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

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kl_123
post Nov 12 2016, 03:07 AM

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Anita also drop 0.24%,, bond also at risk

This post has been edited by kl_123: Nov 12 2016, 06:22 AM
kl_123
post Nov 12 2016, 07:59 AM

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actually Anita fund nav can get from their website librainvest.com update before 7pm every working day

This post has been edited by kl_123: Nov 12 2016, 07:59 AM
kl_123
post Nov 14 2016, 08:25 PM

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today most bond fund drop 0.45 to 0.6 % ...
kl_123
post Nov 16 2016, 05:33 AM

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India fund drop ~~4.5% yesterday after 3% few days ago... big discount for top up?hope it rebound soon

This post has been edited by kl_123: Nov 16 2016, 07:06 AM
kl_123
post Nov 16 2016, 07:53 AM

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QUOTE(T231H @ Nov 16 2016, 07:33 AM)
yes, thanks for the link....
but the -4.65 is in RM?
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that one is in USD, for RM juz plus minus the change of usdmyr spot exchange rate end for that day, we can estimate for the Myr nav... but depend on each fund they take different time for exchange rate
kl_123
post Nov 25 2016, 09:01 AM

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Share something for TAGTF , should continue invest in Tech or better thru GTF ??? confused.gif

https://www.henderson.com/ukpa/post/13904/t...s-for-investors

Conclusion

We still believe that over the mid to long term technology will continue to take share in the global economy, driven by better functionality/lower prices and supportive demographics. In addition, the US-centric domicile of the technology sector means it will probably disproportionately benefit from lower US tax rates on both earnings and repatriated foreign cash piles compared to global equities. However, within the US technology companies will be hurt more than other US companies by any curtailment of globalisation and will benefit less from lower tax rates, which could hamper near-term relative performance against the S&P 500.

This post has been edited by kl_123: Nov 25 2016, 09:02 AM
kl_123
post Dec 6 2016, 06:19 PM

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FSM : Key Investment Themes And 2017 Outlook

https://www.fundsupermart.com.my/main/resea...17-Outlook-7780

Favour Asia ex-Japan equities & China, overweight equities, underweight bond...
kl_123
post Dec 7 2016, 01:25 PM

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Added new fund into EPF -MIS

http://www.kwsp.gov.my/portal/en/web/kwsp/...vestment-scheme

ponzi 1, cimb greater china, amreits , manulife india and etc also in... open more for diversify
kl_123
post Dec 14 2016, 08:07 AM

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Ponzi 1 focus more on Asean as in its interim report's investment outlook Aug 2016. More on dividen stock and reits, so it perform better than other small-mid cap UT


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kl_123
post Dec 15 2016, 10:52 AM

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Eunittrust model portfolio move equity to money market mostly


 We are raising our cash position across all model portfolio as we think that the US equity market current behaviour seems to reflect investment behaviour leading up to the potential tax cuts. President-elect Donald Trump proposal of a tax cut would be one of the highly anticipated event upon his inauguration on 21 Jan 2017. Thus, we are anticipating investors to partake in the profit taking activity beginning next year and similarly, other markets will also experience similar market movement as witness back in 1978-1979 (please refer to appendix page). As such, we are raising our cash to buy on weakness later on.

What you all think? confused.gif

This post has been edited by kl_123: Dec 15 2016, 10:54 AM
kl_123
post Dec 15 2016, 12:29 PM

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QUOTE(puchongite @ Dec 15 2016, 12:13 PM)
Upon studying in individual funds (Phillip MM, EI equity and EI MY focus ), these ports do not sense to me. I must be missing something.  sweat.gif
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Eunit trust suggest increase cash holding(so they move portfolio to philip MM) because they are anticipating investors to partake in the profit taking activity beginning next year, then to buy on weakness later on...

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This post has been edited by kl_123: Dec 15 2016, 12:32 PM
kl_123
post Dec 15 2016, 12:44 PM

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QUOTE(puchongite @ Dec 15 2016, 12:36 PM)
But Malaysia isn't a nice place to hide. Both MY equity and MY bond are going to be bad or worse, if the proposed tax cut ever happens. Holding cash in Phillip MM is also terrible. Might as well move everything to Affin Hwang select bond or something, which is currently 0% SC under their platform. Or perhaps even cash out to Banks, at least that will generate some interest. No ?
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Philip MM is just like FSM RHB CMF2 , enjoy the 3.x% per annual while wait for next opportunity to go in equity...this is their recommendation from what i understand

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