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

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happyhaka
post Nov 28 2020, 11:19 PM

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I've been looking for more info regarding the Managed Portfolios and I just went in first and split my investment into two: managed portfolio and my own. I'm not sure if it's a stroke of luck but my own portfolio did better and I'm quite sure that I didn't do extreme readings and analysis that the managed portfolio managers might have done.

Any of you guys on the managed portfolio as well? I'm on the aggressive portfolio.
happyhaka
post Nov 29 2020, 05:44 PM

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QUOTE(MUM @ Nov 29 2020, 12:05 AM)
mind sharing, your this " my own portfolio did better"....
what is in the composition of your own portfolio?
kind to list down the fund(s) and its % of allocation for each of them?

sort of be able to do the comparison with the FSM Aggressive portfolio.....
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I invested in the manulife india equity fund and principal greater china equity fund and gave me 10+ and 7+ % returns YTD and in comparison to 3%+ returns on the aggressive managed portfolio.

That's why I think it could have been that I was lucky and happen to time the market.

When I also check the aggressive vs balanced managed portfolio - it is composed of relatively the same funds for the aggressive components and some more fixed income portion of the balanced portfolio.

Wondering if placing same amount in Stashaway vs FSM would yield better result in one over another.
happyhaka
post Jan 5 2021, 12:53 AM

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QUOTE(WhitE LighteR @ Jan 4 2021, 09:39 PM)
user posted image

2020 final tally

TWR : 29.13
MWR : 47.03
ROI with DCA : 19.10

2021 will reset the scoreboard again.
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Hi can you explain more on what this means?
happyhaka
post Jan 5 2021, 09:32 AM

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great so you were able to beat DCA returns. Looking back anything you think you did that made you beat DCA?
QUOTE(WhitE LighteR @ Jan 5 2021, 01:28 AM)
TWR reflects the portfolio performance without any influence from cash timing (think DCA). Useful as a tool to compare to other portfolio.

MWR reflects the portfolio performance with influence from cash timing. Used to know if DCA return better performance or worst when compared to TWR.

ROI reflects the portfolio simple return on investment. But not very useful IMO if DCA. Not useful as a gauge of comparison with other portfolio performance.
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This post has been edited by happyhaka: Jan 5 2021, 09:32 AM
happyhaka
post Feb 2 2021, 09:14 AM

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United Global Technology Fund is down 50% but I cant seem to find any news about it why or even the fund that it is investing into T Rowe Price Tech Fund.

Any ideas?

This post has been edited by happyhaka: Feb 2 2021, 09:25 AM
happyhaka
post Mar 21 2021, 01:03 AM

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QUOTE(Hoshiyuu @ Mar 20 2021, 04:05 PM)
ARKK is foreign ETF, dont think it'd be available in FSMone?
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Available via affin world series feeder fund.

This post has been edited by happyhaka: Mar 21 2021, 01:03 AM

 

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