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

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kimyee73
post Mar 21 2016, 10:29 PM

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QUOTE(dasecret @ Mar 18 2016, 10:36 AM)
Took a look at Asia Pac funds performance...  we talked a lot about Ponzi 2.0, but it seems ponzi 1.0 been doing better than its peers in the past 6 months

[attachmentid=6190151]

So... anyone buying?  cool2.gif
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Bought when it was at RM1.2344 more than a month ago.
kimyee73
post May 4 2016, 08:52 PM

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Last month too busy with Cheng Beng that forgot to update. Below is my Main portfolio April performance based on 29/4/16 NAV

Feb Mar Apr
Overall IRR 5.23% 5.36% 6.81%
Top 3 Funds % of Port
AmPrecious Metal 9.3% IRR 54.14% 50.15% 74.73%
EI Small Caps 4.4% IRR 20.11% 20.87% 19%
RHB Small Cap Opp 2.8% IRR 8.2% 13.53% 8.62%
Bottom 3 Eq Funds % Port
Manulife India 5.6% ROI -13.05% -8.35% -6.93%
TA Global Tech 3.9% IRR -0.58% -1.83% -7.08%
CIMB Asia Pac Dyn Income 2.6% IRR -9.67% -9.34% -9.81%

kimyee73
post May 4 2016, 09:08 PM

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QUOTE(yklooi @ May 4 2016, 08:58 PM)
rclxms.gif  notworthy.gif  notworthy.gif
your IRR is still strong thumbsup.gif
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Only bcos of AmPrecious...my precious...little of LOTR...haha...but can turn south anytime. But still believe in long term upside for gold and especially silver. Stay nimble on this.
kimyee73
post Jun 2 2016, 05:38 PM

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Below is my Main portfolio May performance based on 31/5/16 NAV

Mar Apr May
Overall IRR 5.36% 6.81% 8.95%
Top 3 Funds % of Port
AmPrecious Metal 8.6% IRR 50.15% 74.73% 54.2%
EI Small Caps 4.4% IRR 20.87% 19% 19.23%
RHB Small Cap Opp 2.7% IRR 13.53% 8.62% 7.56%
Bottom 3 Eq Funds % Port
RHB Smart Treasure 2.4% ROI -3.56% -5.51% -5.48%
TA Small Cap 1.2% ROI -5.28% -6.53% -6.06%
AMB Ethical 4.5% IRR -4.1% -5.67% -6.13%

kimyee73
post Jun 2 2016, 05:59 PM

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QUOTE(yklooi @ Jun 2 2016, 05:48 PM)
just envy your IRR performance  thumbsup.gif
btw,....M-O-M irr performance of your funds does not moves a lot....but how come the IRR of yr portfolio moved up 2.1% IRR?  hmm.gif
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Because what you see are just 6 of my funds, many of my other funds moved up as well such as Ponzi 2.0 from -9.81% to -3.42%, CIMB Greater China from -4.56% to 5.78%, RHB ATR from -1.25% to 4.61%, RHB EMBF from 1.7% to 7.07%, Libra Leisure from 0.42% to 7.54% and Manulife India from -6.93% to 0.72%. These form 35% of my portfolio size.
kimyee73
post Jun 3 2016, 12:13 PM

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QUOTE(TakoC @ Jun 2 2016, 07:27 PM)
How long have you hold your EI Small Cap?
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Since June 2013 but top up here and there.
kimyee73
post Jun 20 2016, 10:11 PM

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QUOTE(yklooi @ Jun 14 2016, 09:35 PM)
cry.gif election cannot tahan lama... blush.gif
ada obat tak?  biggrin.gif
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Wow, you track your portfolio performance daily doh.gif
kimyee73
post Jun 20 2016, 11:04 PM

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QUOTE(cheahcw2003 @ Jun 18 2016, 11:04 AM)
Some said silver investment is better than gold
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Yes, silver is outperforming gold. But are you going to buy physical silver? Is there a UT for silver? In US we can buy silver ETF.
kimyee73
post Jun 24 2016, 09:28 PM

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QUOTE(pisces88 @ Jun 24 2016, 03:24 PM)
need to review whole portfolio tonight.

Stocks also took a beating already. ouch.... sad.gif
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My stock pre-market already down 2.5%, market is opening in like 1 mins.
4 mins after the bell, down 5% already. Luckily my gold and silver stocks are providing support, else worse.

This post has been edited by kimyee73: Jun 24 2016, 09:34 PM
kimyee73
post Jun 27 2016, 01:57 PM

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Here is Libra transaction requirement. Got this from Penang CIS after enquiry about my Libra fund switching. For intra-house switching, number of units is based on receiving fund.

Attached Image

This post has been edited by kimyee73: Jun 27 2016, 02:01 PM


Attached thumbnail(s)
Attached Image
kimyee73
post Jun 27 2016, 10:34 PM

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QUOTE(filage @ Jun 27 2016, 09:26 PM)
Newbie here. Just curious:
Is there any fund on FSM that has been able to reap like 20% or more minus sales charge within 1 year?
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There are many but it is not so straight forward. What you see is past performance which does not guarantee future performance. Nobody can predict which fund will profit 20% next. You also need to spread your risk thru diversification. If your diversified portfolio can achieve 10% annualized return is considered very good already.
kimyee73
post Jun 28 2016, 11:48 PM

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QUOTE(wonglokat @ Jun 28 2016, 03:55 PM)
To those seasoned investors with salt and pepper crown, what's will your retirement investment vehicle look like? Will stocks feature prominently or is it FD and UTFs?

Edit: either with retirement in the next few years or already a retiree
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UT for long haul investment
MM UT for emergency
Cash in Flexi home loan account for liquid
Stock trading for speculative
kimyee73
post Jun 30 2016, 02:59 PM

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QUOTE(T231H @ Jun 30 2016, 02:08 PM)
hmm.gif monitoring ONLY?
or participating too?  cool2.gif
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Confirm monitoring only this thread and participate in Chinese version. From mouth of FSM GM himself.
kimyee73
post Jul 2 2016, 11:40 AM

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QUOTE(dasecret @ Jun 30 2016, 10:41 PM)
Yeah, the folks in Cari get preferential treatment. The FSM rep replies kinda change tone over time. Recently when I read I was quite surprised that he indirectly kutuk the agents who sell funds by promoting 'dividend rates' and it's online platform rivalry for low balling in sales charge. Albeit it was technically wrong to say such thing. But I'm still surprised la. He is after all representing FSM to the readers
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According to Mr. Wong, it is because LYN FSM don't need any promotion (maybe got a lot of sifu here already hehe) whereas they need to promote FSM and online UT purchase in the Chinese forum.

This post has been edited by kimyee73: Jul 2 2016, 11:41 AM
kimyee73
post Jul 2 2016, 11:53 AM

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Below is my Main portfolio June performance based on 30/6/16 NAV

Apr May Jun
Overall IRR 6.81% 8.95% 10.25%
Top 3 Funds % of Port
AmPrecious Metal 9% IRR 74.73% 54.2% 73.5%
EI Small Caps 4.1% IRR 19% 19.23% 18.97%
RHB Small Cap Opp 2.9% IRR 8.62% 7.56% 15.99%
Bottom 3 Eq Funds % Port
TA Small Cap 1.2% ROI -6.53% -6.06% -6.24
AMB Ethical 4.7% IRR -5.67% -6.13% -4.32%
CIMB APDIF 2.7% IRR -9.81% -3.42% -3.45%

kimyee73
post Jul 16 2016, 05:12 PM

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QUOTE(nexona88 @ Jul 15 2016, 08:48 PM)
Wah this is news to me..
Thanks for the info..
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wow, knew this since more than 3 years ago when join FSM and done that. Was a topic of discussion in our forum for several times since then.
kimyee73
post Jul 16 2016, 05:13 PM

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QUOTE(David83 @ Jul 16 2016, 08:43 AM)
Who's going to attend the workshop?
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I'm. as usual.
kimyee73
post Jul 17 2016, 10:52 PM

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QUOTE(dasecret @ Jul 16 2016, 10:10 PM)
Paiseh, I haven't been active here for so long. And never had intention to sell PM funds to transfer in until last few months

I'm going to say this again - public mutual funds returns SUCKS
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Haha.. agreed on the last statement
kimyee73
post Jul 24 2016, 07:02 PM

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QUOTE(Pink Spider @ Jul 23 2016, 03:57 PM)
Can...but can u design a spreadsheet to do so? whistling.gif

If u saw my worksheet before...

Fund A
Date
Date
Date

Fund B
Date
Date
Date

Can you design a XIRR worksheet to take
1. Opening fund values at beginning of the 12-m period
2. Ignore all pre-period transactions

Boleh? I don't wanna damage my brain doing this laugh.gif
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Can be done to a certain extend. I did this for my yearly return by having 2 transaction on 31/12 to sell and buy back the same amount. IRR for the year is calculated since previous year 31/12. So if you enter similar transactions on monthly basis, you can actually calculate 12 month rolling IRR.
kimyee73
post Jul 24 2016, 07:06 PM

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QUOTE(Kaka23 @ Jul 23 2016, 06:34 PM)
Ah.. long time didnt post already. Today checked my total portfolio... vs previous month was up 3.2% ... ;p
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My portfolio IRR break previous high of 11.08% in Oct'15, currently at 11.18% as of 21/7.
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