Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

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

views
     
cybermaster98
post Jun 24 2015, 08:59 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


Yes tomorrow Asia will be hit.
cybermaster98
post Jun 24 2015, 10:55 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(eleven dragon @ Jun 24 2015, 10:23 PM)
Ic, i've currently the following..

EI small cap,  18.18%
Kenanga,      31.81%
CIMB-AsiaPacific Dynamic income, 9.09%
CIMB-GTF        9.09%
Your exposure in Malaysia is extremely high. I too was like you before I dumped most of my KGF and ES in mid April before the drop began. I would reduce my exposure to about 10% only and move funds into Ponzi 2.0 and GTF.
cybermaster98
post Jun 24 2015, 11:04 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


biggrin.gif

This post has been edited by cybermaster98: Jun 24 2015, 11:19 PM
cybermaster98
post Jun 24 2015, 11:19 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


My portfolio (roughly):

RHB-OSK Big Cap China - 25%
CIMB Ponzi 2.0 - 20%
Aberdeen - 16%
CIMB GTF - 15%
KGF - 14%
Manulife India - 10%

Need opinions. Im planning to dump my Manulife India. India seems too volatile at the moment. My current losses (until yesterday) is -3.97%. Just a few hundred bucks but still a loss.
cybermaster98
post Jun 24 2015, 11:23 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(David83 @ Jun 24 2015, 11:20 PM)
It's only 10% of your entire portfolio. If you can't wait longer, just leave it there and sell it off when it nears to breakeven. You hold it for less than a year right?
Currently Manulife India is at the highest price since 17 April. I bought on 16 Feb this year. So held for about 4 months only.
cybermaster98
post Jun 24 2015, 11:36 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(David83 @ Jun 24 2015, 11:26 PM)
During these 4 months, fund manager may have alter its holdings. It's better that you read the fund manager review/report in its monthly fund factsheet starting from February 2015 to understand the fund dynamic before rushing to sell it off.

Ultimately, it's still your call. We are here to provide you some opinions.
Well, its still very much a India focus fund. So fund manager has limited boundaries in order to make changes. The fund is doing well past 2 weeks which is why im considering cutting my losses now since its much less compared to 6 weeks ago and investing more into Ponzi 2.0
cybermaster98
post Jun 24 2015, 11:39 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


Btw, we can't use the 1% token for the recommended 1% sales charge funds right?
cybermaster98
post Jun 24 2015, 11:45 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(David83 @ Jun 24 2015, 11:39 PM)
You should know the risk upfront before you jumped into. The name of the fund has already implied to you that it's a country specific fund and definitely, it comes with country specific risk.

Bear in mind that, in your portfolio, you got another two country specific funds too: RHB-OSK Big Cap China and KGF

Let's say if wind changes direction and affects either or both of above funds. What're you going to do?
Aiya of course im aware of the risks la. I didn't pump money into the funds without doing research. India's drop was quite unpredictable and neither did anybody expect China to slump this badly early tis month. But in the case of China, there was a really good rise in Q1 this year so it offsets the current drop. I still see potential in China in the longer term.

As for India, I could leave the money there since its just 10% of my holdings but since there's an opportunity to top up Ponzi 2.0, im considering a switch. Its not panic selling so don't get me wrong. Im just looking at a portfolio rebalancing since its mid year now.
cybermaster98
post Jun 25 2015, 08:21 AM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


And Asia follows suit with almost all in the red at beginning of trade.

This post has been edited by cybermaster98: Jun 25 2015, 08:29 AM
cybermaster98
post Jun 25 2015, 03:05 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


China again hit badly today. Down 3.44% now. vmad.gif

This post has been edited by cybermaster98: Jun 25 2015, 03:14 PM
cybermaster98
post Jun 25 2015, 03:33 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(David83 @ Jun 25 2015, 03:33 PM)
So want to sell your China funds now?
Nah...ill keep that for a while. But still considering the Manulife India fund though.
cybermaster98
post Jun 26 2015, 08:57 AM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


QUOTE(jerk @ Jun 26 2015, 12:10 AM)
i think KGF probably will dip in the near future upon Fitch's rating. can always swap back from total return fund to KGF.

I have been swapping 80% of my KGF to kenanga asia pac total return recently.

but keep in mind, there is some delay in swapping the funds if you decide to swap back and forth
FAQ

The whole process of an Intra switch (for BOTH cash and EPF Account 1 investments) will take four business days to complete after the transaction date (T) of the switch sell & buy funds i.e. T+4 business days.
 
please note the 1 business days lag time if you switch buy into CIMB-Principal Global Titans Fund, CIMB-Principal Asia Pacific Dynamic Income Fund, and Kenanga Asia Pacific Total Return Fund.
But most importantly the sell / buy price is locked in on Day 1
cybermaster98
post Jun 26 2015, 02:05 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


Shanghai down 6.49%
Shenzhen down 7.68%
cybermaster98
post Jun 26 2015, 02:49 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


Anyway, ive dumped my Manulife India and KGF. Should have dumped KGF sooner. But now matter. What's done is done. Ive switched funds to Ponzi 2.0 and GTF now.
cybermaster98
post Jun 28 2015, 09:20 PM

Look at all my stars!!
*******
Senior Member
4,440 posts

Joined: Jan 2010
From: Kuala Lumpur


So whr do we think the Asian share market will head to tomorrow? More red or black?

3 Pages < 1 2 3Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0514sec    0.51    7 queries    GZIP Disabled
Time is now: 13th December 2025 - 07:00 PM