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 Fundsupermart.com v10, Double digit (portfolio) growth!

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T231H
post Jun 3 2015, 02:24 PM

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QUOTE(Pink Spider @ Jun 3 2015, 02:21 PM)
it's inside "others" whistling.gif
*
wow!! you checked "Inside" ....you are one lucky guy. drool.gif drool.gif brows.gif brows.gif
T231H
post Jun 5 2015, 08:56 AM

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QUOTE(puchongite @ Jun 5 2015, 08:53 AM)
Our money will become banana leaves soon.
*
hmm.gif just few months ago,...some people in the forum were saying it cannot hit 3.7

T231H
post Jun 7 2015, 11:25 AM

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QUOTE(river.sand @ Jun 7 2015, 10:26 AM)
Question: How do you value a fund?
*
hmm.gif I guess,....
it depended a lot on the market fundamentals (such as attractive estimated PE ratios and strong earnings growth) and economic outlook are both supportive to the sector, country or region the fund invested in....
so basically....investors should be aware of the valuations of the underlying markets which the fund invests in. Investors might like to read FSM monthly Overall Market Summary and Earnings Growth Forecast for equity markets under FSM coverage to aid them in finding value.

blush.gif above wording mostly taken from here-lah...(I cannot speak like FH analysis) blush.gif
http://www.fundsupermart.com.my/main/resea...?articleNo=2288
T231H
post Jun 9 2015, 09:04 AM

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QUOTE(MR_alien @ Jun 5 2015, 10:41 AM)
it did hit 3.7 lah
its 3.8 that they say bank negara will step in
*
so they must now be planning that 1st steps or taking that 1st step .... tongue.gif
Ringgit edges to 3.80, Bank Negara says weakness temporary
http://www.thestar.com.my/Business/Busines...-380/?style=biz
T231H
post Jun 9 2015, 09:22 AM

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QUOTE(MR_alien @ Jun 9 2015, 09:07 AM)
IMF also say USD is moderately overvalued
as u can see...its not the whole board that goes up...only USD and SGD
and SGD is tight with USD
but other currencies are ok only..no massive movement

yesterday close at a high 3.77
now 3.74 already
*
hmm.gif doh.gif
Breakfast briefing Tuesday June 9
Forex summary

The ringgit closed at nine-year low against the US dollar on continued selling as the greenback strengthened, dealers said. - Bernama

* The local currency was down 0.17% to 3.7720 per US$

* It fell 1.10% to 4.1943 per euro

* Down 0.87% to 5.7429 to the pound sterling

* 0.34% lower at 2.7691 per Singapore dollar

* 0.63% lower to 2.8800 per Aussie

* Up 0.07% to 3.0274 per 100 yen

http://www.thestar.com.my/Business/Busines...ne-9/?style=biz
T231H
post Jun 9 2015, 09:59 AM

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QUOTE(MR_alien @ Jun 9 2015, 09:30 AM)
yup...MYR weaken and USD strenghten
but MYR and USD is the only currency that big movement this 2 week...like going from 3.6X jump to 3.77 in 2 week
*
hmm.gif against some of the major currencies....



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T231H
post Jun 10 2015, 12:56 PM

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QUOTE(Kaka23 @ Jun 10 2015, 12:52 PM)
Anybody optimistic on China for the next 1 year?
*
for a start, they do....
"In terms of H shares (Figure 5), Hang Seng Mainland 100, which measures Hong Kong-listed Chinese corporates including H shares, sees an estimated PE of 12.1X against 13X fair PE, which translates into an upside potential of an annualised return of 26% until end-2016 (data as at 26 May 2015)".

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=9816
T231H
post Jun 10 2015, 03:47 PM

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The stocks that your fund held MAY not be index linked stocks....
T231H
post Jun 10 2015, 04:18 PM

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QUOTE(puchongite @ Jun 10 2015, 04:13 PM)
I find many funds track the moving pattern of index, no doubt the absolute figures will differ.  tongue.gif
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hmm.gif so not much relevancy to the index up/down cycles
T231H
post Jun 10 2015, 04:27 PM

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QUOTE(puchongite @ Jun 10 2015, 04:24 PM)
I am not using the absolute figure. Referring to the index is just for convenience.

I could rephrase the whole thing with respect to the (equity based) fund we invested, eg the fund value will be one day up, the next day down, different absolute amount ...... If the pattern holds most of the time, then we could kind of timing the buy/selling isn't it ?

I should say it will not work all the time ... as it's not always true that the fund will be one day up and the next day down. sweat.gif
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hmm.gif if...
rclxms.gif
T231H
post Jun 10 2015, 06:17 PM

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QUOTE(river.sand @ Jun 10 2015, 05:10 PM)
How did they determine that fair PE is 13x?
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hmm.gif I got no idea and I does not want to get involves in the calculation too...maths is not my cup of tea rclxub.gif
but I goggled and found this....hope it will gives a bit of example of how they are calculated...
How is Fair Value Determined?
http://www.roenreport.com/about/how-is-fai...lue-determined/

This post has been edited by T231H: Jun 10 2015, 06:17 PM
T231H
post Jun 10 2015, 08:42 PM

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QUOTE(river.sand @ Jun 10 2015, 08:30 PM)
This is about computing the fair value of a particular stock. I know also...
But in a market, there are thousands of stocks. How do you work out the fair value of the market?
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rclxms.gif wow...you also know... thumbup.gif
this is what I got from FSM....
"We would also like to highlight that the fair PE is considered a subjective number as it is generated internally by the research team, taking into conditions macro and micro economic developments expected to take place. As such, investors who view a country differently from the research team would award a different fair PE".

hmm.gif
T231H
post Jun 10 2015, 08:55 PM

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T231H
post Jun 11 2015, 03:57 PM

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reversion of mean is coming? (just part of it)

Police have completed 1MDB investigation, Malaysia's home ministry says -
The case "has been classified under Section 409 of the Penal Code for criminal breach of trust by an agent" after a police report was lodged against the firm.
- See more at: http://www.straitstimes.com/news/asia/sout...h.QzbYap9k.dpuf
T231H
post Jun 11 2015, 10:01 PM

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QUOTE(Kaka23 @ Jun 11 2015, 09:33 PM)
Moving more out of MY..
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hmm.gif some funds are moving against the KLCI wor....


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T231H
post Jun 12 2015, 08:57 PM

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QUOTE(river.sand @ Jun 12 2015, 08:49 PM)
I invest for long term, ignore short term fluctuation  whistling.gif
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hmm.gif ignore the short term fluctuation???
Some would take note of short term fluctuation to "buy" discounted items when the offer are there... whistling.gif

(discounted means lower valuation during fluctuations NOT the Sales Charges discounts)

This post has been edited by T231H: Jun 13 2015, 12:40 AM
T231H
post Jun 12 2015, 09:54 PM

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QUOTE(river.sand @ Jun 12 2015, 09:16 PM)
If you buy at discounted price, you may save RM10.
Buy if your target is to make RM1,000 profit, what is the significance of RM10?
*
but the one that keep buying at discounted prices (means low valuation during fluctuation)
would reach the target of RM 1000 much faster...

T231H
post Jun 13 2015, 08:04 AM

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QUOTE(river.sand @ Jun 13 2015, 07:05 AM)
People tend to believe that they can ALWAYS buy at lowest price, and sell at highest price.
I tried that, and I gave up...
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hmm.gif I think those "people" that buy UTs failed to read Post#1 (FAQ 2, Enlarged quotes).
good that you realized and gave up.
rclxms.gif you are right on this one "None can ALWAYS buy at lowest price, and sell at highest price"
T231H
post Jun 13 2015, 06:09 PM

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QUOTE(nexona88 @ Jun 13 2015, 04:44 PM)
No surprise there.. it's was expected  yawn.gif
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rclxms.gif waw!...you expected! hmm.gif
T231H
post Jun 14 2015, 09:33 AM

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rclxub.gif
Many believes, the current mkts volatility are caused partly by the rate and intensity of the FED rate hike that which are still not yet finalised...
most believes end of 2015 would start,...
then by end of 2016 would roughly know its intensity....

doh.gif then in 2016~2017 will this is the next shaker of the mkts??..... sweat.gif sweat.gif

LONDON (REUTERS) - Several of the biggest fund managers based in London are drawing up plans to move trillions of pounds of assets and thousands of jobs outside of Britain should the country vote to leave the EU in a referendum due by the end of 2017, the Sunday Times said
- See more at: http://www.straitstimes.com/news/business/...h.Q7L0d5eo.dpuf

This post has been edited by T231H: Jun 14 2015, 09:34 AM

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