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

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T231H
post Dec 15 2015, 07:00 PM

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QUOTE(ohcipala @ Dec 15 2015, 06:54 PM)
How do you guys switch?

From this page?

http://www.fundsupermart.com.my/main/buyse...ntroduction.tpl

Can't seem to find the "more" button from the switch section
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try from the main page...click on transaction, then....


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T231H
post Dec 16 2015, 12:47 AM

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QUOTE(moon0610 @ Dec 16 2015, 12:43 AM)
Hi all, can anyone advice what's the PRS name of ponzi 2?
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this one?
CIMB-PRINCIPAL PRS PLUS ASIA PACIFIC EX JAPAN EQUITY - CLASS C
http://www.fundsupermart.com.my/main/admin...etMYCPPRS5C.pdf
T231H
post Dec 17 2015, 07:52 PM

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Heed the Lessons of History—Can the US Rate Hike Benefit the Stock Market?.... December 17, 2015....Author : iFAST Research Team

http://www.fundsupermart.com.hk/hk/main/re...articleNo=10947

T231H
post Dec 18 2015, 04:39 PM

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World Bank revises up Malaysia GDP growth for next year
http://www.thestar.com.my/business/busines...year/?style=biz
T231H
post Dec 18 2015, 06:19 PM

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QUOTE(Vanguard 2015 @ Dec 18 2015, 06:12 PM)
No more buy in please for me. My FSM portfolio is full already. Maybe I will use the 3% signal principle and do value averaging every 3 months to re-balance my portfolio only.

I have to move on to other baskets of investment already. Maybe self contribution for EPF, stock market, pre-payment for housing loan, etc.
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hmm.gif have to standby ammo.....usually FSM would have promo in Jan

What & Where to Invest in 2015
Promotion is valid from 20 January 2015 till 30 January 2015

What & Where to Invest in 2014
Promotion from 21 January 2014 till 14 February 2014.

What & Where to Invest Unit Trusts promotion
from 29th January – 28th February 2013.


T231H
post Dec 18 2015, 11:06 PM

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QUOTE(yklooi @ Dec 18 2015, 04:30 PM)
SAME SAME, SAMA SAMA problem too...

my new year 2016 portfolio plan....
Asia Quantum
Cimb Asia Pac
Kenanga Growth
EI Small Cap
RHB Smart treasure

TA Global Tech
Amb Income trust
Hw Select Income

selling China, india and Japan focused funds
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hmm.gif seems like you are heavier on Small caps and only 1 m'sia big cap rclxms.gif
2016 Malaysia Outlook: Challenging

Implication:

- While “undervalued” blue chips might find support with the additional liquidity from institutional players, there is not much upside potential within the big cap space. The KLCI Index, representing the large cap space in Malaysia, is currently trading at a slight premium level (16.4X) as compared to our fair estimate of 16.0X, signifying an annualised expected return of 14.2% based on end-2017 earnings.

- Investors might consider underweighting index-tracking passively managed funds as their performance tends to track closely the performance of large cap stocks, while opting for actively managed fund where fund managers will be able to generate alpha through their superior stock picking skills.

- 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. As small cap stocks are known to be more volatile than their large cap counterparts, investors should consider including small cap equity funds in their supplementary portfolios, confining their allocation in these funds to no more than 10% weightage of their entire portfolios.

http://www.fundsupermart.com.my/main/resea...allenging--6639

doh.gif Maximum 10% of allocation..... doh.gif

This post has been edited by T231H: Dec 18 2015, 11:09 PM
T231H
post Dec 18 2015, 11:29 PM

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hmm.gif see the benefits of Diversification.....
non-believer...have a look...
(a chart taken from this article)
http://www.fundsupermart.com.my/main/resea...allenging--6639


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T231H
post Dec 18 2015, 11:52 PM

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QUOTE(lawl @ Dec 18 2015, 11:34 PM)
Guys im new to FSM. I saw some trustee fees saying "0.08% of NAV, subject to a minimum of RM18,000 per annum." What does it mean?
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it just means the fund will pay the trustee that amount in % or min RM18,000 pa
attached is an example of the calculation...

Do You Know That You Pay An Annual Trustee Fee?
https://secure.fundsupermart.com/main/resea...l?articleNo=403


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T231H
post Dec 18 2015, 11:55 PM

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Stumped For Investment Ideas This Christmas? Read This! [18 Dec 15]

The sleigh bells ring, are you listening? If you haven't already realised, here's a public service announcement – Santa Claus is coming to town next week! While Christmas is the season of joy, of celebrations and of gift-giving, it also pays to keep an eye on our 'dollars and sense'. As we head into the joyous holiday season, we offer some investment ideas in this week's edition of Idea of The Week to spruce up your shopping list, as well as your investment portfolios.

https://secure.fundsupermart.com/main/artic...8-Dec-15--11132
T231H
post Dec 19 2015, 10:34 AM

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The Time for Reckoning...
Aberdeen 2016 Market Outlook roadshow which was held in Singapore on November 27.
https://secure.fundsupermart.com/main/artic...Reckoning-11117

Where are you positioned for next year?
....Malaysia, there’s been such a valuation adjustment that we’ve gone from an 11% underweight to the respective indices – in effect, having zero exposure earlier in the year – to about a 3% underweight today. We should be probably neutral by the end of this year. The market’s still cheap and if there are more Fed-induced wobbles we might even end up overweight.
What’s the case for Asian equities?
JT: Valuations always matter and the advantage of markets today is that, based on a forward price-to-earnings ratio, Asia is trading at a roughly 20% to 25% discount to global equities, that’s around 13 times earnings versus 17 times for the world index. On a trailing price-to-book basis, local markets are trading well below their 10-year average. So a compelling story in aggregate and the reason we’re quite excited. Obviously individual markets and sectors vary, some are more expensive than others, and it’s fair to say that India as a market is still a relatively expensive one, certainly in contrast to Singapore. The Philippines would be another. So you have to be selective, and that’s where our stockpicking approach comes in. We’ve been adding to stocks in China and Indonesia this year thanks to increased volatility.


hmm.gif someone here had been doing that constantly......topping up more when there is volatility.
hmm.gif someone here had not been doing that frequently......stopped topping up when there is volatility... icon_rolleyes.gif
T231H
post Dec 19 2015, 01:10 PM

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QUOTE(Pink Spider @ Dec 19 2015, 12:18 PM)
You want to listen to the Aberdeen the Holland trip specialist? rolleyes.gif
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with this kind amount of money being poured into them, i'm wondering how many people are paying for THAT trip too.


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T231H
post Dec 21 2015, 03:50 PM

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QUOTE(wonglokat @ Dec 21 2015, 02:42 PM)
Looking at sector-/country-specific fund like the TA Tech to add to my current ratio of 60 Asia: 20 US-EUR-(Titan): 20 Malaysia. Is 5% too little or about right?
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how much do you want your returns to be affected?
if 5% of portfolio value....means if the fund NAV is +10%....your portfolio ROI is only affected by +0.5%
do you feel it is enough?
at the same time...if the NAV is -10%....your portfolio ROI is only affected by -0.5% too.
do you feel it is enough too?
check the 3 yr Annualised Volatility(%) of that fund (obtainable from the "fund info tool") to see if the volatility is ok to you.....set more % if it is ok to you and reduce more % if that is not ok with you.
T231H
post Dec 21 2015, 07:50 PM

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Free 2x break and 1 lunch...wor....
very long time wor 9am~ 4pm,
how much is the parking cost?
if did not go can get the 0.5%SC?
T231H
post Dec 22 2015, 08:13 AM

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QUOTE(river.sand @ Dec 22 2015, 08:09 AM)
Sunway Pyramid, go there early can park outside near the shops.
Or maybe the organizer can get us flat parking rate.
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thks for the tips..
early birds gets the free Flash from FSM too.... rclxms.gif

T231H
post Dec 22 2015, 12:47 PM

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QUOTE(Vanguard 2015 @ Dec 22 2015, 12:43 PM)
Pink Spider, what would be the difference between switching now and switching on that day? I thought we would just utilise the credit points?
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assuming others influences are not added in...will the credit point deduction be lesser when the SC is 0.5% vs 2.0%Sc now?
T231H
post Dec 22 2015, 12:50 PM

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QUOTE(JAIDK23 @ Dec 22 2015, 12:48 PM)
cetttt 0.5% saja???!  sweat.gif  shocking.gif
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isn't that is much better than the usual SC rate? tongue.gif
T231H
post Dec 22 2015, 02:43 PM

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QUOTE(Vanguard 2015 @ Dec 22 2015, 02:39 PM)
Ooo.......ask the master of credit points and you shall be given. Convert your INTER-fund switch into INTRA-fund switch.

Affin Hwang Equity Fund = Affin Hwang Bond Fund = Kenanga Bond = Kenanga Equity Fund.
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hmm.gif
Affin Hwang Equity Fund => Affin Hwang Bond Fund ...you get credit points

Affin Hwang Bond Fund => Kenanga Bond ....0% sc

Kenanga Bond => Kenanga Equity Fund...need to pay SC?

This post has been edited by T231H: Dec 22 2015, 02:44 PM
T231H
post Dec 22 2015, 02:52 PM

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QUOTE(lukenn @ Dec 22 2015, 02:37 PM)
Hi, new to the thread !

I read back the last 5-10 pages and your guys postings are very interesting with all the special terminology.

I find it very interesting that you guys trade in and out of funds like people trade shares.
There is no loyalty i guess...when the investment environment atmosphere changes,...it has to adapt.....

What are you guys strategies like ? Asset allocation ?
on the out side is asset allocation like...FI:EQ,
then region/country allocation
for asset allocation by sectors in the country/region...have to leave it to the FM

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that is just me.... biggrin.gif
may not be suitable or liked by others..
T231H
post Dec 22 2015, 03:09 PM

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QUOTE(lukenn @ Dec 22 2015, 02:58 PM)
I have a very simple theory, but I'm not sure if you'd agree.

The shariah compliance list is very short. The generally prohibited sectors include

........
So the only major areas left are O&G, plantations, pharma, FMCG. From the malaysian perspective, this is very apparent as 2014-2015 has turned out to be severely disappointing for all local shariah compliant funds.

Most of these funds are invested in the O&G and plantation/commodity sectors, which have tanked in value. In the preceding 3-4 years, it was magnificent as an over-weighted O&G sector was soaring.

On a grander scale, this is what we call concentration risk. If you're right, you're a star, if you're wrong you burn.

With that being said, its quite unfair to be expecting a single fund to be performing when all the others seem to be.
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hmm.gif good analysis and insights....but hor....there are some very impressive syariah funds too when compared with Aberdeen

This post has been edited by T231H: Dec 22 2015, 03:11 PM


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T231H
post Dec 23 2015, 12:32 PM

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hmm.gif
RHB GIFT VS EISC70%+EIBF30%


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