in FSM MY website
click at "More" as "ARROWED"



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cool. didn't know about that

thanks for sharing

try the FUNDS INFO....
under it got Chart Center and Funds Returns and many more....I find it very informative....
hope you will like it too.

i am aware of that

but that one if you already have a list of funds to watch

what i need mostly is to analyze which funds i need to consider from the whole list offered. i already have a method for this though

good to know that you have...
mind to share?
or is it also a Proprietary trade marked item like the Algozen™ ?

no trade mark. just simple common sense

what i normally do is

1. go to "funds info"
2. then "fund selector"
3. click "generate table". for filters, i leave the default settings
4. it will list all the funds with average return for a few different periods
5. copy the whole content to excel
6. do some formula in excel to calculate the final data i need

for this "final data", what i try to generate is the yearly return for individual year. meaning i want to know, what's the return for year no 7, the return for year 4, etc

note that i mean the return for that particular year, not the average return for the past whatever year

once i have that info (i try to do year 1 to year 7), i try to find which fund makes consistent reasonably high (i normally set at 8%) positive return every single year

what i want is consistency and not super high return 1 year but sluggish other years

based on the short listed results, i make my final decision

Thanks for sharing....

just be careful as there is an article about something like this....
"Avoid Using Your Rear-View Mirror To Invest ...... August 16, 2013
Extrapolating historical performance can sometimes be detrimental to investing; we suggest investors avoid relying too much on their “rear-view mirrors” when they invest.

http://fundsupermart.com.my/main/research/...?articleNo=3744

also, if the +tive NAV growth had been good for that many years...the PE value of that area of fund coverage maybe already at the high side...

"Western developed markets have delivered extremely strong returns in recent years, with the US having soared 117.6% (16.8% annualised) over the past five years and by 81.5% (22.0% annualised) over the past three years. European equities, have also done well, with returns of 69.4% over the past three years (19.2% annualised) although the European Sovereign Debt Crisis back in 2011 and 2012 detracted from its five year returns of 65.4% (10.6% annualised). Returns are as of 20 July 2015.

On the back of such strong returns, valuations have likewise risen strongly for the two markets, with both markets trading at premiums against their estimated fair PEs. Looking ahead with a three-year time horizon, valuations are still not cheap for US and European equities, with both markets staring at a potential contraction of valuation multiples ...."
https://secure.fundsupermart.com/main/artic...-Markets--10613

also, there is a possibility of a change of FM and the FH ownerships which may lead to some other things

just a thought...

This post has been edited by yklooi: Jul 25 2015, 04:19 PM

Short term super performance only

Look long term...

Do not be overly perplexed with short term losses...
Do not get overly excited with short term gains...

appreciate the feedback

i reduce my risk by looking at as many years data as possible

so if let's i look at 5 years data, each of the 5 years must be performing well only i will consider.

of course maybe the 6th year will crash but every investment or analysis method also got risk. just need to reduce them

maybe u can share what's ur method? and how well they perform?

KAF Vision is in my short list due to long term gain record from my analysis

Watching UT gain is like waiting for paint to dry. Therefore when there is like a + 3% gain in a mth, very excited wan! For those who play penny shareor warrant... they will laugh at us!

Sifu sifu I have a question.

Lump sum investing vs dollar cost averaging

Most article assumes that at the start you've had a big lump sum cash and then we choose to DCA or not. Their research says that lump sum gives better returns over DCA 2 th

But how about youve got no lump sum cash now?
if I choose to lump sum. Meand ill accumulate cash overtime In savings account. And when market ngam ngam. Then lump sum invest in?

How are you gonna time the market?

If anyone is expert in timing, no need unit trust liao.

both method have pro & cons u know..

lump sum if u invest "wrong" timing aka when NAV is high.. later market down.. u loss big time.. but if market still go upwards after u invested then profit lor

and the main point is UT need to keep long term

This post has been edited by nexona88: Jul 25 2015, 08:32 PM

erm.... not to say I'm gonna time the market.... haha. just a question. cause i read research that put lump sum investment vs dca. 2/3 of the times, lump sum investment wins dca over 10 years.
this condition is.
lump sum investment = at year 0, you got 1 million. you directly put in all.
dca = at year 0, you got 1 million. you dca your 1 million over every month until the end.

Now I'm thinking how about.

at year 0, you got no budget or shit. If you decide to lump sum. means for the first few months perhaps, or few years you are accumulating cash.(static cash). then only you lump sum later.

vs

at year 0, every month you put in little by little.



It seems for this more realistic scenario, dca wins. I think.

Let's say you invest lump sum when the price is peak and compare another guy invest partly same time but DCA when price going south

Who u think will have better return?

If you happen to invest lump sum during bear market, you are going to get good return. But how do you know when the next bear market will come?

I tell you one story:
In 2008, before GE 12, when the Parliament was dissolved, market was down.
People were expecting the same thing to happen before GE13. Some exited the market as early as 2012. But the Parliament was only dissolved in April 2013, and yet there was no major correction.
Major correction only happened last year.

If you were one who exited the market in 2012, what would you miss?

Gold status not enough, need platinum for 1.25% SC.

This is small cap fund. My ROI is just 3.95%, invested since Jan'15 with multiple top up since then.

Ha ha... What a coincidence. This is about the same method I'm using as well.