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Fundsupermart.com v10, Double digit (portfolio) growth!
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Vanguard 2015
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 May 11 2015, 09:52 AM
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It has been a blood bath for investors this past few weeks including myself.
None of the equity funds have been spared, from the China linked funds to the Global Funds, European Funds and Ponzi 2. Even RHB-OSK Asian Total Return Fund is adversely affected.
My total return is now down to +3.8%. I am currently holding about 71.5% in equity funds and 28.5% in bond funds. Time to practice what I preach. I am going to do value averaging for all my funds for the next 6 months or so until my portfolio stabilise. In other words, I am going to use my bond funds to "rescue" my equity funds.
I hope to compare the results later with the members here to analyse what works and what doesn't work. Hopefully we can benefit together.
P/S: I am not planning to invest any fresh cash into my portfolio except for Aberdeen World Equity only.
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SUSDavid83
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May 11 2015, 09:55 AM
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Bond Market Tantrum Cools as Headwinds Emerge From U.S. to ChinaThe bond market tantrum is cooling off. After a selloff that lasted for most of the past two weeks, government securities are starting to recover, based on the Bank of America Merrill Lynch Global Sovereign Broad Market Plus Index. Signs of mixed economic growth from the U.S. to China to Germany revived demand for the haven of fixed-income assets. URL: http://www.bloomberg.com/news/articles/201...om-u-s-to-china
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SUSDavid83
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May 11 2015, 10:03 AM
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Heavy foreign selling of Malaysian equity continues for second weekKUALA LUMPUR (May 11): Investors classified as foreign sold equity listed in the open market on Bursa amounting to RM460.4 million on a net basis last week, compared with RM577.6 million the week before, according to MIDF Research. In his weekly fund flow report today, MIDF Research head Zulkifli Hamzah said foreign investors were surprisingly net buyers, albeit marginally, when the market re-opened on Tuesday after a 4-day break. However, he said the selling mode resumed in the rest of the week. URL: http://www.theedgemarkets.com/my/article/h...ues-second-week
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Vanguard 2015
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May 11 2015, 12:26 PM
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Manulife India anyone? Is it time to enter or exit India? For existing investors, should they hold on? http://www.business-standard.com/article/m...50701225_1.htmlQUOTE “Aberdeen Asset Management is among those reducing Indian holdings in favour of cheaper regional markets, contributing to the S&P BSE Sensex index's three per cent drop this year after a 30 per cent jump in 2014. The rupee sagged as much as 1.1 per cent on Thursday to the weakest level since September 2013.
India's gauge is the only one down this year in the BRIC group after rallies in Brazil, Russia and China. The Sensex's valuation of 15 times projected 12-month earnings is about 20 per cent higher than the MSCI Emerging Markets index….
"The issue with India is the price," said Hugh Young, a managing director in Singapore for Aberdeen, which oversees about $537 billion. "India is still not cheap to other Asian markets. We have taken two per cent out of India in total."
BRIC
The Brazilian, Chinese and Russian markets are among the world's best performers in 2015, even after declining recently. China's Shanghai Stock Exchange Composite index has jumped 27 per cent, Russia's Micex index is up 20 per cent and the Ibovespa Brasil Sao Paulo Stock Exchange index has climbed 14 per cent.
Earnings
Earnings for Sensex companies are estimated to grow about 31 per cent in the financial year 2016. That compares with about 13 per cent for the MSCI Emerging Markets Index.
Aberdeen's Young said if some of the Indian stocks the company's funds continue to hold underperform "badly," they'd consider adding to those holdings. The money taken from India is going to other Asian nations, including China, he said.
The problem for the wider Indian market is that earnings expectations look overly rosy, said Anil Ahuja, the Singapore- based chief executive officer of IPEplus Advisors.
Expectations of as much as 18 per cent earnings growth in the year ending March 2016 are "highly questionable" given that profits rose about five per cent in the prior fiscal year, he said on Bloomberg TV India today.
The prospect of the Federal Reserve increasing U.S. interest rates in 2015 -- a move that BlackRock Inc. says threatens emerging markets -- may add to concerns about India's earnings outlook..."
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Avangelice
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May 11 2015, 12:42 PM
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QUOTE(Vanguard 2015 @ May 11 2015, 12:26 PM) Manulife India anyone? Is it time to enter or exit India? For existing investors, should they hold on? http://www.business-standard.com/article/m...50701225_1.htmlIndia is an untapped economy. I am holding onto this fund. |
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xuzen
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May 11 2015, 12:46 PM
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My Sexy has dropped to -9% as of today. China has dropped -4%. Total portfolio has dropped to -5%.
Algozen™ calculated my total portfolio downside to be -8%, hence -5% is still within range. In fact if I am down -8%, it is signal to top up.
Xuzen
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SUSDavid83
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May 11 2015, 01:48 PM
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Indian Stocks Gain for Second Day as Metalmakers Rally on ChinaIndia’s benchmark stock-index rose advanced for a second day, led by drugmakers and metal producers, after China’s cut in interest rates spurred gains in Asian equities. URL: http://www.bloomberg.com/news/articles/201...from-correction
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SUSDavid83
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May 11 2015, 04:19 PM
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SSE Composite closed 3% higher.
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Arvinaaaaa
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May 11 2015, 05:05 PM
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All my funds now in red except kgf..lol time to add more to those funds
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Vanguard 2015
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May 11 2015, 05:10 PM
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QUOTE(Arvinaaaaa @ May 11 2015, 05:05 PM) All my funds now in red except kgf.. lol time to add more to those fundsThat is the fighting spirit we need!  This post has been edited by Vanguard 2015: May 11 2015, 05:13 PM |
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nexona88
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May 11 2015, 05:14 PM
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QUOTE(Arvinaaaaa @ May 11 2015, 05:05 PM) All my funds now in red except kgf..lol time to add more to those funds which fund u want to add?  |
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Arvinaaaaa
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May 11 2015, 05:22 PM
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QUOTE(nexona88 @ May 11 2015, 05:14 PM) which fund u want to add? Ta european and cimb greater china i added that day when it was -7.98% and -5.73% respectively.. Last Wednesday i added to shariah fund, kgf and awief.. Today i never decide yet |
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SUSDavid83
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May 11 2015, 06:34 PM
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QUOTE(AveoHzq @ May 11 2015, 06:19 PM) How long does FSM process the buy orders? Ive paid on thursday by online transfer and until now its still processing. Sorry first time  Read the FAQ: http://www.fundsupermart.com.my/main/faq/faq.svdo?id=1605#1 |
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jerk
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May 11 2015, 07:24 PM
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cimb china india indo fund http://www.fundsupermart.com.my/main/resea...?articleNo=5827Indonesia Update: Is the Jokowi Effect still here to stay? |
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SUSDavid83
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May 11 2015, 07:35 PM
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QUOTE(jerk @ May 11 2015, 07:24 PM) cimb china india indo fund http://www.fundsupermart.com.my/main/resea...?articleNo=5827Indonesia Update: Is the Jokowi Effect still here to stay? If you're confident over his presidency, then you should consider: EASTSPRING INVESTMENTS INDONESIA EQUITY MY FUND URL: http://www.fundsupermart.com.my/main/fundi...number=MYPRUIND |
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nexona88
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May 11 2015, 08:02 PM
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Vanguard 2015
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May 11 2015, 08:06 PM
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QUOTE(David83 @ May 11 2015, 07:35 PM) If you're confident over his presidency, then you should consider: EASTSPRING INVESTMENTS INDONESIA EQUITY MY FUND URL: http://www.fundsupermart.com.my/main/fundi...number=MYPRUINDErr...the 3 years annualized volatility is 19.23 which is even higher than Manulife India. Thanks but I think I will pass. |
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chelsea2013
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May 11 2015, 08:32 PM
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Good timing to top up Ponzi 2.0
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MUM
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May 11 2015, 09:14 PM
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QUOTE(chelsea2013 @ May 11 2015, 08:32 PM) Good timing to top up Ponzi 2.0 would be "last week"  |
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