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

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kimyee73
post Sep 7 2015, 10:54 AM

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QUOTE(MUM @ Sep 6 2015, 08:06 AM)
rclxms.gif  rclxms.gif was browsing over some old postings...noticed your MOM returns..
in Aug there are some major global selloff....and yet your portfolio ROI and IRR just got affected by
0.3 and 0.1% respectively when compared to July....
rclxms.gif  notworthy.gif  notworthy.gif  notworthy.gif

whereelse yklooi got affected by a large %.
July IRR 4.13, ROI 9.16
Aug IRR 2.42, ROI 5.52

kimyee73 may I know how much is your M.O.M portfolio affected?
I maybe wrong..i guess you cannot beat David83's, in terms of portfolio stability....
btw, any regulars here got their M.O.M portfolio IRR beatings David83's portfolio's stability?
can share your portfolio % of allocation kah?  notworthy.gif
*
Here is my main portfolio performance after some realignment done. Noticed that the numbers are slightly lower than previously reported as I missed out a couple of funds that I already sold and moved Kenanga and Hwang funds to beneficiary accounts.

30/1/2015 3.71%
27/2/2015 5.35%
31/3/2015 5.24%
30/4/2015 5.57%
29/5/2015 5.43%
30/6/2015 5.30%
31/7/2015 5.03%
28/8/2015 3.05%
kimyee73
post Sep 11 2015, 04:57 PM

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QUOTE(Pink Spider @ Sep 11 2015, 02:45 PM)
U saje...

Who ask u love your Chinadolls so much? My love for Titanic sweetly rewarded! tongue.gif
*
Be careful with your Titanic, remember to abandon ship when it hit iceberg, don't sink along with it whistling.gif
kimyee73
post Sep 11 2015, 09:06 PM

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QUOTE(xuzen @ Sep 11 2015, 08:39 PM)
My CIO lar... asyik cakap pasal itu Chinadoll aje... say, very cheap now, PER is low, cheap to buy, bargain lar!

But I have been reducing my exposure to single country fund (China specific) and moving to a broader Asia-Pac x-JP fund (Ponzi 2.0) now. Less volatile!

Xuzen
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Volatile good if you like to play it. I believe your Chinadoll will reach stardom ahead of Ponzi in next couple of months.
kimyee73
post Sep 11 2015, 09:08 PM

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QUOTE(pr0pofol @ Sep 11 2015, 08:48 PM)
yup true, but fd and asb are boring  tongue.gif
thanks.. i just wonder current climate how it affects bond markets.. can explain in simple laymen term?
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Sometime boring is good, you pay for excitement.
kimyee73
post Sep 15 2015, 01:04 PM

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Can KLCI cross its 50 days moving average resistance today or it is going to bounce off it to another low? Time will tell.
kimyee73
post Sep 15 2015, 05:45 PM

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QUOTE(wil-i-am @ Sep 15 2015, 04:10 PM)
SCI tumble 3.5% but our Bursa up 5 points bcoz of RM20 bil
http://www.bloomberg.com/news/articles/201...eeks-on-economy
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Up but fail to cross the 50SMA at 1654. That is quite significant. It it fail to cross this even after the holiday tomorrow, we might see a tumble lower toward next week. If it can cross, whoopy, that would be good news short term until it reach 200SMA resistant at 1749.
kimyee73
post Sep 22 2015, 12:29 AM

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QUOTE(yklooi @ Sep 21 2015, 03:41 PM)
doh.gif  sweat.gif just added another 20% in AMB Income trust today... cry.gif
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Did that as well last Thursday. My ROI post top-up is now 2.42%
kimyee73
post Sep 22 2015, 12:31 AM

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QUOTE(Kaka23 @ Sep 21 2015, 03:50 PM)
Still believing in China and Japan?
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China Yes, Japan No.
kimyee73
post Sep 22 2015, 06:06 PM

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QUOTE(xuzen @ Sep 22 2015, 01:00 PM)
My balls data are in... this mth sikit early wor...

Before I talk about Algozen™  recommendation, let me just say a few observation.

I) The risk-return of equities generally has gone done. Meaning, the equities are getting more risky. The days of easy buffet lunch is getting less. You want more gain, you need to take more risk. Simple as that....

II) Equities across different geographical zones are converging, the correlation-coefficients are increasing. This means that it is not easy to get good diversification.

Now, onwards to the recommendation:

Titanic is still floating, iceberg is nowhere in sight;
Titanic is still preferred, even though the Europeans are making headway,
Ponzi two is still game on, it is loved for its low volatility,
Don't ignore the small cap, she may surprise you yet, show her a little bit of love.
Titanic with Ponzi two with small dash of small cap is still the best diversified portfolio there is according to Algozen™...

Xuzen
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Mapping my portfolio to Algozen's recommendation
Titanic = 3.4%, plan to increase to 10%
Ponzi 2.0 = 4.6%, plan to increase to 6.7%, additionally I still have 2.4% in CIMB greater china.
Small cap = 12.3%, plan to reduce to 8.6%
kimyee73
post Sep 22 2015, 06:12 PM

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oops.

This post has been edited by kimyee73: Sep 22 2015, 06:15 PM
kimyee73
post Sep 25 2015, 04:06 PM

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QUOTE(wongmunkeong @ Sep 25 2015, 03:09 PM)
Your Platinum status leh?  notworthy.gif
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Platinum still can't get 1%, so must be diamond status or what?
kimyee73
post Sep 29 2015, 07:26 PM

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QUOTE(Avangelice @ Sep 29 2015, 02:22 PM)
The fund tumbled so it's no way it can tumble further. Lol
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How do you know where is the bottom?
kimyee73
post Oct 1 2015, 10:38 PM

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My main portfolio update for month-end September 2015

Overall IRR 6.75%
Top 3 funds
- EI Small Cap IRR 17.07%, +8.97% from Aug (7.4% of portfolio)
- CIMB Global Titan IRR 13.7%, -0.54% (2.6%)
- RHB ATR ROI 12.4%, +5.8% (5.8%)
Bottom 3 funds
- AMB Ethical IRR -16.3%, +3.43% from Aug (0.9% of portfolio)
- AMB Dividend ROI -6.06%, -0.08% (0.7%)
- RHB Emerging Opp IRR -3.3%, -3.3% (2%)
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