(David83 @ Feb 10 2015, 02:40 PM)
Should I top up Ponzi 2.0 since it has been sliding since January 28th?
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I am reluctant to buy Ponzi 2.0 because I am not sure if the superior performance is due to the superior skill of the fund manager or the broad market movement or simply new capital injection from CIMB-PRS.

BTW, this mth boring month, nothing sexy... just top up REITs, Asia-Pac exJp Dividend fund and US fund.

Xuzen


xuzen
post Feb 14 2015, 07:42 PM

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QUOTE(elea88 @ Feb 11 2015, 12:14 PM)
what is US fund?
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RHB-OSK GS US Equity fund.

Xuzen
xuzen
post Feb 19 2015, 10:49 PM

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Current portfolio:

i) asia-pac ex-Jp equities @ 23%
ii) Bolehland @ 17%
iii) REITs @ 23%
iv) Bollywood @ 25%
v) Uncle Sam @ 12%

post CNY adjustment:
i) ponzi 2.0 @ 40%
ii) REITs @ 30%
iii) Bollywood @ 30%
iv) Bolehland @ 0%
v) Uncle Sam @ 0%

Xuzen

p/s Woosc, you asked me to prompt to you, so here I am saying I am increasing my exposure to Bollywood!



This post has been edited by xuzen: Feb 19 2015, 10:51 PM
xuzen
post Feb 19 2015, 11:16 PM

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Guy,

REITs via AM Asia-Pac Reits,

Bollywood via Manulife India Equity

Please note I am still very exposed to Bolehland via my EPF-MIS investment (that one no choice, can only buy Bolehland UT).

The above is for my cash investment.

Xuzen

p/s Ponzi 2.0 is CIMB-Principle Asia-Dynamic Income Fund

This post has been edited by xuzen: Feb 19 2015, 11:17 PM
xuzen
post Feb 23 2015, 07:55 PM

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QUOTE(repusez @ Feb 23 2015, 11:16 AM)
hi

happy CNY, with the 30% allocation of REITS in your portfolio do you mean to buy funds like AmAsia Pacific REITs , KAF Global Diversified Property Fund, RHB-OSK Asian Real Estate Fund, Affin Hwang Select Asia Pacific (Ex Japan) REITS and Infrastructure Fund or Malaysia REITS stocks

thanks
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Bolded!

Xuzen
xuzen
post Feb 25 2015, 09:19 PM

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CNY all talk big ar? Three digit ROI manyak ego!

Investing must be like the tortoise; not like the hare! Slow & steady wins the race!

Xuzen

P/s my portfolio tak lak high ROI, small small nia...< blush >





xuzen
post Feb 27 2015, 02:33 PM

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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:)
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Keep #2 and choose either #1 or #3, but not both. Discard the other. I prefer to keep #3.

Xuzen.

p/s Why should you listen to me? Coz I am an expert in crystal ball gazing.

This post has been edited by xuzen: Feb 27 2015, 02:41 PM
xuzen
post Feb 27 2015, 02:41 PM

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QUOTE(Pink Spider @ Feb 27 2015, 02:37 PM)
Sungguh sombong shocking.gif
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LOL!


xuzen
post Feb 27 2015, 02:43 PM

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QUOTE(wongmunkeong @ Feb 27 2015, 12:28 PM)
cicaks  laugh.gif
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?
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At least this is better than the super-duper dry Excel masterclass session we had back then....

Xuzen
xuzen
post Feb 27 2015, 04:01 PM

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QUOTE(Celestine @ Feb 27 2015, 03:52 PM)
Thanks for your advice, would like to understand the logic behind discarding #1 or #3? Btw, KGF is no good anymore? trying to learn how you experts think and invest; which is essentially the crystal ball gazing skill that you have.
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I am happy you asked and I am happy to answer:

CIMB Asia-Pac Dynamic Income Fund aka Ponzi ver 2.0 amongst long time forummers here has the best risk-adjusted return. Hence keep it.

KGF and Small-Cap are essentially invested into the same market and they both have a correlation coefficient of 0.8 which is the numerical/mathematical way of saying you are invested in the same market. 1 is the max value.

KGF's Corr-coeff vs Ponzi is 0.60 whereas Small cap Corr-coeff with Ponzi 2.0 is 0.54.

To be a logical investor, you need to choose the component of your portfolio to have low Corr-coeff with each other, hence choose small-cap with Ponzi 2.0.

Now you ask me, how I get to have access to all these data?

I told you, I have a crystal ball.

Xuzen

This post has been edited by xuzen: Feb 27 2015, 04:02 PM
xuzen
post Feb 27 2015, 08:15 PM

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@Jutamind: I tak nak reveal... ini barang kasi saya cari makan wan. I am a professional investor mah.. I have access to info that normal retail investors do not.... brows.gif brows.gif brows.gif

@Celes: I want to comment a little about Link 2. I realised that those are CFA materials. Much have been said that CFA is a tough paper. After seeing those examples, I can say that in real world your calculation is going to be much more messy and not so sterile. Be happy that in CFA questions, it is so vanilla and nice. It is not so in real life.

Scientific and academics will have different outlook compared to a pure speculator. Rational investors take calculated risk, speculators take all sort of risk.

To me an aggressive rational investor is someone who still take risk by adjusting the equity to fixed income ratio. There are of course people who struck it rich by being lucky once or twice. But luck is such a unmanageable parameter, the academics are better off just ignoring it.

Xuzen

This post has been edited by xuzen: Feb 27 2015, 08:26 PM
xuzen
post Feb 27 2015, 08:28 PM

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QUOTE(howszat @ Feb 27 2015, 08:21 PM)
This can be classified as soliciting business, maybe via PM, and can get you banned.

Fine line, I know.
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Thanks for the head up. Will be careful.

Xuzen
xuzen
post Feb 28 2015, 11:23 AM

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QUOTE(Kaka23 @ Feb 28 2015, 12:14 AM)
I want TOTO number can ar?!

Tak mau investment jor...
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TOTO number? Sure!

01 03 05 07 11 13 (the first six prime number)

If kena a few million, invite me go yam-cha. Call me @ 1-300-LUCKY ext 168 and ask for Mr Chai. My name is Shen Yeh, family name is Chai. Hence my full name is Chai Shen Yeh.

Xuzen

p/s BTW you female right? Tel number? wub.gif



xuzen
post Feb 28 2015, 11:29 AM

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QUOTE(prince_mk98 @ Feb 27 2015, 10:27 PM)
come across someone using this kind of crystall ball. that person is working for a investment company and the company does have this kind of apps to show the correlation among funds. by using this apps, it really does help to build a more diversified portfolio for customer.

I m also interested to get this apps but too bad so far I was told that the apps belong to the investment company.

anyone know where to get this crystall ball  thumbup.gif
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If you know abt the mathematics behind it, you would appreciate the tedious process of data gathering to create those correlation coefficient parameters. Since these data involves cost to procure, you think these companies will want to share it for free meh?

Xuzen
xuzen
post Feb 28 2015, 11:37 AM

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For those who loves to split hair;

Dividend are strictly from profits generated from business activities;

If the money comes from the capital or shareholder fund, it will be called capital repayment.

Distribution is strictly from Return of Investment which include Dividend received and/or capital gain over a period of time.

Xuzen



xuzen
post Feb 28 2015, 02:34 PM

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QUOTE(yklooi @ Feb 28 2015, 02:16 PM)
India's govt unveils Budget for growth, says will boost investment, benefit ordinary people
Published on Feb 28, 2015 1:58 PM
NEW DELHI (Reuters) - India's Finance Minister Arun Jaitley announced a budget for growth on Saturday, saying the economy was ready to "fly" and that the government would boost investment and ordinary people should benefit.
Mr Jaitley said economic growth would accelerate to between 8 per cent and 8.5 per cent in the fiscal year starting in April. "India is about to take off," Mr Jaitley, 62, told lawmakers after rising to deliver his first full-year Budget since Mr Modi's landslide election victory last May.
Reaping the benefits of low global prices for oil, India's main import, Mr Modi's nationalist government says it is in a sweet spot with spare cash to modernise roads and railways without busting fiscal deficit and inflation targets.
Mr Jaitley said it was time for a "quantum leap" on reforms and that incremental change "is not going to take us anywhere", building on expectations that the 2015/16 budget would deliver big-bang reforms. - See more at: http://www.straitstimes.com/news/asia/sout...h.CHjdOPnZ.dpuf

Go go Manulife India. rclxm9.gif
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A few pages back (pg 108, post # 2147) I told Woonsc to increase weightage in Sexy Fund and now this piece of news came out. My algo managed to sniff the trend.

Xuzen

This post has been edited by xuzen: Feb 28 2015, 02:42 PM

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