Welcome Guest ( Log In | Register )

7 Pages « < 4 5 6 7 >Bottom

Outline · [ Standard ] · Linear+

 FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D

views
     
spiderman17
post Jun 28 2018, 12:08 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
bought:
Attached Image
spiderman17
post Jun 28 2018, 01:15 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(Ancient-XinG- @ Jun 28 2018, 01:06 PM)
fuuhhh japunis fund. rich kiaaa
*
QUOTE(funnyface @ Jun 28 2018, 01:10 PM)
Actually there is a trick  laugh.gif
1st purchase RM10k only, after bought you can immediately sell until minimum of 1000 units left (around RM 1000+ based on today NAV). You do not need to hold RM10k in the fund. Subsequent purchase needs to be minimum RM1k though.
*
minimum rm1k for topup... still manageable.
besides...i'm not exactly young.. cry.gif
spiderman17
post Jul 7 2018, 08:45 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(lcs89 @ Jul 7 2018, 12:28 PM)
holding this 3 ...

need some advise ... need to cash out end of this year ...

CIMB-Principal Asia Pacific Dynamic Income Fund (+11.49)
Kenanga Growth Fund (+7.5)
Manulife India Equity (-3.66)

shld I let go of MIE .. and use the money to top up either KGF or CPAPDIF ? or shld I just wait ... profit kecut nearly 35% since this few weeks ...

any advise to readjust ?
*
If you need to cash out everything in 6mo, maybe should put in CMF or FD instead? Equity fund seems quite volatile lately.
spiderman17
post Aug 1 2018, 09:20 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(yklooi @ Aug 1 2018, 06:10 PM)
Yes, July had been good to me...

August?......my bet is on GOOD too .

just planning...planning yeah...
next year would like go like tis....
Manu Reits 5%
Manu India 5%
Ta Global 5%
EI Dinasti 5%
Nikko Spore 6%
United Global Quality 15%
Titan 16%
KGF 20%
AH Asia Pac 22%

any ideas for improvement?  notworthy.gif
*
Would you comment a little about your portfolio size changes? Are you still adding money to it, taking money out from it, or just rebalancing?
Your irr and roi are both quite consistent...I can't understand notworthy.gif

I'm still in acquisition mode..adding more and more money into portfolio. When my irr flat, my roi goes up. When roi flat, irr falls down

spiderman17
post Aug 2 2018, 09:27 AM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(yklooi @ Aug 1 2018, 09:29 PM)
for the past few years, I lump summed,  i am mostly relocating it previuos years....next January, will start to take out about 6~10% out per year.
my IRR is quite constant because i beliefs after some years,....it will need a drastic movement of ROI to have an impact on the IRR...(it is all due to the working of the maths i think)
*
Thanks for clarifying.

This post has been edited by spiderman17: Aug 2 2018, 09:27 AM
spiderman17
post Aug 24 2018, 09:41 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(xuzen @ Aug 24 2018, 02:44 PM)
Sep 18 looks promising for my port... Go go go!

Green green green.

Xuzen
*
How do you know the future?
shocking.gif shocking.gif
spiderman17
post Aug 28 2018, 03:06 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(T231H @ Aug 28 2018, 12:39 PM)
You asked for it...
Happy Merdeka! All Unit Trusts At 0.57% Sales Charge For 4 Days (28 till 31 Aug 2018)

https://www.fundsupermart.com.my/main/resea...or-4-Days-10118
*
rclxm9.gif
buy buy buy !

Attached Image
spiderman17
post Aug 30 2018, 04:30 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(xuzen @ Aug 30 2018, 02:08 PM)
Aug 2018 has been a  rclxms.gif  thumbup.gif  rclxm9.gif  month for my port.
*
lucky you.
mine seems flattish yawn.gif
Attached Image
spiderman17
post Aug 30 2018, 11:13 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(Ancient-XinG- @ Aug 30 2018, 05:45 PM)
Japan at least 10k entry. sitting at 4%

meaning your port minimum 200k?
*
Wah, u so smart!

QUOTE(MUM @ Aug 30 2018, 05:54 PM)
for others...maybe it is like that
after RM10000 entry ...sell till maintain 1000 minimum units
1000 x 0.542 = RM 542  biggrin.gif
*
QUOTE(funnyface @ Aug 30 2018, 10:54 PM)
I am one of those  devil.gif
[attachmentid=9999454]
*
But they are smarter devil.gif
spiderman17
post Oct 12 2018, 05:26 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(MUM @ Oct 12 2018, 04:37 PM)
today is a good day to track and update your ROI.....
keep it and paste in on the wall......as a reminder of what can happens without warning in a span of few days.....

btw....have you guys checked your managed ports ROI......

you will be amazed....
*
took up your advise:

Attached Image
Attached Image

my managed port (balanced) is at -2.98% ROI.

grumble.gif grumble.gif grumble.gif
spiderman17
post Nov 1 2018, 04:33 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(spiderman17 @ Oct 12 2018, 05:26 PM)
took up your advise:

Attached Image
Attached Image

my managed port (balanced) is at -2.98% ROI.

grumble.gif  grumble.gif  grumble.gif
*
As at 1Nov:

DIY port:
ROI@-0.7%, IRR@-0.4%

Managed Port(Balanced):
ROI@-4.2%, IRR@-4.5%

mega_shok.gif

under-perform money under the pillow... grumble.gif
spiderman17
post Jan 3 2019, 10:33 AM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(idyllrain @ Dec 21 2018, 05:11 PM)
Thanks yklooi. That’s good to know. It gives us some tome to incorporate changes to accommodate the new site. I’ll discuss with polarzbearz to see if we can make this transition as smooth as possible for everyone using the spreadsheet.

-- EDIT --

As of 8:30PM, we can no longer get NAV prices from the old link at https://www.fundsupermart.com.my/main/fundi....tpl?id=MYKNGGF This means that if you're using the old Windows or Mac versions of this spreadsheet, it will no longer retrieve the latest prices since that page is no longer there.

-- EDIT2 --

I have a working solution ready for Windows. If you're feeling adventurous or impatient, below are the steps to modify your own copy of the Excel Spreadsheet to cater for changes in the new FSMOne site. By doing this yourself, you won't have to deal with migrating your existing data into a new updated file. It's pretty straightforward:

MAKE A COPY OF YOUR FILE BEFORE YOU DO THIS! Just in case...

» Click to show Spoiler - click again to hide... «

Attached is an updated base file for Excel 2016 for Windows. Note that this file does not contain functionality that polarzbearz added when she published her beta version a while ago. This is merely the previous spreadsheet with the FSM retrieval code updated. If you do not want to start afresh, I would recommend following the instructions above to update your own file.

[attachmentid=10144384]

-- EDIT3 --

Instructions for Mac version are available here: https://forum.lowyat.net/index.php?showtopi...post&p=91308800

-- EDIT4 --

I updated the instructions and base file above.

Changes
- Switched to using a different date value in the API response.
- Fixed timezone issues in date calculation
- Optimized regular expressions
- Removed TLS1.2 connection setting

Thanks to yklooi for discovering these issues. I should've been more careful. Those who followed my instructions above will have to redo them again. I'm terribly sorry for the trouble; please forgive me.
*
Great job!! rclxm9.gif rclxm9.gif rclxm9.gif

Just wanna mention that the new code doesn't update the "portfolio summary" date.
I copy and add "WS.Range("portfolioLastUpdate").Value = Date" just before Exit Sub based on old version.


spiderman17
post Jan 3 2019, 10:39 AM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(yklooi @ Jan 2 2019, 08:49 PM)
console.gif
As at 28 Dec 2018, My Portfolio dropped:

MoM: 17.8% to 13.4% = -4.4%
YoY: 27.01% to 13.4% = -13.61%
*
My port ROI has around -16% drop YoY :
Attached Image


Japan really sux... puke.gif
Attached Image

spiderman17
post Mar 18 2019, 11:11 AM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
Anyone here attended FSM event last week in Penang? Can share brief summary?
spiderman17
post Apr 2 2019, 02:44 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(yklooi @ Apr 1 2019, 07:40 PM)
thumbup.gif  thumbsup.gif

mine is
YTD ROI 11.07%
MoM +2.18%

Change
moved United Jpn to United Global
moved Cimb Asean to Cimb Greater China

vmad.gif  ranting.gif still have a 3.x% more to recover from last year's losses
hmm.gif if can wait for 1 yr...can wait for more months to get back into Green  shakehead.gif

hope the rest of the forummers are already in the Green now
*
Q1 2019 has so far been good to me. Ponzi-2 is having distribution now, so the actual performance is a little bit better.

user posted image

port unchanged:

user posted image

Hope for another good quarter cheers.gif
spiderman17
post Apr 2 2019, 06:33 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(AvenueX @ Apr 2 2019, 02:52 PM)
Hi bro,

May I ask how we can keep track of our Returns year on year basis on FSM? Only manual tracking?
*
Hi,

I'm just using the excel file, looking at IRR to have a feel where I'm at.
I don't know if there's a better method out there...

spiderman17
post Apr 24 2019, 05:03 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
Good discussion thumbup.gif
A bond fund holding shorter term bonds inherently have higher PTR, compared to another found holding longer term bonds. It's not always due to itchy fingers trading.
Then we have to consider long term vs short term bond...which is likely to be more stable, lower default risk? Nothing is ever absolute, always relative.
spiderman17
post May 3 2019, 05:08 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(David83 @ May 2 2019, 05:45 PM)
Portfolio performance as of April 2019:

ROI: 14.1%
IRR: 2.1%

MoM ROI: +3.6%
*
QUOTE(yklooi @ May 2 2019, 09:59 PM)
thumbup.gif  notworthy.gif
my MoM is only 3.54%  blush.gif
*
QUOTE(WhitE LighteR @ May 2 2019, 10:56 PM)
my MoM for prev month up by only 7.88%
*
Wow...u guys are good.
My ROI is just +2.7% MoM confused.gif
Japan is still in the red bangwall.gif

Port unchanged:
user posted image

irr plot:
user posted image
spiderman17
post May 5 2019, 01:48 AM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
QUOTE(yupng @ May 4 2019, 11:31 AM)
Hey sifu here,
The excel sheet still can update the price from FSM?
*
The Excel macro code need to be updated. I followed instructions provided by idyllrain in this forum few months back.
spiderman17
post Jul 1 2019, 06:45 PM

Casual
***
Junior Member
309 posts

Joined: Nov 2011
user posted image

my port up 1% in the month of June...if every month +1% also not bad..
tongue.gif

would have been better if not because of RHB Islamic Bond Fund losses..was ~20% of port now down to ~17%
irr 3.66% since late 2016...underforming FD bangwall.gif

edit: typo

This post has been edited by spiderman17: Jul 1 2019, 06:48 PM

7 Pages « < 4 5 6 7 >Top
 

Change to:
| Lo-Fi Version
1.2486sec    0.63    7 queries    GZIP Disabled
Time is now: 1st December 2025 - 03:30 PM