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Fundsupermart.com v9, QE feeds the bull. Ride along...
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cybermaster98
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 Apr 27 2015, 09:30 PM
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QUOTE(yklooi @ Apr 27 2015, 09:27 PM) assuming it is now -10%...
based on Xuzen calculation.....10 X 15% = 1.5% of yr entire portfolio returns.
assuming yr portfolio made 5%, now is 3.5%... That's the problem. My overall portfolio based on current value is down by 1.45%. Except for KGF & Aberdeen, all other funds are negative too. Not sure how the China focused funds performed today though. |
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cybermaster98
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Apr 27 2015, 09:34 PM
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My wife and my good friend are gonna invest for the first time tomorrow and are depending on me for advise. Now im in a dilemma after seeing my portfolio in the red.  They wont take as much risk as me but they are interested in capitalising on the rally of the Greater China markets. They will invest about 5K each for starters. Which funds should they invest in?  |
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cybermaster98
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Apr 27 2015, 10:06 PM
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QUOTE(yklooi @ Apr 27 2015, 09:51 PM) How do they know which Unit Trust to buy? They don't. Copycat me. |
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cybermaster98
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Apr 27 2015, 11:33 PM
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QUOTE(xuzen @ Apr 27 2015, 11:07 PM) You are not qualify to give advise, to prevent complication esp with your friend.... ask him to seek professional advise such as those Licensed Financial Planner.
Xuzen
p/s it is one thing to do it on a public forum for sharing and exchanging notes, it is entirely different thing to "provide" advise and to quote you "depending on me for advise". Aiya for 5K no need financial planner all la. |
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cybermaster98
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Apr 28 2015, 10:02 AM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 09:35 AM) For RM5K, my no brainer answer would be:-
(1) KGF
(2) Ponzi 2
(3) CIMB Global Titans
in equal portion. Still got upside potential for KLSE and KGF in particular? Yesterday was a significant drop in NAV. Ponzi 2 yes definitely. CIMB Global Titans vs Aberdeen World Equity?  |
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cybermaster98
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Apr 28 2015, 10:13 AM
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QUOTE(David83 @ Apr 28 2015, 10:09 AM) CIMB GTF: US (heavy), Europe & Japan
AIWEF: Europe (heavy), US and the rest In that case AIWEF would be a safer bet rite especially with investors moving funds out of US? |
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cybermaster98
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Apr 28 2015, 10:39 AM
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I guess there will be some volatility in most funds ahead of the US Fed's meeting starting today. Wait or go in? |
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cybermaster98
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Apr 28 2015, 12:44 PM
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Anyway most of Asia except for Japan is down in the stock market.
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cybermaster98
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Apr 28 2015, 01:58 PM
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QUOTE(guy3288 @ Apr 28 2015, 01:47 PM) Bought 5k Manulife India equity. Anyone buying this? SENSEX is slightly up today. But i dont think it can sustain. I expect Manulife India Equity will go down further before the end of the week. |
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cybermaster98
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Apr 28 2015, 02:35 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 02:24 PM) The performance of some of the funds in my portfolio to date:-
(1) Affin Hwang Japan Growth Fund = +4.40% (I intra switched from Ponzi 1 about 1 1/2 months ago);
(2) RHB-OSK China India Fund = +3.76% (down from the original profit of about 14% 2 weeks ago);
(3) TA European Equity Fund = +3.03% (slightly down but still OK)
(4) Kenanga Growth Fund = +9.93% (slightly down but still OK) What was the entry date for your funds? |
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cybermaster98
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Apr 28 2015, 02:36 PM
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QUOTE(river.sand @ Apr 28 2015, 02:09 PM) Why do you think so? This might explain why: http://economictimes.indiatimes.com/market...ow/47067624.cms |
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cybermaster98
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Apr 28 2015, 02:53 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 02:41 PM) I am just a newbie investor. Please don't ask me about the CAGR or the IRR. I haven't the faintest idea.
I only started investing in FSM in late December 2014. I topped up the funds since December 2014 and switched in and out between funds as and when I feel like it. I don't keep track of the different dates I invested the money.
I obtained the % from the profit column in the FSM online investment account. No wonder. U went in at the low point. Good work. |
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cybermaster98
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Apr 28 2015, 03:02 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 02:56 PM) Thanks bro. I got lucky for some of the funds. I went in when the NAV was low.  I have never made money in a rising market. Only made some money in a falling market. Make sense, no? Based on your 'analyse your portfolio' page, what is the percentage of your profit to the total investment? |
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cybermaster98
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Apr 28 2015, 03:16 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 03:12 PM) It has fallen quite a bit especially these 2 days. Now the percentage of my profit to the total investment is about 5%. That's quite good then. My profit is only 0.65%. |
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cybermaster98
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Apr 28 2015, 03:22 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 03:21 PM) Eh, but I thought you just started investing in FSM? Or did you join before me?
No worries lah bro. Long term investment. What goes up, will come down and vice versa. I started in July 2014. So I took a good beating when the KLSE went down. So the first 3 months of this year is mainly to recover the losses sustained last year. |
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cybermaster98
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Apr 28 2015, 03:36 PM
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Anyway, for everybody's info, the latest Big Money poll by 143 fund managers representing the biggest investment firms in US revealed the following:
1) Only 45% were bullish about the US stock market compared to 59% end of last year
2) Only 25% were bullish on US equities while 65% maintained a neutral stand
3) 45% believe the biggest investment opportunities lie with Energy and European stocks
4) Bonds & Biotech stocks are deemed biggest risk
5) Only 11% felt that emerging markets are the biggest risk
6) The Healthcare sector was voted as the best performer (which btw is the biggest sector holdings for the Aberdeen World Equities Fund)
7) 81% have given a thumbs up to Apple
I guess the take away from all that is that having both Europe and Asia as a focus region in your portfolio at the moment could be a good risk balancer and possibly a money making strategy?
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cybermaster98
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Apr 28 2015, 04:16 PM
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QUOTE(Vanguard 2015 @ Apr 28 2015, 03:51 PM) Oh yeah forgot about that. Asia Pacific (ex Japan). Can invest and concentrate your ammo here. But watch out for funds with heavy exposure to China and Hong Kong. For example, Kenanga Asia Pacific Fund has more than 40% exposure to Hong Kong stocks. Can you take the heat? CIMB Principle Big Cap China Enterprise same risk too I guess. |
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cybermaster98
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Apr 28 2015, 04:30 PM
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QUOTE(IvanWong1989 @ Apr 28 2015, 03:54 PM) So... Ponzi 2.0 is still a go? Is it good time to enter europe market now? With matters around Greece. Seems .... warm...lol  I'm fishing for my second fund. ><... Bought first one yesterday. I think there are a few positives about Aberdeen Islamic World Equity Fund: 1) Moderate risk fund 2) Global fund (46% exposure in Europe, 21% exposure in US, no exposure to volatile China market) 3) Large holdings in healthcare stocks both in US and Europe |
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cybermaster98
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Apr 28 2015, 04:31 PM
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QUOTE(David83 @ Apr 28 2015, 04:23 PM) CIMB Principal or RHB-OSK?
CIMB Principal is a Greater China region fund.
Sorry. Ure right. Its RHB OSK.  |
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cybermaster98
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Apr 28 2015, 04:45 PM
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Noob question.
Since RHB-OSK Big Cap China Enterprise is focused mainly in Hong Kong (93%), if the China stock market records a drop while Hang Seng is up, we should see a rise in fund price right? Assuming the drop in China isn't too big.
This post has been edited by cybermaster98: Apr 28 2015, 04:49 PM
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