Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
8 Pages « < 2 3 4 5 6 > » Bottom

Outline · [ Standard ] · Linear+

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

views
     
SUSyklooi
post Jan 5 2016, 03:50 PM

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

Joined: Apr 2013


QUOTE(kimyee73 @ Jan 5 2016, 03:40 PM)
Yes I did. Oct & Nov figures are actually IRR as I exited this fund in July. I switched back in late Nov causing IRR to spike to 30% but I rather post ROI figure of 18%. Don't ask me why ROI is 18% while the fund only up about 6%. Just put up what the spreadsheet shows.

UPDATE: I found error in the spreadsheet. Will update correct figure as soon as I fixed it. Thanks for posing this question that get me to think why and investigate.
*
ok... thumbup.gif
hmm.gif this is interesting.... icon_rolleyes.gif
SUSyklooi
post Jan 5 2016, 04:07 PM

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

Joined: Apr 2013


QUOTE(brotan @ Jan 5 2016, 03:57 PM)
must be physically there?
*
hmm.gif Almost similar question posted last year.. biggrin.gif
if this time the 0.5%Sc T&C is as per last year..then.....
make sure your internet connection and PC/smartphone is working.... biggrin.gif


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 5 2016, 04:22 PM

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

Joined: Apr 2013


just saw this NAV updates from Hwang's website....

4 Jan 2016, yesterday..China Market fell 6.8%.....
Affinhwang China...+ 1.18%
while other Hwang's asia X Jpn funds falls as expected...
if tomorrow posting of 5 Jan...if the China fund's NAV is still +..... rclxm9.gif or doh.gif



Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 5 2016, 04:24 PM

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

Joined: Apr 2013


QUOTE(brotan @ Jan 5 2016, 04:21 PM)
don't quite understand what he wrote there
*
which just means...in the FSM website...the SC for the relevant fund houses are amended to 0.5% just for that day till 12 midnight......
SUSyklooi
post Jan 5 2016, 06:01 PM

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

Joined: Apr 2013


JFI,
got this from FSM...
"Thank you for your email.

Please be informed that the parking fees will be absorbed by Fundsupermart. Hence, you do not need to pay the parking fees when you attend our Penang seminar.

Please feel free to contact us should you need further assistance".

YEah.... rclxm9.gif
Free parking at Penang seminar....
KL not sure lor...have to ask them

SUSyklooi
post Jan 6 2016, 10:37 AM

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

Joined: Apr 2013


QUOTE(brotan @ Jan 6 2016, 10:18 AM)
any idea on this?
*
hmm.gif I think they ......you decide biggrin.gif
dare not challenge,..else...Jennifer angry and take action.... sweat.gif


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 7 2016, 04:15 PM

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

Joined: Apr 2013


QUOTE(TakoC @ Jan 7 2016, 02:45 PM)
Where's the brothers we have here that track fund on a daily basis. So trading halt Asia ex Japan fund drop how many %? Lol
*
not sure about others..but my portfolio dropped 0.3% IRR between 30 Dec ~ 5 Jan....

the drops of my Ponzi 2.0 is counter balanced by my RHB ATR.... sweat.gif

This post has been edited by yklooi: Jan 7 2016, 04:24 PM


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 7 2016, 04:39 PM

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

Joined: Apr 2013


QUOTE(Vanguard 2015 @ Jan 7 2016, 04:30 PM)
Yes, you made the right choice by switching into RHB ATR.  rclxms.gif
*
just hope so....
but this ATR wouldn't last in my stable....transferring them to RHB Smart Treasure when the NAV movement stops

story telling time again...
on 4 Jan (Monday), without seeing the market movement, just after breakfast...i went to AffinHwang Asset Mgmt to
1) sell my Jpn and HSAO......wanted to transfer the cash to FSM to buy into KGF and EISC
2) transfer my HSO to Ponzi 1.0
3) top up my PRS....

went home looked at the mkts....sell offs all round......CURSED my self....why do i sell on this day?
yesterday, some mkts went up...i cursed my self abit more again...
Today mkts sell off again....i said to myself.....luckily i did sold some off on Monday.... doh.gif

This post has been edited by yklooi: Jan 7 2016, 04:57 PM
SUSyklooi
post Jan 7 2016, 05:25 PM

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

Joined: Apr 2013


QUOTE(brotan @ Jan 7 2016, 05:03 PM)
guys, should i sell ponzi 2?
*
hmm.gif why do you buy it at the 1st place?
if you sell, what do you want to replace it with?
in the end ...it is still up to you...

some may ask you to keep, some may ask you to sell, some may ask you to do DCA...
in the end...are you happy holding it?

looking at the FSM rating,..Asia Pac is still ok to invest....
Has this Ponzi 2.0 performance almost same as the performance of other Asia Pac funds from other fund houses?
SUSyklooi
post Jan 7 2016, 05:47 PM

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

Joined: Apr 2013


QUOTE(brotan @ Jan 7 2016, 05:03 PM)
guys, should i sell ponzi 2?
*
QUOTE(brotan @ Jan 7 2016, 05:27 PM)
cuz china market seems like going downhill and no end in sight
*
vanguard 2015 and lukenn, i guess both of you are in this field...
what is your reply?

btw,...as of 30 Nov Ponzi 2.0 has about 30% in HK & China

This post has been edited by yklooi: Jan 7 2016, 05:54 PM
SUSyklooi
post Jan 7 2016, 08:52 PM

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

Joined: Apr 2013


QUOTE(kimyee73 @ Jan 7 2016, 08:41 PM)
How do you determine NAV movement has stop? Apart from RHB Smart Treasure, have you considered others such as PMB Shariah Aggressive/Growth Funds?
*
How do you determine NAV movement has stop?
When the NAV stopped moving up by 1% per month....like for the past 3 weeks....just +0.5~ -0.5 % range

Apart from RHB Smart Treasure, have you considered others such as PMB Shariah Aggressive/Growth Funds?
currently I have ATR and other PHB funds...to "save" abit on SC.
further more I have not looked at PMB Shariah aggressive/growth funds.
you think PMB Shariah aggressive/growth funds Better than Smart treasure?

SUSyklooi
post Jan 9 2016, 03:46 AM

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

Joined: Apr 2013


QUOTE(Ah SiAnG @ Jan 9 2016, 12:05 AM)
Fundsupermart's Discounted Initial Sales Charge changed to 0.5 % for fund houses participating at FSM Investment Fair rclxms.gif  rclxms.gif
*
Thks for the information....

story time...
My proceed from my sales on Monday from affin is still not yet arrives.
used my AMB ITF to switch to planned allocations for this year 2016 by adding into EISC, KGF and Ponzi 2.0 (all kena 0.5%SC)
will replenish my AMB ITF when my affin proceed arrives.
with this moves, my earlier planned allocation % list is currently left with RHB Smart treasure...not hurry as intra switches from my current RHB funds is RM 25ea....
now can go back to sleep and go to the seminar with an open mind and enjoy the food.....
thumbup.gif Saving from this reduced SC will be used for the coming CNY ang pow money

happy shopping everyone.
SUSyklooi
post Jan 10 2016, 09:44 AM

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

Joined: Apr 2013


QUOTE(Kaka23 @ Jan 10 2016, 08:54 AM)
Did some rebalancing to move more exposure to small caps..
*
me too...

my current intended portfolio plan for 2016 is now about 90% completed....
once completed will just have to wait to see desired results to materialize....
(wish could see some results in 3 mths sweat.gif )

hmm.gif with constant itchy fingers and with no loyalty of funds in mind, just how to sit back and relax for the time being..... doh.gif


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

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

Joined: Apr 2013


QUOTE(Kaka23 @ Jan 10 2016, 10:12 AM)
Lets see our vision will bear us fruits this year..  smile.gif
*
rclxms.gif
hope for the best....but just becareful...the postponement of the China Share sale ban that should expired on 8 jan 2016 just DELAYED the problems.....

“All the ghosts of 2015 are right back front and centre in 2016,” says Fraser Howie, an expert on the development of China’s capital markets.
http://www.ft.com/intl/cms/s/0/e38af180-b4...l#axzz3wnxUSBm3

hmm.gif but if this year it still did not bear fruits, which means "wasted" another year.......IRR diluted by another year AGAIN.... doh.gif just don't know how to catch up the IRR liao.... tongue.gif
100% SC in 2017 perhaps? rolleyes.gif
SUSyklooi
post Jan 10 2016, 10:36 AM

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

Joined: Apr 2013


QUOTE(ohcipala @ Jan 10 2016, 10:16 AM)
No global /developed market fund?
*
not this year or the next......need to "gamble" abit for the need to catch up some lost time and ROI

currently can just dare to take this much gamble.... blush.gif

This post has been edited by yklooi: Jan 10 2016, 10:41 AM
SUSyklooi
post Jan 10 2016, 06:51 PM

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

Joined: Apr 2013


QUOTE(Kaka23 @ Jan 10 2016, 06:47 PM)
So after balance.. will still do any top up or DCA or VCA? Or just let it roll and relook on your portfolio after 3 months?
*
Hv to sit back. No vca or dca.
Maybe a little bit of small switches
I find that minor top up did not helps much in changing the results of roi or irr numbers

This post has been edited by yklooi: Jan 10 2016, 06:57 PM
SUSyklooi
post Jan 11 2016, 10:20 AM

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

Joined: Apr 2013


QUOTE(kimyee73 @ Jan 10 2016, 09:19 PM)
How come my IRR did not go down, went up instead? Based on 7/1/16 NAV price, IRR is now 7.87%, up from 7.23% on 31/12/15.  hmm.gif
*
QUOTE(Pink Spider @ Jan 11 2016, 09:47 AM)
cos MYR kaboom against USD?
*
PLUS....maybe some of these funds are inside the portfolio at high %?
i think kimyee has about 9% of AMPRECIOUS

This post has been edited by yklooi: Jan 11 2016, 10:20 AM


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 11 2016, 03:03 PM

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

Joined: Apr 2013


Wanna follow last year (2015) performers?
will history repeat itself?
015 Top And Bottom Equity Funds: Top Funds Achieved Double Digit Returns In Volatile Year

http://www.fundsupermart.com.my/main/resea...atile-Year-6687
SUSyklooi
post Jan 11 2016, 10:02 PM

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

Joined: Apr 2013


QUOTE(MUM @ Jan 11 2016, 07:10 PM)
AmAsia Pacific Equity Income fund has the highest 3 yr Annualised Volatility(%) among the 3.
it is at 12.75 compared to 7.65 of CIMB.
btw,...why do you select it rather than CIMB?
*
QUOTE(river.sand @ Jan 11 2016, 08:28 PM)
Bro, have you got cause and effect confused  brows.gif

In centuries past, people hearing the rooster crow as the sun came up decided that the crowing caused the sunrise.
- Peter Lynch, One Up On Wall Street
*
QUOTE(MUM @ Jan 11 2016, 08:31 PM)
hmm.gif maybe yes / no
u tell me then biggrin.gif ....
*
I may have misunderstood the discussion here...sorry if I do.... notworthy.gif
here is it....

Understanding Volatility and Sharpe Ratio in Unit Trust Investing
http://invest-made-easy.blogspot.my/2013/0...and-sharpe.html


Attached thumbnail(s)
Attached Image
SUSyklooi
post Jan 12 2016, 01:51 PM

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

Joined: Apr 2013


story time...may not be useful.
On 4 Jan morning, i sold off HSAO and H Jpn Growth funds...direct from Hw office.
on 11 Jan i got the proceed for sales of HSAO banked into my a/c.
(7 days)
The proceed of HJGF is till not in today. (already 8 days & counting)

How many days does FSM need to do it?

8 Pages « < 2 3 4 5 6 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0275sec    0.30    7 queries    GZIP Disabled
Time is now: 7th December 2025 - 06:04 AM