Outline ·
[ Standard ] ·
Linear+
Fundsupermart.com v11, Grexit or not, Europe will sail on...
|
SUSPink Spider
|
Aug 5 2015, 01:59 PM
|
|
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. most likely due to lack of exposure to banks and sin stocks
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 02:18 PM
|
|
QUOTE(TakoC @ Aug 5 2015, 02:15 PM)  Portfolio overall didn't get hurt much though. Thanks to crazy Global Titans. Yes, IRR since inception of portfolio remains at above 6%, while 12-months returned 10%
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 02:39 PM
|
|
QUOTE(IvanWong1989 @ Aug 5 2015, 02:31 PM) Since inception means few years liau oh?  since 2008, but I sold all and quitted for a while from 2011 to 2013, that time freaked out
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 03:39 PM
|
|
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.  don't want always use chicken as example mar, variety sikit
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 03:48 PM
|
|
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! To those not yet having US exposure...tunggu apa lagi? Nanti MYR4.00:USD1.00... Don't cry for me, Argentina...the truth is I've never left u... This post has been edited by Pink Spider: Aug 5 2015, 03:48 PM
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 04:04 PM
|
|
CIMB Global Titanic lor
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 04:25 PM
|
|
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? Different fund manager lor...
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 05:13 PM
|
|
QUOTE(river.sand @ Aug 5 2015, 04:55 PM) don't cry for me, Malaysia... with Evita replaced by losmah 
|
|
|
|
|
|
SUSPink Spider
|
Aug 5 2015, 05:25 PM
|
|
QUOTE(IvanWong1989 @ Aug 5 2015, 05:24 PM) Try mybest emulate sifu haha dun emulate me and lari, do what I should have done - STAY PUT!
|
|
|
|
|
|
SUSPink Spider
|
Aug 6 2015, 03:53 PM
|
|
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. fact sheets are in PDF...and all fund houses have different presentation style...how to automate? so high tech meh
|
|
|
|
|
|
SUSPink Spider
|
Aug 7 2015, 03:02 PM
|
|
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. My only Malaysia-focused equity fund, Affin Hwang Select Opportunity... IRR dropped to...3.0%. Worse than FD
|
|
|
|
|
|
SUSPink Spider
|
Aug 7 2015, 03:53 PM
|
|
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... Talk to FSM...nego for FREE transfer offer
|
|
|
|
|
|
SUSPink Spider
|
Aug 8 2015, 09:09 AM
|
|
|
|
|
|
|
|
SUSPink Spider
|
Aug 8 2015, 09:15 AM
|
|
Seems like RHB is removing OSK from name of their funds...
|
|
|
|
|
|
SUSPink Spider
|
Aug 8 2015, 09:38 AM
|
|
I think Asian markets bear might linger for some time...  *maintain AT LEAST 33% exposure to US/Europe/Japan*
|
|
|
|
|
|
SUSPink Spider
|
Aug 9 2015, 06:15 PM
|
|
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. EM fund is investing in sooooooooo many EMs...whereas SHCOMP is only China...of course single market is more volatile
|
|
|
|
|
|
SUSPink Spider
|
Aug 11 2015, 09:16 AM
|
|
IRR = annualised rate
Simple as that
|
|
|
|
|
|
SUSPink Spider
|
Aug 11 2015, 09:40 AM
|
|
QUOTE(ohcipala @ Aug 11 2015, 09:21 AM) So if I invest using DCA method, I should use XIRR? 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
|
Aug 11 2015, 06:38 PM
|
|
I miss my Alliance Global Bond Fund which have huge US Treasurys exposure
|
|
|
|
|
|
SUSPink Spider
|
Aug 11 2015, 08:34 PM
|
|
China devalue RMB... US expected not to raise rates... Top up the 2 CIMB funds
|
|
|
|
|