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

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xcxa23
post Jan 27 2019, 10:00 PM

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QUOTE(Ramjade @ Jan 27 2019, 09:12 PM)
I don't think Trump cares about technological "transfers" and "piracy". All he cares is how much money he  can makes from a deal and how good is he a business man to the American public.
China export majority of their stuff to US. By taxing China items,  it's making China products more expensive. Hence US companies will look elsewhere. When they do it,  factory output decreases. When factory output decreases, business drops. Business drops, people start losing jobs. When people start losing job,  they cannot pay back loans.

China govt is cutting taxes for local companies in order try to make their people spend. If economy is good,  you don't need to that.

If is not affecting China,  they won't bother offering to make trade deficit zero. They will just ignore US.
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ya i know, china top trading partner are usa but hey, usa top trading partner is china...
and china did retaliate by slapping tax back on usa most imported goods

the effect on usa piratically same with china, as per your claimed
https://www.businessinsider.my/trump-tariff...18-8/?r=US&IR=T
https://www.businessinsider.my/trump-trade-...8-12/?r=US&IR=T

not sure if can be consider loss for usa, reported they spent usd 11b on 2018 direct payments and buying agricultural goods due to china stopped buying from them..

hmm.gif
howszat
post Jan 27 2019, 10:40 PM

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QUOTE(Krv23490 @ Jan 27 2019, 09:47 PM)
Is it though ? It sort of rings true.. You could say Trump isn't really presidential throughout his years running for office and in office..
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I was referring to this - "All he cares is how much money he can makes from a deal"? Does that mean he wants to make a profit personally from the current "trade war"?

The truth is usually more complicated, and in kopitiam, I would actually agree. Fck Trump.

But in a Finance forum, let's keep it sensible so we can debate the news and economic reports that are available to arrive at a more informed decision.

voyage23
post Jan 28 2019, 08:13 AM

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QUOTE(Ramjade @ Jan 27 2019, 09:12 PM)
I don't think Trump cares about technological "transfers" and "piracy". All he cares is how much money he  can makes from a deal and how good is he a business man to the American public.
Of course he does, in fact I think this is the main issue of the tension between US and China now. I have said it before, if you only read news portal from US - that's all you will get. Do not underestimate Uncle Xi and his team.

Personally holding off till 1st of March to observe first.
SUSyklooi
post Jan 28 2019, 10:02 AM

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when the giants falls....most will falls with it...
one can run but cannot hide.
thus get out of EQ investing if one deemed the mkts will cotinue to falls.

Top Markets 2018: A Tough Year for Markets
https://www.fundsupermart.com.my/fsmone/art...ear-for-Markets

2018: None Spared in Merciless Market
https://www.fundsupermart.com.my/fsmone/art...erciless-Market


[Ancient]-XinG-
post Jan 28 2019, 10:25 AM

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Latest article by FSM
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https://www.fundsupermart.com.my/fsmone/art...on-Tool-in-2018

Malaysian Bond Fund - A Good Diversification Tool in 2018

"Moving in 2019, investors might want to consider the long duration bond funds (Libra-AsnitaBond Fund or KAF Bond Fund) for their local bond exposure in order to capture higher term premium as the local central bank is expected to maintain status quo in 2019 monetary policy direction."

doh.gif doh.gif

Libra Asnita is not long term bond funds la..... wtf....
Its short to medium with most not all bond are near term to provide liquidity.

"Aims to provide capital preservation with regular income over the short to medium-term period by investing in Islamic money market instruments and other Shariah-approved fixed income securities."

FSM research team? LOL
AvenueX
post Jan 28 2019, 11:11 AM

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QUOTE(yklooi @ Jan 28 2019, 10:02 AM)
when the giants falls....most will falls with it...
one can run but cannot hide.
thus get out of EQ investing if one deemed the mkts will cotinue to falls.

Top Markets 2018: A Tough Year for Markets
https://www.fundsupermart.com.my/fsmone/art...ear-for-Markets

2018: None Spared in Merciless Market
https://www.fundsupermart.com.my/fsmone/art...erciless-Market
*
So.. shall we pull out? Ady make some losses.
SUSyklooi
post Jan 28 2019, 11:29 AM

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QUOTE(AvenueX @ Jan 28 2019, 11:11 AM)
So.. shall we pull out? Ady make some losses.
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"We?"....
Depends on many variables.....
One of the more importants......how do one sees the sentiments trends to be after the 2018 mkts trends....the amount of money invested in relation to one net worth, ...the need to use the money in the next few months, etc
AvenueX
post Jan 28 2019, 11:36 AM

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QUOTE(yklooi @ Jan 28 2019, 11:29 AM)
"We?"....
Depends on many variables.....
One of the more importants......how do one sees the sentiments trends to be after the 2018 mkts trends....the amount of money invested in relation to one net worth, ...the need to use the money in the next few months, etc
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The wife and I..

Too much uncertainty, tempted to just withdraw from China & Asia Ex Japan and put into bond fund.. Can still stomach the current level of loss..
SUSyklooi
post Jan 28 2019, 11:43 AM

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QUOTE(AvenueX @ Jan 28 2019, 11:36 AM)
The wife and I..

Too much uncertainty, tempted to just withdraw from China & Asia Ex Japan and put into bond fund.. Can still stomach the current level of loss..
*
thumbup.gif thumbsup.gif notworthy.gif notworthy.gif
Krv23490
post Jan 28 2019, 12:04 PM

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Someone help enlighten me , sudden movement in Libra Asnita should be because of distribution ?
MUM
post Jan 28 2019, 12:16 PM

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QUOTE(Krv23490 @ Jan 28 2019, 12:04 PM)
Someone help enlighten me , sudden movement in Libra Asnita should be because of distribution ?
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what movement?which time frame?mind to elaborate?
the last distribution was in Nov
xcxa23
post Jan 28 2019, 12:20 PM

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QUOTE(AvenueX @ Jan 28 2019, 11:11 AM)
So.. shall we pull out? Ady make some losses.
*
Depends on your view on the current and future possibilities of outcome
Basically, investment is jz a form of gamble, as in you does not know the future but only predict based on information you obtained

Personally I'm still DCA..
AvenueX
post Jan 28 2019, 12:35 PM

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QUOTE(xcxa23 @ Jan 28 2019, 12:20 PM)
Depends on your view on the current and future possibilities of outcome
Basically, investment is jz a form of gamble, as in you does not know the future but only predict based on information you obtained

Personally I'm still DCA..
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Tempted to pull out Half and rebuild port with DCA with the balance withdrawn.
xcxa23
post Jan 28 2019, 12:54 PM

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QUOTE(AvenueX @ Jan 28 2019, 12:35 PM)
Tempted to pull out Half and rebuild port with DCA with the balance withdrawn.
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Hmm.. my portfolio was double digit negative two week back, now single digits..
Most likely due to I'm keep dca and Trump being silent..

And if the truce/lift trade war, probably will rise for like a week or two.. imo

If u pull out and went in again, at same time frame, why would you do that?

Or ixit something wrong with your holding allocation?

AvenueX
post Jan 28 2019, 02:10 PM

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QUOTE(xcxa23 @ Jan 28 2019, 12:54 PM)
Hmm.. my portfolio was double digit negative two week back, now single digits..
Most likely due to I'm keep dca and Trump being silent..

And if the truce/lift trade war, probably will rise for like a week or two.. imo

If u pull out and went in again, at same time frame, why would you do that?

Or ixit something wrong with your holding allocation?
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Allocation.. A lot in equities.. around 90%.. Mine is single digits now too. Last month double digit..
Krv23490
post Jan 28 2019, 02:47 PM

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QUOTE(AvenueX @ Jan 28 2019, 02:10 PM)
Allocation.. A lot in equities.. around 90%.. Mine is single digits now too. Last month double digit..
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Take out if you feel uncomfortable.. however if you and your wife still earning can consider rebalance by selling small amount or with more cash (if you are not in a rush to use said money)
xcxa23
post Jan 28 2019, 03:11 PM

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QUOTE(AvenueX @ Jan 28 2019, 02:10 PM)
Allocation.. A lot in equities.. around 90%.. Mine is single digits now too. Last month double digit..
*
There's some speculation 2019/2020 crisis will happen, as in like 2008..
Jux something I tot u might wanted to know..
Mine 95% equity.. lol
AvenueX
post Jan 28 2019, 03:20 PM

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QUOTE(xcxa23 @ Jan 28 2019, 03:11 PM)
There's some speculation 2019/2020 crisis will happen, as in like 2008..
Jux something I tot u might wanted to know..
Mine 95% equity.. lol
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Ya lo.... so I'm sitting over here thinking if a crash similar to 08 happening will we sh*t our pants or not. tongue.gif

Now single negative can be good chance to pull out some and go in again if anything happens. If pull out what to buy for 5-6%?


xcxa23
post Jan 28 2019, 03:27 PM

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QUOTE(AvenueX @ Jan 28 2019, 03:20 PM)
Ya lo.... so I'm sitting over here thinking if a crash similar to 08 happening will we sh*t our pants or not.  tongue.gif

Now single negative can be good chance to pull out some and go in again if anything happens. If pull out what to buy for 5-6%?
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I don't think I will, im already preparing bullet for that
Meanwhile, I'm DCA with my salary..

Actually, imo do whatever tat u will SLP soundly at nite.. if these market fluctuations worries u so much, might just be become to stop and straight put in fd

This post has been edited by xcxa23: Jan 28 2019, 03:27 PM
Ramjade
post Jan 28 2019, 09:05 PM

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QUOTE(voyage23 @ Jan 28 2019, 08:13 AM)
Of course he does, in fact I think this is the main issue of the tension between US and China now. I have said it before, if you only read news portal from US - that's all you will get. Do not underestimate Uncle Xi and his team.

Personally holding off till 1st of March to observe first.
*
If pressure is getting to the US, US willl be the first to make the move. They haven't make any move. It was China who make the first move.

QUOTE(AvenueX @ Jan 28 2019, 11:36 AM)
The wife and I..

Too much uncertainty, tempted to just withdraw from China & Asia Ex Japan and put into bond fund.. Can still stomach the current level of loss..
*
Put into bond fund, interest rate increase, bond fund also drop.


QUOTE(Krv23490 @ Jan 28 2019, 02:47 PM)
Take out if you feel uncomfortable.. however if you and your wife still earning can consider rebalance by selling small amount or with more cash (if you are not in a rush to use said money)
*
Agreed. If one is worried, means put too much money inside. I on the other hand is not worried and looking forward to it. drool.gif drool.gif


QUOTE(xcxa23 @ Jan 28 2019, 03:27 PM)
I don't think I will, im already preparing bullet for that
Meanwhile, I'm DCA with my salary..

Actually, imo do whatever tat u will SLP soundly at nite.. if these market fluctuations worries u so much, might just be become to stop and straight put in fd
*
I am trigger ready. Come on baby drool.gif drool.gif

This post has been edited by Ramjade: Jan 28 2019, 09:07 PM

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