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

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Drian
post Aug 30 2018, 03:36 PM

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QUOTE(yklooi @ Aug 29 2018, 09:29 AM)
just for thought...

you are not sailang all into it...
have some to catch the trend
is the US PE extremely high?
is the US market sentiment weak?
if it fall, will other regions also fall?

the cost of waiting
https://www.fundsupermart.com.my/main/resea...ompounding--160
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When people say expensive , it means relative to other countries.


Drian
post Sep 5 2018, 01:38 PM

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Ta tech and manulife india

Worst affin hwang bond, rhb asian income, kenanga growth fund.
Drian
post Oct 14 2018, 06:32 PM

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QUOTE(Ancient-XinG- @ Oct 14 2018, 01:53 PM)
find 1 day sit down relax, open morning star, lipper, fsm.

find region as core, find some supp. pick around top 20 of your liking. see all details, exposure, prospect....
slim down to top 5 or 6....

as recent research article by fsm, the say some region wayyyy below their fair PE..... Asia Pac, GC.

start build foundation of the portfolio..... but not one lump sump la.

many fundhouses said the volatility to remain toward Q219 (I found it really bullshit la, from Q1 say will last till Q4, now say 19)...

haha....
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There’s no way you can predict volatility with trump.

Drian
post Oct 14 2018, 09:21 PM

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first time my total portfolio is red.


Drian
post Nov 9 2018, 06:15 PM

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QUOTE(Ancient-XinG- @ Nov 9 2018, 09:21 AM)
since now SSPN already raise to 8k.. so now yearly die die also need 11k for tax relief.....
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the sspn 8K is next year right?
This year still 6k.


Drian
post Nov 12 2018, 07:06 PM

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Sigh my money in cash management fund is outperforming all my other funds.
Drian
post Dec 28 2018, 10:50 AM

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QUOTE(Drian @ Jun 11 2018, 05:49 PM)
I sold globaltech at +33%. Plan to transfer to something more undervalued.
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My best decision for 2018

Can't say the same for my KGF and some china funds. Losing heavily here.


Drian
post Dec 31 2018, 01:25 PM

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QUOTE(howszat @ Dec 28 2018, 10:37 PM)
No, it's not the best way. It can even be a really lousy way.

For Cost Averaging to be profitable, it depends on the average-cost in future to be higher than the average-cost today.

Or put it another way, if you look at the fund performance chart, it should trend upwards over time, given a few up/down blip every now and then, but the general trend should be upwards.

But many funds do not achieve this. Quite a number are negative over time, and others barely keep their head above water, on average. Hence, the common impression that the return is around FD or worse.

When fund agents (and even fund houses) tell you about cost-averaging, they "forgot" to tell you about this particular point - the fund MUST trend upwards over time.

To demonstrate, from the old FSM performance 5-year table, 111 funds are 0-4% returns, and 75 are NEGATIVE returns. Cost averaging is not going to help in these cases.

I haven't come across where the new FSM tables are, but in general, the new website is a backward step.
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True true.

Drian
post Jan 3 2019, 12:33 PM

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https://www.cnbc.com/2019/01/02/apple-warns...q1-results.html


Looks like TA GlobalTech is going to take a beating from this. Apple is their no 1 holdings.


Drian
post May 3 2019, 11:04 PM

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QUOTE(David83 @ May 3 2019, 05:12 PM)
My portfolio is dragged down by KGF.
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I sold it. It hasn’t moved for so long
Drian
post May 5 2019, 02:44 PM

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Curious guys what's your opinion between bond funds and bonds directly from the company itself.

Lets assume if the bond fund is giving ~6% yearly and the bond is also giving ~6% yearly . In another words lets assume that the funds are roughly performing equally so that you can compare apple to apple.





Drian
post May 6 2019, 11:00 AM

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Here we go again.

Luckily I sold my KGF.
Going for fix income type of funds temporarily.


Drian
post May 6 2019, 11:07 AM

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QUOTE
Nomura i-Income Fund is an open-end wholesale fund incorporated in Malaysia. The Fund aims to provide regular income. The Fund invests a 30% - 100% of its assets in Shariah compliant deposits, money market instruments and sukuk with a maturity of less than 365 and 0% - 70% in Shariah deposits and sukuk with a maturity income of more than 365 days.


I have trouble understanding this statement here.

What is Shariah compliant deposits? FD with an islamic twist?
Sukuk with a maturity income of more than 365 days. Is Sukuk a bond with some islamic element in it ?




Drian
post May 7 2019, 10:06 AM

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QUOTE(infested_ysy @ May 7 2019, 12:28 AM)
You mean KGF is going to go down even more?

I put in 3,500.00 into KGF last year, but now is -215.84. Should I transfer to other funds too?

My best one is manulife asia pacific reit, currently +19% <3 <3
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If you look at the sentiment currently.

Malaysia growth is revised downwards.
No + catalyst
Companies are not projecting higher revenue.
Foreign investors are not coming because other countries have more prospects.
Govt is leaning towards austerity mode rather than spending mode.
Malaysia PE is at 16++, which means even at current prices they are not cheap. there's no revenue growth.

Any + improvement in KGF at this point is most likely due to dividends from their holdings rather then growth.


I've sold some of my equities to lock in some of the profits , shifting to FI temporarily.

TA global tech ... last JUne
Manu india Yesterday
KGF ... last week
CIMB-Principal Asia Pacific Dynamic Income Fund - MYR - last week.


I plan to buy cimb china though when the time is right.









Drian
post May 7 2019, 10:09 AM

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QUOTE(David83 @ May 7 2019, 10:07 AM)
Can share when is the right time?
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When shanghai index is at 2600++ ... I notice 2500++ is the support point.
If it ever happens.


Drian
post May 7 2019, 10:56 AM

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QUOTE(MUM @ May 7 2019, 10:24 AM)
so that means the amount invested in those funds still stay?
just some of the profits that had moved to FI?
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Nope I've sold all of those

I'm transforming my portfolio to more FI heavy which brings it to balanced instead of High Risk.

I have sold most of the funds that I feel that has less upside IMO. It's not saying that they can't grow, but I don't think they can repeat their boom period which means their upside vs risk is higher.


Sold
KGF - as above .. bought 6 months before GE14.
India - very high PE, don't think they can repeat the +14% a year boom (bought in 2017)
TA Global tech - don't think they can repeat the +15% a year boom (when I bought it in 2016)
CIMB-Principal Asia Pacific Dynamic Income Fund - MYR --- too many funds that is asia pacific linked.


Keeping
Manulife REIT
RHB Asian Income - Bond/EQ
Eastspring Investments Dinasti Equity Fund - partially china linked
Eastspring Investments Global Emerging Markets Fund - partially china linked

Planning to buy
Nomura - I-income
Affin Hwang select bond.
CIMB-Principal Greater China Equity Fund.













Drian
post May 7 2019, 12:30 PM

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QUOTE(Hansel @ May 7 2019, 12:22 PM)
Bro,... just asking,... since you are quite confident of the above, why don't you buy the REIT directly instead of paying fees via fund mgrs ?
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buying reit directly ?
You mean buying real estate directly?

Drian
post May 7 2019, 01:11 PM

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QUOTE(David83 @ May 7 2019, 01:01 PM)
REIT counters at Bursa such AXISREIT, PAVREIT and etc.
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Those are not apple to apple right?
Manulife REIT deals with whole asia pacific.




Drian
post May 7 2019, 01:20 PM

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Also

https://www.thestar.com.my/business/busines...5pct-this-year/

Manulife Reit is my best performing fund so far after TA tech currently at +24%.
It beats RHB Asian income (+14%) (bought at the same time).







Drian
post May 9 2019, 11:49 PM

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QUOTE(Kaka23 @ May 9 2019, 11:47 PM)
Thanks for offering bro.. I will move from bonds to equities. Using credit points...
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What are you buying ?

Curious cause I'm doing the opposite of you.


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