Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
5 Pages « < 2 3 4 5 >Bottom

Outline · [ Standard ] · Linear+

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

views
     
IvanWong1989
post Aug 11 2015, 09:38 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



I think a simple example should be better.

First month u profit of 10 buns
Second month u profit 5 buns
Third month u profit 20 buns.

Extrapolating. U predict future profit of buns until 1 year. Up to you whether you want to believe that extrapolation, or not. It's still math.



.... PS: Malaysia funds going down the drain. lol... good test of not letting emotion to cut my losses prematurely. @@

This post has been edited by IvanWong1989: Aug 11 2015, 10:00 PM
IvanWong1989
post Aug 12 2015, 08:09 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(David83 @ Aug 12 2015, 07:47 PM)
Who is holding KGF:

Kenanga Growth Fund | 0.9767 | -0.0287
*
Me.... and I no eye see... bought 2 3 months ago....

My EI small cap at -9%

This post has been edited by IvanWong1989: Aug 12 2015, 08:11 PM
IvanWong1989
post Aug 18 2015, 11:13 AM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(yklooi @ Aug 18 2015, 09:05 AM)
while reading thru the last weeks posts about EQ:FI ratios.....I recalled having read this data a few months back from this article.....

Mythbusting: Frequent Rebalancing Improves Portfolio Returns
http://www.fundsupermart.com.my/main/resea...l?articleNo=566

looks surprised!  blink.gif  or  yawn.gif
*
why? rclxub.gif rclxub.gif rclxub.gif
IvanWong1989
post Aug 18 2015, 10:56 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



... guys. Time is coming where it is reaching my monthly fund injection.

I do not have coverage for developed mmarket.s... hence missing out on the titanic.

My current coverage is on Asia Pacific and boleh land.
Both sea of red.

Thinking should I divert out to developed markets now.or continue DCA into my sea of red bringing it's weighted cost down.

Any advice is very very appreciated.
IvanWong1989
post Aug 21 2015, 04:00 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



Diversification is more important than DCA into lowering markets I presume from previous sifu advices here. Correct ?
IvanWong1989
post Aug 22 2015, 09:14 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



Where;s my merdeka promo.... intime for my top up time liau...
IvanWong1989
post Aug 22 2015, 10:36 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 22 2015, 10:59 AM)
Buy Unker Sam! tongue.gif
*
QUOTE(yklooi @ Aug 22 2015, 11:10 AM)
The Dow fell into correction mode, down 10% from its most recent high point on May 19.

Overseas stock markets' losses were just as bad, if not worse, with some indexes in China and the U.K. stock market all now in correction.

The S&P 500 was also down 5.7% for the week, its worst weekly performance since 2011, while the Nasdaq fell 6.8%, also in correction territory.

Despite these dire numbers, it's worth remembering that U.S. stock indexes hit record highs earlier this year, after logging double-digit gains in each of the last three years.
hmm.gif  hmm.gif
http://money.cnn.com/2015/08/21/investing/...t-21/index.html
*
Hmm.... what can we take from that line...?

"it's worth remembering that U.S. stock indexes hit record highs earlier this year, after logging double-digit gains in each of the last three years"

hmm.gif


IvanWong1989
post Aug 24 2015, 01:36 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 24 2015, 10:28 AM)
*imitate xuzen and/or j.passing.by*

Keep to your DCA/DVA plan! tongue.gif
*
In other words... tongue.gif SOldier ON~. ol
IvanWong1989
post Aug 24 2015, 10:19 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



DCA business as usual?
IvanWong1989
post Aug 25 2015, 01:16 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 25 2015, 12:51 PM)
I'd say...

» Click to show Spoiler - click again to hide... «

*
QUOTE(ben3003 @ Aug 25 2015, 01:12 PM)
but other than asia ex japan, wat else can we put our money on? developed market is quite congested, europe perhaps? Or shud i now just topup asia total return to make my portfolio less equity more FI?
*
Interested to know also... laugh.gif
IvanWong1989
post Aug 25 2015, 08:44 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



-10%
IvanWong1989
post Aug 26 2015, 02:11 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



hmm..... promo tomorrow start..... top up time... but top up what.... aih~....


CIMB APDI = -6.47%
Kenanga Growth = -8.90%
EI Small-Cap = -15.95%

Total Portfolio Performance = -10.12% sweat.gif


Invested since May 2015.


Next action to take... top up existing or new ? Will continue to DCA.. question is DCA where. sweat.gif

Titanic? FSM downgraded the US mia star rating though..@@ hmm.gif

Straight out from the portfolio, missing is

Developed Market exposure
No Bond Funds exposure.
IvanWong1989
post Aug 26 2015, 02:15 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 26 2015, 02:12 PM)
Pandai. Now go do what u need to do.
*
rclxms.gif got approval. Yesssss rclxm9.gif


Btw, i saw ur portfolio.. macam very unconventional . @@
IvanWong1989
post Aug 26 2015, 02:37 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 26 2015, 02:16 PM)
What so unconventional?

Because got no Kenanga Growth Fund? whistling.gif
*
Haha... erm... your portfolio funds... the funds are not the usual one we see around here being discussed. LOL~.... my unconventional = rarely pop up here. hahahaha. But yea.. interesting.... no KGF. xD

QUOTE(dirtinacan @ Aug 26 2015, 02:24 PM)
Bond 0% sales charge. So anytime u can put in?
*
Hmm..... Got platform fee right?

IvanWong1989
post Aug 26 2015, 02:47 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(Pink Spider @ Aug 26 2015, 02:41 PM)
But...with the exception of Affin Hwang Select Opportunity...ALL are FSM Recommended Funds wor doh.gif
*
Yeap.. but not very often discussed here. Like no spotlight. hahahaha.

Should shine some spotlight on them. xD.... like the quantum and select.. total too... lol...
IvanWong1989
post Aug 26 2015, 09:32 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



.... Dora... LMAO~

IvanWong1989
post Aug 27 2015, 09:52 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



n tiup new fund in the fold. Titanic . cross fingers. Lol.

rough estimate of allocation.

Ponzi 2 28%
Ei small cap 28%
KGF 28%
Titanic 16%

IvanWong1989
post Aug 27 2015, 11:29 PM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



QUOTE(xuzen @ Aug 27 2015, 11:03 PM)
I am going back to the safer Ponzi 2.0, my misadventure into China specific fund for the past couple of months has been a disaster....

Current allocation is 50% Ponzi 2.0 and 50% TA Global Tech as a proxy for US exposure (also to piggyback on the strong USD movement)

Ponzi 2.0 being a multi-country fund is itself a good diversified fund. It's volatility is around 8.XX % which is low for a full fledge equity based fund.

I also checked and found that Ponzi 2.0 & TA Global Tech fund have low correlation, making them an ideal pairing. 

Xuzen
*
rclxub.gif correlation?????
IvanWong1989
post Aug 28 2015, 09:52 AM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



Hmmmmm correction done?
IvanWong1989
post Sep 7 2015, 11:46 AM

!StringTheory!
*******
Senior Member
4,297 posts

Joined: Jul 2009



Roller coaster.. lol... just watching numbers slowly change... redddd

5 Pages « < 2 3 4 5 >Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0546sec    1.04    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 01:23 PM