Reached the Seminar venue at 8.40am today....
the guards demanded RM 5 for parking fees....
They said last time no need now must pay....
I reversed my car and drive away go makan Prawn mee in Anzon road....now at MCD drink coffee.

Ponzi 2.0 also has a large % in Greater China region too....
after top up both funds...will the total % of Greater China region too much in your portfolio for your comfort?
if yes,...you are ok...then go ahead

a view from an optimistic....
even as small percentage....the rise in greater china still more than ponzi 2.0

no right or wrong...just different views...and for some people this direction of view maybe changed frequently too.

This post has been edited by yklooi: Jul 11 2015, 10:18 AM

just curious at your Ponzi 2.0 IRR....dropped by 50%...much bigger than the drops in SSE at about 35%
This IRR dropped to 10%, how much % does the ROI of yr Ponzi 2.0 drops?

This post has been edited by yklooi: Jul 11 2015, 10:27 AM

assuming one holds a funds for 2 years
ROI is 40% (for easy calculation)ROI 40/2 yrs thus IRR is 20%
if now the ROI is 20% thus the IRR is 10%
thus ROI drops 20%?

is my calculation and assumption corrects?

yes 2 different things.....just a "queried" view that a regional funds is more risky than a single country focused one eventhough the drops this time is mainly from this country?

Sorry-lah...not much people in the workforce can helps....
"Nearly three-quarters of the local workforce are without any tertiary education, ...."
http://www.thestar.com.my/News/Nation/2015...ithout-degrees/

just that be careful.....(now pouring cold water)....sorry.
the last time China funds corrected in 2007/2008...the wait for rebound was till 2014

FSM View on the Recent Market Sell-Off in China

Currently, FSM do not see any significant changes on the fundamentals of the Chinese market.
The headwinds are most from excessive margin lending and expensive valuation on the A shares of small- and mid-cap companies, deteriorating market sentiment.
Current market situation suggests that H shares see better investment values, showing more attractiveness to mainland investors who are after lower volatility.
Despite the fact that H shares were always the first to be affected when A shares’ bubble bursted in the past, H shares tended to demonstrate better resilience than A shares in a down market. Unlike A shares, the H-share market is mainly composed of institutional investors who focus more on value, and hence it is less likely to experience the same “herd effect” driven by individual investors.
As of 3 July, the 2015 and 2016 estimated PE of CSI 300, representing the A-share market, dropped from 20.42X at the beginning of June to only 14.8X and 13.0X, which are in fact close to the fair value; whereas H shares estimated PE for 2015 and 2016 are now trading at 10.8X and 9.7X against the 12X fair PE, showing a significant discount. Investors can consider capturing such upside potential using the dollar cost averaging strategy to invest in high-quality H-share funds.

http://www.fundsupermart.com.hk/hk/main/re...articleNo=10016

the flow of noises never seems to ends....
China and Greece is almost over,...now this....
High valuations weigh on U.S. stocks ahead of earnings
As companies in the benchmark Standard & Poor's 500 begin to release lackluster second quarter results, rich valuations threaten to keep the U.S. stock market spinning in place.
http://www.reuters.com/article/2015/07/11/...N0PK27O20150711

This post has been edited by yklooi: Jul 11 2015, 11:16 AM


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let's say....(from the 1st part your illustration).

Initial capital = RM 10,000.00

After two years, portfolio = 14,000.00 = ROI 40%.

IRR or CAGR =/= 20% = 18.32% p.a.

If the IRR dropped by half (18.32/2=9.16%), what is the % of ROI drops?

Kopi Tarik on the way....

....
Clear your porch...a big cup of coffee coming up

(for the blue one..... ) have to get another cup too...


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yes,...good illustration.

my question is, if someone said, that his China fund's IRR dropped from 20%+ to IRR 10%
(so the time is I think is about 3 weeks different)....just wondering how much did his fund's ROI dropped in %.
(yes, I know Fund Returns tabs in the FSM can do that.....jus that it did not show that much....it just showed -6.5%.)
now come to think of it,...will his regular top ups of < 12 months time frame played a role in the big different of variance of IRR and ROI?

This post has been edited by yklooi: Jul 12 2015, 08:18 AM

Appreciated your contribution....that would really be VERY useful
will there be any other (indirectly linked) complication?
polarzbearz...could you check it out and test it out?
if ok,...then Please update it in the "mastercopy" and put it up so that it could be downloaded?

Some people says "GOD works in mysterious ways"
idyllrain 1st post, New member (but joined Apr 2008?)...great contribution!!
(just wondering who you really are)....
Thanks anyway..

This post has been edited by yklooi: Jul 12 2015, 07:39 AM

yes,..special priviledged membership to a RM 5 car park special!

was for the many times....
But was told by the guards that now have to pay RM5.
I think it is "sendiri makan" one...so I left....used the RM5 go sendiri makan a bowl of prawn mee..
if I pay RM 5 and go in...and got tips...maybe can eat abalone mee. ...

The guards standing in the front of the entrance just after the turn in from the main road....no chance to enter the multistory carpark that I used to

yes,...
Btw,....the KL seminar's carpark also have to Pay RM 5 per entry too?

bike not available...will try taxi the next time

yes,...seems like how long the investment period did have BIG play in how the ROI% moves....
you are right....
did a trial and error method.....



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