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 Fundsupermart.com v12, Najibnomics to lift KLCI?

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dexk
post Oct 9 2015, 02:04 AM

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QUOTE(yklooi @ Oct 7 2015, 10:41 PM)
mine and yours almost SAME SAME.
due to the good overall mkts performance of the past few days
hope it will continue to go up for a few weeks?  sweat.gif  biggrin.gif
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Question: with IRR <4% for >2 years, don't you have any home loan? Isn't it better to just leave the money in the home loan account?
dexk
post Oct 9 2015, 03:00 AM

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Question: when you guys report the IRR or ROI is it in net terms meaning already deducted the SC?
dexk
post Oct 9 2015, 10:15 PM

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QUOTE(David83 @ Oct 9 2015, 05:58 PM)
MYR strengthen from 4.4X to 4.1X but still above 4  mad.gif
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slowly lar bro. the climb only started this week isn't it (this whole week everyday climb). 4.4 to 4.1 in 1 week is around 8-9% in a week ler. tak kan you want 30% in a week?
dexk
post Oct 9 2015, 10:17 PM

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QUOTE(Pink Spider @ Oct 9 2015, 02:15 PM)
Don't deduct.

SC is part of your COST.

For true assessment of your Return on Investment, u need to take into account all your costs.
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Yes of course it has to be calculated but why I'm asking is because most tools out there simply ignore this SC cost including the FSM mobile (without login, I don't have an account never login before). example 100K investment with 2% SC. they simply take 198k as your capital and calculate your returns. the 2k is simply unaccounted for. the same thing for my KGF with login (actual portfolio).
dexk
post Oct 9 2015, 10:48 PM

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QUOTE(kimyee73 @ Oct 9 2015, 10:43 PM)
RM climb or USD drop? More like the latter.
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I'm talking this week only ok. RM is up against USD, Pound, Euro, SGD. so it's RM up or USD down?
dexk
post Oct 9 2015, 11:07 PM

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QUOTE(Pink Spider @ Oct 9 2015, 11:02 PM)
Emphasis on the word "temporary" bro...

Dow and S&P 500 not really flying + Ringgit strengthening/Dollar weakening = u are buying US stocks "cheaper"

2 scenarios:
(1) Later Ringgit resumes its fall = u win, Dow and S&P 500 no need fly also u gained
(2) Ringgit stabilises BUT Dow and S&P 500 resumes their bull run = u win also

I THINK the risk is worth taking icon_idea.gif
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wah, what happened to the 3rd scenario? RM continue to climb/USD continue to fall and KLCI continue to rally? or even the 4th scenario, US growth story fail to take off. DJIA today = 17088, 52 week high = 18,351, 52 week low = 15,370. what is the upside for DJIA compare to the risk?

This post has been edited by dexk: Oct 9 2015, 11:16 PM
dexk
post Oct 9 2015, 11:24 PM

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QUOTE(Pink Spider @ Oct 9 2015, 11:13 PM)
RM continue to climb? I think many think that the MOST RM can go against USD is 3.80 hmm.gif

Read the Fed's words...

US is actually in quite a good position now, they basically CAN raise rates now, but they CHOSE not to cos:
(1) they wanna keep US exports competitive
(2) they wanna avoid "hot" money flushing back to US uncontrollably
(3) if (2) happens, emerging markets die, effect of which will eventually flow to US businesses (e.g. Chinamen stop buying Pradas, Guccis, Nikes, Chevrolets etc, who will die?)

IMHO KLCI is back to fairly valued territory already, esp the blue chips/large caps
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of course there is are reasons they chose not to. isn't it bad enough if you buy Monday and RM goes from 4.1 to 3.8? anyway, i'm also watching this GTF and RHB big cap china. so tempted to go in couple of weeks back (as posted here then). if I had, it would have been neutral I think. GTF lost, and big cap china gain.
dexk
post Nov 27 2015, 10:21 PM

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QUOTE(xuzen @ Nov 27 2015, 01:26 PM)
N14M4H! See peh beh song ar!

Monday top up Ponzi 2.0, Wednesday until now dropping like mad.

Xuzen

p/s Pink Spider, You notice boh our Bolehland large cap moves towards positive territories liao. See I told you so, when gwailo fund moves down, our Boleh fund cheong upwards and vice-versa.
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Yes, my KGF started since 14-Sept is up by 5.6% net today. I follow templeton's advice about Malaysia.
dexk
post Nov 29 2015, 02:55 AM

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QUOTE(xuzen @ Nov 28 2015, 10:05 AM)
What did that Botak Ang-moh say about Malaysia?

Xuzen
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forgot the exact words, but one of the best EM that offer multi decade opportunity basically due to overselling. so therefore, if I believe this I also have to believe that it is a very bad time to get into any foreign currency funds and RM is due to bounce back.

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