Hey I wanna buy you a drink. thanks so much for this and I appreciate it. I was reading your conversations and I was lost until this post AND NOW I GET IT. facepalm moment on my part.

I think I'll look into rhb bond fund and rhb Islamic. Thank you again man

added.

just checked the app. looks like rhb Bond fits my criteria. perfect. I'll make a big pocket for fixed income which has two pockets. one for libra to lock in funds and one for rhb bond for Money you don't touch`

This post has been edited by Avangelice: Oct 20 2016, 08:50 AM

Anybody know why most of the RHB local unit trusts encountered heavy drop (10 to 20%) in Aug 2016? checked no split/dividend/distribution.. Compare with other local funds, they only suffered minor drop.

Why post 2x? Old news la. Already reply you. Looks like got deleted. Because some guy from RHB exited RHB so others panic and start selling. RHB also happened to "copy" the investment portfolio across the board. So all drop.
http://www.thestar.com.my/business/busines...sers-at-midday/
http://www.thestar.com.my/business/busines...25/no-selldown/
http://www.theedgemarkets.com.sg/sg/articl...tfolio-managers

Avangelice Why are you holding 2 bond (Libra Asnita and RHB)? Care to share? IMHO, if money you don't need and those which you already take profit, just put into either one RHB bond funds rather than Libra Asnita (provided you can hold)

This post has been edited by Ramjade: Oct 20 2016, 09:13 AM

Want to understand your preference for rhb bond over rhb islamic bond

Anybody know why most of the RHB local unit trusts encountered heavy drop (10 to 20%) in Aug 2016? checked no split/dividend/distribution.. Compare with other local funds, they only suffered minor drop.

ummm... I rather not say. don't wanna cause a fight here. =) personal matter.

some group of investors went into panic mode recently and started mass selling and directors leaving. some funds bled but rebounded back. forgotten was it in Sept or August. don't quote me on that. maybe the other guys have a better answer.

This post has been edited by Avangelice: Oct 20 2016, 09:43 AM

Yes Yes is the same

It just looks less complicated than what I expected.

I think morningstar can provide the metrics needed to calculate

Just want to know, when we compare different funds, for example KGF and EISCF, do I use their respective benchmark for each fund or I need to establish a common benchmark for both to compare them fairly?

Probably you were not comparing to the right group of local funds.

Several of RHB favourite small caps stock experienced a massive down during that period. If you compare to Eastspring Small Cap, you should see a similar trend although i believe it's not as bad as RHB. It was actually in the news.

http://www.thestar.com.my/business/busines...25/no-selldown/

Non-Islamic known as RHB Bond Fund.


I checked again. Looks like I invested RM24k.

I wish bro. Only in my dreams.

DISCLAIMER : As usual, Vanguard is TCSS. The regulars here will know that distribution does not matter. It is only a transfer of the money from the left pocket to the right pocket. Please read Post 1.


This post has been edited by Vanguard 2015: Oct 20 2016, 10:13 AM

Their crystal ball rosak at that time?

Xuzen

That is why listen to Xuzen: He is known as the "maggi mee man". Why "maggi mee man?" Because he makes complicated finance stuff to become "cepat dimasak, sedap dimakan".

I believe you can compare directly KGF and Kap-chai fund side by side. Their benchmark should be similar that is FBM Emas index (Top 100 company by capitalization listed in Bursa KL)

If that is the case, Kap-chai fund is number one, and KGF is number two. However, these two awesome UTFs are always leader of the pack. Pick either one also a W1NN4R!

To answer your question that has been bolded: If you use Sharpe ratio as basis for comparison, then you need to have a common benchmark or similar asset class. For example, comparing Sharpe for KGF versus Kap-chai fund is fair. Using Sharpe to comparing KGF versus Asnita Bond is silly.

Morningstar got info on the benchmark standard - deviation meh? If got I want! I want!

Xuzen

This post has been edited by xuzen: Oct 20 2016, 11:25 AM

I also curious to know why you choose RHB bond over RHB islamic bond

This year is considered a good year for islamic bonds for a few reasons. And with EPF shariah compliant fund, the demand for islamic bond would only increase over time. That's my reason to add on to this fund

I am suffering from itchy hand syndrome again. Thinking of buying back TA Global Technology Fund and TA European Equity Fund. Maybe do DCA for 1 to 2 years.

What say you? Boleh pakai?

Good. Please do it fast before TA GTF bounces back !

TA global buy buy buy, idk why ,but I feel good to purchase their fund.
Look at their tower next to klcc damn charming.

like i said. personal reasons. don't wanna derail the topic with something trivial. Regards.

TA Global is a fund I choose when I need to dip in US and also I have a feeling technologies will be the next big thing especially when the star wrote an article today about insurtech and fintech may be coming to Malaysia. who knows.

for European. I rather invest in China as i know China has braved the storm. Europe is one unstable region with the immigrant problem and the three stooges being disconnected

What about different classes? IF using M2M, do we use common benchmark as well?

The volatility can be found under the monthly report section (for FBM EMAS index) http://www.ftse.com/products/indices/bursa-malaysia

Unless you already know this then ignore it

Mornigstar do not have malaysia index std dev

question. if I have a CDS account and pay the monthly 150myr with my broker to have a live stream updates of stocks plus I know which stocks my unit trusts are investing, would it actually give me an edge when buying unit trusts?

Don't know if this is relevant if not please let me know. I'll end the discussion.

change your broker la not worth paying RM150 monthly

Kamsiah! Terima-kasih! Nandri-Vanakam!

The info hyperlinked will occupy this little excited pussy-cat for a long time..... New toy, must play

Back to your question: M2M ratio can make you compare different asset class as long you have the parameters needed and plug them into the M2M equation. With M2M, you don't need to use common benchmark. That is the beauty of M2M ratio... you can now compare across different asset class.

Xuzen