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

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Vanguard 2015
post May 6 2015, 10:13 AM

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QUOTE(IvanWong1989 @ May 5 2015, 10:38 PM)
oops.gif  sign0006.gif  sign0006.gif

Vanguard sifu, your opinion is hold on entering KGF at least after this week?
hmm.gif  Aberdeen caught my attention though..... skimming through now........ Greece has paid their pensions and wages.... 12 May deadline to pay looming lol  hmm.gif
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I am not a sifu-lah bro although I love to eat seafood. I just an average investor trying to find my way.

My 2 cents worth....there is no right time to buy KGF because market timing is impossible. I assume this fund will form part of your core portfolio. This means you will keep it for more than 2 years. Therefore it does not matter whether the price rise or fall temporarily.

Presently KGF has fallen 1.66% in one week. FSM is offering a 1% sales charge for KGF for this month. This means for every RM10K you invest, you are in fact getting a "discount" of RM266.00.

Is this discount enough for you or are you waiting for more? Can you time the market? biggrin.gif

This post has been edited by Vanguard 2015: May 6 2015, 10:14 AM
jutamind
post May 6 2015, 10:24 AM

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jerk,

If you look at the Instructions worksheet on how to add new set of fund to Investment Details, you need to copy both detail and total rows.

What I'm trying to is to insert copied cells the first detail row of any set of fund...but the error is still the same.

no one else having this issue apart from me?

PS: I've downloaded the v1.7 template and still same issue.

QUOTE(jerk @ May 5 2015, 10:36 PM)
@jutamind

no expert but your second image has

AMB Income Trust Fund
Dummy Fund A
and you tried to paste on this row.

but the original template should be 
you try to paste on this row <--- at least how i do it
CIMB-Principal Asia Pacific Dynamic Income Fund
AMB Income Trust Fund
Dummy Fund A
Fund A with MANY rows for U to Use
Fund B many rows.. Self copy
PLACEHOLDER: DO NOT TOUCH

your first image - i believe you are not suppose to copy row 11?
CIMB-Principal Asia Pacific Dynamic Income Fund at row 11 is default and present in original template and has formula etc? <-- everyone has this row in their template.

maybe you should download a fresh template again and start over.
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T231H
post May 6 2015, 11:51 AM

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QUOTE( For those that are wonder why )
all bond fund in red?  blink.gif  wat happen ah? rclxub.gif
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hmm.gif maybe these latest short brief highlights can shred some info

Vicious selloff in sovereign bonds spooks Asia stock markets, commodities surge
PUBLISHED ON MAY 6, 2015 9:23 AM
SYDNEY (Reuters) - Asian stocks stumbled on Wednesday in sympathy with weak U.S. and European markets as equities investors were spooked by a vicious selloff in sovereign bonds globally.

The sudden spike in bond yields is being mirrored by an equally rapid rally in resources to suggest investors are becoming less concerned about the danger of deflation.

- See more at: http://www.straitstimes.com/news/business/...h.RQD4mE5t.dpuf

Asian bonds extend global rout as oil climbs
PUBLISHED ON MAY 6, 2015 11:04 AM
WELLINGTON (Bloomberg) - Asian bonds fell, extending a selloff that's erased US$340 billion in value globally, and shares retreated as oil traded above US$60 a barrel.

Yields on 10-year government notes from Australia to Singapore rose at least five basis points by 10:02 a.m. in Hong Kong, after rates on Treasuries increased to an almost two-month high and German bunds slid a seventh day.

- See more at: http://www.straitstimes.com/news/business/...h.CE0oBVas.dpuf
IvanWong1989
post May 6 2015, 11:56 AM

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QUOTE(Vanguard 2015 @ May 6 2015, 10:13 AM)
I am not a sifu-lah bro although I love to eat seafood. I just an average investor trying to find my way.

My 2 cents worth....there is no right time to buy KGF because market timing is impossible. I assume this fund will form part of your core portfolio. This means you will keep it for more than 2 years. Therefore it does not matter whether the price rise or fall temporarily.

Presently KGF has fallen 1.66% in one week. FSM is offering a 1% sales charge for KGF for this month. This means for every RM10K you invest, you are in fact getting a "discount" of RM266.00.

Is this discount enough for you or are you waiting for more? Can you time the market? biggrin.gif
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I don't think I can time the market. Lol. Hmmm...

Well the way you look at another perspective . Since dropped

Can see as having discount hmmm xD

nexona88
post May 6 2015, 11:58 AM

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QUOTE(David83 @ May 6 2015, 07:39 AM)
It's Time to Get Ready for the End of China's Bull Market

The bull market turned 883 days old on Tuesday, topping China’s previous record by 56 days, after a 119 percent surge in the Shanghai Composite Index since December 2012. Even if the advance is measured from June 2013 -- when the gauge narrowly avoided a bear-market drop of 20 percent -- it’s still the second longest since Chinese bourses opened for trading in 1990.

user posted image

URL: http://www.bloomberg.com/news/articles/201...ans-saying-sell
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maybe can last another few months before the market drops hmm.gif it's still not yet reach the previous peak high tongue.gif
SUSPink Spider
post May 6 2015, 12:01 PM

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I'd top up Europe now...Asia rallied too much/fast in past 12 months
SUSyklooi
post May 6 2015, 12:08 PM

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QUOTE(Pink Spider @ May 6 2015, 12:01 PM)
I'd top up Europe now...Asia rallied too much/fast in past 12 months
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hmm.gif top up by fresh fund or switching from Asia X Jpn funds?

SUSPink Spider
post May 6 2015, 12:16 PM

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QUOTE(yklooi @ May 6 2015, 12:08 PM)
hmm.gif top up by fresh fund or switching from Asia X Jpn funds?
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fresh funds lar...or from CMF

CMF yield dropping liao
SUSyklooi
post May 6 2015, 12:18 PM

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Have a look at JAPAN?
latest 1 May 2015 Market Valuation report...Fair Value is 19....Japan PE is now 16.9

http://www.fundsupermart.com.my/main/resea...?articleNo=5804

Please note this disclaimer: tongue.gif
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 Japan differently from the research team would award a different fair PE.

This post has been edited by yklooi: May 6 2015, 12:20 PM
SUSDavid83
post May 6 2015, 12:20 PM

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QUOTE(yklooi @ May 6 2015, 12:18 PM)
Have a look at JAPAN?
latest 1 May 2015 Market Valuation report...Fair Value is 19....Japan PE is now 16.9

http://www.fundsupermart.com.my/main/resea...?articleNo=5804
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12% more upside.
nexona88
post May 6 2015, 12:26 PM

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QUOTE(yklooi @ May 6 2015, 12:18 PM)
Have a look at JAPAN?
latest 1 May 2015 Market Valuation report...Fair Value is 19....Japan PE is now 16.9

http://www.fundsupermart.com.my/main/resea...?articleNo=5804

Please note this disclaimer:  tongue.gif
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 Japan differently from the research team would award a different fair PE.
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Japan? market value is cheaper than fair value hmm.gif
SUSPink Spider
post May 6 2015, 12:27 PM

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bear in mind...some markets can sit forever below "fair" PE tongue.gif
polarzbearz
post May 6 2015, 12:28 PM

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QUOTE(jutamind @ May 5 2015, 08:54 PM)
polarbeaz, thanks for the screen shot which is showing how to add more lines into a fund. what i'm trying to do and having error is how to add a new set of fund into Investment Details worksheet.

i tried the steps you listed in the Instructions worksheet and i got the error that I've mentioned earlier. would it be possible to create the screen shot as per what you did in the previous post?

sorry to bother u....

PS: this is what i did and get the errors:

1. select cell A3 to I11 (shown in Step 1.jpg)
2. right click on Line 23 and select insert copied cells and get prompted for Shift cells down (shown in Step 2.jpg)
3. Select Shift cells down and get the error shown in Step 3.jpg)
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Basically, using your example (I assume step 1 is old file with manual added gst column)

1) select cell A3 to I10 (not 11!!) and copy these cellw
2) do not right click on line 23. If you have enough empty lines already, just select cell A23 and paste as values (refer previous screenshot)

Basically doing the above, it should not pop the shift cell as long as you have enough rows. The reason you should exclude line 11 because it's a formula row, so do not ever copy it directly.

Let me know if it works.

SUSyklooi
post May 6 2015, 12:54 PM

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QUOTE(Amatiel @ May 2 2015, 09:53 AM)
For those who have China fund for a few years.. whats your reaction to the recent rise? Did you sell or hold? Reason?
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QUOTE(David83 @ May 6 2015, 07:39 AM)
It's Time to Get Ready for the End of China's Bull Market

The bull market turned 883 days old on Tuesday, topping China’s previous record by 56 days, after a 119 percent surge in the Shanghai Composite Index since December 2012. Even if the advance is measured from June 2013 -- when the gauge narrowly avoided a bear-market drop of 20 percent -- it’s still the second longest since Chinese bourses opened for trading in 1990.

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They hear you again....
Is a bubble in Chinese stocks being inflated?
Asian Equities Team, Schroders...5 May 2015
an info packed article...
(there is also a comparison table of last bull situation and current bull situation)

http://www.fundsupermart.com.my/main/artic...0May%202015.pdf
SUSDavid83
post May 6 2015, 12:57 PM

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QUOTE(yklooi @ May 6 2015, 12:54 PM)
They hear you again....
Is a bubble in Chinese stocks being inflated?
Asian Equities Team, Schroders...5 May 2015
an info packed article...
(there is also a comparison table of last bull situation and current bull situation)

http://www.fundsupermart.com.my/main/artic...0May%202015.pdf
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Feeder fund manager for CIMB-PRINCIPAL GREATER CHINA EQUITY FUND

Uncle Looi, what's the conclusion? yawn.gif
SUSyklooi
post May 6 2015, 01:06 PM

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QUOTE(David83 @ May 6 2015, 12:57 PM)
Feeder fund manager for CIMB-PRINCIPAL GREATER CHINA EQUITY FUND

Uncle Looi, what's the conclusion?  yawn.gif
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since it is not a single country fund, Max it 10% of portfolio because most of the the Asia X Jpn funds has high coverage in there too....combined would be high
Was thinking of reducing my China Select fund now at 10% to increase my Japan from 3% to 5%
Overall my China/HK/Taiwan is now 22% (i just noticed it and is thinking too higH)
SUSDavid83
post May 6 2015, 01:07 PM

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QUOTE(yklooi @ May 6 2015, 01:06 PM)
since it is not a single country fund, Max it 10% of portfolio because most of the the Asia X Jpn funds has high coverage in there too....combined would be high
Was thinking of reducing my China Select fund now at 10% to increase my Japan from 3% to 5%
Overall my China/HK/Taiwan is now 22% (i just noticed it and is thinking too higH)
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I was asking for the conclusion of the Schroeder article. doh.gif
SUSyklooi
post May 6 2015, 01:14 PM

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QUOTE(David83 @ May 6 2015, 01:07 PM)
I was asking for the conclusion of the Schroeder article. doh.gif
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doh.gif oh....
i think China can still go for the next 1~2 year.....
the reason why i want to reduce the China exposure is that, "IF" there is a short correction along this 1~2 years....my emotional being would not be so stressful tongue.gif ..well that is just me.....may not apply to others icon_rolleyes.gif
jutamind
post May 6 2015, 01:17 PM

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polarbearz, are the steps you mentioned below only to add more rows into an existing set of fund? the screen shots that you see is from v1.7 xls. i have no problem adding more rows into existing set of fund (according to your screen shots previously).

What i want to do is to add new funds into v1.7 xls file. in v1.7 xls file, you only have 5 sets of funds and a placeholder section.

if i have 10 funds, how do i add another 5 set of funds?

QUOTE(polarzbearz @ May 6 2015, 12:28 PM)
Basically, using your example (I assume step 1 is old file with manual added gst column)

1) select cell A3 to I10 (not 11!!) and copy these cellw
2) do not right click on line 23. If you have enough empty lines already, just select cell A23 and paste as values (refer previous screenshot)

Basically doing the above, it should not pop the shift cell as long as you have enough rows. The reason you should exclude line 11 because it's a formula row, so do not ever copy it directly.

Let me know if it works.
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jerk
post May 6 2015, 02:16 PM

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@jutamind

you mean fund allocation column? with the percentage of country allocation etc?

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