QUOTE(xuzen @ Aug 28 2016, 12:52 PM)
collected over a long lime. Only know how to buy.. dunno how to sell.Now i look at it.. i think better start trimming...
Fundsupermart.com v14, Happy 牛(bull!) Year
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Aug 28 2016, 02:44 PM
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#21
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Senior Member
4,174 posts Joined: Dec 2008 |
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Aug 28 2016, 02:52 PM
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#22
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QUOTE(Avangelice @ Aug 28 2016, 01:15 PM) Dude. Way too many overlapping funds this isn't an optimised portfolio that's diversified. Example. Your rhb us has similar exposure to your global titans. Goodness. Why? Similar exposure.. DIFFERENT FUND MANAGERs. Ultimately its Different Results too... Honest reason, its coz i hv 2 account. One joint with son. The other joint with daughter. But its too many funds until I "BLURR VISION" when I start to look at it this week. Biggest and longest holding is : Kenanga Growth Fund & RHB KIDSAVE. This is a good portfolio. Lean and mean. Well de doctor should add India in my honest opinion. |
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Aug 29 2016, 07:25 AM
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#23
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QUOTE(cheahcw2003 @ Aug 28 2016, 08:55 PM) i started with FSM in year 2010. That is 6 yrs relationship liao.All the funds collected over time. Only now i want to do "housekeeping". Easy to buy not easy to sell. Now i taking time to key in the excel sheet and trying to understand the 'IRR'. William.. i dun hv 100k in each fund le... Small investor only. Only manage to reach Gold Status recently.... I tot just do DCA monthly no need look.. but I see some funds can be +20% then few months later -5% means still have to learn to take profit and monitor.... |
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Sep 1 2016, 05:08 PM
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#24
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Sep 1 2016, 05:18 PM
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#25
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[quote=puchongite,Sep 1 2016, 05:15 PM]
Online banking has a limit of 30k per day right ? Unless your money is spread to a few different banks .... [/qu oopss.. sorry. i small time investor only. did not know about 30k limit. So far i invest per time max only 10k. i prefer to do it in batches instead of one time go. |
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Sep 2 2016, 09:12 AM
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#26
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QUOTE(cheahcw2003 @ Sep 1 2016, 05:32 PM) i actually did it daily over the few days as I was on leave and so, took the effortto analyse my portfolio. Trimmed and top up too... Finished with FSM project.. now is back to work. Will not be looking at FSM till the next promo. My investments are on monthly ... only when there is promo i take a look to top up. |
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