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

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TakoC
post Aug 5 2015, 01:21 PM

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Hi guys. Haven't look at my portfolio in awhile. Global Titan sky rocket since I last monitored. Although AIWF and Global Titans both heavy exposure in US and Europe, AIWF performance is very dull compared to the Global Titans.
TakoC
post Aug 5 2015, 02:15 PM

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QUOTE(Pink Spider @ Aug 5 2015, 01:59 PM)
most likely due to lack of exposure to banks and sin stocks
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smile.gif

Portfolio overall didn't get hurt much though. Thanks to crazy Global Titans.
TakoC
post Aug 5 2015, 03:40 PM

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QUOTE(river.sand @ Aug 5 2015, 03:30 PM)
Also thanks to weak ringgit. If measured in USD not so beautiful  laugh.gif
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Well, if Feds decided to hike their interest rate either next month or delay till next year, we should expect a further weakening in MYR.

Good news to those with US exposure!
TakoC
post Aug 6 2015, 08:45 PM

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QUOTE(Pink Spider @ Aug 5 2015, 03:48 PM)
To those not yet having US exposure...tunggu apa lagi? Nanti MYR4.00:USD1.00... rolleyes.gif

Don't cry for me, Argentina...the truth is I've never left u... whistling.gif
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Hit RM4 by year end hoseh!
TakoC
post Aug 8 2015, 07:48 AM

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QUOTE(Amatiel @ Aug 8 2015, 12:38 AM)
Can be done?
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Difficult. I tried transferring all my holdings from a bank to FSM, but there was a transfer fee as well.
TakoC
post Aug 8 2015, 12:59 PM

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QUOTE(guy3288 @ Aug 8 2015, 08:45 AM)
Are you sure? My CS from FSM, all the time no problem at all.

Transfer from PM, HLB, UOB any other agencies also can,
Transfer to CMF first, then within 30D you must buy FSM UTs (all except few i cant remember), 0% fee.

Could it be your CS not helpful?
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Oh no. I wanted to transfer the holdings without selling. Transfer fee was charged my bank, not FSM.
TakoC
post Aug 9 2015, 05:39 PM

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Pink Spider I remembered you said investing in a emerging market fund is very volatile. Would you still say it's more volatile as compared to current SHCOMP stocks where index can fluctuate a few % every day?

Just curious.
TakoC
post Aug 25 2015, 10:20 AM

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QUOTE(Vanguard 2015 @ Aug 25 2015, 10:00 AM)
IS IT A GOOD TIME TO SELL NOW?

If you fall under one of the categories below, then the answer is yes.

1.  You have maxed out your credit card, took a personal loan, used your emergency fund, etc. to buy the unit trusts.

2.  You need the money within one year to buy a house, buy a car, pay for your wedding, pay for your dog's funeral, etc.

3.  You cannot sleep at night. You are logging onto FSM and this forum on an hourly basis to find out the latest bad news. You are also checking the share market constantly, etc.

4.  Your performance at work is being adversely affected. So is your relationship with your family, your loved ones and your friends. You are getting bad tempered and prone to mood swings over minor issues.

5.  The paper loss that you have suffered now is more than you can stomach. The bottom line is you have to work for the next 10 years to recover the paper loss.

Question : Have you reached any of the tipping point above?
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10 years? Wah. That one really investing above his means already.

5 years la. Haha!

I wonder if anyone here lost 1 year of their salary already. Lol. Or half year.
TakoC
post Aug 25 2015, 10:21 AM

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QUOTE(Pink Spider @ Aug 25 2015, 10:19 AM)
doh.gif

Discount is only 1%

Market tanked how many % already?

T231H said it well biggrin.gif
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Malaysian ma. Must squeeze every penny one. Haha!

How's your stock portfolio YTD? How many % down?
TakoC
post Sep 18 2015, 08:27 AM

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QUOTE(yklooi @ Sep 17 2015, 04:27 PM)
During Aug....Indexes goes down, i think they are sold to raise cash while most of us "hold" during the Global rout in Aug.
Now indexes all up.....i think they are buying,...thus i think i will be buying too....you wanna buy or sell to raise cash?
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I haven't been topping up my funds for quite awhile.

I wonder what did everyone here do for the past 3 months? Not those doing DCA.
TakoC
post Sep 18 2015, 08:58 AM

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Lol. I skip right to your last sentence tongue.gif
TakoC
post Sep 18 2015, 10:27 AM

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QUOTE(Pink Spider @ Sep 18 2015, 09:24 AM)
I just kept my UT portfolio on autopilot, more active with my stocks

Accumulating Global Titans, though...now Developed Markets (Aberdeen Aladdin World + Global Titans) make up 37% of my equity funds.
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Global Titans has been crazy with their forex translation gain.

But 2 risks to consider now.

1) potentially strengthening in MYR.
2) market invested to due to correct maybe again?

So far we don't really feel the impact because it's supported by stronger USD.

But what happen when 1+2 is not in our favor.
TakoC
post Sep 18 2015, 10:59 AM

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QUOTE(Pink Spider @ Sep 18 2015, 10:37 AM)
But looking at how Asia ex Japan markets performing...

As I've always said, what is "cheap" may continue to remain "cheap"
What is "expensive" may continue to get more "expensive"
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That's why I'm not doing anything. Lol
TakoC
post Sep 18 2015, 11:04 AM

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QUOTE(Kaka23 @ Sep 18 2015, 11:02 AM)
My networth up 1.2% from last month.. smile.gif
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You know what they said.

The richer you are, % sound insignificant. Must look at absolute value increase tongue.gif

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