Outline ·
[ Standard ] ·
Linear+
FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D
|
Steven7
|
May 9 2017, 04:30 PM
|
Getting Started

|
Do you guys think Eastspring Investments Global Emerging Markets Fund is a solid choice for top-up on top of my current Aggresive portfolio?
Asia Ex-Japan Equity 35.7% Developed market Equity 28.2% Malaysia Equity 20.1% Asia Ex-Japan Fixed Income 16.0%
|
|
|
|
|
|
Steven7
|
May 9 2017, 04:46 PM
|
Getting Started

|
QUOTE(T231H @ May 9 2017, 04:37 PM)  depending on how much % you wanted to go in .... it may increase your over exposure to China/HK.... but it could also gives you allocation in BRIC..... yet unknown to many factor, i would say,..YES....go in... based on the topup amount/total amount its about 10-15%. Maybe I could split it to rhb emerging market bond fund as suggested by Avangelice and EI Global Emerging Markets Fund?
|
|
|
|
|
|
Steven7
|
May 9 2017, 06:02 PM
|
Getting Started

|
QUOTE(dasecret @ May 9 2017, 04:47 PM) I think this is rather personal, depends on what you want Considering the fact that you have FSM SG's MAPS as part of your financial investment, I'd instead increase your Msia equity and/or Msia fixed income as that's something that FSM SG MAPS don't have MAPS have quite a fair bit of BRICS and GEM exposure already; and I think use SGD to invest in those markets is better than using MYR. Consider reducing forex exposure for the FSM MY investments; I'm not sure where does MYR fate lies really In fact I think am lacking small cap in my port but EI small cap has soft-close so I don't really have any Malaysia equity in mind, I already have KGF and EI equity income on my Malaysia exposure, any suggestions. Side note, just went to FSM SG seminar again yesterday, it's going to be a quarterly review thingy now, basically, yesterday they explained the reasons behind the recent port rebalancing and the reminder that market going to be a lil bit slower starting from Q3.
|
|
|
|
|
|
Steven7
|
May 9 2017, 11:39 PM
|
Getting Started

|
QUOTE(dasecret @ May 9 2017, 10:39 PM) Actually KGF is more of a mid to small cap fund than a big cap fund. The fund correlate more to the small cap index than the klci I think your mix of KGF and EI equity income fund is good. If you really wan to chase small cap fund can consider interpac, it's the hottest fund of the year. I'm just not sure how volatile it would be since the fund size is still very small Thanks for the update on MAPS seminar. Since I'm not based in SG I don't have a chance to attend even if I'm invited Can I know which Interpac are we talking about, Dynamic Equity or Dana Safi? BTW why KAF Vision Fund is not being mentioned anywhere in the thread, is it bad? I was reading the article from FSM about alternatives to EI Small-Cap and I came across this KAF fund and the returns looked great albeit at high risk This post has been edited by Steven7: May 9 2017, 11:40 PM
|
|
|
|
|
|
Steven7
|
May 14 2017, 02:52 PM
|
Getting Started

|
QUOTE(Avangelice @ May 14 2017, 11:33 AM) don't be so happy. Trump's impeachment may happen and when it does everything will bleed Yeah was lil bit worried about that as I have quite some amount on equity fund.
|
|
|
|
|
|
Steven7
|
May 18 2017, 09:28 AM
|
Getting Started

|
QUOTE(puchongite @ May 17 2017, 10:03 PM) US stock is lau sai now. Tomorrow Asian's turn. Sorry guys, it's my curse. Every top up I made will trigger something in the market, first lump sum = Trump tax bill rejection, second major top up = Article 50, this current major topup = Trump impeachment fear and FBI director firing
|
|
|
|
|
|
Steven7
|
May 18 2017, 09:33 AM
|
Getting Started

|
QUOTE(puchongite @ May 18 2017, 09:31 AM) That being the case, please top up now ! We have -ve -ve = +ve. LOL. No more disposable funds bro, else I would've top up to average the cost My curse is more powerful back then, I bought MAA shares quite a few years back, 1 week later they kinda sold off their core business and the shares dropped by more than 50% and the trading halted somemore.
|
|
|
|
|
|
Steven7
|
May 18 2017, 11:17 AM
|
Getting Started

|
QUOTE(Kaka23 @ May 18 2017, 09:41 AM) What happened to the shares now?  I sold it off back then, the shares never recovered anyway
|
|
|
|
|
|
Steven7
|
May 18 2017, 08:54 PM
|
Getting Started

|
QUOTE(WhitE LighteR @ May 18 2017, 07:44 PM) Er I didn't go and consolidate the list as most were green before, but now its much much "less greener" while S&P500 is quite red
|
|
|
|
|
|
Steven7
|
May 18 2017, 11:51 PM
|
Getting Started

|
QUOTE(puchongite @ May 18 2017, 09:08 PM) S&P 500 that sort of maps into Manulife US. Manulife drops 1.5%. Might continue tonite. What to do, when the world has a childish, reckless, clueless, egotistical businessman as president. As a whole my port drop ~1% in value in just 1 day
|
|
|
|
|
|
Steven7
|
May 19 2017, 10:40 AM
|
Getting Started

|
QUOTE(Avangelice @ May 19 2017, 12:46 AM) which fund brought you down? mine just went up. Its my port in FSM SG, mainly S&P500, Blackrock Asian Growth Leaders A2 USD, Neuberger Berman US Multicap Opp A USD1 Acc and some others which were green before but now less greener. And the bleeding continues today, bravo.
|
|
|
|
|
|
Steven7
|
May 19 2017, 10:48 AM
|
Getting Started

|
QUOTE(dasecret @ May 19 2017, 10:41 AM) Wah, so observant, our resident DC still didn't get it Remember someone who don't rely on FSM NAV update and go straight to the source? and focuses on day to day fluctuations compared to index or even individual stocks Hey dasecret, you have port in FSM SG too isn't it, bleeding too right?
|
|
|
|
|
|
Steven7
|
May 19 2017, 12:28 PM
|
Getting Started

|
QUOTE(dasecret @ May 19 2017, 11:45 AM) The funds are denominated in different currency, not really comparable. The segment that the funds invest in also very different Anyway, steven's MAPS portfolio has 20 funds, so usually we would just talk overall portfolio performance instead of individual funds. Especially when we don't manage the funds ourselves  Yeah me myself usually just look at the overall portfolio gain/loss instead of individual funds since I don't have any control over my choice. BTW sharp drop again, my gains are 50% from what it is 2 days ago.
|
|
|
|
|
|
Steven7
|
May 26 2017, 01:44 PM
|
Getting Started

|
QUOTE(dasecret @ May 26 2017, 09:53 AM) Yeah ppl here so actively managing their portfolio, this is not for them la. Those ASx or FD fans should consider this la, autopilot I would quite likely put in, just to see how they perform. But I still have credits which I haven't utilise and now I need to pay front end charges again Steven7 MAPS is here in FSM MY! It's very do-able. My mum's portfolio of 60EQ: 40FI is making close to 9% p.a. at the moment. The portfolio is 2 years old Yeah, about time now. Too bad I spent all my MYR on my DIY port already..no more 10k to fork out else I would've surely give FSM MY MAPS a chance
|
|
|
|
|
|
Steven7
|
May 29 2017, 11:19 AM
|
Getting Started

|
QUOTE(Ramjade @ May 29 2017, 10:24 AM) Nah. If I were to choose automatic portfolio manager, I will rather choose those real robo investor instead of this pseudo robo investor (FSM managed portfolio is still operated by humans). After all if a robot can beat human at Go (ancient chinese stategy game), what chances does human have against robo investor? Even Blackrock, one of US largest fund house fired most of their fund manager and go the robo way. Well don't get too carried away with all these AI hype, speaking from a tenured Software Engineer who has worked with multiple AI and machine learning problem. Here is a good read for you https://backchannel.com/the-myth-of-a-super...ai-59282b686c62 I still prefer a little human touch when it comes to investing and I definitely don't trust the newcomers (Smartly, StashAway) AI yet as they are nowhere close to AlphaGo, the main reason being Google is way too ahead in this AI realm
|
|
|
|
|
|
Steven7
|
May 29 2017, 11:26 AM
|
Getting Started

|
QUOTE(dasecret @ May 29 2017, 10:32 AM) Wow, for real? This product will die such a tragic death if they are indirectly limiting each investor to buy RM10k; this story reminds me so much of PRS Well, the biggest hurdle/limitation is, I don't think there would be a real robo advisory distributing ETFs in Msia in the near term. And FSM MY if I remember correctly, only has license to distribute UTs and not securities (means no ETFs). MAPS in FSM SG does include ETF as part of their portfolio I think your expectations on the robo advisory is a bit unrealistic. In the end, who do you think develop and determine the algorithm used by the machines for robo advisors? At least for now it'll still be humans, but yeah, next time maybe when the machines self learning technology improve further, maybe they don't need human intervention anymore. But really, can machines anticipate Fed's next move? or Trump's? or North korea's?  To build on your reply, yes most AI is still built by humans with some exceptions, for instance, Google's AI is building a better AI compared to its engineers but I agree with you that we can't rely on full robo-advisory yet for now (on my previous reply). Speaking of which, predictive analytics is always an interesting problem in AI (in fact I am working something like that right now but on a different context). Quick unrelated fun read: There is an open-source project that does the following, monitor Trump's feed, process each tweet by extracting the company name mentioned & perform sentiment analysis on the text, if its good sentiment buy the stock of the company thru TradeKing API immediately and vice versa. The simulated portfolios earns a shit ton of money. This post has been edited by Steven7: May 29 2017, 11:27 AM
|
|
|
|
|
|
Steven7
|
May 29 2017, 09:59 PM
|
Getting Started

|
Recent performance of ponzi1, ponzi2 and Titanic is so...stagnant.
|
|
|
|
|
|
Steven7
|
May 30 2017, 01:34 PM
|
Getting Started

|
QUOTE(Ramjade @ May 30 2017, 01:26 PM) FSM SG. Reason: 1) cheaper fees 2) wider selection 3) preserve the wealth (RM will depreciate against any currency in the long run) Bro you really seems like having zero faith at MYR
|
|
|
|
|
|
Steven7
|
Jun 1 2017, 05:18 PM
|
Getting Started

|
Should one still keep ponzi1, ponzi2 and titanic due to recent stagnant performance or should one switch ?
|
|
|
|
|