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

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MUM
post Jul 31 2018, 10:05 AM

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QUOTE(soules83 @ Jul 31 2018, 09:54 AM)
How to found out which fund best to invest? So many around...any indicator like how we analysis stock using EPS ROI and etc?
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When it comes to investment, it is more important to have the proper mindset rather than the external factor of choosing which fund that’s more likely to perform above average.
When we invest in unit trust, the main function is to leave the stock-picking process to the professional fund managers.
Since they are paid for doing exactly that full time, we do expect that they are going to give their best. Those are not within our control.
thus leave the individual stock analysis to them....

How to choose which unit trust fund to invest?
https://kclau.com/investment/choose-unit-trust-fund/

Tips on how to choose unit trust funds
Read more at https://www.thestar.com.my/business/busines...RkvqwauLOw81.99

QUOTE(Pitbulllover @ Jul 31 2018, 09:56 AM)
When is the best time to top up cimb principal PRS ex Japan class c ?

Seems rebound already
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Using the Chart center tool.....from the chart,...it looks like 28 June 2013 was the best time.

This post has been edited by MUM: Jul 31 2018, 10:22 AM


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soules83
post Jul 31 2018, 10:08 AM

Hohoho I dunno
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QUOTE(MUM @ Jul 31 2018, 10:05 AM)
When it comes to investment, it is more important to have the proper mindset rather than the external factor of choosing which fund that’s more likely to perform above average.
When we invest in unit trust, the main function is to leave the stock-picking process to the professional fund managers.
Since they are paid for doing exactly that full time, we do expect that they are going to give their best. Those are not within our control.
thus leave the individual stock analysis to them....

How to choose which unit trust fund to invest?
https://kclau.com/investment/choose-unit-trust-fund/
Using the Chart center tool.....at the chart,...it looks like 30 Sept 2011 was the best time.
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thanks bro
dk999
post Jul 31 2018, 02:36 PM

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anyone using fixed income funds? most of their returns are more volatile and less stable compared to asnb

not to mention returns cannot beat asnb in recent years

This post has been edited by dk999: Jul 31 2018, 02:37 PM
MUM
post Jul 31 2018, 02:46 PM

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QUOTE(dk999 @ Jul 31 2018, 02:36 PM)
anyone using fixed income funds? most of their returns are more volatile and less stable compared to asnb

not to mention returns cannot beat asnb in recent years
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FI funds are for portfolio stabiliser (ASNB FP fund can also do that)
FI funds can be purchased at almost amount one wanted and at almost anytime one wanted (ASNB FP funds cannot)
FI funds can be utilised to switch between FI & EQ funds or vice versa in time of market volatility or markets opportunities without lost of Sales charges and shorter transaction time. (If doing these switches between EQ funds and ASNB FP funds or vice versa, will incur SC on EQ funds)

with FI one can learn abit about the emotional aspect of investing, experience the market euphoria, the glory of gains and the despairs of losses ....with ASNB FP funds.......you will learn......

This post has been edited by MUM: Jul 31 2018, 02:50 PM
5p3ak
post Jul 31 2018, 05:46 PM

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Quick question, some fund have this
QUOTE
Redemption fee: Up to 1% of the NAV per unit. (Borne by Investor)


How to calculate? unsure.gif
MUM
post Jul 31 2018, 06:02 PM

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QUOTE(5p3ak @ Jul 31 2018, 05:46 PM)
Quick question, some fund have this

How to calculate?  unsure.gif
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while waiting for value added responses...
my uneducated guess is...
number of units X NAV x 1%
[Ancient]-XinG-
post Jul 31 2018, 06:50 PM

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QUOTE(5p3ak @ Jul 31 2018, 05:46 PM)
Quick question, some fund have this

How to calculate?  unsure.gif
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this one dangerous.

I kena ad.

is the total amount in MYR not NAV.
5p3ak
post Jul 31 2018, 07:04 PM

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QUOTE(Ancient-XinG- @ Jul 31 2018, 06:50 PM)
this one dangerous.

I kena ad.

is the total amount in MYR not NAV.
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so if you redeem RM10000 worth of units you only get RM9900? icon_question.gif
Ramjade
post Jul 31 2018, 07:25 PM

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QUOTE(dk999 @ Jul 31 2018, 02:36 PM)
anyone using fixed income funds? most of their returns are more volatile and less stable compared to asnb

not to mention returns cannot beat asnb in recent years
*
ASNB is fixed price. So regardless of market movement the NAV stays the same.

QUOTE(MUM @ Jul 31 2018, 02:46 PM)
FI funds are for portfolio stabiliser (ASNB FP fund can also do that)
FI funds can be purchased at almost amount one wanted and at almost anytime one wanted (ASNB FP funds cannot)
FI funds can be utilised to switch between FI & EQ funds or vice versa in time of market volatility or markets opportunities without lost of Sales charges and shorter transaction time. (If doing these switches between EQ funds and ASNB FP funds or vice versa, will incur SC on EQ funds)

with FI one can learn abit about the emotional aspect of investing, experience the market euphoria, the glory of gains and the despairs of losses ....with ASNB FP funds.......you will learn......
*
During open season, like few months back easily tembak RM10-20k per transaction can get of course if kering season, then kering.
[Ancient]-XinG-
post Jul 31 2018, 08:14 PM

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QUOTE(yklooi @ Jul 31 2018, 09:37 AM)
Damn, when I thought I could get a better M-O-M results this month....indexes seems to be REDs this last morning of the month.  sad.gif

Few weeks back, a forummer (I think it is Ancient xing),...predicted August to be another fall month.....
sweat.gif  sweat.gif
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July nice nice.....

August :|

This post has been edited by [Ancient]-XinG-: Jul 31 2018, 08:19 PM
[Ancient]-XinG-
post Jul 31 2018, 08:17 PM

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QUOTE(5p3ak @ Jul 31 2018, 07:04 PM)
so if you redeem RM10000 worth of units you only get RM9900?  icon_question.gif
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yes.

let say you buy in 1.00.

but before 1 year end the NAV jump 1.05.

Last time you buy in 1000x1.00 = 1000 MYR

Now you sell is 1000x.105= 1050 MYR

1050x 1.0%= 10.5

1050-10.5= 1039.5 MYR is what you got.
ganaesan
post Jul 31 2018, 09:00 PM

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Just realise KGF didnt give out dividend for past 2 year.

Last was 2016. After that what happen to it?
T231H
post Jul 31 2018, 09:37 PM

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QUOTE(ganaesan @ Jul 31 2018, 09:00 PM)
Just realise KGF didnt give out dividend for past 2 year.

Last was 2016. After that what happen to it?
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maybe because of this?.....
as spelled out in the Distribution policy as in the prospectus?
https://www.fundsupermart.com.my/main/admin...ctusMYKNGGF.pdf



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SUSDavid83
post Jul 31 2018, 10:11 PM

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FSM Fund Choice: CIMB-Principal China Direct Opportunities Fund [August 2018]

TAKEAWAY

As China, the second largest economy in the world, gradually opens up to foreign capital, it is clear to us that foreign investors can no longer ignore it. An active fundamental approach is well-suited to navigating China’s A-share market thus potentially offer compelling investment solutions. We believe the China’s A-share market could provide benefits to an investor’s portfolio, form a return and diversification perspective, even if risks and challenges remain. And with its inclusion in the MSCI Index in May 2018, now might be a good time to take a closer look at the opportunities the China A-share market offers to investors.

With that, investors that wish to have exposure to China’s A-share market, particularly the small to mid-cap space, they can do so by investing in the CIMB-Principal China Direct Opportunities Fund which provide the exposure to small and medium companies which may have potential to be global players. We advocate interest investors to include this fund in the supplementary part of their portfolios, with a maximum allocation of not more than 10% of their overall portfolio.

URL: https://www.fundsupermart.com.my/main/resea...ust-2018--10027

Fund datasheet: https://www.fundsupermart.com.my/main/fundi...nd-MYR-MYCPCDOM

Promotion: 0.8% Sales Charge On CIMB-Principal China Direct Opportunities Fund

URL: https://www.fundsupermart.com.my/main/resea...ties-Fund-10030

This post has been edited by David83: Aug 1 2018, 08:46 PM
ehwee
post Jul 31 2018, 10:48 PM

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Trade war haven't settled, better ignore this fund I would say even now China A share are quite cheap......
polarzbearz
post Jul 31 2018, 11:07 PM

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


Been really busy so didn't have much time to mess around with the excel, but manage to squeeze sometime to try adding a few new stuff: connecting to stock ticker updates (via Yahoo for now, so literally worldwide stocks) to fetch last-done price. The only challenge for stock trading is calculating the transaction service charge - for now I just do manual formula to calculate the % since stock trading is more tricky and too lazy to build in logics. There's a few other pricing sources which I tried to explore, most are using table format and it's too troublesome to fetch value (i.e. Public Mutual, HLA, etc.).
Attached Image


Also, differentiated between Portfolio Overall IRR (active+inactive funds) vs. Current IRR (only active funds). Still working on JSON Currency Updater
Attached Image


My target is to release it when FSMOne Malaysia is released (before end of year) laugh.gif

This post has been edited by polarzbearz: Jul 31 2018, 11:08 PM
wongmunkeong
post Jul 31 2018, 11:14 PM

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QUOTE(polarzbearz @ Jul 31 2018, 11:07 PM)
» Click to show Spoiler - click again to hide... «


Been really busy so didn't have much time to mess around with the excel, but manage to squeeze sometime to try adding a few new stuff: connecting to stock ticker updates (via Yahoo for now, so literally worldwide stocks) to fetch last-done price. The only challenge for stock trading is calculating the transaction service charge - for now I just do manual formula to calculate the % since stock trading is more tricky and too lazy to build in logics. There's a few other pricing sources which I tried to explore, most are using table format and it's too troublesome to fetch value (i.e. Public Mutual, HLA, etc.).
Attached Image
Also, differentiated between Portfolio Overall IRR (active+inactive funds) vs. Current IRR (only active funds). Still working on JSON Currency Updater
Attached Image
My target is to release it when FSMOne Malaysia is released (before end of year) laugh.gif
*
wohoo! it's great to have a fellow developer who's into investing/growing wealth too.
Connected skills them tongue.gif - IT, process flows, logic & investing heheh icon_rolleyes.gif
polarzbearz
post Jul 31 2018, 11:17 PM

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QUOTE(wongmunkeong @ Jul 31 2018, 11:14 PM)
wohoo! it's great to have a fellow developer who's into investing/growing wealth too.
Connected skills them tongue.gif - IT, process flows, logic & investing heheh  icon_rolleyes.gif
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laugh.gif technically speaking - grad as developer/SE but didn't ended up in developer career tongue.gif now only code for fun
WhitE LighteR
post Jul 31 2018, 11:33 PM

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QUOTE(polarzbearz @ Jul 31 2018, 11:07 PM)
» Click to show Spoiler - click again to hide... «


Been really busy so didn't have much time to mess around with the excel, but manage to squeeze sometime to try adding a few new stuff: connecting to stock ticker updates (via Yahoo for now, so literally worldwide stocks) to fetch last-done price. The only challenge for stock trading is calculating the transaction service charge - for now I just do manual formula to calculate the % since stock trading is more tricky and too lazy to build in logics. There's a few other pricing sources which I tried to explore, most are using table format and it's too troublesome to fetch value (i.e. Public Mutual, HLA, etc.).
Attached Image
Also, differentiated between Portfolio Overall IRR (active+inactive funds) vs. Current IRR (only active funds). Still working on JSON Currency Updater
Attached Image
My target is to release it when FSMOne Malaysia is released (before end of year) laugh.gif
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U can also pull from Bloomberg. I not sure how different it is from Yahoo. I use it to pull indexes world wide... time delay maybe 15-30 min
5p3ak
post Aug 1 2018, 08:30 AM

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QUOTE(Ancient-XinG- @ Jul 31 2018, 08:17 PM)
yes.

let say you buy in 1.00.

but before 1 year end the NAV jump 1.05.

Last time you buy in 1000x1.00 = 1000 MYR

Now you sell is 1000x.105= 1050 MYR

1050x 1.0%= 10.5

1050-10.5= 1039.5 MYR is what you got.
*
I see thanks for the detail explanation. thumbup.gif
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