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 FundSuperMart v16 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D

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puchongite
post Nov 30 2016, 02:43 PM

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QUOTE(dasecret @ Nov 30 2016, 02:39 PM)
Well, ponzi 1 is only 1/3 in malaysia compared to those only msia equity funds
Why this fund? It's all the while weaker than ponzi 1.0. anyway, I guess it's up to you to decide
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Ponzi 1 majority are in Malaysia and Philippines. Both are bad after Trump.
puchongite
post Nov 30 2016, 02:54 PM

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Today there will be >1% drop in China SSE index. sweat.gif
puchongite
post Nov 30 2016, 03:02 PM

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QUOTE(David83 @ Nov 30 2016, 02:58 PM)
I still got that fund in my portfolio. LOL
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What is the relative % then, quantum vs opportunity ?
puchongite
post Nov 30 2016, 06:29 PM

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QUOTE(Avangelice @ Nov 30 2016, 06:26 PM)
Found an exit plan for my Malaysian funds if it goes further south.

Eastspring small cap will be switched to eastspring investment global emerging market fund as it has an allocation of Russian Federation, Brazil and South Korea (majority in china followed by South Korea)

My portfolio will now weigh heavily on china, Hong Kong, Taiwan, South Korea, Thailand and Russia with majority of it being under industrial, information and financials via ponzi 2 and rhb asian income fund while leaving TA global to allow me to invest in US based tech companies like Facebook, Microsoft, apple and alphabet while reducing allocation into Indian until it sort so out it's currency woes in 6 months time then jump back in.

Leaving libra Anita as my only allocation within Malaysia until the economy recovers.

Now I can finalize my portfolio of 2017
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Eastspring global emerging market fund one of my performer fund. Dipped quite a lot post Trump, but luckily recovered.
puchongite
post Nov 30 2016, 07:11 PM

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QUOTE(MNet @ Nov 30 2016, 06:59 PM)
u should accumulate more during downturn.
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Well on the hindsight one can say that I should have done this and done that .... But when it happens right in front of one's eyes, one does not know .....

Take example of bad performance now happening to kapchai fund. You want to top up accumulate more, or you want to run?

Unfortunately many choose to run. And I can totally understand it.

This post has been edited by puchongite: Nov 30 2016, 07:18 PM
puchongite
post Nov 30 2016, 07:33 PM

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QUOTE(nexona88 @ Nov 30 2016, 06:58 PM)
bloody hell..

who reporting my post from year 2014 in FSM Version 7??
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Moderator maybe should take action on the person who initiate the report. A post 2014 ....really no better things to do.
puchongite
post Nov 30 2016, 08:22 PM

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QUOTE(Vanguard 2015 @ Nov 30 2016, 07:53 PM)
Judging from the threads here, the active trading camp headed by Xuzen win hands down. The passive trading (buy and hold) camp headed by Pink Spider has very few supporters.

We are not really investing in unit trusts now, are we?
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Thanks for giving an alternate view.

I think I belong to the active rebalancing camp .... kekeke.

But definitely some of the moves were mistakes. I admit it.


puchongite
post Nov 30 2016, 09:16 PM

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Rhb ATRF has been on steroid. This is what I can say. wink.gif
puchongite
post Nov 30 2016, 09:35 PM

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QUOTE(Avangelice @ Nov 30 2016, 09:26 PM)
went through their fund sheets and Singapore and Indonesia is the major target country allocation after Chinese. i do feel Singapore will head into technical recession in coming year unless and until they make it clear if they are with the eastern block or western block. that's my belief la.
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seems my eggs are all in the same basket. If china collapses, I dont know where to run to. sweat.gif
puchongite
post Dec 1 2016, 09:04 AM

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QUOTE(vincabby @ Dec 1 2016, 09:00 AM)
really? there were two camps?
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From your signature, I think you belong to the camp who are laughing to the bank. rclxms.gif brows.gif innocent.gif
puchongite
post Dec 1 2016, 09:11 AM

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QUOTE(vincabby @ Dec 1 2016, 09:10 AM)
not exactly. i don't have great returns like wat xuzen had been saying. mostly gains are offset by losses too.
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So you did not do any rebalancing post Trump ?
puchongite
post Dec 1 2016, 09:47 AM

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QUOTE(vincabby @ Dec 1 2016, 09:14 AM)
out of bullets. so i actually did not touch it. just let it run.
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Rebalancing does not need additional bullets.

Anyway, I was correct to say that you belong to the group who prefer to let the fund managers manage your funds once you fixed the portfolio.
puchongite
post Dec 1 2016, 02:06 PM

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QUOTE(nexona88 @ Dec 1 2016, 01:05 PM)
hmm India next 3 to 6 month is kinda uncertain..

all thanks to modi brilliant plan on the currency note  blink.gif  dry.gif
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Despite the Opec oil cut news, India index is moving between red and green the whole morning. Other countries are all green.

Hope the Opec news will bring Malaysia out of winter ?!
puchongite
post Dec 1 2016, 03:44 PM

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QUOTE(David3700 @ Dec 1 2016, 03:38 PM)
I still hold based on the data extracted from Morningstar

[attachmentid=8180627]
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Pass success does not guarantee future success. For me, the US presidential election day was a reset button. After reset, the rule of the game has changed, we need to follow new rules.
puchongite
post Dec 1 2016, 04:05 PM

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QUOTE(David3700 @ Dec 1 2016, 03:59 PM)
That's the only one with 30% Malaysia influence I am still holding on to....betting the FM can do something about it  smile.gif
Others pure Malaysia funds have already been switched out
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Philippines is the other factor. If you look at the Philippines index, it dips quite a lot lately.
puchongite
post Dec 1 2016, 04:31 PM

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QUOTE(Avangelice @ Dec 1 2016, 04:04 PM)
I stand corrected.

[attachmentid=8181020]

quantum fund has majority allocation in Malaysia and OMG along with Financials.
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I thought I saw a few oil and gas names in there but the overall composition is only 8.7%.
puchongite
post Dec 2 2016, 11:01 AM

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QUOTE(Avangelice @ Dec 2 2016, 10:59 AM)
Fsm please open a branch in kuching. thank you.
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This is all online DIY, why do you need a branch ?

To have someone to call and talk to ? Or to run events siminar, talk etc ?
puchongite
post Dec 2 2016, 11:27 AM

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QUOTE(ahwai @ Dec 2 2016, 11:21 AM)
which one is good to enter now?
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You are asking in the context of wanting to switch out Ponzi 1 fund or a general question ?

This "sub-thread" was started because I "inherited" some Ponzi 1 and I wanted to switch out. I just needed something more stable within Affin Hwang to switch out to, maybe 1 month, 2 months or something. When such time is ripe, I will switch it back to Ponzi 1.

If you have a clean new investment, that's a different issue.
puchongite
post Dec 2 2016, 12:32 PM

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QUOTE(Avangelice @ Dec 2 2016, 12:19 PM)
[attachmentid=8187607]

for your information and do a double cross check. I stand corrected Japan is over weight where as US and Europe to be underweight in the next 2017
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Still they are not consistent. From Overweight to Underweight, there is a neutral in between. One says OW, one says UW, the weights assigned are not even near to consistent !
puchongite
post Dec 2 2016, 12:43 PM

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QUOTE(Avangelice @ Dec 2 2016, 12:37 PM)
lol I just shifted kapchai to em and did my regular dca. I look like I'm doing big movements? opps.
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In other words, you should keep your kapchai. Your sifu Xuzen did not even make the move, you moved ? How dare you ?

I have some KGF which I haven't got a chance to move yet. cry.gif

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