Aiseh, FSM updated their "Analyze My Portfolio" page

But lost the color scheme liao... (Red for negative etc)

I want to sell.....

Feb 2018 was a horrible month for my port.

In my last twelve months of tracking, Feb 2018 registered the worse M-o-M drop: -0.9X %

My Y-o-Y port ROI is at an all time low.

Although the market has rebounded, it is still below the pre-Feb 18 drop.

Xuzen

p/s Action perform in Feb 2018: Sold RHB EMB & Esther Bond and went back to the motherly embrace of Asnita Bond. Maintain TA Tech @ 20%. Continue to DCA into Dinasti & KGF.



This post has been edited by xuzen: Mar 2 2018, 11:35 AM

FSM HK are going heavy into EM Bond and neutral on short term bond
https://secure.fundsupermart.com.hk/fsm/art...-Feb-2018-14463

well they do make mistakes too..
https://secure.fundsupermart.com.hk/fsm/art...-Analysis-14520

will see how it goes for this time....



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I think we are on the same boat. Just waiting to cash out this fund.

Hopefully this month will be getting better.. will top up if the market drop again

Stock markets have been dropping for several days already

Yesterday US market made a U-turn!

Not much of a gain if compare with the drop for the past days. Maybe it's time to top up some

Which kind of u turn.. what I saw was the none does still drop since the America want to start the trade wars..... 😂😂😂😂

dont need to hurry toping up as 23th MARCH FED will raise rates highly possible, there might be another world stock slump movement before this date

i will reserve my cash to top up instead after MARCH FED rate hike

This post has been edited by ehwee: Mar 3 2018, 01:48 PM

just for perspective.....
from Dec 14, 2016 till Dec 13, 2017,
the FED rate had been up 4 times from 0.75% to 1.5%....
so in the year 2017, it goes up 0.75%....
did you UT investment portfolio goes up with interesting ROI in 2017?

In a high volatile environment, I believe it is better to do DCA than timing the market. U won't know what will happen next.

Because that time rates still low. Now with treasuries rates reaching 3%, people are starting to realise interest rate is on the high side

Why do you think there was a recent sell off early this year? With low rates which encourage uptake of debts, the time will come to pay it's dues.

interesting.......
without out lifting a fingers, with the yield rate still high...why did the sell off recovers (abt 70%) in just 2 weeks?

now this time, i think they will blame it on the possibility of trade wars ....



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Next week gonna move some bonds to equities.. slow and steady

Dear All,

I want to ask your opinion and experience on CIMB Asia Pacific Dynamic. There are two type, MYR and SGD hedged. The SGD hedged is superior in terms of return than MYR but what are the costs ie exchange rate charges from MYR to SGD during buying and charges from SGD back to MYR during selling?
Which one you think better MYR or SGD hedged in term of return - total costs?
Thanks

If you are referring to CIMB-Principal Asia Pacific Dynamic Income Fund - MYR AKA Ponzi2, there should be only 1 which is MYR. Unless you are referring to CIMB-Principal Asia Pacific Dynamic Growth Fund , which has AUD/USD/MYR/SGD.

For Growth, all 4 are within 1-2% range, which shouldnt matter that much which you chose...

manage port

Oct to Nov gain
Nov to Dec drop
Dec to Jan drop
Jan to Feb drop

Did you keep a record of the overall performance against time? Would like to see the graph