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

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xcxa23
post Mar 4 2021, 10:11 AM

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QUOTE(killdavid @ Mar 4 2021, 09:40 AM)
Aiyo these questions are always difficult for me. I have a legacy portfolio in PM and current in FSM.
I count based on FSM only lah. Currently, it stands as 7.5% and I plan to add more if the opportunity comes to maybe 15%. This is just Cathy's fund. I also hold other big cap tech fund as well in TA GTF.
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Why don't just direct buy the etf?

I'm holding arkq and arkw
xcxa23
post Mar 4 2021, 01:40 PM

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QUOTE(killdavid @ Mar 4 2021, 11:38 AM)
Via offshore account? A lot of efforr
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Yup.
The returns worth, imo.

Both still tanking, still positive 20%+
xcxa23
post Mar 5 2021, 11:10 AM

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For china market, mainly look at the SZSE, critical support 14100

Yesterday powell only "promise" will not rate the rate, while doing nothing with the yield.
I would assume more investor will keep stocking bond, couple with economy will soon "restart"

Just my opinion.. not financial advice.
xcxa23
post Mar 5 2021, 11:43 AM

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QUOTE(yklooi @ Mar 5 2021, 11:29 AM)
just a snap shot of the performance of my port YTD,

after 2 weeks of bearish markets, both my DIY and FSM managed port are still +.....
looks like the current bear is still not strong enough or not long enough? devil.gif  devil.gif

hope you guys are still on the + on YTD basis

happy investing
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Mine still on the green
From top 32% to now 24%
But it's only 3 years old.

xcxa23
post Mar 5 2021, 12:04 PM

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QUOTE(yklooi @ Mar 5 2021, 11:47 AM)
hope  YTD is still + also  rclxms.gif
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I only look at the ROI.
Did not keep such close record

I remember saw my ROI on Jan 2021 is at 22. And then a day before CNY rose up to 32. Now 24.. Later after all NAV updated, should drop to 22

What's your total ROI and portfolio age?
xcxa23
post Mar 5 2021, 01:48 PM

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QUOTE(yklooi @ Mar 5 2021, 12:07 PM)
my ROI current is 37.88
age since May 2013....
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Annualised return approximately 3.7%?

I guess due to heavy in FI? I remember reading got forummer heavily on FI, not sure if it's you. Sorry

But if its you, good chance wey.. already consider which fund to attack?.. hehe
xcxa23
post Mar 7 2021, 11:00 AM

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QUOTE(ganesh1696 @ Mar 7 2021, 07:24 AM)
user posted image

Is this a sign of continuation of USA funds to bleed more and more
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news said that market sell off due to rising yield
imo, its partly true

long story short
its more like investor re-allocation in anticipating of economy recovery
many flock to the stock market after fed unlimited QE, coupling with 0 interest rate and lower treasury yield
with the yield rate going back to pre covid level, more investor flock back to Treasury/bond in anticipating rising inflation and interest rate.
xcxa23
post Mar 8 2021, 01:18 PM

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QUOTE(amateurinvestor @ Mar 8 2021, 12:51 PM)
Wow today china still red oh why sad.gif nasdaq futures redding too
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Imo reallocation

Just like during covid, tech stock boom, defensive/consumer plunge. With expectations of full economy recovery, raising inflation and rate, investor will need to do adjustment to their holdings/portfolio

I assume this will take at least another week.
xcxa23
post Mar 8 2021, 06:20 PM

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QUOTE(yycclin @ Mar 8 2021, 05:28 PM)
Gold fell further , lower than last week ,1690 now,,

Wait ,, wait ,,,, ohmy.gif  mad.gif

user posted image
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imo
gold will drop back to 1.4k, given that economy getting really to full open
xcxa23
post Mar 9 2021, 12:11 PM

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QUOTE(TheSecRet @ Mar 8 2021, 10:14 PM)
Can buy when it drop to 1400?
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depends on how and what you view gold as.

some think gold as a hedge against inflation
some as defender in their portfolio
xcxa23
post Mar 10 2021, 07:21 AM

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if nasdaq broke and stay close above resistance > 13260 then high chance the correction is over.

if not, the sell off continues and its heading to 12000
xcxa23
post Mar 10 2021, 10:49 AM

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QUOTE(CSW1990 @ Mar 10 2021, 10:20 AM)
Ya need continue monitor.. last week also have dead cat bounce one day show...
Personally I hope the correction don’t over so soon yet lah .. still want to shopping mega sales
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Tonight is the critical turning point.
Hourly chart does not looks good, bull buyer not strong enough

For FSM, I am waiting for clearer bouce off resistance only top up.

US market, starting to Q buy at support slowly and once confirmation bounce off, straight buy in bulk
xcxa23
post Mar 10 2021, 11:41 AM

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QUOTE(MUM @ Mar 10 2021, 10:55 AM)
UT funds in FSM are "holding a basket of stocks"...can apply that to UT funds in which the relationship of each of the stocks in that basket varies... hmm.gif
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currently my FSM only for asia exposure
xcxa23
post Mar 10 2021, 11:44 AM

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QUOTE(MUM @ Mar 10 2021, 10:07 AM)
Tesla surges almost 20%, biggest daily rise in a year

https://www.thestar.com.my/tech/tech-news/2...-rise-in-a-year

Wood has alot of money,...if she keep pumping it up,...the rest would be self fulfilling prophecy?
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afaik, ark last purchase tsla on march 5th
where you get the info? mind sharing?
xcxa23
post Mar 10 2021, 11:57 AM

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QUOTE(MUM @ Mar 10 2021, 11:43 AM)
hmm.gif  hmm.gif below post still applicable?
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its pretty much applicable, you may find the related info in their fact sheets
you need to find out if their holdings are in their index.
xcxa23
post Mar 10 2021, 11:59 AM

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QUOTE(MUM @ Mar 10 2021, 11:49 AM)
5th to now,....
may not be in the news.... biggrin.gif
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QUOTE(yklooi @ Mar 10 2021, 11:54 AM)
Ark's Wood Says Tesla Stock Behaved In-line With Our Portfolios
Bloomberg TechnologyTV Shows
March 9th, 2021.....

https://www.bloomberg.com/news/videos/2021-...ortfolios-video

the fund mandate is 10%
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thanks
i usually use this to track
https://cathiesark.com/ark-funds-combined/trades

not sure how accurate tho
or maybe not update yet

it pretty crazy if tsla up due to ark purchases

This post has been edited by xcxa23: Mar 10 2021, 12:00 PM
xcxa23
post Mar 10 2021, 01:25 PM

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QUOTE(yklooi @ Mar 10 2021, 12:16 PM)
my guess is no need to have direct 100% relationship between what she buy....
she alone cannot have direct control of the movement of Tesla stock prices....

maybe will impact to Tesla price by what she did or says about Tesla....

the are other hedge funds or unit trust funds are holding Tesla too....
the accumulation of them is huge.

Big investors will questions those hedge funds managers why they keep holding or buying Tesla or did not sell Tesla earlier if the price is not supportive or overly expensive?
thus those FMs will "need" to buy in too at a more "reasonable" price  biggrin.gif
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During those sell off days, she have been on interview almost everyday, before and during the market open but despite how bullish she is, Tesla keeps dipping. So I doubt she or anyone got any significant effect during market wide correction

I have read that lots of fund managers "look down" on her strategy and bet against her. Not sure how true, had to wait new to report who profited big during the sell off.

There's alot telsa competitior like nio, xpeng, cciv. And high chance many investor/fund houses want the early pie, probably Tesla bull won't as big as it was.
xcxa23
post Mar 10 2021, 01:52 PM

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QUOTE(yklooi @ Mar 10 2021, 01:37 PM)
that fund has max 10% of Tesla...
Tesla price is down 35%?
that the impact to her fund if everything else is the same is only 3.5%

but her fund is down > 30%??
what else is contributing to that??
as Tesla only impact 3.5%....
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News, market sentiment seems keep pointing/assuming that she is the reason why Tesla was bullish and now bearish

Back in the days, when Tesla still lossing money, she gave price target of 250 when it was <100 (or is it 50, not sure), people makes fun of her then it hits the target and then she raise to 500, same people said she is crazy. And it hit again.

Have you look at all ark holding? Most of them are tech related and lots of them are yet to have solid result, financially. That being said market wide correction means all sector affected.


xcxa23
post Mar 10 2021, 02:06 PM

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QUOTE(yklooi @ Mar 10 2021, 02:00 PM)
thus don't just focus on Tesla...there are other stocks at play too...

Tesla is NOT Arkk or Nikko Ark Disruptive Innovation fund

it only has 10% of Tesla only in their holding....
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QUOTE(MUM @ Mar 10 2021, 10:07 AM)
Tesla surges almost 20%, biggest daily rise in a year

https://www.thestar.com.my/tech/tech-news/2...-rise-in-a-year

Wood has alot of money,...if she keep pumping it up,...the rest would be self fulfilling prophecy?
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Dude, chill
Take it easy
Just discussion only
I was curious as
MuM mentioned/implying Wood push up Tesla



xcxa23
post Mar 12 2021, 08:44 AM

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QUOTE(abcn1n @ Mar 11 2021, 03:24 PM)
Thanks
I think she will be proven right ultimately. Unfortunately I entered her various ARK funds just before the crash. So really stuck at penthouse level. Over -invested in her funds, so can't average down at this stage. Have to wait for further drop before I can even begin to buy in. Sigh!
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My return was 50%+ and down until 13%+
Nasdaq broke the resistance and stay above the resistance.

Personally,
I believe sooner or later it might retest the resistance line. Once it successful bounce back, I will top up.
It's ok, since you did not sell off during the dip at loss. As long as you still believe in the fundamental of equities you holding top up during the dip.
Some ppl keep buying the dip but personally I will just wait for the re bounce. No method is wrong as long as you are earning money
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