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

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jutamind
post Mar 6 2018, 11:48 AM

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yah....am thinking of taking some funds out of market as well.....been doing that for stocks....still deliberating whether i should do the same for UT funds.

QUOTE(jfleong @ Mar 6 2018, 11:32 AM)
Selling my funds today as the prices went up. Good idea?
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jutamind
post Mar 12 2018, 02:58 PM

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since Eastspring Smallcap is soft closed now, if i were to switch out from this fund, can i switch in again some weeks/months later?
jutamind
post May 30 2018, 10:38 PM

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On hind sight, the decision to switch my equity funds to bond fund in end Feb was the right decision. Only left bare minimum units in equity funds now with DCA in place.

Was doubtful whether I did the right thing then... Guess it's just pure confidence
jutamind
post Feb 22 2019, 10:01 PM

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Hi,

I'm trying to terminate one of my RSP plan and every time after entering the SMS, I always get the error: Sorry. Failed to received your request for termination of RSP

Anyone has such issue before? How to resolve this issue?
jutamind
post Mar 5 2019, 09:51 PM

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I'm contemplating of investing in Manulife Asia Pacific REIT unit trust vs SGX REIT direct investment. Which path would you choose assuming you have the bullets to invest and why?

Appreciate your feedbacks. Thanks.
jutamind
post Mar 5 2019, 10:28 PM

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Of course Manulife is more diversified, but then 50-60% of Manulife is invested in SGX.



QUOTE(yklooi @ Mar 5 2019, 10:07 PM)
have you compared the diversity of the allocation between these 2?

just looking at the titles of the funds....looks like Manulife is more diversified....

just my 2 cents
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jutamind
post Mar 5 2019, 10:35 PM

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Ok got your point. Thanks for the feedback

QUOTE(yklooi @ Mar 5 2019, 10:33 PM)
but for me, I just wanted a more diversified fund.....58% in SG is better than maybe 95% in SG alone

but unknown to how many % of this SG Reits you gonna allocate with your investable $$.....
this ratio can also act as diversification tool too....
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jutamind
post Apr 22 2019, 12:23 PM

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For those who buys unit trusts from FSM, do you put the interests from unit trust into Seksyen 110 of the income tax filing? Or is it not necessary to do so?
jutamind
post Apr 22 2019, 12:55 PM

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Thanks for the feedback. LHDN also told me no need to declare the interest in Seksyen 110 as the income has been taxed under single tier.

QUOTE(David83 @ Apr 22 2019, 12:47 PM)
Under single tiered system, dividend and distribution have been taxed at maximum rate.
No action required.

URL: http://www.hasil.gov.my/bt_goindex.php?bt_...5000&bt_sequ=15
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jutamind
post Jul 8 2019, 08:21 PM

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May I know why lose steam soon?

QUOTE(Ancient-XinG- @ Jul 8 2019, 02:51 PM)
Will lose steam soon.
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jutamind
post Oct 20 2019, 07:57 PM

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Any recommended China funds with good performance?
jutamind
post Dec 18 2019, 01:26 PM

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Which China find do you invest in?

QUOTE(voyage23 @ Dec 18 2019, 08:09 AM)
With my China fund gaining so much recently not sure where to DCA anymore either.
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jutamind
post Mar 19 2020, 11:03 PM

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Thinking of withdrawing EPF for unit trust investment but not immediately. Any recommended equity fund to watch list?
jutamind
post Mar 19 2020, 11:44 PM

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Thanks for the feedback. Based on my knowledge, during recovery, blue chips will be first to move only then small cap.

Can EPF used to invest in regional/global funds?

QUOTE(yklooi @ Mar 19 2020, 11:15 PM)
if the % of your investment in relation to your invested money is acceptable, try review FBMScap funds when the time you wanted in...
currently they had fallen a lot,...maybe a lot more when that time came for you to decide which fund to buy with EPF money for some HIT & RUN
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jutamind
post Mar 30 2020, 09:28 PM

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Which China find do you invest in?

QUOTE(pisces88 @ Mar 30 2020, 04:44 PM)
Did lump sum investment into greater china today.

Looks like they are slowly restarting. When they other economies recover, they will be ahead . Fingers crossed
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jutamind
post Jul 4 2020, 07:22 PM

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Which US and China fund do you buy?

QUOTE(xuzen @ Jul 4 2020, 02:08 PM)
Defensive is the new offensive. With Trump the madman at helm.... it is good to be defensive. Don't know when he will naik angin again one.
Bond 70% + US 15% + China 10%+ Reits 5% with a view to sell off more Reits in future. I am positive on China , neutral on US and bearish on REITs. Bond is to provide me with a huge security cushion. Kiasi nowadays. Just hope Trump loses reelection.

M'sia equities = nil at the moment.
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jutamind
post Jul 6 2020, 10:32 AM

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I'm looking at adding a global equity fund and am looking at United Global Quality Equity Fund and Affin Hwang World Series - Global Equity Fund - MYR. Sharpe ratio quite similar between 2 funds but if i look at month by month or year by year performance returns, Affin seems to be slightly better.

Anyone has experience with these 2 funds? I saw most comments are on United Quality fund but i wonder why most choose United over Affin.

This post has been edited by jutamind: Jul 6 2020, 10:32 AM
jutamind
post Aug 9 2020, 12:37 PM

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Actually don't understand why fund houses don't want to package popular ETFs like SPY, VOO into unit trust fund with perhaps slightly higher cost compared to direct ETF purchase as these ETFs are still not widely available to most public users? I guess there's a market for this in under developed financial markets like Malaysia

I for one would go for this if your purchase amount is not large enough month for DCA
jutamind
post Aug 20 2020, 01:29 PM

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Is anyone using Polarzbearz template to get daily fund price?

I've just downloaded the template on Post 1 but when i press Update Current Fund Price button in Investment Details worksheet, the date is the summary line is updated but not the fund price. I got the status pop out saying price update has status ERROR!

I'm using AmDynamic Bond fund as example (FSM code: MYAMDNMB)

Appreciate any help polarzbearz
jutamind
post Aug 20 2020, 01:50 PM

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Is there anyway to enable edit for the date and fund price cell in the each fund summary row so that I can manually update the cell values?

QUOTE(MUM @ Aug 20 2020, 01:31 PM)
FSM did has an interface updates thus the old version of excel program cannot access FSM
not sure if yours is the old or new version...
possible solution, check out post 15983, page 800 by Idyllrain
https://forum.lowyat.net/topic/4193169/+15980#entry91305801
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This post has been edited by jutamind: Aug 20 2020, 01:54 PM

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