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

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5p3ak
post Jan 20 2021, 12:00 AM

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From: Jalan Tijani
QUOTE(killdavid @ Jan 19 2021, 09:39 PM)
When you invest in China, the transaction is done in chinese yuan. If yuan appreciates against RM, you earn more. If RM appreciates vs yuan, you lose profit. In order to reduce the volatility of currency exchange, funds pay a certain cost to purchase a contract to stabilize the currency exchange over a continuous period.
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ah okay, so basically something like a way to mitigate foreign currency exchange risk ?
5p3ak
post Jan 26 2021, 10:52 AM

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Good day all,

Can anyone point out any weakness which I may have missed in my current portfolio?

25% AmanahRaya Syariah Trust Fund
15% RHB Global Artificial Intelligence Fund - MYR Hedged
10% United Global Technology Fund - MYR Hedged
10% Principal Greater China Equity Fund - MYR
10% Eastspring Investments Dinasti Equity Fund
12.5% InterPac Dana Safi
12.5% Affin Hwang Select Asia (Ex Japan) Quantum Fund - MYR
5% RHB Gold And General Fund

So far I'm content and able to sleep well with this, matching my risk appetite and risk tolerance.

Do you guys see any pitfalls? hmm.gif
5p3ak
post Jan 27 2021, 10:51 AM

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One of my transactions got caught yesterday, emailed FSM they say didn't receive due to the service interruption. Called banked and now they opened report for me. hmm.gif

QUOTE(killdavid @ Jan 26 2021, 11:09 AM)
user posted image

Interpac funds are reall interesting. If I were to invest in July 2017, I would be -50% until April 2020. Not what I would call steady growth or income. Speculative maybe ?

Just thoughts of a madman ....don't mind me
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yea I 've been holding this fund short term only a little more than 1 years

QUOTE(MUM @ Jan 26 2021, 12:48 PM)
hmm.gif not sure about others, but for me,....

thumbup.gif  thumbup.gif so long as you had mentioned that you are content and able to sleep well with this portfolio, that are matching your risk appetite and risk tolerance, then i cannot point out any weakness which you may have missed in your current portfolio.... notworthy.gif  notworthy.gif

may not be relevant to you ...."wait until the tide are gone,...then maybe can see if the swimming trunks still stuck to the waist". brows.gif  brows.gif
until that time,...maybe can see the pitfalls of your port and the true relationship of it with your evaluation of contentment of it.
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guess so now waiting game , but I did made some lump sum investments to utilize the 0% promotion.
5p3ak
post Jan 27 2021, 03:10 PM

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QUOTE(Fledgeling @ Jan 27 2021, 11:57 AM)
I also have a transaction that got stuck. Maybank deducted the money from my account but FSM said they didn't receive? My money in limbo. Transaction pending.
Called Maybank 5 times but cannot get through to their customer service due to high volume.

*Headache*

Be warned in case you plan to make any transactions.

This incident has totally spoilt my mood to invest in FSM for now
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so far only 1 transaction got caught then

rest is fine, today fine too biggrin.gif
5p3ak
post Jan 28 2021, 12:17 AM

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The stuck funds due to FPX disruption already refunded to the bank account.

Quicker than I anticipated thumbup.gif
5p3ak
post Feb 10 2021, 04:03 PM

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QUOTE(xuzen @ Feb 10 2021, 02:31 PM)
Who here is heavy on China.

Uncle Xi is giving good ang-pow this CNY. Huat! Ong! Heng!

rclxm9.gif
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Mine around 25% of total UT is China region...

One of my name is there too rclxm9.gif


5p3ak
post Feb 15 2021, 04:46 PM

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RHB top bank? Isn't it Maybank? hmm.gif
5p3ak
post Feb 20 2021, 11:48 AM

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QUOTE(xuzen @ Feb 20 2021, 11:23 AM)
Switched out all my gold with a 7.5% loss to put in Bond first. You can say I am cutting lost on gold.

added more to Mehsia & United Tech ( proxy of Uncle Sam )

Xuzen
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May I know what bond fund did you choose this time?
5p3ak
post Mar 9 2021, 07:01 PM

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QUOTE(cempedaklife @ Mar 9 2021, 06:53 PM)
Gg affin hwang disruptive technology fund.
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what's happening with it? hmm.gif
5p3ak
post Apr 23 2021, 09:42 PM

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QUOTE(xuzen @ Apr 23 2021, 11:59 AM)
My March 2021 tracking result is in:

In March 2021, my port made a loss of 2.23% and it is a five figure loss. FI ( Amanahraya Syariah Trust Fund )  & US-Tech fund is the biggest contributor to my loss.

In the 12 months preceding, my ROI is 8.XX% p.a. Stan-Dev is around 21%.

Xu'
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Loss/gain doesn't matter if you don't sell it right?
5p3ak
post Sep 23 2021, 02:12 PM

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Something gotta do with Evergrande? hmm.gif
5p3ak
post Dec 31 2021, 12:09 PM

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Paper loss unless you sold it?
5p3ak
post Jan 27 2022, 09:05 PM

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QUOTE(james.6831 @ Jan 27 2022, 08:37 PM)
chill la everyone also kena from this recent rout. Avg down about ~9% for me.
UT is long term.
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Same mine is about -10% but I already took profits last year so perhaps it may not be actually -10% hmm.gif
5p3ak
post May 18 2022, 03:44 PM

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QUOTE(virgoguy @ May 18 2022, 02:10 PM)
32% not so bad la. My global disruptive inno -67% le  sweat.gif
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I hope that isn't the whole of your FSM portfolio... shocking.gif
5p3ak
post Oct 3 2022, 03:48 PM

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QUOTE(TZ1234 @ Oct 3 2022, 10:12 AM)
All trust funds had been in red for mostly a year.
The trend may continue don't know for how long. Wonder it would take how many years just to gain back the capital. Sigh...
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as long as don't sell when red laugh.gif
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