That means annualised return is double of ASx ler. So you need to thank the folks here for asking you to dump ASx and buy UT or not

Well, in a bull run if you buy when it started picking up is better than wait for the bear to come before you buy. Because you would have lose out on the bull while waiting for correction; there's opportunity cost of waiting.
Eg would be: If you diligently buy ponzi 1.0 and APEI as soon as FSM recommend them as fund of the month, you would have made quite a lot
My ponzi 1.0 top up last month is higher than my previous purchase, but yet it made 9.8% in 1.5 months

The trouble is, what if there's no deep correction? Then no buy in and let it sit in CMF? Isn't that losing money too? Although you didn't quantify, doesn't mean it's not real

I'm tracking with another indicator: IRR

Aladdin is a little low at 8.1% but given its performance is not so impressive lately with its NAV within the range of 1.5000

Ponzi 1.0 recovers extremely fast at 9.4% and thanks to recent bull since after CNY I think.

Titanic Fund is at 11.4% also not impressive as NAV is within trade range of 0.9000 level.

It is called opportunity cost.
Are you willingly to take it?
Technically, you don't "lose money" because you have locked in your profit when you sell them. You don't hold them anymore.
Well, bull may lose stream. Who knows. God knows.
I remembered somebody mentioned for US market sell in April or May right?

This post has been edited by David83: Mar 17 2017, 07:47 PM

How many % success rate for this strategy?

This post has been edited by Ramjade: Mar 17 2017, 07:47 PM

How long ago was that?

I think it is kind of hindsight words. If my memory is serving me right, there was a time asian pacific funds were recommended but collided with unexpected potus result and shits started hitting the fan.

This post has been edited by puchongite: Mar 17 2017, 08:04 PM

Aladdin fund: 1/20/2013
Ponzi 1.0: 7/22/2013
Titanic Fund: 7/2/2014

That's why must ask probability of success. If 70%, good enough for me.
It's still a strategy.

Annualized return >10%.

That's my portfolio target for the year.

My IRR formula shows that only Titanic Fund is above 10%.
The other two hasn't reach 10% yet.

1/20/2013	Aberdeen Islamic World Equity Fund - Class A	39.6	8.4
7/22/2013	Affin Hwang Select Asia (Ex Japan) Quantum Fund	38.7	9.4
7/2/2014	CIMB-Principal Global Titans Fund	34.1	11.4

Maybe my IRR formula got problem.

In about 3 years can get annualized return around 11.4%...thats is high...

What is the ratio u use for that 3 funds?

Mind to share?

This post has been edited by haziqnet: Mar 17 2017, 08:23 PM

=(POWER(Valuation/Capital,1/(YEARFRAC(FirstDate,TODAY())))-1)*100

I am not tracking IRR.

ROI/year greater than 10, i am happy enough. Some more it is on portfolio basis, not individual funds.

Lazy man here.

I was thinking locking in the profits and placing them in a stable bond fund. I'm just playing scenarios in my head why keep profits? do they gain capital appreciation by sitting there?

i know in stocks, you buy it cheap and let it go up and up and collect the dividends but unit trust is different as we do not get rewarded for staying long.

yeah this has been plaguing in my mind for a long time.

My spreadsheet is very simple only.
You haven't see Uncle Looi and Uncle KimYee spreadsheet.

I am a little puzzled with the part that has been highlighted bro.

Not every stock pay's investors with dividends, right ? Some companies may opt to shelve off the idea of dividends and invest in their own business as a means of anticipating high future revenue (probably by buying new equipments to increase production, investing in a new plant etc).

The way at how i look at things is that one would stay in stocks/UT for a long period of time if they anticipate the share price/fund price to be on an upward trend. Pls correct me if I'm wrong.

what a timely article.....
Having a good time thus far? Beware of these behavioural pits [17 March 2017]

https://www.fundsupermart.com.my/main/resea...arch-2017--8128

Well you mentioned that your india fund was at 15%. Because you didn't cash out it became 9% or something like that. That's a real lost there.

Ah Behavioural Finance Traits!

err.... sistah! You sure you looking at FSM website or JJPTR other website boh?

This post has been edited by xuzen: Mar 17 2017, 09:12 PM