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

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SUSyklooi
post Jul 12 2015, 03:42 PM

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QUOTE(idyllrain @ Jul 12 2015, 12:57 AM)
If anyone's interested, I've added the following code in polarzbearz IRR Excel sheet to obtain the latest NAV prices from FSM with just one click (I attached the macro to a button).
.......
As this code relies on FSM's price list pages, if there's any changes to that in the future, this code will break. The only modifications done on the table was changing Column C into the Fund Codes used at FundSuperMart (You can get these from the URL: http://www.fundsupermart.com.my/main/fundi...do?sedolnumber=MYKNGGF) and adding the value "*exit*" into the final row of Column C.
*
why is that when I tried to click on that link.....
it shows this....
(I just wanted to see what is the code for my funds...sort of a lists of them)


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SUSyklooi
post Jul 12 2015, 05:33 PM

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QUOTE(idyllrain @ Jul 12 2015, 05:27 PM)
Thats because when I bolded the "code" part of the URL, the link got broken.

Broken: http://www.fundsupermart.com.my/main/fundi...do?sedolnumber=MYKNGGF (the bold part cannot be clicked)
Same Link without Bold: http://www.fundsupermart.com.my/main/fundi...lnumber=MYKNGGF
Price list that the excel macro gets: http://www.fundsupermart.com.my/main/fundi....tpl?id=MYKNGGF
*
Thanks....now can already
SUSyklooi
post Jul 14 2015, 03:19 PM

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I was dumbfounded, freezed and did nothing.....
Now, Portfolio XIRR almost climbed back to End June level
SUSyklooi
post Jul 14 2015, 04:17 PM

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sometimes, for some markets....the drops takes longer to goes up....if top up, top up, top up...until pocket kosong it still not yet reach bottom
ex...Shanghai index peak 1 Oct 2007, bottomed at Oct 2008
Nasdaq (Dot com) index peaked Mar 2000, bottomed at Oct 2002
Nikkei index peaked in 1990, bottomed in 2003

This post has been edited by yklooi: Jul 14 2015, 04:24 PM
SUSyklooi
post Jul 14 2015, 04:33 PM

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QUOTE(xuzen @ Jul 14 2015, 04:28 PM)
My china fund went more than -1 Standard Deviation, which to my understanding, based on my finance study, means the chance of a rebound is very high. So I use that to stay my emotion. If I don't know all this finance mumbo-jumbo hocus-pocus, I would have panic and sell everything!

Xuzen
*
what if the situation were to be reversed? ex
fund went more than +1 Standard Deviation, does that means the chance of a corrections is very high also. ....how do you react then?
SUSyklooi
post Jul 14 2015, 04:39 PM

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QUOTE(xuzen @ Jul 14 2015, 04:35 PM)
I would reduce my exposure... or rather Algozen™ would "advise" me to reduce exposure.

Xuzen
*
then just wondering how to link this to this..... hmm.gif rclxub.gif

QUOTE(Showtime747 @ Jul 14 2015, 04:35 PM)
thumbup.gif  thumbup.gif

Experience is something textbook or google cannot buy.

Investment to me is a long term project. We take the short term ups and downs out of the equation, and look at the fundamental of the subject/investment. Given time, the research and due diligence on the subject/investment will pay off. Be it a company's share, property, a country's bond or a commodity.

That separates an investor vs a punter  thumbup.gif
*
SUSyklooi
post Jul 14 2015, 04:41 PM

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QUOTE(adamdacutie @ Jul 14 2015, 04:39 PM)
Uncle looi , were you the guy asking lotz of question last Saturday in WOU ?
*
see page 19 post 372....
SUSyklooi
post Jul 14 2015, 06:48 PM

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QUOTE(xuzen @ Jul 14 2015, 04:42 PM)
YKLooi,

Read back my post on the explanation of using an imaginary elastic rubber band to illustrate the concept of Standard Deviation and Z-score.

Understand or not?
*
hmm.gif ok...reversion to mean rclxms.gif
SUSyklooi
post Jul 14 2015, 06:51 PM

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QUOTE(David83 @ Jul 14 2015, 06:38 PM)
Portfolio IRR backs to 3.0% sweat.gif
*
rclxms.gif mine too also went back up....I think it will stabilize now....



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SUSyklooi
post Jul 15 2015, 10:38 AM

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Special Thanks: idyllrain & polarzbearz, for providing the original macro to fetch fund prices from FSM directly.

I had made a standalone file which I "think" would be useful for those that would like to use the auto nav updates function BUT does not want to moves to the new version of the file...

feel free to modify for the better....

must enable Macro to use...


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Attached File  Test_marco_auto_nav.zip ( 22.89k ) Number of downloads: 22
SUSyklooi
post Jul 16 2015, 07:05 PM

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The Asian Development Bank on Thursday cut its economic-growth forecast for developing Asia amid slower-than-expected growth in the United States and China.
The bank said the growth outlook for Southeast Asia was trimmed to 4.6% because Thailand, Indonesia, and Singapore's economies disappointed in the first half. Subregional growth will likely accelerate next year to 5.1%.
http://www.bangkokpost.com/business/news/6...e-asia-Thailand

sweat.gif sweat.gif I am currently 63% Asia X jpn.... doh.gif
SUSyklooi
post Jul 21 2015, 12:27 PM

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from the recent seminar
Developed Markets - CIMB-Principal Asset Management Berhad

US
· More bad news as more downside forecast for global growth
· Falling global inflation leads to lower interest rates
· Many countries having easing policy rate as inflation rate is trending lower
· US may delay interest rate hike as slow global growth
· US Interest rate will hike eventually however will be accommodative and gradual way

Europe
· ECB quantitative easing – liquidity injections to banks translating to increase lending to the private sector; retail & economic indicators improving
. Greek is not a tragedy, small % of Euro GDP. Cautious on contagion risk

Japan
· Bank of Japan (“BOJ”) to accelerate QQE in 4Q15 as inflation remains subdued and salary growth allows room for more stimulus
· In Japan Equity – PE Valuation remains well below those at the peaks of Nikkei 225 (As at 24 June 2015, PE:16.0, PB:1.44, Dividend Yield: 1.60)
· Wage growth turned positive supported by tight job market
· Business sentiments and consumers confidence is on the recovery track

Why CIMB-Principal Global Titans Fund?
· Recovery play – Take advantage of the economic recovery
· Attractive earnings growth (in US and Japan) and Attractive valuations (in Europe)
· Capture growth opportunities from investments in global companies with leading brands
· Benefit from investing in a fund that combines the capabilities of TWO global managers – PGI and Schroders

hmm.gif

SUSyklooi
post Jul 21 2015, 12:46 PM

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QUOTE(joylay83 @ Jul 21 2015, 09:56 AM)
fsm remains cautious about titanic hmm.... ponzi 3.0?  blink.gif

wondering if possible interest hike will push asia ex japan bonds and equities down.. if so, more laggard...
*
from FSM
· Rising interest rate in the US not necessarily point towards a crash in equities
· Maintaining overweight in equities as bull market has more room given the loose monetary policies by central banks
· However, as yields rise and market equity markets get more expensive, bonds may become more interesting

QUOTE(Pink Spider @ Jul 21 2015, 12:35 PM)
Oil slips below USD50 brows.gif
*
from Kenanga
► Situational - bargain hunting in beaten down sectors. Value emerging post sell-down in small to mid-cap stocks and selected oil & gas names
► Near term focus on beneficiaries of falling oil and commodities prices (e.g. utilities) and forex volatility (beneficiaries of strong US dollar & weak Yen namely technology, rubber gloves, plantation and autos)

rolleyes.gif sleep.gif
SUSyklooi
post Jul 22 2015, 09:08 PM

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China index peaked on 12 June....my portfolio XIRR annualised and XIRR since invest made are making progress back to that level. (now is about 15 june level).... sweat.gif sweat.gif

SUSyklooi
post Jul 22 2015, 09:14 PM

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QUOTE(David83 @ Jul 22 2015, 09:10 PM)
HSI dropped 1% today. whistling.gif
*
doh.gif alamak...ya-lor....(HK at 8.35% of portfolio)
hmm.gif luckily my Sensex is up 1.15% icon_idea.gif

SUSyklooi
post Jul 22 2015, 10:01 PM

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with PE at 17, I just had TA and GTF combined at 7% European exposure in my portfolio.....

http://www.fundsupermart.com.my/main/artic.../pdf_Europe.pdf

SUSyklooi
post Jul 24 2015, 08:45 AM

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QUOTE(Pink Spider @ Jul 24 2015, 08:39 AM)
topping up Titanic and Ponzi 2.0 bruce.gif
*
rclxms.gif flex.gif
I "chickened" blush.gif
I just switched to FI from my GTF, India and TA Euro...
sweat.gif PE value and recent pace of upward movement made me sweat.gif
next on the list are my China funds....

This post has been edited by yklooi: Jul 24 2015, 10:37 AM
SUSyklooi
post Jul 24 2015, 10:39 AM

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QUOTE(adamdacutie @ Jul 24 2015, 10:36 AM)
Wah Sai Eng Sai arr uncle looi
*
OOPs...rewrite and reposted
SUSyklooi
post Jul 25 2015, 03:07 PM

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QUOTE(brotan @ Jul 25 2015, 02:43 PM)
return is about 5.3% last 1.5 months. that's DCA

but maybe not that awesome for LYN standard lah  tongue.gif
*
rclxms.gif thks for highlighting....
this fund got listed in many categories too...



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SUSyklooi
post Jul 25 2015, 03:26 PM

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QUOTE(brotan @ Jul 25 2015, 03:15 PM)
is that table generated from fsm or your own chart?
*
in FSM MY website
click at "More" as "ARROWED"



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