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FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D
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SUSDavid83
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Mar 13 2017, 07:02 PM
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AFFIN HWANG SELECT BOND FUND - MYR has been down since March 3rd:
0.6722 | March 10, 2017 0.6734 | March 9, 2017 0.6743 | March 8, 2017 0.6744 | March 7, 2017 0.6746 | March 6, 2017 0.6746 | March 3, 2017
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SUSDavid83
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Mar 15 2017, 01:32 PM
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Ponzi 2.0 declares distribution and check the number of zeroes:
RM 0.0007 per unit
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SUSDavid83
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Mar 17 2017, 04:12 PM
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QUOTE(john123x @ Mar 17 2017, 04:09 PM) Its the only red in my portfolio, just checked, its -1.45% If 2 years doesnt perform, i so gonna switch to manulife reit I bought it recently and it is already green. ROI is +1.4%
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SUSDavid83
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Mar 17 2017, 05:22 PM
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Ponzi 1.0 breaches 1.7000 mark yesterday after gained +0.0170
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SUSDavid83
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Mar 17 2017, 06:21 PM
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My portfolio laggard is Kenanga Asia Pacific Total Return Fund. IRR is 4.4% since 2015. ROI is 8.6% Thinking out selling it off.
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SUSDavid83
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Mar 17 2017, 07:29 PM
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QUOTE(puchongite @ Mar 17 2017, 07:25 PM) The fund price update is late. So have to add 1% or so to be accurate. Those are updated figure with yesterday NAV. I got the latest NAV from Kenanga site. This post has been edited by David83: Mar 17 2017, 07:30 PM
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SUSDavid83
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Mar 17 2017, 07:35 PM
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Well, there's another strategy. Sell them off (cash out); wait for deep correction, buy them back again.
In my portfolo, I got 3 funds with ROI > 30%
This post has been edited by David83: Mar 17 2017, 07:36 PM
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SUSDavid83
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Mar 17 2017, 07:44 PM
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QUOTE(Ramjade @ Mar 17 2017, 07:39 PM) Wow  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.
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SUSDavid83
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Mar 17 2017, 07:45 PM
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QUOTE(dasecret @ Mar 17 2017, 07:42 PM) 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 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
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SUSDavid83
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Mar 17 2017, 08:04 PM
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QUOTE(wodenus @ Mar 17 2017, 07:55 PM) Aladdin fund: 1/20/2013 Ponzi 1.0: 7/22/2013 Titanic Fund: 7/2/2014
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SUSDavid83
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Mar 17 2017, 08:19 PM
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QUOTE(puchongite @ Mar 17 2017, 08:10 PM) 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.
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SUSDavid83
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Mar 17 2017, 08:25 PM
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QUOTE(haziqnet @ Mar 17 2017, 08:22 PM) 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? =(POWER(Valuation/Capital,1/(YEARFRAC(FirstDate,TODAY())))-1)*100
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SUSDavid83
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Mar 17 2017, 08:28 PM
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QUOTE(puchongite @ Mar 17 2017, 08:26 PM) 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. My spreadsheet is very simple only. You haven't see Uncle Looi and Uncle KimYee spreadsheet.
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SUSDavid83
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Mar 18 2017, 07:38 AM
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QUOTE(Kaka23 @ Mar 18 2017, 07:35 AM) My Pub smallcap has highest ROI at 72% My Ponzi 1 ROI is 47% with ocationally top up over the investment period KGF ROI 30% with more frequent topup... etc...  Looking good my portfolio I'm not bragging or what. My point is that one shouldn't rely on ROI as the indicator.
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SUSDavid83
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Mar 19 2017, 05:47 PM
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QUOTE(ironman16 @ Mar 19 2017, 05:44 PM) pls allow me to ask one off topic question to sifu: how u guy make that shortcut (in excel) as i point in the pic [attachmentid=8612619] That is not shortcut I think. It is grouping the rows. This post has been edited by David83: Mar 19 2017, 05:49 PM
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SUSDavid83
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Mar 22 2017, 05:31 AM
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US market dropped >1%: Stocks tumble, bank stocks get crushedStocks had their worst day of 2017 on Tuesday, as the S&P 500 broke a 109-day streak without losing 1% in a day. URL: http://finance.yahoo.com/news/stocks-are-t...-160305393.html
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SUSDavid83
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Mar 22 2017, 08:04 AM
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QUOTE(puchongite @ Mar 22 2017, 06:29 AM) If my memory serves me right you have switched out a significant portion of your US exposure ?So I guess you are doing fine. Actually many think this is long expected, 'finally' is the word they use. Questions for investors are :- 1. Is it going to trigger further drop in subsequent days ? 2. What is asian market reaction to this ? I guess the test that if one has attained the zen of UT investment has finally come.  Definitely not me.
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SUSDavid83
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Mar 22 2017, 06:24 PM
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Wow ... Ponzi 1.0 dropped 2.1% yesterday:
1.6657 -0.0370 -2.1730
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SUSDavid83
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Mar 26 2017, 11:46 PM
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QUOTE(contestgeek @ Mar 26 2017, 11:41 PM) Ok guys one major issue, I select FPS payment but in my shopping cart as I check out it shows payment method as cheque. How come? Normal.
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SUSDavid83
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Mar 26 2017, 11:51 PM
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QUOTE(contestgeek @ Mar 26 2017, 11:49 PM) Ok, one more issue guys. I am really sweating right now as I put in a large lump sum amount into Kenanga Growth Fund and CIMB Greater China Fund. When I click "View Holdings", I see the button PAY NOW at the right hand side. I already PAID!!! It shows status as pending. Yet I got email confirmation from FSM + FPS and also the money is taken out of my bank account. Please help, I don't know what to do anymore. It takes few working days to be processed. The staffs don't work during weekend and night times.
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