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

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whirlwind
post Sep 8 2020, 09:40 AM

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QUOTE(GrumpyNooby @ Sep 8 2020, 07:01 AM)
So what's your next step of action?
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I got no more fund to top up therefore wait and hopefully things will get better soon

My East spring small cap also slowly going down

🙁

No point switching funds too. Majority of the funds declining right?

This post has been edited by whirlwind: Sep 8 2020, 11:58 AM
whirlwind
post Sep 8 2020, 10:53 AM

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QUOTE(ironman16 @ Sep 8 2020, 10:38 AM)
If u really takut see every day the NAV go down, just stop monitoring it every day. Come back after 3 months or 6 months or even 1 year oso can. 😁.
Just continue dca.
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🤔
Will try
whirlwind
post Sep 10 2020, 12:20 PM

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QUOTE(CSW1990 @ Sep 10 2020, 10:44 AM)
this 2 weeks market crash had wiped out my July & August UT profit...
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Same here, mine went down to negative 🙁

My principal greater China the worst
whirlwind
post Sep 21 2020, 09:52 PM

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QUOTE(GrumpyNooby @ Sep 21 2020, 07:33 PM)
The China growth story is not over yet
China's equity market has benefited substantially during 2020. While potential external events still pose a challenge to the economy, we look to share some points demonstrating the possible room for investors to ride on the country's growth story in this article.

user posted image

Takeaway
In conclusion, the China economy is likely to rebound decently going forward. While consumer surveys may appear to remain cautious at the current juncture, on the ground data hints consumption spending is recovering. Inflation risk stemming from a shortage of pork also appears to be muted. Looking towards the manufacturing sector, export figures may be better on the back of a rebound in manufacturing PMI. Coupled with a possible recovery in global aggregate demand, valuations moving ahead may venture to more reasonable levels.

For investors that are interested in gaining exposure to Chinese equities, they may take a look into our recommended funds. On the other hand, investors who are concerned about the impact of the tech war and wish to have limited exposure to the tech sector can consider investing in the RHB Shariah China Focus Fund, which has only an exposure of 4% as of the latest (July 2020) factsheet.

Fund link: https://www.fundsupermart.com.my/fsmone/fun...-Focus-Fund-MYR
Article link: https://www.fundsupermart.com.my/fsmone/art...s-not-over-yet-
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Should I switch my Principal Global Titans to Principal Greater China 🤔
But then 65% of my fund would be Principal Greater China. Not much of a diversification anymore 🤔
whirlwind
post Oct 2 2020, 01:31 PM

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Yesterday US announced stimulus, was thinking time for my Principle Global Titans to slowly moving up but then today Trump tested positive and there’s news of US stocks gonna continue to slide down
whirlwind
post Oct 7 2020, 08:19 AM

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US stocks take a nose dive after Trump halts stimulus talks

https://www.thestar.com.my/business/busines...-stimulus-talks
whirlwind
post Oct 12 2020, 10:26 AM

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I further reduce my Principal Global Titan from 30% to 15% and switch them to Principal Islamic Asia Pacific Dynamic Equity.

US still looks risky with election just around the corner. Further diversification better? Anyway PIAPDE historically performs slightly better than PGT.
whirlwind
post Oct 12 2020, 10:34 AM

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QUOTE(GrumpyNooby @ Oct 12 2020, 10:28 AM)
Principal Global Titan just announced distribution:

Date Fund Name Gross Income Distribution Rate Net Income Distribution Rate Ex Date
9-Oct-20 Principal Global Titans Fund MYR 0.022 per unit MYR 0.022 per unit 27-Oct-20
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If I switched last Friday, and its going to take 2 days to switch the fund, I should be getting the distribution too before the switching right?
whirlwind
post Oct 12 2020, 10:41 AM

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QUOTE(GrumpyNooby @ Oct 12 2020, 10:36 AM)
No, because the exercise date is 27/10/2020.
Units switched out will not be entitled for distribution.
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👌
Ex date
whirlwind
post Oct 13 2020, 06:17 PM

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QUOTE(GrumpyNooby @ Oct 13 2020, 05:33 PM)
Several funds in my portfolio hit ATH:

Principal Asia Pacific Dynamic Income Fund - MYR
Principal Asia Pacific Dynamic Growth Fund - MYR
Principal PRS Plus Asia Pacific Ex Japan Equity - Class C
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What’s ATH?
whirlwind
post Oct 13 2020, 06:29 PM

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QUOTE(viktorherald @ Oct 13 2020, 05:48 PM)
user posted image

My current allocation, i did contact with their advisor and this is the fund that he recommend to me.
I consider my self a moderately risk person

i did read the individual funds, but lets just say.. i didnt put too much thinking to it  sweat.gif
i just feel that this is quite diverse in regionality, previously some fund dip into reds and now had all recovered

Anyone have good insights to offer?  notworthy.gif
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Mine kinda similar with yours 👍
Kinda high risk, focusing on equity to maximize profit
All through EPF

15% affin hwang select asia (ex japan) balanced fund
15% eastspring investments small-cap fund
15% principal islamic asia pacific dynamic equity fund
15% principal global titans fund
40% principal greater china equity fund


whirlwind
post Oct 13 2020, 06:38 PM

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QUOTE(viktorherald @ Oct 13 2020, 06:33 PM)
too bad i dont have enough basic savings to invest with EPF yet  sad.gif still working on it
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On the other hand I’m the opposite, don’t have much cash on hand to invest.

Let’s hope the market continue to climb up
China looks promising
whirlwind
post Oct 14 2020, 09:45 AM

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Asia stocks to slip amid U.S. stimulus deadlock

https://www.theedgemarkets.com/article/asia...imulus-deadlock
whirlwind
post Oct 20 2020, 03:53 PM

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Public Mutual launches healthcare global equity fund

https://www.thestar.com.my/business/busines...bal-equity-fund


whirlwind
post Oct 21 2020, 09:57 AM

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QUOTE(WhitE LighteR @ Oct 21 2020, 06:32 AM)
October so far been good too *touch wood*

TWR up by about 5% & MWR 9% MoM

Did some top up late Sept n early Oct.

Worst performing fund is no surprise, REITs

But upcoming US election might pare those gains down though.
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For October, only my Principal Global Titan up and down.
Best performer Eastspring Investment Small Cap
whirlwind
post Oct 21 2020, 10:27 AM

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QUOTE(GrumpyNooby @ Oct 21 2020, 10:10 AM)
I just zeroized Principal Asia Pacific Dynamic Income Fund - MYR
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Why?
You foresee the US election might have negative impact on this fund?

I have this fund too. Removed half of my principal global Titan allocation and switched to this fund recently
whirlwind
post Oct 29 2020, 12:34 PM

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Time to switch my Principal Global Titan to Principal Lifetime Bond temporary
whirlwind
post Nov 3 2020, 11:49 AM

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QUOTE(dopp @ Nov 3 2020, 10:06 AM)
What happen to Principal Global Titans Fund ?
Keep dropping
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Dropping badly and although I already applied for switch last week, I have to absorbed at least 5% to the fund

After the US election, I’ll switch back
whirlwind
post Nov 3 2020, 05:37 PM

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QUOTE(Mr.Beanster @ Nov 3 2020, 12:45 PM)
Isn't it better to hold and sail through the low or buy during the dip right now?
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I don’t do dca and I’ve been planning to switch even earlier but I guess my timing was out.

Wanna try to reduce the lows 🤞
Since I’m still new to UT, let me try this method whether it works or not
whirlwind
post Nov 3 2020, 06:24 PM

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QUOTE(CSW1990 @ Nov 3 2020, 05:47 PM)
Theoretically if want to micromanage UT, should switch equity to FI during green day to keep profit and when market goes red, switch back to equity and wait for rebound
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Would like to do that but my timing was late. Need to react faster in the future. Next would be when is the best timing to switch back Equity? I’m targeting just after the US election, mid Dec

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