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Fundsupermart.com v11, Grexit or not, Europe will sail on...
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guy3288
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Sep 28 2015, 09:18 AM
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Looking at FSM recommended UT, any body can explain, why this AmCommodities with so many negative returns ,is considered recommended UT by FSM??
AmCommodities Equity Risk 10 YTD -9.03% 3m -6.48 % 1yr -14.37% 2yr -7.41 % 3yr 0.86 % 5yr 2.87 %
That means even keep for 5 years, total return only 2.87% -->yearly =0.57% return, betulkah ni?
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SUSPink Spider
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Sep 28 2015, 09:21 AM
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QUOTE(guy3288 @ Sep 28 2015, 09:18 AM) Looking at FSM recommended UT, any body can explain, why this AmCommodities with so many negative returns ,is considered recommended UT by FSM?? AmCommodities Equity Risk 10 YTD -9.03% 3m -6.48 % 1yr -14.37% 2yr -7.41 % 3yr 0.86 % 5yr 2.87 % That means even keep for 5 years, total return only 2.87% -->yearly =0.57% return, betulkah ni? Maybe they reckon commodities prices have already bottomed past returns/losses =/= future returns/losses Just as RHB-OSK Gold fund...after so many years of negative returns, those who invested near the bottom, got double-digit gains  When u invest in a fund, u are buying its FUTURE, it's POTENTIAL, it's past losses are of no concern to u. This post has been edited by Pink Spider: Sep 28 2015, 09:26 AM
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Kaka23
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Sep 28 2015, 09:42 AM
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QUOTE(birdman13200 @ Sep 27 2015, 10:07 PM) I summarize the point as below: 1. It is time to buy, wisely but not blindly. 2. Japan market is attractive as the corporate is in good shape, expected continue growth. 3. US economy is good now, but the stock is too expansive, not a good time to enter US market. Thanks... I am betting for Japan for next 2 years.. Global Titan... so cannot buy la..
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river.sand
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Sep 28 2015, 12:07 PM
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QUOTE(Kaka23 @ Sep 28 2015, 09:42 AM) Thanks... I am betting for Japan for next 2 years.. Global Titan... so cannot buy la..  The fund manager can divert fund from US to Japan.
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T231H
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Sep 28 2015, 12:32 PM
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QUOTE(river.sand @ Sep 28 2015, 12:07 PM) The fund manager can divert fund from US to Japan.  will that deviate from their set bench mark ratio?
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guy3288
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Sep 28 2015, 01:20 PM
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QUOTE(Pink Spider @ Sep 28 2015, 09:21 AM) Maybe they reckon commodities prices have already bottomed past returns/losses =/= future returns/losses Just as RHB-OSK Gold fund...after so many years of negative returns, those who invested near the bottom, got double-digit gains  When u invest in a fund, u are buying its FUTURE, it's POTENTIAL, it's past losses are of no concern to u. thanks. hopefully my Amcommo will pick up one day.....
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wongmunkeong
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Sep 28 2015, 01:40 PM
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Barista FIRE
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QUOTE(guy3288 @ Sep 28 2015, 09:18 AM) Looking at FSM recommended UT, any body can explain, why this AmCommodities with so many negative returns ,is considered recommended UT by FSM?? AmCommodities Equity Risk 10 YTD -9.03% 3m -6.48 % 1yr -14.37% 2yr -7.41 % 3yr 0.86 % 5yr 2.87 % That means even keep for 5 years, total return only 2.87% -->yearly =0.57% return, betulkah ni? it's heavy on energy. energy stocks and even energy-based countries (Russia) has fallen about 30+% to 40+% think Chevron (Caltex in MY), EXXON (Mobil in MY) having close to PE of 10 (ok ok, recently 11 to 13 with recent up run on energy) Thus, if U see historical - yar fall, which is a good thing - just like super market sales  As long as it has good businesses AND is at lelong PRICE VS its business VALUE.
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guy3288
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Sep 28 2015, 02:06 PM
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QUOTE(wongmunkeong @ Sep 28 2015, 01:40 PM) it's heavy on energy. energy stocks and even energy-based countries (Russia) has fallen about 30+% to 40+% think Chevron (Caltex in MY), EXXON (Mobil in MY) having close to PE of 10 (ok ok, recently 11 to 13 with recent up run on energy) Thus, if U see historical - yar fall, which is a good thing - just like super market sales  As long as it has good businesses AND is at lelong PRICE VS its business VALUE. Thanks, like this very reassuring, better buy more to average down my cost. How about Am Asia Pac Equity Income ? Looks like it is also on "sales" . Another counter to add?
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SUSPink Spider
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Sep 28 2015, 02:09 PM
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QUOTE(guy3288 @ Sep 28 2015, 02:06 PM) Thanks, like this very reassuring, better buy more to average down my cost. How about Am Asia Pac Equity Income ? Looks like it is also on "sales" . Another counter to add? U need to know the target market/underlying holdings of the fund AmAsia Pac Equity Income...targets dividend-yielding Asia Pac stocks...similar to Ponzi 2.0 If u think that Asia Pac stocks are attractive now, by all means buy more But bear in mind FOREX factor too...cheap HK and Singapore shares BUT weak Ringgit... 1+1-1=1 Get what I mean?
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guy3288
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Sep 28 2015, 02:23 PM
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QUOTE(Pink Spider @ Sep 28 2015, 02:09 PM) U need to know the target market/underlying holdings of the fund AmAsia Pac Equity Income...targets dividend-yielding Asia Pac stocks...similar to Ponzi 2.0 If u think that Asia Pac stocks are attractive now, by all means buy more But bear in mind FOREX factor too...cheap HK and Singapore shares BUT weak Ringgit... 1+1-1=1 Get what I mean?  every day i wait for people to share what they buy or top up here.. i see only: RHB ASIAN TOTAL RETURN FUND and AmCommo just now.. Anybody wanna share what you guys buy? My logic you guys already did research ma sure chun wan. tak chun takpa follow at own risk
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T231H
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Sep 28 2015, 02:27 PM
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QUOTE(guy3288 @ Sep 28 2015, 02:23 PM)  every day i wait for people to share what they buy or top up here.. i see only: RHB ASIAN TOTAL RETURN FUND and AmCommo just now.. Anybody wanna share what you guys buy? My logic you guys already did research ma sure chun wan. tak chun takpa follow at own risk going by your logic..... wanna try this...i think it is "BETTER",...b'cos more people "researched"... FUNDS VOLUME (BY SALES) http://www.fundsupermart.com.my/main/fundinfo/topFunds.svdo
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SUSPink Spider
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Sep 28 2015, 02:28 PM
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QUOTE(T231H @ Sep 28 2015, 02:27 PM) going by your logic..... wanna try this...i think it is "BETTER",...b'cos more people "researched"... FUNDS VOLUME (BY SALES) http://www.fundsupermart.com.my/main/fundinfo/topFunds.svdoItu tak boleh pakai wan...the usually stupid herd only knows to buy the past winner...Kenanga Growth Fund
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T231H
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Sep 28 2015, 02:32 PM
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QUOTE(Pink Spider @ Sep 28 2015, 02:28 PM) Itu tak boleh pakai wan...the usually stupid herd only knows to buy the past winner...Kenanga Growth Fund  KGF...1 week + 0.22% wor..
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Avangelice
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Sep 28 2015, 02:50 PM
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QUOTE(T231H @ Sep 28 2015, 02:32 PM) KGF...1 week + 0.22% wor.. You are buying a fund that's expensive and will be continue to be expensive in the future.
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ohcipala
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Sep 28 2015, 02:52 PM
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QUOTE(Avangelice @ Sep 28 2015, 02:50 PM) You are buying a fund that's expensive and will be continue to be expensive in the future. Mind to share your portfolio?
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wongmunkeong
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Sep 28 2015, 02:52 PM
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Barista FIRE
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QUOTE(Pink Spider @ Sep 28 2015, 02:28 PM) Itu tak boleh pakai wan...the usually stupid herd only knows to buy the past winner...Kenanga Growth Fund  ppl "seeking alpha" fund mgrs mar.. the same ppl asking really weird Qs on exdate Vs divvy vs purchase/sale on that date AND THEN claim got something behind... This post has been edited by wongmunkeong: Sep 28 2015, 02:52 PM
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Avangelice
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Sep 28 2015, 02:53 PM
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QUOTE(ohcipala @ Sep 28 2015, 02:52 PM) Mind to share your portfolio?
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Avangelice
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Sep 28 2015, 02:54 PM
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QUOTE(ohcipala @ Sep 28 2015, 02:52 PM) Mind to share your portfolio? That's my funds even though its on the watch list. Lazy to input
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T231H
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Sep 28 2015, 02:55 PM
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QUOTE(Avangelice @ Sep 28 2015, 02:50 PM) You are buying a fund that's expensive and will be continue to be expensive in the future. do you mean KGF is expensive? is it more expensive than GTF?
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Avangelice
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Sep 28 2015, 02:56 PM
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QUOTE(T231H @ Sep 28 2015, 02:55 PM) do you mean KGF is expensive? is it more expensive than GTF? Never eyed kgf or gtf. It's every beginners fund just because it's stable. Not my cup of tea
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