Manulife India Equity has entered into my radar again.... I'll be watching her closely.

Hmmm Manulife China Equity Fund, any thoughts?
Should i dip back into China market now?

Why Invest in China Now?
http://www.fundsupermart.com.my/main/resea...mber-2015--6474

Where to Invest Your Money for the remaining of 2015? We asked the fund houses for answers! ....Author : Fundsupermart
http://www.fundsupermart.com.my/main/resea...g-of-2015--6346

Star Ratings For The Various Markets
http://www.fundsupermart.com.my/main/resea...tarRatings.svdo

China A, China H & Red Chips – Know The Differences! [30 Oct 15]
https://secure.fundsupermart.com/main/artic...0-Oct-15--10988

if using this logic and agreeing with it....
wanna sell your foreign invested funds like GTF and ATR and buy into locally invested only funds?

‘Capitalise on weak ringgit by buying property here’
I have many friends too who have over the past few years invested in the London property market. Some bought flats in London for £500,000 three years ago when the exchange rate was RM5 to £1.

“The price of the flat has gone up to £1mil, so imagine at the present exchange rate of RM6.6 to £1, you will get RM6.6mil.

“That’s more than a 100% return on your investment. You can invest half of that in prime areas in Kuala Lumpur and the rest in the stock market or other investments,”

Abdul Wahid said with the ringgit almost 20% down in value since the end of last year, Malaysians should seriously consider channelling their investments back to Malaysia.

http://www.thestar.com.my/News/Nation/2015...-property-here/

That is for properties.

IMHO KLSE have not crashed hard enough to warrant us selling offshore funds and shift the funds back to Bolehfunds.

do you mean that Malaysian properties had crashed?
how much has it crashed from peak or crashed hard enough to warrant selling their offshore properties and shift the funds back to Bolehland properties?

Since putting in the functionality to grab fund prices from FSM, I've been devising a way to track the value of my portfolio. This is what I've come up with:


What it does is that every time I update my fund prices, it will snapshot the current investment per fund, current value of your investment per fund, and the NAV price for that day. This daily information is then used to construct this chart. The chart itself is dynamic and you will not have to add in more graphs when you add in new funds in the future.

There is no requirement to update every day (it will only be more accurate) and some days the historical data may be inaccurate as FSM can be slow with their Fund Price updates (you can go in and fix this manually if you wish but in the long run it should be insignificant).

Is this something you guys will be interested in?

p/s: Yellow line represents absolute profit/loss

This post has been edited by idyllrain: Oct 31 2015, 10:59 PM

continuous and continual improvement....that is good.
polarzbearz...pls have a look...and add in if ok?....

but not in IRR? represents absolute profit/loss not that great to reflect the performance of my investment as mine is just few thousands RM others maybe of few hundreds thousands RM....the chart may not reflect for comparison?


This post has been edited by yklooi: Oct 31 2015, 05:49 PM

That functionality is already present in the latest Polarzbearz Excel sheet through the "Capture Snapshot" button. I made this to see how our portfolio allocation changes through time as you can change the colors of each of the stacked area graphs to reflect asset types or geographical distribution.

Although changing the colors is manual right now, one possible improvement to this is to add an "asset type" or "geographical region" column on the Fund Allocation or Investment Details sheets and let you see the chart color-coded by those two parameters.

As for the reason I included the Absolute Profit/Loss line in the chart... it's a way for me to see how my portfolio performed at a particular time regardless of total value (which includes investments I made). Also I elected to use absolute values because the Overall IRR for a portfolio can be inaccurate due to short-term funds from switching operations.

This post has been edited by idyllrain: Oct 31 2015, 06:40 PM

Do you mind sharing your excel with this chart? You can mask the data / put dummy values to protect the privacy of the investments.

The functionality is already present in the latest version, to a slightly lesser extent (excluding asset allocations / regions / types)

Polarzbearz Here you go. Pardon the ugly code!

Bears to dominate Malaysian market?

PETALING JAYA: Bears usually hibernate through the winter but not this bear. This bear will be stalking the equity markets through the last two months of the year, scenting the blood trail of negative market sentiments.

Already, the recent rebound in the Malaysian stock market is over as the issues that keep popping up this year – speculation over a US interest rate hike, weak commodity prices and weak ringgit – continue to weigh on market sentiments.

To put things in perspective, Bursa Malaysia’s benchmark FBM KLCI has not traded above the high on Oct 19 when it closed at 1,718.20. Up until Thursday’s close, the FMB KLCI has shed 43.95 points or dropped 2.6% for the week compared to the Oct 23 close.

URL: http://www.thestar.com.my/Business/Busines...nate/?style=biz

Just updated my respective funds geographical allocation exposure, cash portion so high at 18% currently. Of course it's all out-dated news (working with what's available).

Ponzi 1.0 latest available data as at end-Sept cash portion 41.60%.

China/HK and US/Europe shrink a lot.

HwangIM always does this to preserve capital.

Btw the last time I see such high level of cash holding was during the last 2008-2011 meltdown

Its that time of the month again! This noon my epf is coming in

My purchase now would be topping up rather than buying new funds.

Ponzi 2.0 400
Manulife india. 400
Titanic 200

Your EPF funds go into your home loan flexi account?

Eh? Modi Fund

This post has been edited by Pink Spider: Nov 2 2015, 10:20 AM

yeap. took out the cash so i can get more buying power rather than just place into epf which i highly doubt will net in the 6% dividend. 2100rm per month. 1000 plus goes into UT and the rest i keep as bullets.

Malaysia exposure is high too. Had the privileged of talking to EI Small Cap fund manager and I like her.

So buy in - another reason for my very low foreign exposure.

You track until 2008 - 2011? Geng.

I every month look at the fact sheet of the funds I holding, just glance thru lar, not that I keep them all

From 2008 til now at all times I have HwangIM fund(s) in my portfolio

Eh, eh eh...
Chio bo?

This post has been edited by Pink Spider: Nov 2 2015, 10:50 AM