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 Fundsupermart.com v15, 基金超市第十五章 - Rise the Dragon

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guy3288
post Oct 5 2016, 02:44 PM

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QUOTE(Pink Spider @ Oct 5 2016, 10:44 AM)
In the mood for charity today...


Ref: Post #1

People that cannot get this...are Lembu. I repeat my "insult". sleep.gif

This is a statement as simple as 1+1=2. If a pupil keep saying that 1+1=3, his/her teacher can't call that pupil lembu? yawn.gif
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QUOTE(guy3288 @ Oct 3 2016, 06:05 PM)

A and B both decided KGF is good and bought RM10,000.

A bought on 28.8.2016 at NAV 0.9855 got 3.2% more units than B who bought
on 29.9.2016 at NAV RM1.0175.

Does it matter to A what stocks KGF held on 28.8.16 when he bought, compared to what
stocks KGF held on 29.9.16 when B bought?


Aren't both of them going to have their rewards from whatever KGF 's profit the same?

*
Charity alone tak cukup , you must have some courage also to face your "challenger",
ie get into the ring and "fight" it out by presenting your points and arguments.

What is the point of only knowing how to say few words like lembu, zoo,
put orang utan's brain in your head etc??

It is obvious what you have done so far is just "throwing stones" from the side.....
and when you come into the ring, all you did is just regurgitate some known facts people can read fr books.


How about upgrading yourself a bit, making this discussion ada STANDARD sikit.

Tackle what i said directly,present your points for everyone to assess.

For a start just tackle these 2 simple Qs:


Question (1) --->Does it matter to A what stocks KGF held on 28.8.16 when he bought, compared to what
stocks KGF held on 29.9.16 when B bought?


I am sure everyone knows my answer is NO.

Would you dare answer YES there?


Question (2) ------->Aren't both of them going to have their rewards from whatever KGF 's profit the same?

My answer is YES, you dare say NO is your answer?


xuzen
post Oct 5 2016, 03:58 PM

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QUOTE(Avangelice @ Oct 5 2016, 08:50 AM)
aaaannnnnnnnddd Manulife India just rebounded. lol.

up 1.20 from the 2.34 sudden down trend. best top up I ever spent. (*tongue in cheek comment*)
think I'll top up another time this afternoon

» Click to show Spoiler - click again to hide... «


*
I give up! I give up! bangwall.gif bangwall.gif bangwall.gif

Guy3288, you win liao! You win liao! cry.gif

Little bit dropped NAV nia, top up little bit only, already make one so happy! Sigh! As wise sage says, happiness is whatever makes you smile.

Xuzen
Avangelice
post Oct 5 2016, 05:16 PM

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QUOTE(xuzen @ Oct 5 2016, 03:58 PM)
I give up! I give up!  bangwall.gif  bangwall.gif  bangwall.gif

Guy3288, you win liao! You win liao!  cry.gif

Little bit dropped NAV nia, top up little bit only, already make one so happy! Sigh! As wise sage says, happiness is whatever makes you smile.

Xuzen
*
hahahaha bro you didn't see my tongue in cheek comment kah. lol. don't like that la sifu come I pour tea for you sifu. MO kan Yong lah sifu I didn't even top up anything today cuz boh lui

This post has been edited by Avangelice: Oct 5 2016, 05:21 PM
kimyee73
post Oct 5 2016, 06:41 PM

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QUOTE(TakoC @ Oct 5 2016, 07:13 AM)
IRR boosted by precious metal lol
*
That is what it is for... booster fund... kind of like having 3rd pocket in 2nd pocket. Once booster fuel finish, will dump it biggrin.gif
TakoC
post Oct 5 2016, 06:50 PM

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QUOTE(kimyee73 @ Oct 5 2016, 06:41 PM)
That is what it is for... booster fund... kind of like having 3rd pocket in 2nd pocket. Once booster fuel finish, will dump it  biggrin.gif
*
Awesome! smile.gif

My ROI and IRR reached historical high. Can't remember exact figure. But 18% and 7% thereabout.

Think will only top up after US election and again after Fed hike.
kimyee73
post Oct 5 2016, 07:01 PM

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QUOTE(T231H @ Oct 5 2016, 11:09 AM)
found this little "Disclaimer" from an article from FSM HK...
".....investors should not override the importance of the historical mean of P/E when it comes to valuing a company’s stock price. Despite the strong fundamentals and impressive growth potential, the stock price would be dragged down by the bearish sentiment in the market. Therefore, investors should not base their investment decision merely on the level of P/E. "...........

Capture The Optimal Entry Of Investment Through A Proper Use Of P/E
September 30, 2016.      Author : Fundsupermart.com
http://www.fundsupermart.com.hk/hk/main/re...se-of-P-E-12540
*
And below is from trend follower view

QUOTE
While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not  believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price.

Mark Abraham
Quantitative Capital Management, L.P.

SUSyklooi
post Oct 5 2016, 07:11 PM

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QUOTE(TakoC @ Oct 5 2016, 06:50 PM)
Awesome! smile.gif

My ROI and IRR reached historical high. Can't remember exact figure. But 18% and 7% thereabout.

Think will only top up after US election and again after Fed hike.
*
rclxms.gif Glad to know that BOTH your ROI and IRR is at historical high....
vmad.gif my ROI is at historical high, BUT my IRR is NOT... confused.gif

I intent to cut down before the US Election & before the FED hike.... biggrin.gif

This post has been edited by yklooi: Oct 5 2016, 07:13 PM
nexona88
post Oct 5 2016, 07:13 PM

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QUOTE(kimyee73 @ Oct 4 2016, 09:09 PM)
Below is my Main portfolio September performance based on 30/9/16 NAV.

Jul Aug Sep
Overall IRR 12.21% 10.56% 10.65%
Top 3 Funds % of Port
AmPrecious Metal 8.2% IRR 75.7% 59.24% 56.52%
EI Small Caps 4.5% IRR 19.14% 15.92% 16.83%
CIMB Greater China 3.0% IRR 9.54% 13.09% 16.04%
Bottom 3 Eq Funds % Port
RHB Smart Treasure 2.5% ROI -1.16% -13.98% -11.14%
AMB Ethical 4.6% IRR -3.56% -2.03% 0.0%
Manulife REIT 4.0% ROI NA NA 0.4%
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Not bad your portfolio performance rclxms.gif
puchongite
post Oct 5 2016, 07:19 PM

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QUOTE(nexona88 @ Oct 5 2016, 07:13 PM)
Not bad your portfolio performance rclxms.gif
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He only showed less than 30% of his portfolio. You don't know how the other 70%. Those are bond or fixed income, and lie in the middle .....
nexona88
post Oct 5 2016, 07:22 PM

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QUOTE(puchongite @ Oct 5 2016, 07:19 PM)
He only showed less than 30% of his portfolio. You don't know how the other 70%. Those are bond or fixed  income, and lie in the middle .....
*
Well if he post the whole list, not enough space laugh.gif

And we would get headache too by looking at the numbers blush.gif
TakoC
post Oct 5 2016, 07:29 PM

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QUOTE(yklooi @ Oct 5 2016, 07:11 PM)
rclxms.gif Glad to know that BOTH your ROI and IRR is at historical high....
vmad.gif my ROI is at historical high, BUT my IRR is NOT... :confused:

I intent to cut down before the US Election & before the FED hike....  biggrin.gif
*
It's a long term game for IRR one la..

But don't need to be too happy la. Will bound to come down before year end one... If it can stay high for 3 months or so I will be happy..

Cut down which region?
SUSyklooi
post Oct 5 2016, 07:45 PM

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QUOTE(TakoC @ Oct 5 2016, 07:29 PM)
It's a long term game for IRR one la..

But don't need to be too happy la. Will bound to come down before year end one... If it can stay high for 3 months or so I will be happy..

Cut down which region?
*
your IRR won't fluctuate that much... thumbsup.gif

just plan to reduce the size of EQ in portfolio... within this 2 weeks.

portfolio had been up for some time and now CHICKEN already of TRUMP. devil.gif
river.sand
post Oct 5 2016, 08:09 PM

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QUOTE(kimyee73 @ Oct 5 2016, 07:01 PM)
And below is from trend follower view
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Short term, indeed it is collective opinion of the participants which determines the price movements. (In another thread, I explain how investors' confidence in US index funds leads to those indexes outperform actively managed funds.)

Long term, if price increase is not backed by value, it will lead to bubble.
puchongite
post Oct 5 2016, 08:32 PM

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Promotion: 1% Sales Charge on CIMB-Principal Greater China Equity Fund until month end.

Nobody talks about this top performing fund ? wink.gif
T231H
post Oct 5 2016, 08:36 PM

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QUOTE(puchongite @ Oct 5 2016, 08:32 PM)
Promotion: 1% Sales Charge on CIMB-Principal Greater China Equity Fund until month end.

Nobody talks about this top performing fund ? wink.gif
*
cool2.gif (jus kacau u) tongue.gif

FSM is talking about this fund on September 23, 2016
In this article, we will update investors on these issues and revisit the China story, sharing our insights on the opportunities in China and how investors could tap into it via this month’s fund choice --- the CIMB-Principal Greater China Equity Fund.
https://www.fundsupermart.com.my/main/resea...ober-2016--7514
TaintedSoul
post Oct 5 2016, 10:22 PM

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Sifus..I bought my funds solely depends on the FSM recommended funds sheet.

Whichever funds have higher return, i buy. Is it weird?

trying to learn the trade from this forum..
kimyee73
post Oct 5 2016, 10:32 PM

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QUOTE(nexona88 @ Oct 5 2016, 07:22 PM)
Well if he post the whole list, not enough space laugh.gif

And we would get headache too by looking at the numbers blush.gif
*
OK lah... for first time, below is my top 10 funds by percent of portfolio and it's IRR. They are close to 70% of my port.

Fund name % of port Sep IRR
RHB Islamic Bond 9.9% 8.25%
RHB ATR 8.9% 10.2%
RHB EM Bond 8.7% 15.12%
AmPrecious Metal 8.2% 56.52%
TA GTF 8.2% 13.27%
Manulife India 7% 9.74%
AmDynamic Bond 5.3% 6.07%
AMB Ethical 4.6% 0%
EI Small caps 4.5% 16.83%
RHB China-India 4.1% *3.5%
* ROI figure due to less than 1 year
_azam13
post Oct 5 2016, 10:34 PM

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QUOTE(TaintedSoul @ Oct 5 2016, 10:22 PM)
Sifus..I bought my funds solely depends on the FSM recommended funds sheet.

Whichever funds have higher return, i buy. Is it weird?

trying to learn the trade from this forum..
*
Not weird at all, thats what an inexperienced person would do. Selecting from recommended funds should be fine.. they're recommended for a reason. Although pls make sure that you're fine with the risk (volatility) you're taking. You don't wanna be in for a shocker when the market turns against you tongue.gif
T231H
post Oct 5 2016, 10:35 PM

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QUOTE(TaintedSoul @ Oct 5 2016, 10:22 PM)
Sifus..I bought my funds solely depends on the FSM recommended funds sheet.

Whichever funds have higher return, i buy. Is it weird?

trying to learn the trade from this forum..
*
FSM take the time to correct some popular misconceptions investors might have had with regards to the Recommended Funds List

3 Misconceptions Of Our Recommended Funds List
1. Recommended Fund = Best Returns
2. It's the only set of funds one can buy
3. I have to own them all!

https://www.fundsupermart.com.my/main/resea...ober-2013--3983
wil-i-am
post Oct 5 2016, 10:53 PM

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QUOTE(puchongite @ Oct 5 2016, 08:32 PM)
Promotion: 1% Sales Charge on CIMB-Principal Greater China Equity Fund until month end.

Nobody talks about this top performing fund ? wink.gif
*
I wud prefer CIMB Principal China India Indonesia Equity Fund as it's easier to manage 3 in 1

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