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

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maxsteel2001us
post May 10 2015, 11:01 AM

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my FA added:
CIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME
maxsteel2001us
post May 12 2015, 01:12 PM

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QUOTE(T231H @ May 10 2015, 11:59 AM)
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?
*
CIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME 8.25%
AFFIN HWANG JAPAN GROWTH FUND 8.31%
RHB-OSK Big Cap China Enterprise Fund 8.81%
Eastspring Investments MY Focus Fund 24.89%
Kenanga Growth Fund Lump 25.04%

Phillip Master Money Market Fund 24.71%

Switch from money market fund toCIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME....
maxsteel2001us
post Jun 7 2015, 11:57 PM

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FA Added:
MANULIFE INVESTMENT - CHINA VALUE FUND
maxsteel2001us
post Jun 8 2015, 10:24 PM

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QUOTE(yklooi @ Jun 8 2015, 08:30 AM)
hmm.gif  added?
hmm.gif previously no exposure in China?
now how many % of your portfolio are exposed to China?
*
Now ar..still pending purchased for that....wait till the proper calculation out 1st....

else ar:


RHB-OSK Big Cap China Enterprise Fund 1k
CIMB Principal Asia Pacific Dynamic Income 1k
Affin Hwang Japan Growth Fund 1.3k
Eastspring Investments MY Focus Fund 2.9k
Kenanga Growth Fund 3.3k
Phillip Master Money Market Fund 692
Manulife Investment China Value Fund 1k (pending)

% not yet come out....

maxsteel2001us
post Jun 9 2015, 11:14 PM

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QUOTE(yklooi @ Jun 8 2015, 10:38 PM)
rclxms.gif thanks for responding....
from the above Rough est is about
55% in My
26% in China
11% in Japan
9% in Asia Pac....
hmm.gif just wondering why yr FA no suggest increase Asia Pac or buy into Europe, US....?
Any idea?.....did he see something I don't?  notworthy.gif
*
No idea. I give 100% control to my FA to do what she wants....gonna increase fund size in the future...
maxsteel2001us
post Jun 10 2015, 12:12 AM

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QUOTE(yklooi @ Jun 9 2015, 11:19 PM)
hmm.gif  noted.... notworthy.gif
may I ask?....how long already invested with her?...what is the XIRR? or ROI?
*
Feb 2014: Started with RM5500. That time earn mostly at that Eastspring Investments MY Focus Fund. KGF was later after switching from 1 US fund at a minimal loss.

Then this yr around Feb 2015: added another 6000.

Now return total at 4.11%.

If separate out:

RHB-OSK Big Cap China Enterprise Fund -1.59%
CIMB Principal Asia Pacific Dynamic Income - 1.65%
Affin Hwang Japan Growth Fund +3.34%
Eastspring Investments MY Focus Fund +10.52% ( Started 2014)
Kenanga Growth Fund +4.03% (Started 2014)
Manulife Investment China Value Fund +0.27%
Phillip Master Money Market Fund +1.14%
maxsteel2001us
post Jun 22 2015, 08:22 PM

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OK..Updated here...my FA sold my KGF and Eastspring fund....
Left:
Affin Hwang Japan Growth Fund
CIMB Principal Asia Pacific Dynamic Income
RHB-OSK Big Cap China Enterprise Fund
Manulife China Equity Fund
maxsteel2001us
post Jun 22 2015, 10:26 PM

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QUOTE(yck1987 @ Jun 22 2015, 09:25 PM)
still bullish on China ? your FA view or ur view?
*
well....Unit trust, i give my FA full authorization.... stocks market, i hold my own authorization....
maxsteel2001us
post Jun 22 2015, 10:27 PM

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QUOTE(David83 @ Jun 22 2015, 08:25 PM)
Wow ... you have several aggressive funds!
*
yeah.... i no ask why lo.....
maxsteel2001us
post Jun 22 2015, 10:28 PM

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QUOTE(yklooi @ Jun 22 2015, 09:36 PM)
rclxms.gif Thanks for updating us....
FSM is still giving China 5 stars rating....
Japan is still below Fair PE value according to the latest FSM valuation...
FSM is also giving Asia Pac Region 5 stars rating.....

Most importantly Algozen's ball is still heavy onto China....(and I think the ball also does not want to kick into Bolehland)

as for risk or diversification appetite.....I think your FA should know you better and more qualified than me so I cannot comments....(who knows how it will fair)
Good luck....
*
Only ask Japan b4....abenomics phase 1 still ongoing..so that's why park some in japan fund....
maxsteel2001us
post Jun 22 2015, 10:36 PM

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QUOTE(MUM @ Jun 22 2015, 10:32 PM)
hmm.gif mind if I ask...
how do you "evaluate" the performance of the FA?
do you set a "goal" / target returns things?
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mmm...i gave phase 1 around 5500 for investment....then see she got do homework and monitor for clients, means clients oriented...earn some
then i up the investment by roughly another 6000... as long as no rugi can d.....

i had PM agent b4...no advise..nothing...bought there and need to monitor myself..... already bz with KLSE....one leg kick with work d.....
maxsteel2001us
post Jun 22 2015, 11:10 PM

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QUOTE(Kaka23 @ Jun 22 2015, 10:42 PM)
Your fa from which company bro..
*
VKA Wealth
maxsteel2001us
post Jun 22 2015, 11:14 PM

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QUOTE(MUM @ Jun 22 2015, 10:42 PM)
rclxms.gif  thanks for responding...
hmm.gif wondering how he/she earn a living.....
Did he/she charges you yearly AUM maintenance fees or something like that? or
He/She only charges you for the Sales Charges when buying into fund(s)?
*
No idea. I let her handle everything....from Insurance to Unit trust.... i m just lazy to handle those myself...
used to hv GE agent, then he quit, my policy dono give who handle...
then Alliance agent, oso quit...dono give who to handle...
fed up having so many agents but none really service oriented.......
ngam ngam hor this FA is my relatives cousin....having 1 FA, access n do many things for me...... on how she earn, i have no idea......
maxsteel2001us
post Jun 23 2015, 09:37 PM

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QUOTE(MUM @ Jun 23 2015, 07:09 AM)
OIC...
earlier you posted that your FA sold off KGF and EI funds...
where is the money being switched to?
1) KFG bond and EI bond or
2) switched to Money market fund (Cash mgmt. fund) of DIFFERENT fund house or
3) Cashed out and waiting to reenter when the time is right or
4) topped up into existing available funds?
*
After sell, back to here : Phillip Master Money Market Fund

Reason for selling KGF and EI.
1. 1MDB next repayment in July.
2. Fitch may downgrade Malaysia rating.
3. Heavy Foreign sell in KLSE. So KGF and EI local fund will be affected. Buy low sell high.

That's what my FA told me la......
maxsteel2001us
post Jun 23 2015, 09:40 PM

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QUOTE(neojack @ Jun 23 2015, 10:29 AM)
True, you need to monitor yourself.
Generally agent only want the commission from your cash. rclxm9.gif
*
Well, if agent cannot answer my question, for what I want to get the agent. As long as got hardworking, service and client oriented, the agent will get more clients instead. if make me earn, i happy, i invest more(at least i will ask why invest here n there - knowledge purpose)....win win situation....
maxsteel2001us
post Jun 29 2015, 07:22 PM

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phew...lucky i exited klse n local funds b4 market crash.....lock in profit.....

maxsteel2001us
post Jun 29 2015, 10:40 PM

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QUOTE(nexona88 @ Jun 29 2015, 08:27 PM)
thumbup.gif  good for u rclxms.gif
*
now just wait to collect good stocks at cheaper price.....

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