Outline ·
[ Standard ] ·
Linear+
FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D
|
2387581
|
Jun 2 2017, 11:24 AM
|
|
Another question here regarding 'locking' profits. I am currently holding both CIMB APDI (+9.20%) and CIMB GCEF (+12.86%) Is it sensible for me to switch parts of the units from one to the other, and vice versa? On a second thought, even after I did so, if any of them drops, I still make loss right? How do you guys do 'profit skimming' then? I'm thinking the FBM people may laugh if they see me moving small amounts around like it mattered.
|
|
|
|
|
|
2387581
|
Jun 2 2017, 11:28 AM
|
|
QUOTE(puchongite @ Jun 2 2017, 11:22 AM) The graph you attached is a "distribution-compensated" graph, if you notice on the date of 29th, it is shown as a small gain, which corresponds to a .4907 - (.5285-0.385) = +0.0007 gain on the date of 29th. So there was actually a gain on the 29th May. Yes I understand that, I can see the upswing at the tail of the graph. What I'm trying to convey with that graph is, it is still lower from March times.
|
|
|
|
|
|
wodenus
|
Jun 2 2017, 11:46 AM
|
|
QUOTE(2387581 @ Jun 2 2017, 10:51 AM) So I would assume this lao sai drop of 7+% loss is largely due to the distribution, not entirely because of the uncertainties in the US? Correct. A lot of it was caused by the distribution.
|
|
|
|
|
|
puchongite
|
Jun 2 2017, 11:58 AM
|
|
QUOTE(2387581 @ Jun 2 2017, 11:28 AM) Yes I understand that, I can see the upswing at the tail of the graph. What I'm trying to convey with that graph is, it is still lower from March times. Yeah for now the consensus seems that for US exposure, people are in favour of TA Global Tech instead of Manulife US, ie the tech stocks triumph over the S&P.
|
|
|
|
|
|
[Ancient]-XinG-
|
Jun 2 2017, 12:50 PM
|
|
QUOTE(puchongite @ Jun 2 2017, 11:58 AM) Yeah for now the consensus seems that for US exposure, people are in favour of TA Global Tech instead of Manulife US, ie the tech stocks triumph over the S&P. Any other funds that invest majorly in healthcare?
|
|
|
|
|
|
Ramjade
|
Jun 2 2017, 12:54 PM
|
|
QUOTE(Ancient-XinG- @ Jun 2 2017, 12:50 PM) Any other funds that invest majorly in healthcare? Not in malaysia. Already check.
|
|
|
|
|
|
[Ancient]-XinG-
|
Jun 2 2017, 01:21 PM
|
|
QUOTE(Ramjade @ Jun 2 2017, 12:54 PM) Not in malaysia. Already check. Sad... Health and tech fund will go further.
|
|
|
|
|
|
Ramjade
|
Jun 2 2017, 01:23 PM
|
|
QUOTE(Ancient-XinG- @ Jun 2 2017, 01:21 PM) Sad... Health and tech fund will go further. You want health exposure, no choice but to invest in stocks. IHH is pure play health, Sunway got exposure to healthcare. This post has been edited by Ramjade: Jun 2 2017, 01:24 PM
|
|
|
|
|
|
Avangelice
|
Jun 2 2017, 01:53 PM
|
|
QUOTE(Ancient-XinG- @ Jun 2 2017, 12:50 PM) Any other funds that invest majorly in healthcare? can just head to bursa and buy IHH or KPJ. I'm not being sarcastic here.
|
|
|
|
|
|
puchongite
|
Jun 2 2017, 05:53 PM
|
|
QUOTE(yklooi @ Jun 2 2017, 09:00 AM) I am still trying to do minimum tweek to zuxen's port.... I try again the x-ray..... can some one tell me why the AHSEB has such a high correlation to TA GTF?yes,...it is in MYR btw, I don't feel comfortable to having TA GTF at suggested 25%.....I am planning to go at 10% TA GTF and 15% at EIGL added 10% Ponzi 2.0 supplementary 5% India 5% EISC well it is all in just planning ...still have 6 months to make changes /accumulation. May I know the duration of the data ? Does it correspond to a period where both AHSEB and TAGTF have demonstrated low volatility ? This post has been edited by puchongite: Jun 2 2017, 05:54 PM
|
|
|
|
|
|
SUSyklooi
|
Jun 2 2017, 06:44 PM
|
|
QUOTE(puchongite @ Jun 2 2017, 05:53 PM) May I know the duration of the data ? Does it correspond to a period where both AHSEB and TAGTF have demonstrated low volatility ? no idea... I keyed in the portfolio, click X ray, then copy URL....paste url on new window then changed the USD to MYR click enter click generate PDF..... pdf attached.... Attached File(s)
morning_star_report_2017a_port.pdf ( 123.12k )
Number of downloads: 59
|
|
|
|
|
|
puchongite
|
Jun 2 2017, 07:29 PM
|
|
QUOTE(yklooi @ Jun 2 2017, 06:44 PM) no idea... I keyed in the portfolio, click X ray, then copy URL....paste url on new window then changed the USD to MYR click enter click generate PDF..... pdf attached.... So the xray does not require you to enter the data, baru saya tau.
|
|
|
|
|
|
T231H
|
Jun 2 2017, 08:05 PM
|
|
INSIGHT FROM FRANKLIN TEMPLETON INVESTMENTS MANAGERS The articles in this issue are as at 19 May 2017. US Equities: Policy Smoke or Solid Pillars?: With US equities charging to new heights, some market observers are questioning whether the market is climbing a “wall of worry” based in part on policy promises that haven’t yet been delivered. Grant Bowers, vice president, portfolio manager and research analyst, Franklin Equity Group, weighs in on whether the state of the US economy can support further market gains, and whether US stocks may be getting a bit pricey. He says the two “pillars” of the USeconomy—consumers and corporates— still look solid. http://www.fundsupermart.com.hk/hk/main/re...-Managers-13488
|
|
|
|
|
|
nexona88
|
Jun 2 2017, 08:26 PM
|
|
QUOTE(Avangelice @ Jun 2 2017, 01:53 PM) can just head to bursa and buy IHH or KPJ. I'm not being sarcastic here. Which one u think is worth to invest?? I'm in dilemma
|
|
|
|
|
|
nexona88
|
Jun 2 2017, 08:30 PM
|
|
QUOTE(2387581 @ Jun 2 2017, 10:51 AM) So I would assume this lao sai drop of 7+% loss is largely due to the distribution, not entirely because of the uncertainties in the US? Partially true.. It's combination of both distribution & some uncertainty in US
|
|
|
|
|
|
Avangelice
|
Jun 2 2017, 08:46 PM
|
|
QUOTE(nexona88 @ Jun 2 2017, 08:26 PM) Which one u think is worth to invest?? I'm in dilemma  Kpj was featured as the stock to watch last week. Go research on that buddy. Now government hospitals are facing shortage of funds I am sure people will turn to private hospitals.
|
|
|
|
|
|
voyage23
|
Jun 2 2017, 10:52 PM
|
|
QUOTE(Avangelice @ Jun 2 2017, 08:46 PM) Kpj was featured as the stock to watch last week. Go research on that buddy. Now government hospitals are facing shortage of funds I am sure people will turn to private hospitals. Erm off topic, but the truth is more and more people are going government hospitals because they face shortage of funds, not the government. Not true that we are facing any significant shortage. I serve in the government hospital  Maybe can ask more regarding healthcare stock in the stock section.
|
|
|
|
|
|
Avangelice
|
Jun 2 2017, 11:28 PM
|
|
QUOTE(voyage23 @ Jun 2 2017, 10:52 PM) Erm off topic, but the truth is more and more people are going government hospitals because they face shortage of funds, not the government. Not true that we are facing any significant shortage. I serve in the government hospital  Maybe can ask more regarding healthcare stock in the stock section.  last one before we derail it. well just look at Prudential insurance stocks and you can guess how private hospitals are doing. Peace!
|
|
|
|
|
|
celaw
|
Jun 3 2017, 02:13 PM
|
|
For CMF return, https://www.fundsupermart.com.my/main/trust...=mk_cmf_historyit is everyday or 6 days a week only? For withdrawal T+2, that's meant lose 2 days interest only right? Will get the fund in the bank accounts within 2 working days right? Sorry as I'm new to CMF and want to replace it with the fund parking at Maybank e-GIA
|
|
|
|
|
|
T231H
|
Jun 3 2017, 02:23 PM
|
|
QUOTE(celaw @ Jun 3 2017, 02:13 PM) For CMF return, https://www.fundsupermart.com.my/main/trust...=mk_cmf_historyit is everyday or 6 days a week only? For withdrawal T+2, that's meant lose 2 days interest only right? Will get the fund in the bank accounts within 2 working days right? Sorry as I'm new to CMF and want to replace it with the fund parking at Maybank e-GIA it is not everyday or 6 days a week and there is NO guaranteed interest to be paid also. this CMF comes with risk too....namely like Principal Risks: Credit/default risk Inflation/purchasing power risk Returns are not guaranteed more info about CMF https://www.fundsupermart.com.my/main/faq/0...ent-Fund-2-9718
|
|
|
|
|