Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
139 Pages « < 125 126 127 128 129 > » Bottom

Outline · [ Standard ] · Linear+

 Fundsupermart.com v14, Happy 牛(bull!) Year

views
     
aoisky
post Aug 28 2016, 10:21 PM

Regular
******
Senior Member
1,200 posts

Joined: Dec 2008
QUOTE(wil-i-am @ Aug 28 2016, 09:54 PM)
U attended?
*
nope. normally after each of the event, i received CIS' email's of summarized detail of the talk
xuzen
post Aug 28 2016, 11:08 PM

Look at all my stars!!
*******
Senior Member
4,436 posts

Joined: Oct 2008


Merdeka sales lai liao.... 0.57% special discount!

What to buy, what to buy? This is the most pertinent question on LYN - FSM regulars' mind.

I too am also curious on what to buy hence I have decided to throw some numbers into Algozen™ and see what she throws up.

So, after crunching some numbers, it looks like this:

She still favour Asia-Pac ex-Japan, India and US.

For Asia Pac x-Jp:

i) Reits x 35% (Can choose either Manulife REITs or AM Asia Pac REITs), if cannot decide, then half half lor!

ii) RHB Asian Income x 35%

iii) India x 15% (Can choose either Manulife India or CIMB China-India, but I prefer the Manulife pure India since RHB Asia Income is already heavy on China & HK)

iv) US x 15% (Can choose either Manulife US or TA Global Tech). Although TA Global Tech by name is global, in its FFS, more than 75% of its assets held are in US stock - market.

Total = 100%.

Xuzen.

P/s: Currently Algozen™ no like Bolehland, Europe & Gold or Precious Metal.

This post has been edited by xuzen: Aug 28 2016, 11:11 PM
aoisky
post Aug 28 2016, 11:22 PM

Regular
******
Senior Member
1,200 posts

Joined: Dec 2008
QUOTE(xuzen @ Aug 28 2016, 11:08 PM)
Merdeka sales lai liao.... 0.57% special discount!

What to buy, what to buy? This is the most pertinent question on LYN - FSM regulars' mind.

I too am also curious on what to buy hence I have decided to throw some numbers into Algozen™ and see what she throws up.

So, after crunching some numbers, it looks like this:

She still favour Asia-Pac ex-Japan, India and US.

For Asia Pac x-Jp:

i) Reits x 35% (Can choose either Manulife REITs or AM Asia Pac REITs), if cannot decide, then half half lor!

ii) RHB Asian Income x 35%

iii) India x 15% (Can choose either Manulife India or CIMB China-India, but I prefer the Manulife pure India since RHB Asia Income is already heavy on China & HK)

iv) US x 15% (Can choose either Manulife US or TA Global Tech). Although TA Global Tech by name is global, in its FFS, more than 75% of its assets held are in US stock -  market.

Total = 100%.

Xuzen.

P/s: Currently Algozen™ no like Bolehland, Europe & Gold or Precious Metal.
*
thumbsup.gif
btw for US algozen recommended TA Global Tech also ?


This post has been edited by aoisky: Aug 28 2016, 11:24 PM
nexona88
post Aug 28 2016, 11:24 PM

The Royal Club Member
*********
All Stars
41,830 posts

Joined: Sep 2014
From: REality

QUOTE(xuzen @ Aug 28 2016, 11:08 PM)
Merdeka sales lai liao.... 0.57% special discount!

What to buy, what to buy? This is the most pertinent question on LYN - FSM regulars' mind.

I too am also curious on what to buy hence I have decided to throw some numbers into Algozen™ and see what she throws up.

So, after crunching some numbers, it looks like this:

She still favour Asia-Pac ex-Japan, India and US.

For Asia Pac x-Jp:

i) Reits x 35% (Can choose either Manulife REITs or AM Asia Pac REITs), if cannot decide, then half half lor!

ii) RHB Asian Income x 35%

iii) India x 15% (Can choose either Manulife India or CIMB China-India, but I prefer the Manulife pure India since RHB Asia Income is already heavy on China & HK)

iv) US x 15% (Can choose either Manulife US or TA Global Tech). Although TA Global Tech by name is global, in its FFS, more than 75% of its assets held are in US stock -  market.

Total = 100%.

Xuzen.

P/s: Currently Algozen™ no like Bolehland, Europe & Gold or Precious Metal.
*
thanks for the result..

one of the factor which decide which fund to buy blush.gif
adele123
post Aug 28 2016, 11:59 PM

Look at all my stars!!
*******
Senior Member
4,414 posts

Joined: Jul 2013


QUOTE(Pink Spider @ Aug 27 2016, 01:03 PM)
Annualised return since launch about 5.45%, not spectacular, but seems to be better than Ponzi 2.0.

U interested?
*
QUOTE(Kaka23 @ Aug 27 2016, 04:35 PM)
I am since the early days the fund launched...

Time for new thread version pls...
*
Given the limited funds that aberdeen has, it would be nice to keep options opened for switching purposes if needed.

also given the timeline, performance looks ok. but i'm more of a stick to less fund person. aberdeen is slightly lesser on China & HK, compared to cimb AP.

SUSMNet
post Aug 29 2016, 07:21 AM

10k Club
********
All Stars
11,954 posts

Joined: May 2007



New thread is not needed anymore as now the forum can support more than 2600 post
elea88
post Aug 29 2016, 07:25 AM

Look at all my stars!!
*******
Senior Member
4,037 posts

Joined: Dec 2008


QUOTE(cheahcw2003 @ Aug 28 2016, 08:55 PM)
if each fund you are holding RM100K at least, then it is ok to have long list/
*
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....





em0kia
post Aug 29 2016, 08:44 AM

Photography+Musician+Travelling
******
Senior Member
1,309 posts

Joined: Jan 2012



with this promotion SC,

Do you guys think its good to top up equally to both EI Small Cap and Titan?

Currently both these take up 50% of my total investment haha
nexona88
post Aug 29 2016, 08:53 AM

The Royal Club Member
*********
All Stars
41,830 posts

Joined: Sep 2014
From: REality

QUOTE(MNet @ Aug 29 2016, 07:21 AM)
New thread is not needed anymore as now the forum can support more than 2600 post
*
Yup, but its depends on TS preference want to open or not..
wil-i-am
post Aug 29 2016, 09:18 AM

10k Club
********
Senior Member
10,001 posts

Joined: May 2013
QUOTE(aoisky @ Aug 28 2016, 10:21 PM)
nope. normally after each of the event, i received CIS' email's of summarized detail of the talk
*
Once u receive, could u pm me?
adele123
post Aug 29 2016, 09:37 AM

Look at all my stars!!
*******
Senior Member
4,414 posts

Joined: Jul 2013


QUOTE(elea88 @ Aug 29 2016, 07:25 AM)
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....
*
6 years is a long time. so yes, maybe accumulated more funds than you intended.

While buying UT does not require active management, it's not about JUST DCA and not bother to look. Personally speaking, i don't believe much in the take profit and monitor because this would entail you knowing when to buy and when to sell. nobody can predict the market.

as for the volatility you have mentioned, i do notice you have RHB Gold and General Fund. This to me is not an investment, rather than a gamble. When there’s such a fund, there needs to be care.

As for the other funds, there are equity funds so fluctuations are expected, so if you do decide to streamline and cut down the number of funds, would suggest NOT to sell. Go with switching or just top on certain funds instead of portfolio wide.
xuzen
post Aug 29 2016, 11:02 AM

Look at all my stars!!
*******
Senior Member
4,436 posts

Joined: Oct 2008


QUOTE(aoisky @ Aug 28 2016, 11:22 PM)
thumbsup.gif
btw for US algozen recommended TA Global Tech also ?
*
Yes. TAGTF is a good proxy to US exposure. If you look at the TAGTF-FFS, you will see that she has around 75% exposure to US stock market but highly concentrated on the Tech sector.

Xuzen

p/s A little more comment on the REITs themed UTF; for the Manulife REIT UTF, from the FFS, this UTF is more concentrated in the SG & HK, whereas AM-REIT UTF is more spread out across various countries (that is more diversified).



This post has been edited by xuzen: Aug 29 2016, 11:16 AM
wil-i-am
post Aug 29 2016, 11:28 AM

10k Club
********
Senior Member
10,001 posts

Joined: May 2013
QUOTE(em0kia @ Aug 29 2016, 08:44 AM)
with this promotion SC,

Do you guys think its good to top up equally to both EI Small Cap and Titan?

Currently both these take up 50% of my total investment haha
*
It depends on your personal investment objective n risk appetite
nexona88
post Aug 29 2016, 01:04 PM

The Royal Club Member
*********
All Stars
41,830 posts

Joined: Sep 2014
From: REality

QUOTE(em0kia @ Aug 29 2016, 08:44 AM)
with this promotion SC,

Do you guys think its good to top up equally to both EI Small Cap and Titan?

Currently both these take up 50% of my total investment haha
*
2 fund consists 50%? Why so high??
dasecret
post Aug 29 2016, 01:22 PM

Regular
******
Senior Member
1,498 posts

Joined: Nov 2012
QUOTE(xuzen @ Aug 26 2016, 10:00 AM)
Satu lagi satisfied customer. Sister Dasecret, you and I make good team of CIS hor....

Next time retire from our present job, we both sama-sama apply for FSM - CIS position and tokok with UTF investor hor boh?

Xuzen
*
I can talk only... don't have crystal ball
Hmm, CIS position is not very exciting la.... when I retire maybe I want to trade to keep my life exciting brows.gif
Or do independent planner role since no one wants to do it now cos cannot make money one


QUOTE(xuzen @ Aug 28 2016, 11:08 PM)
Merdeka sales lai liao.... 0.57% special discount!

What to buy, what to buy? This is the most pertinent question on LYN - FSM regulars' mind.

I too am also curious on what to buy hence I have decided to throw some numbers into Algozen™ and see what she throws up.

So, after crunching some numbers, it looks like this:

She still favour Asia-Pac ex-Japan, India and US.

For Asia Pac x-Jp:

i) Reits x 35% (Can choose either Manulife REITs or AM Asia Pac REITs), if cannot decide, then half half lor!

ii) RHB Asian Income x 35%

iii) India x 15% (Can choose either Manulife India or CIMB China-India, but I prefer the Manulife pure India since RHB Asia Income is already heavy on China & HK)

iv) US x 15% (Can choose either Manulife US or TA Global Tech). Although TA Global Tech by name is global, in its FFS, more than 75% of its assets held are in US stock -  market.

Total = 100%.

Xuzen.

P/s: Currently Algozen™ no like Bolehland, Europe & Gold or Precious Metal.
*
As usual gotta ask the most important but missing piece of the puzzle - FI:EQ is what ratio ar?
adele123
post Aug 29 2016, 01:23 PM

Look at all my stars!!
*******
Senior Member
4,414 posts

Joined: Jul 2013


QUOTE(nexona88 @ Aug 29 2016, 01:04 PM)
2 fund consists 50%? Why so high??
*
actually without knowing the other details (risk appetite, investment horizon, overall portfolio), comments like these are not useful and serves no purpose. 2 funds of 50% is really not that high to some people. not everybody buys 10 funds and spread it out.

and i'm curious, how come have never seen you share your investments holdings or remotely commented on your holdings?


nexona88
post Aug 29 2016, 01:27 PM

The Royal Club Member
*********
All Stars
41,830 posts

Joined: Sep 2014
From: REality

QUOTE(adele123 @ Aug 29 2016, 01:23 PM)
actually without knowing the other details (risk appetite, investment horizon, overall portfolio), comments like these are not useful and serves no purpose. 2 funds of 50% is really not that high to some people. not everybody buys 10 funds and spread it out.

and i'm curious, how come have never seen you share your investments holdings or remotely commented on your holdings?
*
Well normally I don't disclosed my holding to anyone..
Not many knows what & where I invest
QuickFire
post Aug 29 2016, 01:32 PM

The more you sin the more you win
*******
Senior Member
2,865 posts

Joined: Jan 2003


Guys, intra fund switching is not entitled to the discounted sales charge? I'm trying to move my RHB Asian Total Return holdings to RHB Asian Income Fund, but the sales charge I see is 2% and not 0.57%.
T231H
post Aug 29 2016, 01:35 PM

Look at all my stars!!
*******
Senior Member
5,143 posts

Joined: Jan 2015
QUOTE(QuickFire @ Aug 29 2016, 01:32 PM)
Guys, intra fund switching is not entitled to the discounted sales charge? I'm trying to move my RHB Asian Total Return holdings to RHB Asian Income Fund, but the sales charge I see is 2% and not 0.57%.
*
read T & C # 4
https://www.fundsupermart.com.my/main/resea...les-Charge-7430
adele123
post Aug 29 2016, 01:36 PM

Look at all my stars!!
*******
Senior Member
4,414 posts

Joined: Jul 2013


QUOTE(QuickFire @ Aug 29 2016, 01:32 PM)
Guys, intra fund switching is not entitled to the discounted sales charge? I'm trying to move my RHB Asian Total Return holdings to RHB Asian Income Fund, but the sales charge I see is 2% and not 0.57%.
*
Yes, it's written in the T&C. I believe the only exception is CMF2.


139 Pages « < 125 126 127 128 129 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0168sec    0.40    6 queries    GZIP Disabled
Time is now: 29th March 2024 - 07:17 PM