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 Fundsupermart.com v11, Grexit or not, Europe will sail on...

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SUSPink Spider
post Aug 5 2015, 01:59 PM

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QUOTE(TakoC @ Aug 5 2015, 01:21 PM)
Hi guys. Haven't look at my portfolio in awhile. Global Titan sky rocket since I last monitored. Although AIWF and Global Titans both heavy exposure in US and Europe, AIWF performance is very dull compared to the Global Titans.
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most likely due to lack of exposure to banks and sin stocks
SUSPink Spider
post Aug 5 2015, 02:18 PM

Formerly known as Prince_Hamsap
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QUOTE(TakoC @ Aug 5 2015, 02:15 PM)
smile.gif

Portfolio overall didn't get hurt much though. Thanks to crazy Global Titans.
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Yes, IRR since inception of portfolio remains at above 6%, while 12-months returned 10% biggrin.gif
SUSPink Spider
post Aug 5 2015, 02:39 PM

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QUOTE(IvanWong1989 @ Aug 5 2015, 02:31 PM)
Since inception means few years liau oh?  cool2.gif
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since 2008, but I sold all and quitted for a while from 2011 to 2013, that time freaked out blush.gif
SUSPink Spider
post Aug 5 2015, 03:39 PM

Formerly known as Prince_Hamsap
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QUOTE(Vanguard 2015 @ Aug 5 2015, 03:29 PM)
Pink Spider, your example above is too complicated. I like your previous chicken farm example better. Easier to understand.  biggrin.gif
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don't want always use chicken as example mar, variety sikit tongue.gif
SUSPink Spider
post Aug 5 2015, 03:48 PM

Formerly known as Prince_Hamsap
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QUOTE(TakoC @ Aug 5 2015, 03:40 PM)
Well, if Feds decided to hike their interest rate either next month or delay till next year, we should expect a further weakening in MYR.

Good news to those with US exposure!
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To those not yet having US exposure...tunggu apa lagi? Nanti MYR4.00:USD1.00... rolleyes.gif

Don't cry for me, Argentina...the truth is I've never left u... whistling.gif

This post has been edited by Pink Spider: Aug 5 2015, 03:48 PM
SUSPink Spider
post Aug 5 2015, 04:04 PM

Formerly known as Prince_Hamsap
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CIMB Global Titanic lor
SUSPink Spider
post Aug 5 2015, 04:25 PM

Formerly known as Prince_Hamsap
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QUOTE(ben3003 @ Aug 5 2015, 04:06 PM)
Forget i have another US exposure fund global equity yield. So EI GL, CIMB titan, RHB global equity yield, all actually more or less the same fund?
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Different fund manager lor...
SUSPink Spider
post Aug 5 2015, 05:13 PM

Formerly known as Prince_Hamsap
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QUOTE(river.sand @ Aug 5 2015, 04:55 PM)
don't cry for me, Malaysia... with Evita replaced by losmah  whistling.gif
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user posted image
SUSPink Spider
post Aug 5 2015, 05:25 PM

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QUOTE(IvanWong1989 @ Aug 5 2015, 05:24 PM)
Try mybest emulate sifu haha
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dun emulate me and lari, do what I should have done - STAY PUT!
SUSPink Spider
post Aug 6 2015, 03:53 PM

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QUOTE(IvanWong1989 @ Aug 6 2015, 03:51 PM)
Shared dropbox of lowyation fundsupermart user? O.o
Erm.... actually. If there is time I miight give it a try automating grab info from fund fact sheets.
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fact sheets are in PDF...and all fund houses have different presentation style...how to automate? so high tech meh rclxub.gif
SUSPink Spider
post Aug 7 2015, 03:02 PM

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QUOTE(wankongyew @ Aug 7 2015, 02:49 PM)
I'm wondering whether or not to buy a Malaysian equity fund with FSM due to the recent drop. I have quite a lot in FSM but all in foreign / regional equity funds and none in Malaysia-only funds yet.
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My only Malaysia-focused equity fund, Affin Hwang Select Opportunity...

IRR dropped to...3.0%. Worse than FD doh.gif
SUSPink Spider
post Aug 7 2015, 03:53 PM

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QUOTE(wankongyew @ Aug 7 2015, 03:11 PM)
I do still have some money in Public Mutual and those are in Malaysia-only equity. That's one reason I didn't buy Malaysia-funds from FSM. Performance over the last two years has been pretty much flat. I should get off my arse and pull everything out of Public Mutual at some point...
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Talk to FSM...nego for FREE transfer offer brows.gif
SUSPink Spider
post Aug 8 2015, 09:09 AM

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http://www.fundsupermart.com.my/main/faq/faq.svdo?id=7922


SUSPink Spider
post Aug 8 2015, 09:15 AM

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Seems like RHB is removing OSK from name of their funds...
SUSPink Spider
post Aug 8 2015, 09:38 AM

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I think Asian markets bear might linger for some time... hmm.gif

*maintain AT LEAST 33% exposure to US/Europe/Japan*
SUSPink Spider
post Aug 9 2015, 06:15 PM

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QUOTE(TakoC @ Aug 9 2015, 05:39 PM)
Pink Spider I remembered you said investing in a emerging market fund is very volatile. Would you still say it's more volatile as compared to current SHCOMP stocks where index can fluctuate a few % every day?

Just curious.
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EM fund is investing in sooooooooo many EMs...whereas SHCOMP is only China...of course single market is more volatile
SUSPink Spider
post Aug 11 2015, 09:16 AM

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IRR = annualised rate

Simple as that
SUSPink Spider
post Aug 11 2015, 09:40 AM

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QUOTE(ohcipala @ Aug 11 2015, 09:21 AM)
So if I invest using DCA method, I should use XIRR?
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Yes

Put it simply...

E.g.
U invest RM100 in January
RM100 in February
RM100 in March

Now is August...

The RM100 in January has 7 months to "work"
RM100 in February has 6 months...
And so on...

XIRR formula is a compound/average measure that lets u know how hard they have "worked" for u

This post has been edited by Pink Spider: Aug 11 2015, 09:41 AM
SUSPink Spider
post Aug 11 2015, 06:38 PM

Formerly known as Prince_Hamsap
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I miss my Alliance Global Bond Fund which have huge US Treasurys exposure cry.gif
SUSPink Spider
post Aug 11 2015, 08:34 PM

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China devalue RMB...
US expected not to raise rates...

Top up the 2 CIMB funds yawn.gif

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