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Fundsupermart.com v9, QE feeds the bull. Ride along...
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SUSyklooi
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 Apr 3 2015, 08:22 AM
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QUOTE(wongmunkeong @ Apr 2 2015, 10:26 PM) Just bouncing thoughts/ideas ya, no righter right nor wrong, just Wong  ......Just a thought  Good Morning...Happy Good Friday.....Everyone. this asset allocation table is the latest (Published) UT allocation holding of Wong Sui Jau..Regional Research Director of IFast Corp. this article provide some insights into the criteria and how/what consideration used that resulted the setting of this allocation....for this rebalancing exercise. well it is just his believes ...no right and no wrong.... "Relative to more common benchmarks, my overall asset allocation to both US and Europe would be considered low. I kept them both equal, and together, US and Europe only make up 30% of my total equity portfolio now. If Europe and US continues to keep on rising, I will periodically take profit from these markets. There was a point in time in the past when I held no US equity funds or Europe equity funds. I am not quite there, but if circumstances call for it, I am prepared to cut my exposure to US or Europe down to zero". What To Do If Certain Markets Are Getting Expensive? https://secure.fundsupermart.com/main/resea...SJBlog_20150402 Attached thumbnail(s)
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SUSDavid83
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Apr 3 2015, 08:28 AM
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Fully switch out from Eastspring Investments Equity Income Fund to Eastspring Investments Asia Pacific Ex-Japan Target Return Fund.
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SUSyklooi
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Apr 3 2015, 08:33 AM
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QUOTE(David83 @ Apr 3 2015, 08:28 AM) Fully switch out from Eastspring Investments Equity Income Fund to Eastspring Investments Asia Pacific Ex-Japan Target Return Fund. why you no buy a little % EI Small Cap? |
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SUSDavid83
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Apr 3 2015, 08:35 AM
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QUOTE(yklooi @ Apr 3 2015, 08:33 AM) why you no buy a little % EI Small Cap? I got Ponzi 1.0 to cover Bolehland section of small to mid cap. |
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SUSyklooi
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Apr 3 2015, 08:49 AM
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QUOTE(David83 @ Apr 3 2015, 08:35 AM) I got Ponzi 1.0 to cover Bolehland section of small to mid cap.  ok |
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SUSDavid83
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Apr 3 2015, 08:50 AM
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QUOTE(yklooi @ Apr 3 2015, 08:49 AM) ok Even though it has lose stream lately.  |
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SUSyklooi
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Apr 3 2015, 08:59 AM
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QUOTE(David83 @ Apr 3 2015, 08:50 AM) Even though it has lose stream lately. Noticed that too.....but i guess a good athletic also needs to catch his breath. a good combat unit need to regroup a good FH also need to reposition its holdings (sell off higher valued stocks buy lower ones) and then go on holidays (hey! we are paying) and wait for the fund NAV to moves again. |
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river.sand
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Apr 3 2015, 09:04 AM
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QUOTE(yklooi @ Apr 2 2015, 06:31 PM) Why Women May Be Better Investors than Men...... April 2, 2015 In this article, we explain some reasons why women are savvier than they think when it comes to investing, and we have some numbers to prove it! ....Author : Fundsupermart http://www.fundsupermart.com.my/main/resea...?articleNo=5696True. But I happen to be a man who is not aggressive, and am not afraid to say 'I don't know' |
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Vanguard 2015
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Apr 3 2015, 09:58 AM
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QUOTE(yklooi @ Apr 1 2015, 04:33 PM)  with such good track records....wondering why FSM did not RE-recommending it after it exit from the recommended fund list in Nov 2011? http://www.fundsupermart.com.my/main/resea...?articleNo=1767different evaluation criteria?  Good morning Mr. Looi. I sent an e-mail to FSM on 1st April 2015 enquiring about the RHB-OSK Islamic Bond Fund and received a reply from FSM just now.  Dear Zizi, On 10th November 2011, FSM took the RHB Islamic Bond Fund out of the Recommended Fund. Potential new investors were advised not to buy into this fund. This is because of the problem with the Class C Sukuk which the fund was holding. Please see the link at http://www.fundsupermart.com.my/main/resea...?articleNo=1767
Recently the RHB OSK Islamic Bond Fund still won the best award for Islamic Bond MYR for the 3 years, 5 years and 10 years category under the Edge-Lipper Malaysian Fund Awards 2015. Therefore does this mean that it is safe for new investors to buy into this fund now?
Thank you.
Best regards,
XXX
Dear XXX,
Thanks for the email.
According to the fund house, they have completed their full redemption on Class C Sukuk on 12 August 2014. We did not receive any further negative information from the fund.
I believe the concern has been removed. You may consider this fund when you are choosing fixed income fund. Nevertheless, I noted that your current portfolio is already well diversified, hence, should similar event happen in the future, the risk should be limited.
We hope this clarify your enquiry.
Happy investing.
Please do not hesitate to contact us if you need any assistance.
Thank you and have a pleasant day.
Regards,
Andy Wong
Client Investment Specialist
Hotline: (03) 2149 0567
Email: investhelp.my@fundsupermart.com
This post has been edited by Vanguard 2015: Apr 3 2015, 09:59 AM |
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SUSyklooi
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Apr 3 2015, 10:20 AM
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QUOTE(river.sand @ Apr 3 2015, 09:04 AM) True. But I happen to be a man who is not aggressive, and am not afraid to say 'I don't know' good for you.....among them,...may you be a better investor than most men.... |
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Vanguard 2015
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Apr 3 2015, 10:20 AM
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I just switched my profits from the EISC into the Eastspring Investments Asia Pacific Shariah Equity Fund. The performance of the EIAPS is not bad this year. It outperformed Ponzi 1 and Ponzi 2.
This post has been edited by Vanguard 2015: Apr 3 2015, 10:22 AM
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SUSyklooi
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Apr 3 2015, 10:26 AM
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QUOTE(Vanguard 2015 @ Apr 3 2015, 09:58 AM) Good morning ....... We did not receive any further negative information from the fund. I believe the concern has been removed. You may consider this fund when you are choosing fixed income fund. Thanks for the info....I think many readers would appreciates this latest info.... just an added note: RHB-OSK ISLAMIC BOND FUND has Redemption fee: Redeem on or before 1st year is 1.0% of the Repurchase Price per Unit; no redemption fee after the 1st year. so not really good for parking while waiting for opportunity. |
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Vanguard 2015
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Apr 3 2015, 10:34 AM
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More "noise" from the market. Should we follow the "noise" or shut out the "noise"? News from The Edge Financial Daily today. http://www.theedgemarkets.com/my/article/t...2q-—-analystsQUOTE Tougher market in 2Q — analysts
By Shalini Kumar / The Edge Financial Daily | April 3, 2015 : 9:43 AM MYT
KUALA LUMPUR: Malaysian stocks could be in for further volatility as analysts expect the second quarter (2Q) — which started on April 1 — to be the worst quarter of the year due to the overall negative sentiment and macroeconomic factors weighing on investors’ minds….
“In summary, we continue to think that 2015 will be a year full of shifting sands and uncertainty. Notwithstanding that, we think that the market will be calmer in the second half year (2H15) as the prospect of the United States adjusting its policy rate will be fully priced in by then, making investing decisions easier, accurate and predictable,” it said in a note yesterday.
M&A’s KLCI target for the end of 1H15 is 1,840 points, pegged at a price-to-earnings ratio of 16 times, with an “overweight” call on the auto, construction, rubber glove and telco sectors in 2Q.
Meanwhile, Maybank Investment Bank Research said it would continue to advocate a defensive strategy in 2Q and has an “overweight” call on the power, construction, O&G, glove, port and technology sectors.
Its year-end KLCI forecast remains at 1,830 points.
In 1Q, the KLCI rose 3.95% to close at 1,830.78 points on Tuesday…." This post has been edited by Vanguard 2015: Apr 3 2015, 10:52 AM |
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Vanguard 2015
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Apr 3 2015, 10:49 AM
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QUOTE(yklooi @ Apr 3 2015, 10:26 AM) Thanks for the info....I think many readers would appreciates this latest info.... just an added note: RHB-OSK ISLAMIC BOND FUND has Redemption fee: Redeem on or before 1st year is 1.0% of the Repurchase Price per Unit; no redemption fee after the 1st year. so not really good for parking while waiting for opportunity. I agree with you. This fund is meant for long term investment of 1 year or more. It is for asset allocation purpose of 80% equity and 20% bond fund (Note: This allocation is not cast in stone and depends on the individual's age, financial commitments, risk tolerance, etc). RHB-OSK Islamic Bond Fund is also a bit more volatile at 5.31 annualised volatility for the past 3 years as compared to RHB-OSK Bond Fund at 1.84 volatility. But RHB-OSK Islamic Bond Fund has been giving an average annualised return of 8.2% for the past 5 years. Anyway, I have decided to switch my RHB-OSK Multi Manager Fund into this RHB-OSK Islamic Bond Fund. Wish me luck! This post has been edited by Vanguard 2015: Apr 3 2015, 10:58 AM |
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SUSyklooi
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Apr 3 2015, 11:02 AM
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QUOTE(Vanguard 2015 @ Apr 3 2015, 10:49 AM) Anyway, I have decided to switch my RHB-OSK Multi Manager Fund into this RHB-OSK Islamic Bond Fund. Wish me luck!
 here it is.... This post has been edited by yklooi: Apr 3 2015, 11:03 AM Attached image(s) |
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SUSPink Spider
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Apr 3 2015, 11:12 AM
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Cash management fund yield dropping rapidly  |
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adele123
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Apr 3 2015, 11:26 AM
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QUOTE(Pink Spider @ Apr 3 2015, 11:12 AM) Cash management fund yield dropping rapidly pay more visits to FD thread |
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SUSPink Spider
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Apr 3 2015, 11:29 AM
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QUOTE(adele123 @ Apr 3 2015, 11:26 AM) pay more visits to FD thread Aiyo, just spoonfeed me lar...  I thought recently still got a lot FD promotions? That means banks still fighting for deposits mar...by right CMF yield should go up |
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adele123
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Apr 3 2015, 12:19 PM
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QUOTE(Pink Spider @ Apr 3 2015, 11:29 AM) a lot promo... too many that it gets abit I see FD rates around 4.2% for 1 year tenure. Really not bad. |
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wongmunkeong
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Apr 3 2015, 12:39 PM
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Barista FIRE
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QUOTE(yklooi @ Apr 3 2015, 08:22 AM) Good Morning...Happy Good Friday.....Everyone. this asset allocation table is the latest (Published) UT allocation holding of Wong Sui Jau..Regional Research Director of IFast Corp. this article provide some insights into the criteria and how/what consideration used that resulted the setting of this allocation....for this rebalancing exercise. well it is just his believes ...no right and no wrong.... "Relative to more common benchmarks, my overall asset allocation to both US and Europe would be considered low. I kept them both equal, and together, US and Europe only make up 30% of my total equity portfolio now. If Europe and US continues to keep on rising, I will periodically take profit from these markets. There was a point in time in the past when I held no US equity funds or Europe equity funds. I am not quite there, but if circumstances call for it, I am prepared to cut my exposure to US or Europe down to zero". What To Do If Certain Markets Are Getting Expensive? https://secure.fundsupermart.com/main/resea...SJBlog_20150402no wonder 90% Equities :10% bond lar That fellow makes easily >half a mill pa neh Dry powder easily topped back up PLUS he is watching his equities tightly (job +his own). MUCH lower risks than if U & i did 90:10 i think - well, me anyway (fear/greed/no time/lowIQEQ/etc)  |
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