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

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T231H
post May 6 2015, 11:27 PM

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QUOTE(nexona88 @ May 6 2015, 11:25 PM)
I see  blush.gif

wow BolehLand GST rate 2nd lowest rclxms.gif
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thank ah jib kor?
hmm.gif YET, why the feeling of inflation so high?
T231H
post May 7 2015, 08:17 AM

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QUOTE(wilc89 @ May 7 2015, 08:08 AM)
Hello sifus,

I am thinking to increase my exposure on China equities, it has been bullish for a while but China market is getting sluggish overall. Did I missed the party or it is still fine to throw myself into it?

Cheers sifus!
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see page# 15, post# 295...then decide after taking into consideration of
do you have a portfolio of funds?
does your portfolio needs more China?
what is your current % allocation in China? (Do includes % from Asia X Jpn funds if you have them)
is the current % enough?

T231H
post May 7 2015, 10:46 AM

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QUOTE(wilc89 @ May 7 2015, 08:45 AM)
Hi thanks for the reply. The article link is broken, could not access to it.  cry.gif

My exposure (including Asia X Japan) is 7%.
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try again this link.
http://www.fundsupermart.com.my/main/resea...?articleNo=5812

Schroders: Talking Point - Is a Bubble in Chinese Stocks Being Inflated?
it is from FSM MY main page under FUND HOUSE DEPOSITORY

T231H
post May 7 2015, 10:51 AM

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QUOTE(cappuccino vs latte @ May 7 2015, 08:48 AM)
I thought there is no tax imposed on investment income?
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yes,..but I mean TAXES the FH pay to the govt just before giving you the distribution.
hmm.gif btw,..the FH got pay taxes before giving us the distribution or not?

This post has been edited by T231H: May 7 2015, 11:11 AM
T231H
post May 7 2015, 11:13 AM

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QUOTE(wilc89 @ May 7 2015, 08:55 AM)
Haha true. It's nothing compared to India.
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hmm.gif what happened to India?
my india just made 0.6% in 2 days..... tongue.gif
(hope the upswings will last sweat.gif sweat.gif )
T231H
post May 7 2015, 05:48 PM

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just a notice....just in case....
http://www.fundsupermart.com.my/main/home/index.svdo?



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T231H
post May 7 2015, 06:21 PM

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QUOTE(nexona88 @ May 7 2015, 06:18 PM)
KLCI down 15.87pts rolleyes.gif
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KLCI dropped 15.87 pts...in % terms = ?
wondering how much KLCI Small Cap index dropped? hmm.gif
in % terms?

This post has been edited by T231H: May 7 2015, 06:23 PM
T231H
post May 7 2015, 06:30 PM

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QUOTE(nexona88 @ May 7 2015, 06:27 PM)
well for KLCI it's -0.88% to 1805.10pts

FBMSCAP is  -24.17 (-0.15%) to 16,527.58pts

icon_rolleyes.gif
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rclxms.gif thanks for the info....
hmm.gif small cap got support?
EISC ? brows.gif
T231H
post May 7 2015, 07:30 PM

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QUOTE(David83 @ May 7 2015, 07:12 PM)
RHB-OSK China-India Dynamic Growth Fund just cross my lower limit of -10% sweat.gif
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hmm.gif top up trigger point?
T231H
post May 8 2015, 11:34 AM

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QUOTE(elea88 @ May 8 2015, 11:30 AM)
My investment in Unit trust.. i do not time too..
But however, i was caught few years ago with China.

I hv recently sold off more than 80% of my china Holdings last week. So, am thinking of going in again.

With China... really hv to monitor very closely.

Fast up.. and SUPER fast down.
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hmm.gif wondering why or what made you sold off last week and why want to reenter now (just 1 week different)?
(got crystal balls at home ?) brows.gif notworthy.gif

"With China... really hv to monitor very closely"....isn't that the job of the FM of those fund that has looser mandate?

This post has been edited by T231H: May 8 2015, 11:47 AM
T231H
post May 8 2015, 02:25 PM

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Shenzhen-HK stock connect may be announced this quarter: UBS
PUBLISHED ON MAY 8, 2015

Regulators in China may unveil the Shenzhen-Hong Kong stock connect some time this quarter, in a move that will further enlarge the investment flows from the mainland into Hong Kong's small and mid-sized listed companies.

This is according to a recent report published by UBS, which added that the gradual opening-up of China's capital market may lead to more mergers and acquisitions.

A stock connect platform between the Shenzhen Stock Exchange and its Hong Kong counterpart will be a logical next step for the regulators, following the rollout of Shanghai-Hong Kong link in November last year.

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

China/hk go go go rclxms.gif
T231H
post May 8 2015, 02:45 PM

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QUOTE(David83 @ May 8 2015, 02:28 PM)
Previous one is Shanghai-HK right?

Then another rumours on China-Taiwan?
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rclxms.gif
Previous one is Shanghai-HK established in NOV last year
Shenzhen HK link is coming.

China’s securities regulator is studying setting up a stock-trading link between Shanghai and Taipei,
while Taiwan’s government said it will open a cross-border stock trading platform with Singapore on July 1.

http://www.bloomberg.com/news/articles/201...quity-link-bets
T231H
post May 8 2015, 07:49 PM

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QUOTE(pedestrian @ May 8 2015, 07:37 PM)
Thank you very much.  thumbup.gif

Need to deposit money first before can buy fund? Can accept Pbebank/Cimbclicks to deposit money?
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Payment Methods
http://www.fundsupermart.com.my/main/faq/faq.svdo?id=2409
T231H
post May 10 2015, 11:59 AM

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QUOTE(maxsteel2001us @ May 10 2015, 11:01 AM)
my FA added:
CIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME
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rclxms.gif good choice since you had these

AFFIN HWANG JAPAN GROWTH FUND 8.7%
RHB-OSK Big Cap China Enterprise Fund 8.7%
Eastspring Investments MY Focus Fund 24.95%
Kenanga Growth Fund Lump 24.94%

Phillip Master Money Market Fund 32.87

btw, how much % is your new fund?
switched from Money market fund or with new cash?
with that how much total China/HK/Taiwan % now?

This post has been edited by T231H: May 10 2015, 12:01 PM
T231H
post May 10 2015, 05:15 PM

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QUOTE(sonicbull @ May 10 2015, 04:36 PM)
What are your thoughts on AmAsia Pacific Equity Income which is recommended by FSM compared to CIMB Ponzi 2.0?
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while waiting for value added responses from sifus....
try clicking on each of the individual funds to read what the FSM view about them?
read the fundfactsheets and compare its allocation....?
http://www.fundsupermart.com.my/main/resea...tormaincode=All
T231H
post May 10 2015, 09:30 PM

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QUOTE(IvanWong1989 @ May 10 2015, 09:28 PM)
Hi Leng Lui.  cool2.gif

Lol. my ponzi 2.0 dropped 4%.  cool2.gif  steady boss
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refer to post# 470....weak mkt + distribution on thursday
T231H
post May 10 2015, 11:47 PM

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QUOTE(IvanWong1989 @ May 10 2015, 10:16 PM)
Yup.  That's why. Steady haha.

hmm sifu. Opinion. Is it correct that when I see a fund.  Example evergreen. 

If market sentiments are falling. It should be expected that the fund should be affected.  So I try to look whether the fund tries to reduce the effect or not in comparison to peers n how it responds during downturn n upturn. ?
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hmm.gif where and how you gonna see that? what is stated in the factsheets may not be there or they are history of at least 1 month. Also some funds are mandated to stay invested at example 85% asset at all times....so the FM has no leeway... notworthy.gif

may I suggest,...let the FM do their work for a 2~3 years...if for 2~3 years the fund still LAGS behind its peers of the same mandate...then....see also the fund risk return ratio.....
(it may be short of 2~3% returns in 2~3 years BUT if the fund risk return ratio is BEST among it peers.....another different story too...)

This post has been edited by T231H: May 11 2015, 12:00 AM
T231H
post May 12 2015, 03:20 PM

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Foreign holdings of Malaysian government bonds rise to record 32%
PUBLISHED ON MAY 12, 2015
The figure may add to concern that Malaysia is more vulnerable than its regional counterparts to a global selloff should the Federal Reserve boost interest rates this year.
- See more at: http://www.straitstimes.com/news/business/...h.4vuAN9JI.dpuf

This post has been edited by T231H: May 12 2015, 03:21 PM
T231H
post May 12 2015, 03:36 PM

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QUOTE(Vanguard 2015 @ May 12 2015, 03:31 PM)
......
Can we spice up the forum a bit then?  tongue.gif
*
now here come more than spices.....
here come the "asteroid"

RM3.6b ‘asteroid’ to hit 1MDB this September, MP claims

- See more at: http://www.themalaymailonline.com/malaysia...h.HqiYXPPO.dpuf

he has been true for some things...will this time be true too?

yklooi hmm.gif 3 more months b4 Sept... sweat.gif tongue.gif
T231H
post May 12 2015, 10:42 PM

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QUOTE(StarScream01 @ May 12 2015, 10:40 PM)
what is ponzi 2.0?  rclxub.gif
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refer page# 1 post# 8

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