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

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T231H
post Sep 21 2016, 08:24 PM

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QUOTE(quackpack @ Sep 21 2016, 04:18 PM)
Any comment with the way below for profit preservation?

Lets say I set a target of above 3% for equity, when I hit the target , I will try to preserve that by allocating the profit into fixed income funds. In a way I am diluting the equity funds but when the NAV of the equity goes down, I can decide to rebalance from bond funds or let it be.
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QUOTE(vincabby @ Sep 21 2016, 07:54 PM)
yes. how about this? from high risk to low risk. can't be always just talk about cutting losses when want to take money out. eventually, you need to take it out am i right? so why not take it when u have a profit margin that you are comfortable with?
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hmm.gif
This maybe one of the hardest question to answer to my mind so don't feel bad if you don't get it spot on, if you cash in your chips in a certain investment it will almost certainly go up, if you stick with it you will almost certainly sedition go down, could taking half be the answer?
Some said 'run your winners and cut your losers'.
While others said 'it's never a bad time to take profits'.

There is no correct time to take profits unless you are the only person in the world who can accurately time the markets, but profit, once taken, becomes real profit, in your hand.
If you think the euphoria will continue and markets will rise further next week and beyond, stay put and enjoy it: if not, consider taking some profits, to enjoy, or re-invest at a better time.

There is no right or wrong answers…it is just yours and other individuals.
Hope this helps.

(got these from the web...I cannot write that logical sense)
T231H
post Sep 21 2016, 09:14 PM

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This guy here, like many others have worded the word or concept of "profit taking" as rebalancing......

Rebalancing is actually a pretty personal thing, because everyone’s portfolio will look different. But the basic concept is to take profit from the funds which have done well, and invest into the funds which are underweight.

https://secure.fundsupermart.com/main/resea...og_archive_2010


Rebalancing My Portfolio
I am putting my own portfolio through a rebalancing exercise. I only do this once a year. The basic concept is to take profit for your winners, put some of the profits into your loser or laggard markets, and also, ensure that you don’t have too much into one particular area.

https://secure.fundsupermart.com/main/resea...og_archive_2009

looks quite similar with page#22, post # 438

This post has been edited by T231H: Sep 21 2016, 09:19 PM
T231H
post Sep 21 2016, 11:03 PM

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QUOTE(adele123 @ Sep 21 2016, 10:39 PM)
.......if i know the euphoria will and will not continue, there's really no need to discuss anything. my sticking point is, we can't time the market hence the statement doesn't quite work.
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hmm.gif no one knows how it will goes...it will always have to depends on individual judgement as to whether one want to stay out, step in or do nothing..... thus the original words used is "If you think the euphoria will continue...." not "If you "know" the euphoria will continue ......."
T231H
post Sep 22 2016, 01:08 PM

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QUOTE(yklooi @ Sep 22 2016, 12:56 PM)
........
20% CMF......for Sailang and pull back..... thru timing the corrections and sell this 20% when gained 5%

blink.gif Timing the corrections.... laugh.gif  puke.gif Are you feeling lucky! Punk  rolleyes.gif
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innocent.gif well at least the returns of CMF are better if not is on par with some of the bond funds in the past 3 yrs.... biggrin.gif
T231H
post Sep 22 2016, 01:17 PM

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QUOTE(Ramjade @ Sep 22 2016, 12:46 PM)
Also, I have something to asked you. Why do you prefer Affin Quantum (Ponzi 1) vs Cimb AP (Ponzi 2) when Ponzi 2 have lower risk and better track records?
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hmm.gif Maybe because of this?



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T231H
post Sep 22 2016, 02:28 PM

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Deleted too.....

This post has been edited by T231H: Sep 22 2016, 04:15 PM
T231H
post Sep 22 2016, 08:16 PM

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QUOTE(_azam13 @ Sep 22 2016, 08:09 PM)
Almost finished attachment with an asset management.. I think many of you guys own their fund..  rclxm9.gif
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thumbup.gif notworthy.gif always good to have relevant professionals stopping by, discuss and posts..... icon_rolleyes.gif
T231H
post Sep 23 2016, 08:30 AM

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QUOTE(yklooi @ Sep 23 2016, 08:20 AM)
.............
thumbsup.gif OK,..will try the Y-O-Y.
hmm.gif just wondering if this method can be "played" out too.
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while doing that,...remember to take a more balanced approach....

if your maths does proved to be "correct/sensible"......
those buy and hold investors that are having low total investment IRRs can spot some reliefs .... rclxm9.gif

This post has been edited by T231H: Sep 23 2016, 08:34 AM
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post Sep 23 2016, 11:39 AM

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QUOTE(yklooi @ Sep 23 2016, 11:34 AM)
.....
the 5 kgs stone had been lifted from my chest..... rclxm9.gif  rclxm9.gif
now i hope i can have the wisdom to see, plan, act and stay on a sensible diversified portfolio.
notworthy.gif  notworthy.gif
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plan well and FAST....
the 0.57%SC ending soon..

T231H
post Sep 24 2016, 09:23 AM

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QUOTE(Pink Spider @ Sep 24 2016, 09:19 AM)
Again, back to the reserves topic.

ASx returns are SMOOTHED.

Almost all records of past returns of ASx is only on its dividends declared, I don't find any that use true returns (PROFIT/LOSS).

I.e.
I earn 10 sen I give u 6 sen
I earn 5 sen I give u 6 sen
I earn 12 sen I give u 7 sen
I earn 2 sen I give u 5 sen
And so on...
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I just loved the way you posted....
so short a post yet they are simple and easy to see the logic
wub.gif

T231H
post Sep 24 2016, 09:59 AM

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QUOTE(Pink Spider @ Sep 24 2016, 09:55 AM)
U think u can "out-time" the market? Good luck to u. I prefer to stay invested tongue.gif
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hmm.gif consult ALgoxen the great sage?

he was right in June.....think the will get it right again in Nov?
T231H
post Sep 24 2016, 10:10 AM

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QUOTE(Pink Spider @ Sep 24 2016, 09:55 AM)
U think u can "out-time" the market? Good luck to u. I prefer to stay invested tongue.gif

Furthermore, which market(s) u wanna exit from? Don't forget, when US sneezes, Asia lausai usually laugh.gif
Whereas when Asia fever, US may be still hugging amoi drinking champagne at parties innocent.gif
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some would prefer/suggest to do this during the period of this trump uncertainty.... biggrin.gif tongue.gif


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T231H
post Sep 24 2016, 10:47 AM

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QUOTE(wayne84 @ Sep 24 2016, 10:43 AM)
with ur explanation, you leading me to relate ASX to some sort of ponzi scheme, Gxxxx gold scheme. They manipulate your return. I happy then this round I declare more return, else lower..  hahaha
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you should not relate ASX to that " ".
ASX is regulated and sanctioned in Malaysia
T231H
post Sep 24 2016, 11:18 AM

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rclxms.gif WOW,....with so many titles and medals ....
notworthy.gif notworthy.gif
biggrin.gif thumbsup.gif


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T231H
post Sep 24 2016, 06:08 PM

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QUOTE(tmc @ Sep 24 2016, 06:02 PM)
My question now is when to get out of emerging market.
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hmm.gif
if you are a trader, some would suggest to 1st determine your profit/lost target in %?
if you are a long term investor, some would suggest determine your required % of allocation...sell off excesses?

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post Sep 24 2016, 06:15 PM

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QUOTE(tmc @ Sep 24 2016, 06:05 PM)
What is the reason for it's recent sluggishness ?
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hmm.gif maybe the answer is the performance of the equities market of the country that this fund are mandated to focus on are not doing well compared to others?
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post Sep 24 2016, 06:19 PM

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QUOTE(tmc @ Sep 24 2016, 06:17 PM)
Any relationship with 1MDB ?
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hmm.gif
how long had this 1MDB story been going on?
how long had this sluggish performance of this fund had been?

to say no relationship is not true....but just how many % are due to this 1MDB issue?
there maybe also other things like, low oil prices, low palm oil prices, low properties sales, etc, etc

This post has been edited by T231H: Sep 24 2016, 06:22 PM
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post Sep 24 2016, 06:30 PM

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QUOTE(tmc @ Sep 24 2016, 06:24 PM)
There was a major dip for KGF somewhere sept 15.
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May 2014: The Sarawak Report, a whistleblowing website run by British investigative journalist Clare Rewcastle Brown, begins to publish allegations about misappropriation of state funds by 1MDB.
http://www.smh.com.au/world/malaysian-pm-n...721-gqadif.html

QUOTE(tmc @ Sep 24 2016, 06:29 PM)
Not looking for internal reason to sell off. Looking for external reasons to sell off and invest in something else.  devil.gif
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hmm.gif then anytime also can be a sell off date.....there are a lot of external reasons be it good or bad ones.... biggrin.gif
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post Sep 25 2016, 11:32 AM

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QUOTE(yklooi @ Sep 25 2016, 11:15 AM)
.............
could it be LYN forum has a quota / jpeg file size limitation that limits pictures taken from smartphone and posted directly from phone?
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hmm.gif I recall seeing many instances at FD and ASN threads, forummers posting snap shorts of FD promotion leaflets and ASN a/c books / statement....
T231H
post Sep 25 2016, 08:56 PM

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QUOTE(cheahcw2003 @ Sep 25 2016, 08:48 PM)
Same mechanism with KWSP, KWAP, Tabung Haji.
Correct me if i am wrong, most blue chips stock also won't pay out all dividend, undistributed profit either reinvested or put as reserve.
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it is nothing legally wrong ...just that morally "not that" open market like"....unlike real open mkt UTs
also can refer to page@ 29 post# 575 about fairness........

also blue chips stock can see the mkt prices...

This post has been edited by T231H: Sep 25 2016, 08:57 PM

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