Fundsupermart.com v12, Najibnomics to lift KLCI?
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 Oct 20 2015, 03:24 PM
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#21
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8,188 posts Joined: Apr 2013  
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QUOTE(yeah016 @ Oct 20 2015, 03:19 PM) I just wonder, how the performance/ growth chart been calculate? as you can see performance/growth up != NAV price up   did it show NAV price up? or did it shows the Total Returns in %? |
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Oct 20 2015, 03:35 PM
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#22
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8,188 posts Joined: Apr 2013
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QUOTE(yeah016 @ Oct 20 2015, 03:28 PM) which chart you mention? if is performance/ growth chart, it show some value, if it is the NAV price chart, of course it show the price. see blue replies...see the PM chart in post# 383....Which chart axis mention NAV? the legend mentioned..... this is the morning star growth chart description, but I still not quite understand on this? how the value been calculate? will it related to NAV price? http://www.morningstar.com/InvGlossary/growth_graph.aspx maybe as posted in post# 178 ? https://forum.lowyat.net/topic/3580942/+160 This post has been edited by yklooi: Oct 20 2015, 03:39 PM |
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Oct 20 2015, 03:55 PM
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#23
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8,188 posts Joined: Apr 2013
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QUOTE(yeah016 @ Oct 20 2015, 03:51 PM) ya , I think that is the total return as the blue legend show there( I can see the chart in morning star vs pb mutual are alike) , but how the total return or this chart been calculate, this is my question. I googled and found this...hope it helps...How to Calculate and Read Public Mutual Fund Performance Chart http://www.horlic.com/how-to-calculate-and...formance-chart/ more in google... |
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Oct 20 2015, 04:09 PM
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#24
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8,188 posts Joined: Apr 2013
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QUOTE(yeah016 @ Oct 20 2015, 04:00 PM) yeah I also google before posting here, but this is not explaining about the performance chart. found this on google...hope it helps..A Guide Towards Understanding Unit Trust Performance Table http://invest-made-easy.blogspot.my/2013/0...nding-unit.html Understanding Total Return http://www.morningstar.co.za/za/news/12270...tal-return.aspx |
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Oct 20 2015, 04:41 PM
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#25
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8,188 posts Joined: Apr 2013
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QUOTE(river.sand @ Oct 20 2015, 04:35 PM) So the cash on cash return for PM is similar to bid-to-bid return of FSM? no idea.....what do you think? actually, i don't really pay much attention to it before i buy....maybe partly b'cos, they are "past" and maybe there are other factor like risk ratio that i needs to consider... |
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Oct 21 2015, 08:12 AM
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#26
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8,188 posts Joined: Apr 2013
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some thing to ponder about this morning....
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Oct 21 2015, 10:10 AM
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#27
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8,188 posts Joined: Apr 2013
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QUOTE(Kaka23 @ Oct 21 2015, 09:01 AM)  seems i am far behind to those 16%.. Attached thumbnail(s) 
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Oct 21 2015, 11:00 AM
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#28
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8,188 posts Joined: Apr 2013
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QUOTE(Vanguard 2015 @ Oct 21 2015, 10:49 AM) Hi YK Looi, the source......... Therefore IMHO, although the article maybe well intentioned, it is not entirely correct. P/S: I am just wondering what is the source of the article. Eastspring Investments Berhad releases Unit Trust Investor Behaviour Study Kuala Lumpur (2 October 2015) – Eastspring Investments Berhad, the Asia asset management arm of UK-based Prudential plc, today released Unit Trust Investor Behaviour Study. http://www.eastspringinvestments.com.my/do...roved_Final.pdf |
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Oct 21 2015, 11:04 AM
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#29
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(yeah016 @ Oct 21 2015, 10:37 AM) .....If I place an order to buy the Fund A before 3PM,20 October , if it get the yesterday price(1.00), meaning that we actually more or less can predict the Fund A price based on the US market respond yesterday, Am I right? is the holding of the funds are ALL index linked stocks?did all the stock prices in the holdings fall at the same rate? is there any currencies exchange variances? is all the holdings in the funds the same..(did the FM buy or sell anything in that day)? are some of the considerations too... |
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Oct 21 2015, 04:18 PM
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#30
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(yeah016 @ Oct 21 2015, 01:41 PM) Assume that the fund fully bought in the US share market only. I know this these are all the factor might affect the NAV price but what my question is not regarding to this... Your question in post # 423 "if it get the yesterday price(1.00), meaning that we actually more or less can predict the Fund A price based on the US market respond yesterday, Am I right?"posting in # 426 are some factors that makes "we actually more or less can predict the Fund A price based on the US market respond yesterday" not possible.....but YES...if by a BIG margins is allowed. on top of some of those factors....try this for NAV pricing of funds invested in Foreign markets by local FH. page# 279.... http://www.fundsupermart.com.my/main/admin...usMYRHBUSEF.pdf This post has been edited by yklooi: Oct 21 2015, 05:01 PM Attached thumbnail(s) 
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Oct 21 2015, 08:06 PM
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#31
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(David83 @ Oct 21 2015, 07:55 PM) Portfolio IRR shoots up to 4.1%  mine too.....Targeting to break this 4.2% FD rate      Attached thumbnail(s) 
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Oct 21 2015, 09:29 PM
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#32
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(guy3288 @ Oct 21 2015, 09:14 PM) i am very happy joining u guys in this forumn. surprisingly my IRR is 10% , must be luck as i buy by hearsay only, no report reading no analysis on my part.  good for you...Happy to know that you are happy to join this forum.....me too...I learnt a lot and are still keep making mistakes and waiting to be corrected frequently... just noticed for this 2 days....this FSM thread are being viewed > 1000 views per day.....  Bravo..."PINK" the TS  |
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Oct 21 2015, 09:31 PM
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#33
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8,188 posts Joined: Apr 2013
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QUOTE(river.sand @ Oct 21 2015, 09:27 PM) I already said 'except in the case of distribution'. that is why he wonder and ask how to have NAV keep going up....(if there is distribution policy) This post has been edited by yklooi: Oct 21 2015, 09:32 PM |
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Oct 21 2015, 09:33 PM
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#34
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8,188 posts Joined: Apr 2013
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QUOTE(wil-i-am @ Oct 21 2015, 09:31 PM) Great statement but I have yet to achieve 7 digits  changing to VND/rupiah may helps.... |
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Oct 22 2015, 08:14 AM
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#35
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8,188 posts Joined: Apr 2013
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QUOTE(Ramjade @ Oct 22 2015, 08:07 AM) guy3288 in your pic, there are some which is like 20+% increase in the original value. Do you sell them or hold them for dividends? while waiting for guy3288, may I "kaypoh" a bitRamjade bro....if got time pls read this from post#1 (click the spoiler) for more info on.... 3. Common misconceptions about unit trust dividends/distributions: 23053 This post has been edited by yklooi: Oct 22 2015, 08:20 AM |
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Oct 22 2015, 11:53 AM
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#36
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8,188 posts Joined: Apr 2013
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QUOTE(river.sand @ Oct 22 2015, 09:36 AM) Btw, when did FSM launch its service in Malaysia? And when did Pinky start his first thread? got these 2 answers from the web....Attached thumbnail(s) 
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Oct 22 2015, 12:00 PM
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#37
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8,188 posts Joined: Apr 2013
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QUOTE(Ramjade @ Oct 22 2015, 11:31 AM) Assuming that you don't need the money, so you will topup, but you will sell? Can you explain what do you meant by rebalancing? How do you evaluate which funds need to rebalanced? Any criteria? try this...hope it helps abit...Clearing Your Doubts On Rebalancing http://www.fundsupermart.com.my/main/resea...ebalancing-1980 Mythbusting: Frequent Rebalancing Improves Portfolio Returns http://www.fundsupermart.com.my/main/resea...lio-Returns-566 http://www.fundsupermart.com.my/main/resea...lance!-3024 The Nature Of The Game – Rebalancing http://www.fundsupermart.com.my/main/resea...ebalancing-4232 The Importance Of Rebalancing A Portfolio http://www.fundsupermart.com.my/main/resea...-Portfolio-5374 Rebalanced my portfolio for 2014 https://secure.fundsupermart.com/main/resea...SJBlog_20131227 |
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Oct 22 2015, 01:29 PM
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#38
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Senior Member
8,188 posts Joined: Apr 2013
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QUOTE(Ramjade @ Oct 22 2015, 01:21 PM) If I buy the 4 funds (ponzi 2.0, titans, kgf, eastspring cap) and keep long term, can it outrun interest earned by FD? (looking at double digit returns here) YES....if you "believes" on the past performance may repeat itself....what is shown here are past performances.....(assuming at 25% each) This post has been edited by yklooi: Oct 22 2015, 01:30 PM Attached thumbnail(s) 
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Oct 22 2015, 01:44 PM
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#39
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8,188 posts Joined: Apr 2013
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QUOTE(Ramjade @ Oct 22 2015, 01:41 PM) For the average say 10 Years, do we need to divided the returns by 10? Or that is already what one will get average per year? already annualised.....DEFINITION of 'Annualized Rate' http://www.investopedia.com/terms/a/annualized-rate.asp This post has been edited by yklooi: Oct 22 2015, 01:46 PM |
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Oct 22 2015, 01:56 PM
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#40
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8,188 posts Joined: Apr 2013
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Do You Use Your Rear-View Mirror To Invest?
Extrapolating historical performance can sometimes be detrimental to investing; we suggest investors avoid relying too much on their “rear-view mirrors” when they invest......Author : Fundsupermart http://www.fundsupermart.com.my/main/resea...?articleNo=6172 |
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