Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
8 Pages < 1 2 3 4 5 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v13, Merry X'mas and Happy 牛(bull!) Year

views
     
SUSyklooi
post Dec 28 2015, 04:08 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(dasecret @ Dec 28 2015, 04:02 PM)
Ouch.... I have 1 fund also like that.... still waiting for it to turnaround... or one fine day when I beh tahan; just cut loss  cry.gif
*
hmm.gif thinking of cutting losses on 9 Jan ....the day of reckoning. blink.gif
"move on", switching to Bond and EQ again...earn some credit points + save alittle % on SC......to compensate this 1.5% RED

This post has been edited by yklooi: Dec 28 2015, 04:10 PM
SUSyklooi
post Dec 28 2015, 04:13 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(brotan @ Dec 28 2015, 04:10 PM)
i agree possibly got

but if you have chosen that fund in the 1st place, i assume you already done your research and think that's the best performing fund, right?

unless you think you have made a wrong choice, then i agree don't DCA
*
cry.gif there is only 1 bond fund in TA to temporarily switch to, to get credit and stay low for a while.... cry.gif
SUSyklooi
post Dec 28 2015, 04:14 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Pink Spider @ Dec 28 2015, 04:11 PM)
Year end liao...even fund managers also clear leave, why u guys so hardworking? tongue.gif
*
new year coming, new hope, new resolution in allocation mah..... biggrin.gif

This post has been edited by yklooi: Dec 28 2015, 04:20 PM


Attached image(s)
Attached Image
SUSyklooi
post Dec 28 2015, 04:19 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(brotan @ Dec 28 2015, 04:16 PM)
i don't understand the credit part. care to explain?
*
http://www.fundsupermart.com.my/main/faq/0...dit-System-2001

SUSyklooi
post Dec 30 2015, 03:03 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(xuzen @ Dec 30 2015, 02:55 PM)
But according to the numbers presented by Con-Sultan™, the corr-coeff does change with diff currency used.

Xuzen
*
thumbup.gif me think so also....just dun't ask me to tell why....
c the MYR drops...ATR up....coincident or correlation??



Attached thumbnail(s)
Attached Image
SUSyklooi
post Dec 31 2015, 11:36 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(lukenn @ Dec 31 2015, 09:51 AM)
A MYR investor is concerned about the performance of the fund.

The USD investor is more worried about the exchange rate, as rates are dropping faster than fluctuation in the fund value.

Oleh maka itu ... in USD terms, the funds are correlated, while in MYR they are not. As can be seen in the correlation tables posted earlier by @dasecret
*
hmm.gif so in lay man terms..
1) the correlations stuffs that are discussed and shown here for the past few days TAK Boleh pakai to correlated both local focused and foreign currency exposed UTs?

2) Correlation value between funds (ex: from Morning star) can be influenced by the movement of currencies?
SUSyklooi
post Dec 31 2015, 02:46 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(dasecret @ Dec 31 2015, 02:20 PM)
Not sure if our con-sultan regret coming to this thread... all the people in this thread same same one.... want free and good!
*
i guess, sometimes some angels will come by giving guidance and assistance willingly.....
like previously and now still continuing doing it
the "ONE" that keep updating the revision
the "ONE" that done a good work of coming out with a "canggih" excel file for all to share
the "ONE" that suddenly appeared to provide some programs on auto NAV update from FSM website.
the "ONE" that provided and corrected many misconceptions about UTs investing
the "ONE" that provided .............(you name it)
etc, etc

"may GOD reward them with some goodies".......Happy New Year everyone..... cheers.gif


Attached thumbnail(s)
Attached Image
SUSyklooi
post Dec 31 2015, 08:46 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(river.sand @ Dec 31 2015, 08:16 PM)
BTW, in the new year...

STAR WARS EPISODE IV  wink.gif
*
rclxms.gif YES,...new hope.....
here is the "OLD" results as at 30 Dec 2015.....
OUT with the "OLD",
IN with the new soon........changing portfolio compositions soon....
2016 will be the year of either make it or burst.... sweat.gif
(just like the Black berry hp maker??)

hmm.gif
should I stick with...... the importance of constructing resilient portfolios in achieving better returns.

The Importance of Portfolio Resilience in Volatile Market Conditions
http://www.fundsupermart.com.hk/hk/main/re...articleNo=11013


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 1 2016, 10:34 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Kaka23 @ Jan 1 2016, 08:18 AM)
How you want to change your composition?
*
most probably to this



Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 1 2016, 10:49 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Kaka23 @ Jan 1 2016, 10:37 AM)
YOU having more confident on Ponzi 1 than 2?
*
it is the smaller caps that I wanted....not so much on confident.
from the past many months of UTs NAV price waviness, I don't have much confidence to any of them.
One just don't know what will hit you, from where or when...
if I stayed diversify and not changed much....then will have expected IRR of < 5%

why smaller caps....
from FSM--- Given the muted return expectations for the large cap space, investors can consider the small to medium cap spectrum as well. As of 17 December 2015, the FBM Small Cap Index traded at 12.5X, relatively lower as compared to the KLCI Index’s 16.4X.




SUSyklooi
post Jan 1 2016, 11:05 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(lukenn @ Jan 1 2016, 11:01 AM)
You'd probably want to relook at the annual reports and the charts for AMB ITF. Not too much upside left. Debt recovery almost done.

IMHO It's still a decent fund, just don't expect a repeat of previous performance.
*
yes,...thank you....
this AMB ITF fund serves as my spare "reserves" to move my funds to top up the just in case "Kena hit" kaw kaw funds
...
SUSyklooi
post Jan 1 2016, 11:13 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


1st step of the "portfolio transformation plan" hit the wall already.
just read email....FSM will not allow my Affin hwang EQ funds to moves into FSM non affinhwang funds without SC...
I wanted to move my HSAO to KGF and EISC....kena SC
can transfer to FSM HSAO.....free.

This post has been edited by yklooi: Jan 1 2016, 11:16 AM
SUSyklooi
post Jan 1 2016, 11:59 AM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Vanguard 2015 @ Jan 1 2016, 11:53 AM)
Time for Vanguard Ninja Method?  hmm.gif

BTW, what is AMB ITF in your portfolio?
*
maybe not enough time to do the Ninja twist....
hv to buy on 9 Jan...... 0.5% sales charge for all unit trusts from 10 participating fund houses at the event, on both dates only. This means, 160 unit trusts are at 0.5% sales charge on 9 and 16 January 2016

AMB INCOME TRUST FUND
SUSyklooi
post Jan 1 2016, 12:45 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(cheahcw2003 @ Jan 1 2016, 12:39 PM)
cimb does not give the speech, but has a participating booth there, not sure if it give 0.5% sales charge?
*
I guess it gives too...as per this.....

160 unit trusts are at 0.5% sales charge on 9 and 16 January 2016 from 10 participating fund houses which include Aberdeen, Affin Hwang Capital, AmInvest, Amanah Mutual, CIMB-Principal, Eastspring, Kenanga, Manulife, Pheim and RHB Asset Management.
http://www.fundsupermart.com.my/main/resea...-1-Jan-16--6668
SUSyklooi
post Jan 1 2016, 01:36 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(cheahcw2003 @ Jan 1 2016, 01:32 PM)
May I know how it works?
Open a FSM account on the spot and give cheque?
*
Q: How do I open an investment account?
A: Visit our homepage at www.fundsupermart.com and click on GETTING STARTED tab and choose ACCOUNT OPENING.
http://www.fundsupermart.com.my/main/faq/0...ng-Started-8660

Q: What are the New Account Benefits?
A: With effect from 02/02/2012, Fundsupermart.com Malaysia will be providing exclusive benefits to new account holders.
These benefits include:
1) Sales charge capped at a maximum of 1% (normal FSM sales charge is 2%).
2) Regular Savings Plan (RSP) sales charge capped at 1% for first 6 monthly deductions.
These benefits are applicable to UNLIMITED purchases of ANY unit trust, up to a period of 30 calendar days upon account activation
http://www.fundsupermart.com.my/main/faq/0...t-Benefits-5904

Q: What are the payment procedures for cash investments?
A: Currently, you can pay by:
1.FPX
2.Cash Management Fund
3.Mail-in Cheque / Cheque Deposit
4.Maybank Online Bill Payment
5.Fund Transfer
http://www.fundsupermart.com.my/main/faq/0...nt-Methods-2409





SUSyklooi
post Jan 1 2016, 02:47 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(lukenn @ Jan 1 2016, 02:29 PM)
Reference fyi

[attachmentid=5672751]
*
geee,..thks for the chart...
from yr charts ...looks like it dropped like EQ funds too in 2007~2009

I was looking at the 3 yrs annualised volatility %....it was the least on my intended portfolio
was thinking to use it for reserves ammo....with a better than FD rate. at normal times


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 5 2016, 02:38 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


Off topic,..but needed answer fast.
closed... off topic subject.

This post has been edited by yklooi: Jan 5 2016, 02:59 PM
SUSyklooi
post Jan 5 2016, 02:52 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(river.sand @ Jan 5 2016, 02:48 PM)
What is the date of the check?
No expert, but I guess the bank will cash the check when the date comes, at no additional charge.
*
7 days earlier.
will bank hold for 7 days?
SUSyklooi
post Jan 5 2016, 02:58 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(Amatiel @ Jan 5 2016, 02:55 PM)
1. Usually if it's just one or two days then I ask the banker to hold the cheque then bank in again on the cheque date. Option 2 collect the cheque from them and bank in again. No further instructions from them?
2. No
3. If already masuk their system then RM10..
4. No penalty for issuer.
*
thks for all responses...
asked her to call the bank for more instruction and details..
off topic closed

SUSyklooi
post Jan 5 2016, 03:18 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(kimyee73 @ Jan 5 2016, 12:09 PM)
My main portfolio performance for December 2015

Oct Nov Dec
Portfolio - Main IRR 11.08% 6.73% 7.23%
Top 3 Funds % of Port
EI Small Caps 3.5% IRR 23.82% 25.2% 25.28%
TA Global Technology 2.1% IRR 23.37% 21.48% 20.8%
RHB Small Cap Opportunity 3% ROI 3.99% 3.99% 18.4%
Bottom 3 Funds (equity)
AMB Dividend 0.6% ROI -2.84% -4.29% -3.48%
AmPrecious Metal 8.9% ROI 7.2% -5.9% -6.16%
AMB Ethical 5% IRR -11.56% -18.26% -7.77%
*
hmm.gif did you added heavily on RHB Small Cap Opp in the month of DEC?

This post has been edited by yklooi: Jan 5 2016, 03:18 PM


Attached thumbnail(s)
Attached Image

8 Pages < 1 2 3 4 5 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0343sec    0.28    7 queries    GZIP Disabled
Time is now: 8th December 2025 - 06:06 AM