QUOTE(Kaka23 @ Jun 25 2016, 03:31 PM)
Not really shopping yet.. will just top up more than usual..
Hi Kaka, how things been? So topping up across all region?Fundsupermart.com v14, Happy 牛(bull!) Year
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 Jun 25 2016, 03:39 PM
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#21
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Senior Member
2,081 posts Joined: Mar 2012 
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Jun 26 2016, 12:10 AM
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#22
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2,081 posts Joined: Mar 2012
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QUOTE(Kaka23 @ Jun 25 2016, 03:46 PM) Yo bro.. hehe Reshuffle not in terms of withdrawing from one fund and put into another. But putting in fresh fund to rebalance the geographical allocation.Things are slow.. but just leave my portfolio as it is. Will do the usual top up and rebalance if necessary every year. Dont think want to top all across all region.. will just select 2 regions to top up more How about u? Reshuffling ur portfolio? |
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Jun 26 2016, 07:16 PM
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#23
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2,081 posts Joined: Mar 2012
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QUOTE(aoisky @ Jun 26 2016, 09:27 AM) what is your geo allocation ? Near 30% for Malaysia. 20% for China/HK, 20% make up of US/Europe. |
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Jun 28 2016, 08:33 PM
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#24
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2,081 posts Joined: Mar 2012
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Wah. So many people topped up GTF. I still think it's better than bet on Asia market than US/Europe. Seems like there will be more problem unfolding.
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Jun 28 2016, 09:07 PM
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#25
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QUOTE(David83 @ Jun 28 2016, 08:45 PM) I topped 10% for GTF and 40% for Aladdin You must be very confident with US/Europe to top up to that extend...Or just using this time to rebalance your allocation? |
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Jun 29 2016, 03:03 PM
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#26
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2,081 posts Joined: Mar 2012
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Ok, guys. So just checked out two funds.
Abeerdeen Islamic World Equity. Looking at its fundsheet, fund has underperformed benchmark (MSCI ACWI Islamic Shariah index) since 2015 and the gap and widen since. Any comment? Whose holding? I know Pink Spider was. Any suggestion what to do with it? What's your rationale to hold it? Is it better off just throw everything to Global Titans? Next, Asia Pacific Dynamic Income. It benchmark against 8% p.a. I'm not sure how they derive 8% but since it should be better than EPF return. Fine, looking at the fund performance relative to benchmark graph in the fundsheet since 2011.. It looks nice. But I invested since August 2014 and only gotten 2% so far. So I'm not sure how accurate is the graph. http://www.fundsupermart.con.my/main/admin...etMYCIMB007.pdf This post has been edited by TakoC: Jun 29 2016, 03:05 PM |
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Jun 29 2016, 04:50 PM
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#27
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(T231H @ Jun 29 2016, 04:43 PM)  have you missed the dividend qty?or calculation error? from the graphs......seems like Aug 2014 till now is about > 10% wor... |
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Jul 1 2016, 03:57 PM
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#28
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QUOTE(xuzen @ Jul 1 2016, 03:44 PM) My port, lost some money in the US side, but the Asia-Pac and India side cover the loses and it is on the positive territory. I sold all my GTF on Monday just before Brexit Thursday. I do not want any exposure to Eurozone for the time being. Which portfolio? Invested in for how long? Mine still positive although little Xuzen  |
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Jul 14 2016, 08:32 AM
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#29
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2,081 posts Joined: Mar 2012
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QUOTE(T231H @ Jul 13 2016, 09:35 PM) 2 of FSM MY recommended funds for 2016/2017 So far I see Eastspring Small Cap performance better than KGF. In the past fund performance used to move quite close to each other but the gap has widen since.more to come..... Fundsupermart.com picked Kenanga Investors Bhd’s two funds – Kenanga Growth Fund (KGF) and Kenanga Syariah Growth Fund (KSGF) – as its recommended unit trusts under its core equity categories. The funds were under the core equity – Malaysia and core equity – Malaysia (Islamic) categories for 2016/17. “This is the sixth consecutive year that KGF has been awarded and the fifth time awarded to KSGF,” it said. These funds were recognised for their strong performance and resilience during volatile periods with a good track record of at least three years. http://www.thestar.com.my/business/investi...permart-awards/ |
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Aug 2 2016, 11:37 AM
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#30
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Emerging market has been rallying recently.
Eastspring Emerging fund is performing well. Thinking if I should sell it off and make a quick buck. It has always been under water. |
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Aug 2 2016, 02:53 PM
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#31
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(Pink Spider @ Aug 2 2016, 11:39 AM) Timing. Shifting to China/HK market?Mine has always been above water but delivering just-acceptable IRR of 4-6%. Sell if off, and move the money where? Long time no see u at stocks section, giving up on stocks and focusing back on UTs? UT no need to focus la. It's like planting tree. U plant it (initial investment), and you top up (water plant), and see it grow. |
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Aug 3 2016, 11:02 AM
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#32
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Senior Member
2,081 posts Joined: Mar 2012
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Wow. From 5th July (last updated) to end July, funds are on steroid.
China/HK, emerging market, ALL... IRR: 6.6% |
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Aug 16 2016, 07:00 AM
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#33
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(Kaka23 @ Aug 15 2016, 09:58 PM) Portfolio inching up and up to almost all time high... Awesome bro! |
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Aug 16 2016, 07:00 AM
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#34
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(MNet @ Aug 14 2016, 02:05 PM) Yes, now is not a good time to invest Gotta agree with this. With market all hitting new high, dunno what to buy already. Wait for November US election. |
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