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

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cybermaster98
post Mar 2 2015, 03:18 PM

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Huge negative for KGF funds. When and how will it look after the dividend is calculated?
cybermaster98
post Mar 3 2015, 10:29 AM

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My current holdings:

Kenanga Growth Fund - 60% (Malaysia focus)
Eastsprings Small Cap - 15% (Malaysia focus)
Manulife India Equity Fund - 15% (India focus)
Aberdeen Islamic World Equity Fund - 10% (Global)

If I bring ASB into the picture, my holdings are roughly as follows:

ASB - 79%
KGF - 13%
ES - 3%
IEF - 3%
Aberdeen - 2%

Am I too focused in Malaysia? A bit of a worry I think.
cybermaster98
post Mar 3 2015, 01:47 PM

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QUOTE(yklooi @ Mar 3 2015, 12:01 PM)
hmm.gif personally i think you will be alright.
i agar agar think only....ASB+KGF+EISC is about 95% of your portfolio....
what are the chances of ALL of them (especially ASB) falls >15% and stayed there for > 12 months?
(you know how much this 15% losses be? OK for you?)
how long has this ASB fund been launched? based on Historically results not possible?..
if you think that there is a possibility,..then do plan for some contingency where you don't touch this monies..
Well, whatever ive invested in any of these funds I don't need to touch even if it does go down and stays down for a year or so. Anyway, of the lot I see ASB as the most resilient since its a fixed price fund. If ASB returns start to drop badly, then Malaysia is already doomed. I don't see that happening in the near future or at least for this year.

ASB 1990 - 2014:
http://1-million-dollar-blog.com/dividends...ham-bumiputera/


cybermaster98
post Mar 3 2015, 01:49 PM

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QUOTE(JAIDK23 @ Mar 3 2015, 12:07 PM)
heavy at ASB. i think your risk appetite not too high. below moderate i would say  rclxms.gif

mine ..

ASB 20%
Msia 30%
Asia Ex Jap 30%
World 20%

suits me as a 88's babies  wink.gif
Yes ure right. I only came to know and started investing in FSM starting July last year. Till then it was just property and ASB. Even then I played safe and only went into KGF and Eastsprings SC. Its only this year im starting to get a bit more courageous by investing into Manulife and Aberdeen. biggrin.gif
cybermaster98
post Mar 3 2015, 01:50 PM

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QUOTE(xuzen @ Mar 3 2015, 01:05 PM)
I have not seen ASB's asset manifesto but my intuition is that it is mostly held in Bolehland large cap or index linked GLC companies  and perhaps some allocated into MGS and GLC corporate bond.

If that is true, then holding high % in ASB and KGF will not provide much diversification.

My take is divest KGF into Ponzi 2.0 while the rest remain status quo.
Divest KGF but not Eastsprings SC?
cybermaster98
post Mar 3 2015, 03:47 PM

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QUOTE(David83 @ Mar 3 2015, 03:33 PM)
Ponzi 2.0 NAV above 0.3000:

0.3002 (as of March 2nd, 2015)
That's CIMB Dynamic Income Fund rite?
cybermaster98
post Mar 3 2015, 04:51 PM

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What are your thoughts regarding the following funds:

1) CIMB Asia Pacific Dynamic Income Fund
2) CIMB Global Titans Fund
3) RHB – OSK Global Equity Yield Fund

Any other global funds worth considering?
cybermaster98
post Mar 3 2015, 05:03 PM

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QUOTE(David83 @ Mar 3 2015, 04:56 PM)
The first fund won't be a mistake.

The second fund will concentrate on developed markets

The third fund will have more diversified allocations throughout the whole globe. You may consider alternative like Aberdeen Islamic World Equity Fund.
Ive already invested in Aberdeen Islamic World Equity. Do I increase my investment here or one of the 3 mentioned above?
cybermaster98
post Mar 3 2015, 05:11 PM

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QUOTE(Pink Spider @ Mar 3 2015, 05:09 PM)
RHB-OSK GEYF performance kinda dropped after RHB took over. I'd pick combo of CIMB Global Titans and Aberdeen Islamic World instead.
Are you invested in both these funds?
cybermaster98
post Mar 3 2015, 05:22 PM

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Is it true that since CIMB Global Titans makes investments in foreign currencies (USD) that makes a better buffer against the volatile Ringgit currently?
cybermaster98
post Mar 5 2015, 08:47 AM

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How do I check latest prices for Manulife India Equity Fund? FSM seems quite slow.
cybermaster98
post Mar 5 2015, 12:59 PM

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QUOTE(David83 @ Mar 5 2015, 09:40 AM)
This link doesn't tell you about the India Equity fund rite?
cybermaster98
post Mar 12 2015, 08:43 AM

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US stocks continue the downward spiral but at least Europe has recovered a little. But most of Asia is still down. Not sure how long it will last but I think its gonna drop further as we get closer to the Fed's announcement on the interest rate hike in 3 months. Not gonna be good for most funds I guess.
cybermaster98
post Mar 12 2015, 09:47 AM

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QUOTE(Pink Spider @ Mar 12 2015, 09:25 AM)
Stocks drop in value but Dollar rises.
Yes but funds are based on stock value rite?
cybermaster98
post Mar 19 2015, 11:24 PM

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Hope the global share market stabilises. Its been a darn rocky week.
cybermaster98
post Mar 24 2015, 10:45 AM

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Aberdeen Islamic World Equity Fund hit the highest price last Fri since inception. Hope the current rally continues. Kenanga Growth Fund also doing quite well.
cybermaster98
post Mar 24 2015, 10:56 AM

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QUOTE(Pink Spider @ Mar 24 2015, 10:53 AM)
A fund cannot rally, but the stocks that it invests in can. tongue.gif

U should say, let the market bull continue raging and Ringgit continue to fall doh.gif
Ala....wrong terminology ya.
cybermaster98
post Mar 25 2015, 09:58 AM

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For my portfolio, its Kenanga Growth Fund which is propping up my portfolio. Eastsprings Small Cap is red. Manulife India Equity will be red today taking into account yesterday's rate. Aberdeen doing well so far but no where close to KGF.
cybermaster98
post Apr 14 2015, 10:42 AM

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Finally back in the black for Eastsprings Small Cap Fund. Should I retain or sell off and move funds elsewhere? Not very confident in this long term. Thoughts please?

My current holdings:

Kenanga Growth Fund - 60% (Malaysia focus)
Eastsprings Small Cap - 15% (Malaysia focus)
Manulife India Equity Fund - 15% (India focus)
Aberdeen Islamic World Equity Fund - 10% (Global)


This post has been edited by cybermaster98: Apr 14 2015, 10:48 AM
cybermaster98
post Apr 14 2015, 10:53 AM

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QUOTE(Kaka23 @ Apr 14 2015, 10:51 AM)
Maybe lessen some Malaysia exposure. Will be a bumpy ride for MY in coming months..
KGF or Eastsprings?

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