Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

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

views
     
TakoC
post Nov 15 2016, 06:19 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Ramjade @ Nov 15 2016, 02:16 PM)
AP = emerging market. I won't go for titans as I like to have control over how much I want to topup.
*
FSM just promoted emerging market in today email.

I wonder why.. EM all koyak still promote. Wrong time la
TakoC
post Dec 13 2016, 10:36 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
What's the difference between Ponzi 1.0 and 2.0 in terms of portfolio again?

Anyone still doing top up (not DCA) on Ponzi 1.0? I realised I haven't touch it since 2014. LOL!
TakoC
post Dec 13 2016, 10:53 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
Ops. Think I mistaken the 2 funds for something else. Hahaha!

Think it's Quantum with Select Asia Opp or something.

Anyone still top up Quantum?

This post has been edited by TakoC: Dec 13 2016, 10:54 PM
TakoC
post Dec 14 2016, 07:02 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 13 2016, 11:12 PM)
I'm curious. how much did you make from two years in Ponzi 1
*
2 years+ = 45% ROI there about.

Good times. Now cannot already.

No one answered means no one invest in Quantum already? Lol.

This post has been edited by TakoC: Dec 14 2016, 07:03 PM
TakoC
post Dec 14 2016, 07:08 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(dasecret @ Dec 14 2016, 10:27 AM)
Let see... I have some since 3 years ago, and last top up end of last year

My IRR is 10.95% for this fund  cool2.gif
*
don't have IRR figure. But i suspect higher than that for mine. Not by big margin
TakoC
post Dec 15 2016, 10:03 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
To calculate the ROI more accurately.

Is it right to take the closing balance of Dec 2015 total cost + (remaining months invested/12*invested value).....

and taking total profit for the year / *amount above*?
TakoC
post Dec 17 2016, 02:22 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Ramjade @ Dec 17 2016, 11:36 AM)
Sorry but I have faith in REITS. US maybe looking at increasing interest but the rest of asia pacific are in a race to lower their interest rates. If US REITS then yeah. This is asia pacific REITS.
*
Not all la bro.

HK must always follow US... for example
TakoC
post Dec 18 2016, 08:22 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Ramjade @ Dec 18 2016, 05:10 PM)
IMHO, I think china is a bit scary. Look at all the news article. Property bubble, capital control, international china shopping spree sanction, china's fx reserve falling rapidly, the weakening yuan, Latest seizure of US underwater drone...

No harm putting 5-10% in it. Btw, TA tech does invest in china tech.
*
TA TECH has higher % in US while CIMB-Principal Greater China Equity Fund as name suggest focus on China?

But with US dollar strengthening, US tech company will be hurt by the translation gain from their operation and sales around the world.
TakoC
post Dec 19 2016, 05:25 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Ramjade @ Dec 18 2016, 10:55 PM)
How expensive also, people will always buy iPhone. whistling.gif
How expensive also, most of the world uses Google (heck it's free) and there's where they generate ad revenue.
*
U need to look at Apple earnings then. Yoy is it growing? Despite what you said, safe to say.. don't need look also know most of US companies getting hit with lower earnings.

With Lower operation revenue, somemore get hit by translation.

This post has been edited by TakoC: Dec 19 2016, 05:26 PM
TakoC
post Dec 19 2016, 05:28 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 19 2016, 05:26 PM)
those who went through the 2016 blood bath are like the veterans who came back from a long bloody war and nothing can shake them after that not even after trump.
*
Did a quick calculation on my IRR. 7% invested since 2013.

But Roi this year only 3%. But if I time apportion all my investment amount, it's 6.2%. Lol. Make myself feel better and take 6.2%? Haha
TakoC
post Dec 19 2016, 05:42 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 19 2016, 01:08 PM)
yes in its truest form of unit trusts investment you ignore the ripples made by changes and leverage down via DCA or VCA. the problem with Malaysia is that what should have happened doesn't happen and should not have happened happens. this is in regards to our current government who is so keen on covering the ass of one man and by doing so sacrificing the lives of millions of hard working Malaysians.

so as an investor I put my money in an entity that I trust and I believe in. currently that trust isn't forthcoming in the days or months to come.

also there are avenues for me to invest my money why do I want to place my money in Malaysia? is it because of hope? is it patriotism? or is it cheaper in a long run? do I sacrifice my chance of returns for a cheaper investment when I can return back anytime I want.

be water.
*
Bro not sure if u share this.. but what's ur geographical allocation like?

TakoC
post Dec 19 2016, 05:54 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(puchongite @ Dec 19 2016, 05:52 PM)
3% is a failed investment.  innocent.gif
*
Yeah. But the 3% is taking using latest equity cost (not including CMF portion). I did a substantial top up this month. So ROI figure a bit off.

6.2% is after taking in my time apportion invested amount during the period (and I excluded my December top up figure which make sense).

This post has been edited by TakoC: Dec 19 2016, 05:55 PM
TakoC
post Dec 19 2016, 06:04 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 19 2016, 05:58 PM)
I don't mind sharing if that's what you were asking

FSM Funds

Affin Hwang Select Bond.... (20%)
RHB Asian Income Fund. ....(15%)

CIMB-P Asia Pac Dynamic ....(10%)
Eastspring Emerging Market...(10%)
CIMB-P Greater China Equity ..(10%)
Manulife US equity fund (10%)
Manulife India.........(10%)

AmAsia REITs .... (10 %)
TA Global Technology Fund...(5%)

I know people will be saying about too much correlation and heavy in Asia Pax Japan but I am placing my bet in Asia and a little here and there in US and India.

Total portfolio cost is 53000myr
*
Wow. So detail bro. Haha. But I was asking geographical allocation. How many % of ur portfolio is in China/HK? What sector are u positive in Asia (if u have answer for this)

Same like u, I'm betting on HK/china too.

Ur portfolio.. I have only 2 similar one only. Haha! My India exposure is super low. Maybe I should study more on Manulife fund.

CIMB Principal greater china equity too.. seen that name pop up a few times. Maybe will have a look.
TakoC
post Dec 19 2016, 07:03 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(puchongite @ Dec 19 2016, 06:56 PM)
You smash them so hard on their stories, you think they will be echoing something similar ?

I suspect these fund houses makes their primary money from full local funds or local-heavy funds, other funds are feeders which they wont make enough to even cover the operation.
*
One thing very funny I notice.

CIMB PRINCIPAL Greater China... I went to see the 1-3 months of their reported top holdings. All on downwards trend yet the fund recognize a 3 months gain.

Can't understand... so they have been trading a lot or realizing gain from the remaining 50%?
TakoC
post Dec 19 2016, 10:41 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(puchongite @ Dec 19 2016, 07:30 PM)
Haha to tell you the truth i made similar (rough) analysis before. Yes, quite puzzled.
*
Yes. Because it doesn't make sense. Even if you average down, NAV price shouldn't go up. I dunno if RMB is strengtening against MYR, but I doubt so.

Which means there is no correlation at all between holding share price performance or index performance against NAV price. So investing in this fund is pure luck, appear so...
TakoC
post Dec 19 2016, 11:08 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 19 2016, 11:03 PM)
explains perfectly the Peoples Republic Of China and that same feeling when you deal with them. approach the dragon with caution and you will be rewarded. make one wrong move and snap there goes your arm.

jokes aside. I never had the habit of reading indepth reports as it is something I have no control over. it either performs or it doesn't.
*
Decided to make a small gamble on that fund. Bought in today. See how it perform in a year.

I foresee top up opportunity on funds after Trump be in office
TakoC
post Dec 20 2016, 09:04 AM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(Avangelice @ Dec 20 2016, 08:51 AM)
nope. still a little jitterish about Asean funds. I'll just stick to Asia Pax Japan.

www.thejakartapost.com/amp/news/2016/12/19/rupiahs-fortunes-to-fade-as-indonesias-tax-amnesty-nears-end.html?client=ms-android-htc-rev
*
Any reason why Greater China equity fund has been on a downtrend since september?

Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0949sec    0.25    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 07:12 AM