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

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wil-i-am
post Mar 21 2015, 07:50 AM

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QUOTE(Kaka23 @ Mar 21 2015, 07:42 AM)
Last night I checked from Bloomberg app, my portfolio up quite an amount... tongue.gif
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How much $ u make?
Kaka23
post Mar 21 2015, 09:45 AM

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QUOTE(wil-i-am @ Mar 21 2015, 08:50 AM)
How much $ u make?
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In terms of %, i think around 1% .

T231H
post Mar 21 2015, 09:59 AM

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What to buy, what to buy....
RM4 to the dollar seen
Saturday, 21 March 2015
“We are now at RM3.70 against the US dollar even before the US has increased the interest rates. The country has only spoken about increasing its rates, and when it does there is a possibility that the ringgit would tumble to 4.00 against the dollar,”

http://www.thestar.com.my/Business/Busines...seen/?style=biz
xuzen
post Mar 21 2015, 10:06 AM

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QUOTE(Kaka23 @ Mar 21 2015, 09:45 AM)
In terms of %, i think around 1% .
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1% only so happy.... your port six figure izzit? brows.gif brows.gif brows.gif

Xuzen
xuzen
post Mar 21 2015, 10:13 AM

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QUOTE(T231H @ Mar 21 2015, 09:59 AM)
What to buy, what to buy....
RM4 to the dollar seen
Saturday, 21 March 2015
“We are now at RM3.70 against the US dollar even before the US has increased the interest rates. The country has only spoken about increasing its rates, and when it does there is a possibility that the ringgit would tumble to 4.00 against the dollar,”

http://www.thestar.com.my/Business/Busines...seen/?style=biz
*
I remember once upon a time when Dr M was still in charge he pegged the ringgit RM 3.80 to USD 4.00. So this a reminiscence of 1998!

Aiyoyo, if USD goes up, then buy less imported stuff lor. Our PM said kangkung is good, so let's all just eat kangkung for b'fast, lunch and dinner.

BTW, Buy EU produce lar... Euro is done against USD! Buy Japan import lar, Yen is also down against USD!

Xuzen

This post has been edited by xuzen: Mar 21 2015, 10:34 AM
SUSyklooi
post Mar 21 2015, 10:19 AM

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A quick comparison article
For this year's Lipper Fund Award 2015, a total of 51 individual awards were given out as compared to 43 last year. The biggest winner was RHB Asset Management with 12 awards followed closely by Eastspring Investments Berhad with 10 awards.

The breakdown of awards won according to fund houses are as shown below. Plus, I've also taken the liberty to include records of past awards won by fund houses in 2013 and 2014 for your reference and comparison.

http://invest-made-easy.blogspot.com/
yeowhock
post Mar 21 2015, 10:49 AM

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Anything we could/should do with our fund b4 the RM drops further, I hope won't lah

Allocation? My current portfolio is 50% bolehland n 50% developed + asia pac, If yes, when? Or should we just stay positive n hang on

Is there a strategy for a currency proof portfolio?
xuzen
post Mar 21 2015, 10:55 AM

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QUOTE(yeowhock @ Mar 21 2015, 10:49 AM)
Anything we could/should do with our fund b4 the RM drops further, I hope won't lah

Allocation? My current portfolio is 50% bolehland n 50% developed + asia pac, If yes, when? Or should we just stay positive n hang on

Is there a strategy for a currency proof portfolio?
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Bolehland stock is looking bleaker with the looming GST, low oil price and weak currency.

I suggest a port consisting of Asia Pac Large stock ala Ponzi 2.0 and Asia Pac small cap ala Ponzi 1.0, and perhaps a small percentage in REITs and corp bond to reduce volatility.

Ponzi 2.0 40%,

Ponzi 1.0 30%

Hwang Asia Pac REITs 15%

Hwang Select Bond 15%

You are fully diversify in Asia Pact

Xuzen

This post has been edited by xuzen: Mar 21 2015, 10:55 AM
Kaka23
post Mar 21 2015, 11:16 AM

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QUOTE(xuzen @ Mar 21 2015, 11:06 AM)
1% only so happy.... your port six figure izzit?  brows.gif  brows.gif  brows.gif

Xuzen
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no la mate... majority of the time the total portfolio move around 0.2 - 0.6% like that.

6 figure portfolio may need another 2 years to get the fastest + with the help of EPF investing in UT... rclxms.gif
Kaka23
post Mar 21 2015, 11:20 AM

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QUOTE(yklooi @ Mar 21 2015, 11:19 AM)
A quick comparison article
For this year's Lipper Fund Award 2015, a total of 51 individual awards were given out as compared to 43 last year. The biggest winner was RHB Asset Management with 12 awards followed closely by Eastspring Investments Berhad with 10 awards.

The breakdown of awards won according to fund houses are as shown below. Plus, I've also taken the liberty to include records of past awards won by fund houses in 2013 and 2014 for your reference and comparison.

http://invest-made-easy.blogspot.com/
*
Looks like PM no longer the champion ya!
Kaka23
post Mar 21 2015, 11:22 AM

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QUOTE(xuzen @ Mar 21 2015, 11:55 AM)
Bolehland stock is looking bleaker with the looming GST, low oil price and weak currency.

I suggest a port consisting of Asia Pac Large stock ala Ponzi 2.0 and Asia Pac small cap ala Ponzi 1.0, and perhaps a small percentage in REITs and corp bond to reduce volatility.

Ponzi 2.0 40%,

Ponzi 1.0 30%

Hwang Asia Pac REITs 15%

Hwang Select Bond 15%

You are fully diversify in Asia Pact

Xuzen
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Japan no potential from your crystalball?
yeowhock
post Mar 21 2015, 01:27 PM

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QUOTE(xuzen @ Mar 21 2015, 10:55 AM)
Bolehland stock is looking bleaker with the looming GST, low oil price and weak currency.

I suggest a port consisting of Asia Pac Large stock ala Ponzi 2.0 and Asia Pac small cap ala Ponzi 1.0, and perhaps a small percentage in REITs and corp bond to reduce volatility.

Ponzi 2.0 40%,

Ponzi 1.0 30%

Hwang Asia Pac REITs 15%

Hwang Select Bond 15%

You are fully diversify in Asia Pact

Xuzen
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Thanks for suggested built up, will keep as reference

Then I will go for a Asia PAC major buildup, I HV rebalanced my pfolio actually early 2015

Before 4q 2014, my built was 70% MY(10% bond + 60% eq) n 30% dev + ap, then we all know wat happened during 4q, ouch, my kiasu instinct forced me to rebalance, then on till now is 50% MY(20% bond + 30%eq) n 50% dev + ap(25/25)

I won't switch, but since Im doing monthly lump sum, I will further rebalance to fit into Asia PAC major, looking at 70%, will consider adding a reits fund too, been marking on amasia PAC reits class b since late last year, thought it wasn't effective enough to add value into my pfolio then

Cheers wink.gif
yeowhock
post Mar 21 2015, 01:31 PM

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QUOTE(xuzen @ Mar 21 2015, 10:55 AM)
Bolehland stock is looking bleaker with the looming GST, low oil price and weak currency.

I suggest a port consisting of Asia Pac Large stock ala Ponzi 2.0 and Asia Pac small cap ala Ponzi 1.0, and perhaps a small percentage in REITs and corp bond to reduce volatility.

Ponzi 2.0 40%,

Ponzi 1.0 30%

Hwang Asia Pac REITs 15%

Hwang Select Bond 15%

You are fully diversify in Asia Pact

Xuzen
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I got ponzi 2.0 BTW wink.gif will just pump it
JAIDK23
post Mar 21 2015, 02:12 PM

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QUOTE(Kaka23 @ Mar 21 2015, 07:47 AM)
Bro... this place expensive?
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nope. Reasonable price and variety of food.

Happy weekend guys.

Topped up ponzi 2.0😂


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woonsc
post Mar 21 2015, 03:03 PM

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QUOTE(JAIDK23 @ Mar 21 2015, 02:12 PM)
nope. Reasonable price and variety of food.

Happy weekend guys.

Topped up ponzi 2.0😂
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why not top up during SC discount?? blink.gif
Kaka23
post Mar 21 2015, 05:26 PM

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QUOTE(woonsc @ Mar 21 2015, 04:03 PM)
why not top up during SC discount??  blink.gif
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He is rich guy..
xuzen
post Mar 21 2015, 07:44 PM

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QUOTE(Kaka23 @ Mar 21 2015, 11:22 AM)
Japan no potential from your crystalball?
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Nope! Come to think of it, I want to make this caution:

UT performance is actually more of the skill of the Fund Manager. Even though the macro economics may say this and that, ultimately if the FM skills suxs, the UT will skill perform below benchmark.

Many have say that Nikkei may benefit from Abenomics, that does not mean the UT that buy into that geographical region may perform well.

In the whole FSM list of available fund, only Affin Hwang have a specific Japan centric exposure but it is a very new fund, hence do not have historical data to gauge its performance.

The other with Nikkei exposure worth mentioning is AM Asia-Pac REITs (22% Japan REITs exposure). The rest performance is underpar and not worth looking into.

Xuzen

This post has been edited by xuzen: Mar 21 2015, 09:40 PM
infernoaswen
post Mar 21 2015, 08:45 PM

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QUOTE(woonsc @ Mar 21 2015, 03:03 PM)
why not top up during SC discount??  blink.gif
*
Maybe his salary just in? laugh.gif
Kaka23
post Mar 21 2015, 09:24 PM

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QUOTE(infernoaswen @ Mar 21 2015, 09:45 PM)
Maybe his salary just in?  laugh.gif
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rclxms.gif tongue.gif
JAIDK23
post Mar 21 2015, 10:49 PM

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QUOTE(woonsc @ Mar 21 2015, 03:03 PM)
why not top up during SC discount??  blink.gif
*
QUOTE(Kaka23 @ Mar 21 2015, 05:26 PM)
He is rich guy..
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QUOTE(infernoaswen @ Mar 21 2015, 08:45 PM)
Maybe his salary just in?  laugh.gif
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Topup small amount only boss. 😆 fsm reward program also got discount. Am a happy camper😎


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