Not long ago, someone wrote to complain / kaw-peh-kaw-bu about TA tech fund holding up to almost 30% cash.

Now, I wonder that same person will still curse or compliment TA tech's fund manager decision or not?

Just realised that basically every little gain from the last 1 year or so is wiped out. Instead of doing other things, I decided to follow FSM buy call into CIMB ASEAN MYR for diversification. And if I'm unhappy with it later I can switch partially to Ponzi 2 or GCE.

but after that he mentioned the fund is smart enough to see this coming

yea.. this blow quite massive, TA did lost some but not that much compared to its peers.

not to mention Ponzi 2 dropped close to 8% (in my port showing -7++). GEM and Dinasti also dropped.

What bad thing to me is that. ME NOW NO MONEY TO TOP UP.

DAMN ITTTTTTTTTTTTTTTTTTTTTTTTTT

hi sifu, I am new and learning, so i was reading here and there and have this question that I need your help.

excerpt


for example from morning star i was looking at ponzi2

how do i find out about the
1. income distribution
2. capital gain distribution

Yes sorry for my short form will change them next time to a clearer one

see attached for guide to do the 2 steps, to see its historical income distribution details

added info
Lipper's Head of Research Shares Fund Selection Tips
Returns, fund manager’s abilities in managing volatility and preserving capital, as well as fund expense are the four important considerations when it comes to fund selection.
https://www.fundsupermart.com.my/main/resea...l?articleNo=627

Qualitative Assessment: The Art of Investment
In this article, we will be providing some of the qualitative factors that investors should consider when evaluating unit trusts.
https://www.fundsupermart.com.my/main/resea...?articleNo=4733

How Do FSM Select Recommended Unit Trusts?
https://www.fundsupermart.com.my/main/resea...-Aug-2012--2590



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hey there's no need to apologise

thanks for the clarification

Cutoff time 11am on 15th Feb

Ta tech fund didn't drop much (-5%) because it didn't increase at all (as other global fund) before this recent stock routs.
In 3m, 6m basic, it lose to other global equity / even global balance fund. If u bought TGT 3 months ago, u still losing money and ur time. Other global fund are in positive range.


Compare to the other one Global Tech fund in FSM, United Global Tech, which has almost 100% into stocks, didn't show TGT is more resilient too.


if you need lower volatility or higher reward/risk, better put 40% of your fund buying CMF/ or ASNB.


It is just my opinion.

I haven't checked my holdings for some time since January. My ROI and IRR was around 7.XX% back then. Quite shocked to find out that it's only 2.XX% now lol.
Thankfully I only invest money I'm willing to lose, so I'm not too emotional about it. Just a bit shocked.

this time it is quite a dip on my port

just curious....
why is your IRR number falls almost in tandem amount with your ROI number?
the IRR numerical value has become even less than the ROI value
Any sudden or large amendment to the port?

This post has been edited by MUM: Feb 14 2018, 09:28 AM


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Finally received mine. MBE losy it for a while. Stamp show received at 18 Jan

Hi all sifus, i believe everyone here kena hit kao kao by this month mini crash, and it would be a perfect time to top up.

I have some spare cash in hand and wish to top up into UT.

previously few months stop DCA into UT and move to Stocks and Cryptocurrency.

Both stocks and cryptocurrency crash badly too and it is way too stress to play stocks and cryptocurrency.

so, now i plan to invest and further DCA into my UT portfolio.

Here are my ports.








What should i DCA into?

should i add the new FSM recomended ASEAN funds?

Thanks all sifus for the advice to newbie here.

Banking stocks seems to be not recovering as well as other stocks, so Dinasti performs better than other similar funds right now

This post has been edited by jfleong: Feb 14 2018, 11:16 AM

the only 1 fund which is to me is lacking in % is CIMB GTF......thus I would says top up more on this...
especially now that the PE valuation of these countries are in a more "discounted" than previous month.

I would say...not more Asean fund for you.....for you are already too heavy in Asia Pac region....

but if you really wanted to Sai lang into it...then ok also

anybody know when will FSM open after CNY for fund transactions?

19 Feb

Q1
I don't know. I thought that's normal? Shouldn't IRR drop when ROI drop? Correct me if i'm wrong.

Q2
I thought it is correct that way coz I already invested > 1yr, so definitely ROI > IRR. Correct me if i'm wrong.

Q3
Trimmed AH Select Bond from 20% to 10%, over-allocated Ponzi2 from 10% to 30% then trimmed to 25%. Will continue trim down monthly either by switch-sell or buy other funds if found extra $ sitting around.
and i added AH Japan Growth 5%

This post has been edited by spiderman17: Feb 14 2018, 12:52 PM

Anyone experience FSM app, the chart center only shows 1 graph even though you've added a few in