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

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ChessRook
post Aug 20 2018, 09:59 AM

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Am I correct in saying this, the reason why global stocks like United global, ta Global technology, etc are doing well is that these stocks are weighted heavily in the US. And the US stocks are doing the best compared with other stocks around the world.

Last year China stocks are going bananas up but thanks to you know who, this year all the Asian stocks including China are in a whirlwind.

This post has been edited by ChessRook: Aug 20 2018, 10:00 AM
MUM
post Aug 20 2018, 10:03 AM

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QUOTE(ChessRook @ Aug 20 2018, 09:59 AM)
Am I correct in saying this, the reason why global stocks like United global, ta Global technology, etc are doing well is that these stocks are weighted heavily in the US. And the US stocks are doing the best compared with other stocks around the world.

Last year China stocks are going  bananas up but thanks to you know who, this year all the Asian stocks including China are in a whirlwind.
*
I think the Yuan devaluation since Feb 2018 plays a part too
[Ancient]-XinG-
post Aug 20 2018, 10:21 AM

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QUOTE(ChessRook @ Aug 20 2018, 09:59 AM)
Am I correct in saying this, the reason why global stocks like United global, ta Global technology, etc are doing well is that these stocks are weighted heavily in the US. And the US stocks are doing the best compared with other stocks around the world.

Last year China stocks are going  bananas up but thanks to you know who, this year all the Asian stocks including China are in a whirlwind.
*
the one who cause us stock go fly high.
xuzen
post Aug 20 2018, 10:31 AM

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QUOTE(hong823 @ Aug 20 2018, 03:50 AM)
My portfolio:
TA Global Tech - 55%
KGF - 19%
CIMB Asia Pac Dynamic MYR - 14%
Eastspring Dinasti - 11%

I felt my portfolio is too much overweighted on Tech sector, since Dinasti and CIMB Asia Pac is also holding much Tech stocks.

I'm thinking to switch out some TA Global Tech to some other fund is a little diversify it.

Despite all these news mentioned Tech sector is too expensive i still get a relatively stable +/-5% YTD for TA Global Tech and the rest is just red since Feb 2018.  rclxub.gif

Any recommendation?
*
I have been holding TA tech for the past two or three years. I am happy with this UTF.

In my personal port, right now I keep skimming profit from it and put it to M'sia KLCI exposed UTF [ some people use the term " rebalancing " ]


QUOTE(ChessRook @ Aug 20 2018, 09:59 AM)
Am I correct in saying this, the reason why global stocks like United global, ta Global technology, etc are doing well is that these stocks are weighted heavily in the US. And the US stocks are doing the best compared with other stocks around the world.

Last year China stocks are going  bananas up but thanks to you know who, this year all the Asian stocks including China are in a whirlwind.
*
Yes, yes ! I agree with your statement. How perseptive of you.


US NASDEQ naik as well as USD naik makes TA Tech an Ultimate UTF on 'roid.


Xuzen

yfiona
post Aug 20 2018, 11:51 AM

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Is it possible to switch from KGF to CIMB-Principal Global Titans Fund (or other equity) in FSM without incurring any sales charges?

read before previous something like switching to a bond and only switch back to the equity I want, is it still practicable now?

Tqtq
MUM
post Aug 20 2018, 01:14 PM

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QUOTE(yfiona @ Aug 20 2018, 11:51 AM)
Is it possible to switch from KGF to CIMB-Principal Global Titans Fund (or other equity) in FSM without incurring any sales charges?

read before previous something like switching to a bond and only switch back to the equity I want, is it still practicable now?

Tqtq
*
yes,...some would from
EQ Fundhouse A >>> FI Fundhouse A (earn credit)
then
FI of fundhouse A >>>>>FI fundhouse B >>> EQ fundhouse B (use the credit to pay for the SC)

some note:
Credit system is only applicable to Intra-switch, not for Inter-switch.
However, there are certain funds which are not available for Intra-Switch. Please refer to SWITCHING OF FUND FAQ for more information.

If you switch more than the available credits, tier charge will be applied as per usual. The credit remains to be utilized for future switch transactions.

https://www.fundsupermart.com.my/main/faq/0...-System-2001#13

[Ancient]-XinG-
post Aug 20 2018, 01:24 PM

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QUOTE(MUM @ Aug 20 2018, 01:14 PM)
yes,...some would from
EQ Fundhouse A >>> FI Fundhouse A (earn credit)
then
FI of fundhouse A >>>>>FI fundhouse B >>> EQ fundhouse B (use the credit to pay for the SC)

some note:
Credit system is only applicable to Intra-switch, not for Inter-switch.
However, there are certain funds which are not available for Intra-Switch. Please refer to SWITCHING OF FUND FAQ for more information.

If you switch more than the available credits, tier charge will be applied as per usual. The credit remains to be utilized for future switch transactions.

https://www.fundsupermart.com.my/main/faq/0...-System-2001#13
*
but this process may take up to 3 weeks or longer rite.
if amount is small.... I think not wise to marry go round
MUM
post Aug 20 2018, 01:25 PM

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QUOTE(Ancient-XinG- @ Aug 20 2018, 01:24 PM)
but this process may take up to 3 weeks or longer rite.
if amount is small.... I think not wise to marry go round
*
YES.

yfiona, is the amount of SC to be charged (in monetary value) a concern to you?

This post has been edited by MUM: Aug 20 2018, 01:28 PM
infested_ysy
post Aug 20 2018, 02:36 PM

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Put in RM5k into CIMB-PRINCIPAL GREATER CHINA EQUITY FUND some 4-5 months ago. Now it's worth RM4,542.29 (-9.15%)

Should I just pull out? Or top up $?
MUM
post Aug 20 2018, 02:46 PM

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QUOTE(infested_ysy @ Aug 20 2018, 02:36 PM)
Put in RM5k into CIMB-PRINCIPAL GREATER CHINA EQUITY FUND some 4-5 months ago. Now it's worth RM4,542.29 (-9.15%)

Should I just pull out? Or top up $?
*
hmm.gif unknown to a lot of things about you or your portfolio....

some would suggest to top up the equivalent amount (5K) to average it to 4.5%
for will be easier for a fund to recover 4.5% than 10% in the short terms

but bear in mind,...that if after the equivalent amount of top up....for every drop of x%, the RM value would be double too devil.gif
[Ancient]-XinG-
post Aug 20 2018, 02:57 PM

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QUOTE(MUM @ Aug 20 2018, 02:46 PM)
hmm.gif unknown to a lot of things about you or your portfolio....

some would suggest to top up the equivalent amount (5K) to average it to 4.5%
for will be easier for a fund to recover 4.5% than 10% in the short terms

but bear in mind,...that if after the equivalent amount of top up....for every drop of x%, the RM value would be double too  devil.gif
*
if me pull out ad. and xx.00% no point continue after the market sentiment.
MUM
post Aug 20 2018, 03:02 PM

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QUOTE(Ancient-XinG- @ Aug 20 2018, 02:57 PM)
if me pull out ad. and xx.00% no point continue after the market sentiment.
*
hmm.gif thumbsup.gif possible direction too,
while some others would also suggest to stay put..don't move a muscle.....for the PE is still ok and UT investment is for long term.

so infested_ysy, with 3 directions,...what would you do is up to you, i guess,
but do tell us what you did,...... ok?



xuzen
post Aug 20 2018, 03:18 PM

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QUOTE(infested_ysy @ Aug 20 2018, 02:36 PM)
Put in RM5k into CIMB-PRINCIPAL GREATER CHINA EQUITY FUND some 4-5 months ago. Now it's worth RM4,542.29 (-9.15%)

Should I just pull out? Or top up $?
*
Classic case of treating UTF as though is stock - market.... shakehead.gif


Xuzen
yfiona
post Aug 20 2018, 03:30 PM

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QUOTE(MUM @ Aug 20 2018, 01:25 PM)
YES.

yfiona, is the amount of SC to be charged (in monetary value) a concern to you?
*
No, it's not material to me, so I think better go the normal way, tq

infested_ysy
post Aug 20 2018, 05:16 PM

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QUOTE(xuzen @ Aug 20 2018, 03:18 PM)
Classic case of treating UTF as though is stock - market.... shakehead.gif
Xuzen
*
Lose money sakit mah.

I wouldn't mind if it's like RM50 or something that I'm losing.
[Ancient]-XinG-
post Aug 20 2018, 05:17 PM

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QUOTE(MUM @ Aug 20 2018, 03:02 PM)
hmm.gif  :thumbsup:  possible direction too,
while some others would also suggest to stay put..don't move a muscle.....for the PE is still ok and UT investment is for long term.

so infested_ysy, with 3 directions,...what would you do is up to you, i guess,
but do tell us what you did,...... ok?
*
with trump on the throne... lol....

don't know apa macam can happen....


MUM
post Aug 20 2018, 05:24 PM

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QUOTE(Ancient-XinG- @ Aug 20 2018, 05:17 PM)
with trump on the throne... lol....

don't know apa macam can happen....
*
Imediately after Trump......2016 till early 2018...the mkts had been glad that trump helms.....
What happened to his magic?

ChessRook
post Aug 20 2018, 07:24 PM

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QUOTE(infested_ysy @ Aug 20 2018, 05:16 PM)
Lose money sakit mah.

I wouldn't mind if it's like RM50 or something that I'm losing.
*
Is this just paper loss? You only suffer realised losses when you actually sell. Most non US equities are down, they will bounce back anyway.
lee82gx
post Aug 21 2018, 08:00 AM

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QUOTE(MUM @ Aug 20 2018, 05:24 PM)
Imediately after Trump......2016 till early 2018...the mkts had been glad that trump helms.....
What happened to his magic?
*
He only cares about and for the US market, and it is doing very well so far.

After all, he is the US president not worldwide president.....
ViNC3
post Aug 21 2018, 09:49 AM

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QUOTE(infested_ysy @ Aug 20 2018, 02:36 PM)
Put in RM5k into CIMB-PRINCIPAL GREATER CHINA EQUITY FUND some 4-5 months ago. Now it's worth RM4,542.29 (-9.15%)

Should I just pull out? Or top up $?
*
Roller Coaster ride goes up and down, only those who jump out in the middle of the ride will get hurt.
As long as the Fund have a strong background, hold on, and ride it til the roller coaster reach it's destination.

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