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

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imnotabot
post Feb 14 2017, 01:39 PM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


My current holdings (only Shariah-approved funds):

- Aberdeen World Equity Fund: 38%
- CIMB Islamic Asia Pacific ex Japan Fund: 20%
- PMB Shariah Aggressive Fund: 4%
- RHB Islamic Bond Fund: 38%

Any comments or advice on where I should invest next? smile.gif
imnotabot
post Feb 14 2017, 01:52 PM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


QUOTE(MUM @ Feb 14 2017, 01:46 PM)
perhaps..India?
*
I just checked, I don't think there's any India funds that are Shariah-compliant on FSM. sad.gif
imnotabot
post Feb 14 2017, 04:34 PM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


QUOTE(MUM @ Feb 14 2017, 01:55 PM)
i am not an expert in religion..but i think there is some way to atone for it?...perhaps zakat?
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I don't think so. tongue.gif
Never mind then. Other than India, is it worth investing in greater china? For example, how about this fund: Eastspring Investments Dinasti Equity Fund?
imnotabot
post Feb 14 2017, 11:25 PM

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Junior Member
531 posts

Joined: Oct 2016


I filled-in the excel spreadsheet in the first page, and this is what I got. smile.gif




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imnotabot
post Feb 15 2017, 11:33 AM

On my way
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Junior Member
531 posts

Joined: Oct 2016


QUOTE(T231H @ Feb 15 2017, 07:25 AM)
from the chart of above post...the below proposed fund is logical  thumbsup.gif
btw, how come your chart did not show M'sia Eq allocation %? it did show M'sia FI %.
from the above proposed fund, the below proposed weightage is also logical  thumbsup.gif
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Thank you for the feedback! It did not show because I accidentally entered the value in FI instead of Equity for one of the fund. Thanks for pointing it out. smile.gif Here's the updated chart:




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imnotabot
post Feb 18 2017, 06:07 PM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


How do you use update the portfolio history in the Portfolio IRR excel spreadsheet? I always get "Method or data member not found" error when I click on the "Capture Snapshot Only" button under "Investment Details" tab.
imnotabot
post Mar 1 2017, 05:46 AM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


Any comments on this fund (I only buy shariah-approved fund)? RHB Islamic Global Developed Markets

My current portfolio:
- RHB IBF: 38%
- Aladdin fund: 38%
- PMB Shariah Aggressive Fund: 4%
- CIMB Islamic Asia Pacific Equity Fund: 19%

According to the factsheet, the fund has some allocation in Australia, which my current portfolio doesn't have. Good idea to buy it just to fill in this hole? hmm.gif
imnotabot
post Feb 14 2018, 01:14 AM

On my way
****
Junior Member
531 posts

Joined: Oct 2016


I haven't checked my holdings for some time since January. My ROI and IRR was around 7.XX% back then. Quite shocked to find out that it's only 2.XX% now lol.
Thankfully I only invest money I'm willing to lose, so I'm not too emotional about it. Just a bit shocked. blink.gif

 

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