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

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SUSDavid83
post May 2 2019, 10:19 PM

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QUOTE(yklooi @ May 2 2019, 09:59 PM)
thumbup.gif  notworthy.gif
my MoM is only 3.54%  blush.gif
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I only track up to one decimal point.
Could be more or less similar to you. dry.gif
SUSDavid83
post May 3 2019, 05:12 PM

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QUOTE(spiderman17 @ May 3 2019, 05:08 PM)
Wow...u guys are good.
My ROI is just +2.7%  MoM  confused.gif
Japan is still in the red  bangwall.gif

Port unchanged:
user posted image

irr plot:
user posted image
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My portfolio is dragged down by KGF.


SUSDavid83
post May 4 2019, 09:39 PM

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QUOTE(TheEquatorian @ May 4 2019, 06:36 PM)
That would be great. Can we access FSM Singapore’s funds from Malaysia? Do you have a link?
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We have a dedicated thread for FSM SG:
https://forum.lowyat.net/topic/3757612/+780#entry92509914
SUSDavid83
post May 4 2019, 09:45 PM

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QUOTE(Kaka23 @ May 4 2019, 09:53 AM)
user posted image
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Post the link please!

Chinese Equities Still Have Potential to Trend Higher


Takeaway
At this juncture, the fiscal and monetary stimulus provided by the Chinese policymakers could have helped to provide some cushion to the downside risk on China’s economic growth. We are of the view that green shoots may begin sprouting across China’s economic landscape in months ahead, which could help accelerate earnings growth in the medium term. Investors who are looking to gain or have direct exposure in Chinese equities should be wary of their supplementary portfolio allocation. For concentrated, single-country equity exposures, we recommend allocating not more than 20% of a portfolio’s equity budget to this segment.

URL: https://www.fundsupermart.com.my/fsmone/art...to-Trend-Higher
SUSDavid83
post May 4 2019, 09:48 PM

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QUOTE(xuzen @ May 4 2019, 02:28 PM)
Still holding it albeit via the KWSP - MIS side.

I will probably switch out of it if it is underperforming once I do a review at the end of Q2Y2019.
Xuzen
P/S Just saw this pic in the Starbiz section today.

[attachmentid=10238794]

Apparently, I have been Marie Kondo'ing my investment since before the appearance of MK. Now I am down to 3 UTFs only.
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Here's link for article online:

It is time to Marie Kondo your investments

In short, anyone who has invested their hard-earned money into some form of investments, big or small, should always strive to become a conscious investor. This means being responsible to the money that you have earned, by not recklessly investing your money and unconsciously hoarding on the wrong investments.

Instead of letting your investments make your life miserable, let them spark joy to your life.

Read more at https://www.thestar.com.my/business/busines...f0oArJ0lKeEW.99
SUSDavid83
post May 5 2019, 03:08 PM

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QUOTE(Drian @ May 5 2019, 02:44 PM)
Curious guys what's your opinion between bond funds and bonds directly from the company itself.

Lets assume if the bond fund is giving ~6% yearly and the bond is also giving ~6%  yearly . In another words lets assume that the funds are roughly performing equally so that you can compare apple to apple.
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Bond paper is specific to one company.
Bond fund is a collective of bond papers from various company and they may also invest in government bonds too. Risk is lower due to diversification.

Unless you're pretty confident that the company won't default.
Risk is always higher in general.
SUSDavid83
post May 5 2019, 03:30 PM

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I know you're overly excited.
Don't have to repost 3x

This post has been edited by David83: May 5 2019, 03:30 PM
SUSDavid83
post May 6 2019, 10:52 AM

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Thanks to Trump!
SUSDavid83
post May 7 2019, 05:25 AM

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My KGF is down 6.7% as of 06/05/2019 NAV.
It is the only fund under the water.

This post has been edited by David83: May 7 2019, 05:25 AM
SUSDavid83
post May 7 2019, 06:48 AM

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QUOTE(Kaka23 @ May 7 2019, 06:40 AM)
Today Asia market predict to go down again is it... tongue.gif
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Time to top up! tongue.gif
SUSDavid83
post May 7 2019, 10:07 AM

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QUOTE(Drian @ May 7 2019, 10:06 AM)
If you look at the sentiment currently.

Malaysia growth is revised downwards.
No + catalyst
Companies are not projecting higher revenue.
Foreign investors are not coming because other countries have more prospects.
Govt is leaning towards austerity mode rather than spending mode.
Malaysia PE is at 16++, which means even at current prices they are not cheap. there's no revenue growth.

Any + improvement in KGF at this point  is most likely due to dividends from their holdings rather then growth.
I've sold some of my equities to lock in some of the profits , shifting to FI temporarily.

TA global tech ... last JUne
Manu india Yesterday
KGF ... last week
CIMB-Principal Asia Pacific Dynamic Income Fund - MYR - last week.
I plan to buy cimb china though when the time is right.
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Can share when is the right time?

This post has been edited by David83: May 7 2019, 10:07 AM
SUSDavid83
post May 7 2019, 01:01 PM

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QUOTE(Drian @ May 7 2019, 12:30 PM)
buying reit directly ?
You mean buying real estate directly?
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REIT counters at Bursa such AXISREIT, PAVREIT and etc.
SUSDavid83
post May 7 2019, 03:47 PM

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An expected move!
Investors and banks had priced in.
SUSDavid83
post May 7 2019, 08:58 PM

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Thanks to Trump, portfolio drops from 14.5% to 12.8% in a day!
SUSDavid83
post May 7 2019, 09:06 PM

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QUOTE(Red_rustyjelly @ May 7 2019, 09:05 PM)
u will be surprise to see even more drop. especially China region.
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I don't have much China exposure in my portfolio.
SUSDavid83
post May 8 2019, 07:11 AM

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QUOTE(Red_rustyjelly @ May 8 2019, 12:04 AM)
can anyone recommend me a south korean region fund.
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There's no specific SK country based fund as far as I know.
SUSDavid83
post May 9 2019, 04:44 PM

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Foreigners are dumping Chinese stocks before tariff deadline

URL: https://www.theedgemarkets.com/article/fore...tariff-deadline

Time to enter China market very soon? hmm.gif
SUSDavid83
post May 9 2019, 05:38 PM

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QUOTE(WhitE LighteR @ May 9 2019, 05:13 PM)
I am still avoiding China for now. REIT looks promising in case US and China funds continues trend down.
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REIT or REIT fund?

This REIT fund is laggard: Affin Hwang Select Asia Pacific (Ex Japan) REITS and Infrastructure Fund

This post has been edited by David83: May 9 2019, 05:49 PM
SUSDavid83
post May 10 2019, 05:11 PM

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QUOTE(yklooi @ May 10 2019, 05:04 PM)
bangwall.gif for the whole of April...my port raised 3.56%
but in 1 week (with Trump's help), my port dropped by abt the same amount.

doh.gif
next week(s) would be diving?...hope not  devil.gif  innocent.gif
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As of yesterday NAV, still in gain. laugh.gif

Whole week drops 3.2% from 14.5%

Last month ROI was 14.1% with again of 3.6%


SUSDavid83
post May 11 2019, 11:37 AM

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Both Affin Hwang Select Asia Pacific (Ex Japan) REITS and Infrastructure Fund and Manulife Investment Asia-Pacific REIT Fund have significant holdings in S-REIT but the latter outperforms a lot.

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