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Fundsupermart.com v8, The MS Excel Masterclass version!
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itsybitsy
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 Jan 14 2015, 02:50 PM
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Getting Started
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I was planning to wait for the Saturday discount to top up CIMB Dynamite Income. Now, I'm thinking whether to top up half now first QUOTE(Pink Spider @ Jan 14 2015, 02:28 PM) Eastspring GEM also has some HK/China and ASEAN stocks which Affin Hwang Asia Quantum and CIMB Dynamite Income might/can have. But up to 40% of Eastspring GEM are exposed to "pure" EM markets like middle east, Africa, Emerging Europe, Russia, Latin America etc which the other 2 funds are not exposed to  jutamind u trying to build a portfolio?  Today Asian markets red red Don't wait for Saturday 0.5% discount, top up now!  |
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itsybitsy
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Jan 14 2015, 03:09 PM
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Getting Started
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Oh already past 3pm..too late. Saturday it is then. Unless it's even lower tomorrow..
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itsybitsy
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Jan 14 2015, 03:59 PM
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Getting Started
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That's what I was planning to do. But I think US valuations a bit on the high side now so I switched to Aberdeen Islamic World instead. QUOTE(Pink Spider @ Jan 14 2015, 03:56 PM) U can easily replicate its portfolio actually with 2 (lagi power) funds  33-36% - CIMB Global Titans 64-67% - CIMB Asia Pac Dynamite Income Voila! |
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itsybitsy
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Jan 14 2015, 05:14 PM
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Getting Started
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I've already sold and switched to other funds. QUOTE(wankongyew @ Jan 14 2015, 04:54 PM) Are you holding KAF Global Fund too then? Are you selling it now or waiting for it to wind down? |
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itsybitsy
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Jan 14 2015, 05:18 PM
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Getting Started
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Index funds tracks the index, right? It's good when the index keeps going up like in the past few years. But in a downturn, it will go down just like the index too? I'm interested in index fund but not brave enough to buy yet. QUOTE(gark @ Jan 14 2015, 04:57 PM) How about dividens? ETF pays em.. index do not. Here is the performance of S&P 500 index fund I own... big difference from what you draw out. They have divvy yield of 1.83% as well. 500 Index Fund Inv (Annualized) 1 Year : 13.51% 3 Year : 20.22% 5 Year : 15.28% 10 Year : 7.55% Inception : 11.10% You can see the results here. https://personal.vanguard.com/us/funds/snap...ntExt=INT#tab=1 |
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itsybitsy
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Feb 5 2015, 02:20 PM
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Getting Started
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I have a question about IRR calculation in Excel. If I have done a "switch-sell" all the units from fund A to fund B, do I still include the transactions done for fund A in the IRR calculation? Or it doesn't matter whether to include or exclude?
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