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 Fundsupermart.com v8, The MS Excel Masterclass version!

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pisces88
post Dec 28 2014, 10:11 PM

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reminder to top up your PRS up to 3k to enjoy tax relief biggrin.gif
pisces88
post Dec 29 2014, 05:10 PM

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QUOTE(David83 @ Dec 29 2014, 07:12 AM)
FSM cut-off date for 2014 has passed right?
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QUOTE(kabal82 @ Dec 29 2014, 08:54 AM)
Yup. whistling.gif
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adui i missed the final top up.. 2014 only qualify for 2.5k relief yawn.gif
pisces88
post Dec 29 2014, 05:50 PM

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QUOTE(Pink Spider @ Dec 29 2014, 05:09 PM)
Guys...2014 coming to an end...remember post your 2014 full-year ROI here...just for sharing biggrin.gif
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how to see the full year ROI geh? go analyze portfolio there ah? i only know my full portfolio is +4% only sweat.gif
pisces88
post Dec 29 2014, 09:46 PM

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QUOTE(Pink Spider @ Dec 29 2014, 09:14 PM)
nod.gif
Use this formula:

Total Profit/(Loss) / (Portfolio value at beginning of year + Total amount invested/(withdrawn) during the year/2) x 100%


This is the most simple way of calculating 12-month return on investment
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if count like that, then its 8.8%.. rclxub.gif use total profit ke? what if the profit is from 2013? hmm.gif
pisces88
post Dec 29 2014, 09:53 PM

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QUOTE(TakoC @ Dec 29 2014, 09:51 PM)
That's why it's best to try to keep track every year. If you take total profit, then 8.8% - previous year profit % would be this year ROI.
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ok headache liao. i think last year im at -4%, so include this 8% this year, thats why my current holdings is +4%. make sense right? laugh.gif
pisces88
post Dec 29 2014, 09:54 PM

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QUOTE(Pink Spider @ Dec 29 2014, 09:52 PM)
No, u must compare apple to apple.

Take only profit generated during past 12 months.
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how to know whats the profit generated in 2014 only ah?

take the total current holdings - total holdings of 2013?
pisces88
post Dec 29 2014, 09:56 PM

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QUOTE(Pink Spider @ Dec 29 2014, 09:54 PM)
I don't know wanna doh.gif or vmad.gif

laugh.gif
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hahahah why la FSM dont give us a button to click to get this ROI thing rclxms.gif
pisces88
post Dec 29 2014, 09:58 PM

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QUOTE(Pink Spider @ Dec 29 2014, 09:57 PM)
U got keep record of profit (in Ringgit figure) as at 31 Dec 2013 or not?

If no...then tricky a bit sweat.gif

hmm.gif

Your portfolio VALUE as at 1 Jan 2014 is your (reset) COST for year of 2014.

Portfolio value as at 31 Dec 2014 - (Portfolio value as at 1 Jan 2014 + Total amounts invested/(withdrawn) during 2014) = Profit for 2014

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ah, thats what i thought too.

then i will recalculate laugh.gif
pisces88
post Jan 8 2015, 07:07 PM

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QUOTE(Pink Spider @ Jan 8 2015, 11:45 AM)
Rates volatile lately, I'd rather not lock down my rates in FD now

Keep FD to minimum, CMF at 3.7% now is very attractive
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yes, use the money whack digi n AFG better brows.gif

pisces88
post Jan 13 2015, 06:38 PM

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poor ringgit... sad.gif
pisces88
post Jan 23 2015, 10:33 PM

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RHB-OSK China-India Dynamic Growth Fund

1month ROI +9.9%

overall portfolio looking good this month
pisces88
post Jan 27 2015, 12:52 AM

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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...
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try to have a diversified portfolio smile.gif
pisces88
post Jan 30 2015, 01:05 PM

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QUOTE(infernoaswen @ Jan 30 2015, 03:57 AM)
I was referring to IRR. If you want to compare % returns then its 16.32 %.
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i have a china+india fund, also giving 10+% in 1 month.. worried duno can sustain or not sweat.gif
pisces88
post Jan 30 2015, 05:09 PM

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QUOTE(PhilHellmuth @ Jan 30 2015, 01:37 PM)
care to share which fund performing so well?  hmm.gif
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QUOTE(xuzen @ Jan 30 2015, 01:42 PM)
CIMB-Principle China-India Fund lor....

Xuzen
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Actually I bought RHB-OSK China-India Dynamic Growth Fund, currently its +11%. smile.gif


QUOTE(infernoaswen @ Jan 30 2015, 01:45 PM)
Thats the "fun" part of investment I guess laugh.gif keep you worried  tongue.gif In dec when KGF was at -7% I no mood to login & check the nav anymore, recently every night login to check how its performing & the latest nav  sweat.gif
Hopefully it will maintain the momentum  nod.gif
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yea~ i rmber having -10+% for AMASIA PAC REITs, now its +10.5% biggrin.gif


pisces88
post Jan 30 2015, 05:11 PM

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QUOTE(yklooi @ Jan 30 2015, 04:33 PM)
FSM Fund Choice: Affin Hwang Japan Growth Fund [February 2015]
http://www.fundsupermart.com.my/main/resea...?articleNo=5488

No "discount" leh.... doh.gif
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u mean sales charge discount? i topped up at 1% SC wor..
pisces88
post Jan 30 2015, 06:06 PM

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QUOTE(woonsc @ Jan 30 2015, 05:53 PM)
normally Fund of the month got 1% SC of the whole month
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oh.. maybe coz january just did the promo for this fund? biggrin.gif
pisces88
post Jan 31 2015, 11:53 AM

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QUOTE(Sarah Jessica @ Jan 30 2015, 02:56 PM)
Gud time to invest in RHB-OSK China India Dynamic Growth Fund?
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this fund on quite a run biggrin.gif buy in moderation. but india should still have space for growth, although china expects slower economy
pisces88
post Feb 2 2015, 10:20 PM

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QUOTE(woonsc @ Feb 2 2015, 07:11 PM)
haha really good.. from Negative total portfolio till 4% now.. u guys??  brows.gif  brows.gif
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yes good month for me too biggrin.gif HUAT ahhh
pisces88
post Feb 12 2015, 11:44 PM

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just topped up 3 days ago before getting andy's email. sigh.
pisces88
post Feb 23 2015, 05:49 PM

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1st day i managed to get some stocks, maybank and Tenaga. Hope i made the right move smile.gif

UT still healthy, overall +9%.

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