Welcome Guest ( Log In | Register )

Bump Topic Add Reply RSS Feed
5 Pages « < 2 3 4 5 >Bottom

Outline · [ Standard ] · Linear+

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

views
     
no6
post Dec 8 2020, 04:40 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(killdavid @ Dec 8 2020, 02:32 PM)
wow ...while waiting for sifu's input just my 2 cents
If your target is to have a moderate to a balanced portfolio, its always good to have some bonds  to weather risk off times.
All funds . sectors and regions go through cycles...we invest, not trade unit trust.
*
thanks for the sharing thumbsup.gif
no6
post Dec 9 2020, 03:30 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(xuzen @ Dec 9 2020, 11:23 AM)
Not sure about you but as for me, using ARSTF as my proxy for FI exposure, I will hold on to it because the 3 Yr avr return = 8.29% pa., whereas the risk aka 3 yr Vol / Std-Dev  = 2.94% p.a. The Potential Return I get out-weighs the risk, hence I will still maintain my exposure to this investment tool. When you apply more mathematical logic to it, your mind becomes less clouded and decision making more straight - forward.

Xuzen
*
valid point, thanks for sharing.
what do you do with FI that is under performing (red), i.e. opus ipf, switch them over ARSTF ?
no6
post Dec 18 2020, 03:52 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(killdavid @ Dec 18 2020, 12:22 PM)
Many investors fleeing US bonds. There is a sense of feeling that bubble will burst
*
fleeing us bonds, entering myr bonds ?
no6
post Dec 22 2020, 01:43 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(yklooi @ Dec 21 2020, 04:37 PM)
oh, my ideal would not suit everyone...
currently i hv epf & nomura which is abt 70% of my investable money = M'sia
then 30 % more in Asia Pac...
*
quite a big chunks here, is nomura still good for long run ?
no6
post Dec 30 2020, 02:22 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(ironman16 @ Dec 30 2020, 12:50 PM)
wholesales fund only for sophisticated investor.... brows.gif  brows.gif  brows.gif

why dun just 200 into msia, 200 into tech n 100 into RHB CMF2 (stand by purpose if the tech fund dip, can everage down it)?

or if u got unlimited credit , just top into bond fund at the same fundhouse with ur tech fund to fully utilise credit to offset the sales charge.

opinion only, up to 2... icon_idea.gif
*
bond fund at the same fundhouse with ur tech fund to fully utilise credit to offset the sales charge > > > meaning no sales charge involves if we switch from bond to equity fund ?
no6
post Jan 22 2021, 02:27 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(leesw2263 @ Jan 22 2021, 01:09 PM)
Hi All Sifu,
I bougut last year (follow my FC advice)
1) Principal Greater china, as per today 55% gain
2) A Hwang AP ex Japan Dividen Fund - 29% gain
3) A Hwang Aiiman Asia ex Japan Growth Fund - 29% gain

10K each

He suggests me to top up some, is it the right time to top it up?

thank you and your input is highly appreciated.
Lee
*
Hi, just wandering
1) Principal Greater china, as per today 55% gain
- meaning lump sum 10k at the beginning Jan2020, end of dec2020/jan2021, gain 55% = rm5500 ?

Data below From FSM, how do we interpret these values as compared to your gain 55% ?
2020 36.08% + YTD 13.96% = 50.04% ?
Cumulative Performance
1W 5.79%
1M 16.91%
3M 22.23%
6M 29.66%
YTD 13.96%
1Y 49.59%

Calendar Year Returns
2020 36.08%
2019 22.62%
no6
post Jan 26 2021, 02:06 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
hi, anybody with fpx payment issue ? unable to select bank
no6
post Jan 26 2021, 03:22 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(walnut6363 @ Jan 26 2021, 02:57 PM)
Wow luckily i made payment at around 1pm no problem. Hope they solve the issue soon. Good time to put funds today into some funds 😁
*
seems like most of us got stucked at the same time, system overloaded =)
no6
post Feb 5 2021, 03:45 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(Underhill @ Feb 4 2021, 10:19 AM)
Thanks, appreciate your opinion.

Picked TA exactly for that, except that i don't like their holding on FB, and but better than United (which holds hyped like Slack etc.)
*
just wandering why except FB?
no6
post Feb 10 2021, 02:16 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(yklooi @ Feb 9 2021, 02:58 PM)
Your existing port already has China... Now you want to add China inside again? Is the current total accumulated % of allocation in china not enough?
Yr port did not hv us, (nasdaq you hv thru rhb AI, what abt ut funds that holds s&p 500 n DJ types of stocks)?
*
just wandering which ut funds is good for holding s&p 500 and DJ ?
no6
post Feb 11 2021, 02:11 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
Happy CNY all ~~~
no6
post Feb 18 2021, 02:19 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
seems like most bonds are not doing quite good, especially this week whereby returns drop further hmm.gif
no6
post Feb 26 2021, 03:03 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(WhitE LighteR @ Feb 26 2021, 01:11 PM)
For A shares not many options. The most obvious alternative is Amchina a-shares
*
amchina drops alot this week...
no6
post Mar 14 2021, 02:55 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(LightningZERO @ Mar 13 2021, 01:07 PM)
My RSP deduct from bank account, normally around 10th deduct and 15th contract formed. Strangely this month today still no deduction. Wondering if anyone else is the same.
*
was informed the same by fsm cs, amount deducted 8-10th, purchased on 15th
no6
post Mar 15 2021, 11:22 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(LightningZERO @ Mar 14 2021, 03:26 PM)
Your one any deduction from bank this month? mine today still not yet. Weird.
*
yes deducted ...maybe can check with cs
no6
post Mar 18 2021, 11:27 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
would like to ask, is this merger good or bad ?

Cessation of Sales and Redemptions – Precious Metals Securities (the “Fund”)
DWS Investments Singapore Limited, the Singapore representative of DWS Noor Precious Metals
Securities Fund, a sub-fund of DWS Noor Islamic Funds plc (the “Target Fund”) informed us on 3
March 2021 on the proposal to merge the Target Fund with DWS Noor Precious Metals Securities
Fund, a sub-fund of DWS Invest (IE) ICAV (the “Receiving Target Fund”) via extraordinary general
meeting to be held on 25 March 2021 (“EGM”).
If the merger is approved at this EGM, the Target Fund will be suspended from 21 May 2021 until
28 May 2021.
no6
post Mar 23 2021, 03:27 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(Hoshiyuu @ Mar 23 2021, 09:30 AM)
Same, I accidentally entered at ATH so I was down to -15% at some point, 1 more round of averaging down and some gains later I am up to -9% - looks good to me.

If it drops more than 10% again I'm just gonna buy more  tongue.gif
*
so nice to be able to keep buying during the dip
no6
post Apr 13 2021, 03:53 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(CSW1990 @ Apr 12 2021, 06:02 PM)
I topped up ES dinasti more than 5 times between end feb and mid March and I won’t top up anymore before Q3 unless there are another round of big drop on China related fund.
For me your portfolio is too heavy on Greater China. Whether to average down or not actually should based on your holding power I think. Just my personal view I would think top up US tech fund better at this moment.
*
understand you have topped up several times but why not keep on dca, is it because of greater china too heavy in your port or due to other reason ?
no6
post Apr 16 2021, 01:58 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(MUM @ Apr 15 2021, 05:20 PM)
based on past performance,...i would have selected AmanahRaya Syariah Trust Fund over Ambond....
*
how about amincome plus as compared to amanahraya syariah trust ?
no6
post Apr 16 2021, 10:58 PM

Casual
***
Junior Member
427 posts

Joined: Oct 2010
QUOTE(ChessRook @ Apr 16 2021, 03:47 PM)
I might be wrong but amincome plus is focussed on short to medium term bonds which has lower risk than longer bond funds. Thus, the performance is above MMF rate in general. I have also look at its fund fact sheet and amincome has well diversified bonds. Amanahraya trust fund not completely fixed income. But looking at its performance over 10 years, this fund has good preservation of value.

Anyway i invested in both. 2nd level emergency fund in amincome and extra cash  in amanahraya trust account.
*
both funds encompass bonds, short medium term bond is less volatile compare to longer term bond eh
good that you have both, planning to switch some from ARTF to AmIncome plus
« Next Oldest · Finance, Business and Investment House · Next Newest »
 

5 Pages « < 2 3 4 5 >Top
Add ReplyOptions
 

Change to:
| Lo-Fi Version
 0.0744sec    0.46    7 queries    GZIP Disabled
Time is now: 30th November 2025 - 08:17 AM
All Rights Reserved © 2002- 2025 Vijandren Ramadass (~unite against racism~)
Removal Request
Powered by Invision Power Board © 2025  IPS, Inc.