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 Fundsupermart.com v9, QE feeds the bull. Ride along...

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river.sand
post Apr 23 2015, 08:23 AM

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QUOTE(yklooi @ Apr 22 2015, 11:42 PM)
hmm.gif they don't publish it...at times they publish the top 10 holdings...what ever they publish maybe past history...the FM can change that anytime their data and at times geopolitical circumstances call for it.

just like their % of holdings in each countries/sectors/regions....
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Essentially, we have to trust the fund manager. If we don't, then don't invest.
river.sand
post Apr 23 2015, 10:05 AM

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QUOTE(Pink Spider @ Apr 23 2015, 09:53 AM)
U buy a market that offers growth potential and/or trading at below "real"/intrinsic value
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How do we know the intrinsic value of a market?
We know India has growth potential. But as someone pointed out earlier, its market is overvalued.

river.sand
post Apr 26 2015, 02:29 PM

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QUOTE(T231H @ Apr 26 2015, 11:38 AM)
What is Risk in Investing?
The attached note takes a look at what risk is when it comes to investing. 

Wrapping up
The bottom line is that risk can mean different things – volatility, the risk of capital loss, the risk of not having enough income from your investment and the risk of not having enough in retirement.
Each of these risks can be of greater or lesser importance depending on your stage in life, how much capital you have and your tolerance for risk. 
What’s more risk is perverse. The risk of capital loss is often highest when you think it is low (ie after good times) and lowest when you think it is high (ie after a bad patch).
Trying to get a handle on this is critical to being a successful investor.
Dr Shane Oliver
Head of Investment Strategy and Chief Economist
AMP Capital
http://www.fundsupermart.com.my/main/resea...?articleNo=5688
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Warren Buffett's definition of risk:
The riskness of an investment is the probability of that investment causing its owner a loss of purchasing power over his contemplated holding period.
river.sand
post Apr 28 2015, 02:09 PM

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QUOTE(cybermaster98 @ Apr 28 2015, 01:58 PM)
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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Why do you think so?
river.sand
post Apr 28 2015, 03:09 PM

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QUOTE(wonglokat @ Apr 28 2015, 02:51 PM)
Fellas, the allocation in my FSM portfolio is in order already with the desired percentages in bonds and equities. To look beyond unit trust, are dividend-stocks considered fixed income or equity?
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equity
river.sand
post Apr 28 2015, 04:57 PM

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QUOTE(Vanguard 2015 @ Apr 28 2015, 03:45 PM)
My "layman" assessment of the current world markets based on my own portfolio. Don't ask me about the fundamental analysis or the technical analysis. That I leave it to the sifus.

(1)  Japan - can still go in. Market is picking up.
(2)  China - getting dangerous. Hang Seng breached 28,000 points already for the first time in 7 years.
(3)  Malaysia - the market is at its peak and moving sideways. Waiting for change of PM.
(4)  Europe - can come in but don't expect to make fast money.
(5)  India    - I have no idea
(6)  US      - why not? Still the biggest market in the world. Buy something to keep-lah.
(7)  Commodities and precious metals - I won't wish it on my worst enemy. I am still stranded at sea for my AmPrecious Metals with no sight of the shore.
(8)  REIT  -  Mediocre return and a risk rating of 10? No thanks. I just switched out from AmReit. No more REIT for the time being.

End of report.  biggrin.gif  rclxms.gif
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my 2 sen...
Even if a market is bearish, there are still some stocks which perform well. It's up to the fund managers to pick the 'right' stocks.

As an example...
Last year KLCI dropped 5%, but both Pinky and me had positive returns brows.gif
river.sand
post Apr 28 2015, 09:03 PM

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QUOTE(Kaka23 @ Apr 28 2015, 07:33 PM)
Can go look for job with Ms Lee Sook Yee lah you guys...
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Who is Lee Sook Yee?
I did try to apply to iFast, but didn't get the job lah laugh.gif
river.sand
post Apr 29 2015, 08:49 PM

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QUOTE(Pink Spider @ Apr 29 2015, 06:03 PM)
nexona88 u are officially invited to take over the TS-ship of this thread

I cannot follow up already... sweat.gif icon_question.gif
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Once you open a new thread, you can go to drink beer with your Viet friends already mah...
The only other responsibility of a TS is to delete troll/racist posts, but I haven't seen any in this thread.

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