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How's your Funds Portfolio doing
oracle_MY 06-02-2015, 02:51:15 PM GMT



Joined Since: 27-01-2013
Nationality: NA
Posts: 176 times




hi tcfish_hk,

what is your wife and yourself portfolio holding in 2014 or now?

mind to share?

your wife return only0&#37; is because he is new join FSM or what?

my 2014 return is about 3-4&#37;.

regards
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NthDimensions_SG 07-02-2015, 04:10:40 PM GMT



Joined Since: 15-08-2007
Nationality: N.A.
Posts: 298 times





tcfish_HK :
Any update for 2014 return?

My wife's portfolio is about 0%.
Mine is about 5.5% in 2014.


in 2014,
i liquidated several funds, and concentrate my CPF(OA) into one basket, it was floating profit about 5% to 7%
in 2015, for the past 2 weeks, around 9% to 11%.
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tcfish_HK 10-02-2015, 04:39:31 AM GMT


Joined Since: 06-02-2015
Nationality: NA
Posts: 6 times




HI NthDimensions_SG,

Very good! But what is CPF(OA)? Is it something only in SG? Does "one basket" mean 1 fund?
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tcfish_HK 10-02-2015, 04:54:55 AM GMT


Joined Since: 06-02-2015
Nationality: NA
Posts: 6 times




Hi oracle_MY,

My wife joined in end of 2013. She is now holding the following:

Aberdeen Global - Japanese Smaller Companies Fund (USD-Hedged) A2 Acc
E Fund RMB Fixed Income Fund (RMB) Class A Dist
Fidelity Funds - China Focus Fund A-USD
Harvest Funds (Hong Kong) - Harvest China A Research Select Fund (RMB) A
Invesco Global Health Care Fund (USD) A
JPMorgan India Smaller Companies (acc) - USD
Jupiter Global Fund - Jupiter European Growth (USD Hedged) L Acc
Lyxor Epsilon Managed Futures Fund (USD) H
Man AHL Diversified Futures Ltd (USD) Tranche A
Schroder Asian Asset Income Fund (USD) A Acc

But they were quite different from what she had in the beginning of 2014. It was not bad at the beginning but not in the 2nd half. of the year. You know, it is easy to buy a good performing fund but hard to tell when is the good time to switch or sell. Just hoping to see if others have any good advice
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oracle_MY 10-02-2015, 05:19:40 AM GMT



Joined Since: 27-01-2013
Nationality: NA
Posts: 176 times




After review your wife fund, actually 2nd half year of 2014 is very high volatile in every region, but US country, India, Japan, China and Asia pacific have not bad performance in year 2014.

most of your fund looks like is more to global fund or Europe country right?

so need to be patient if invest in unit trust fund.

for some investors, they prefer to invest in share/stock...... because earn faster than unit trust....be good choose if any.....
take care, have a nice day :&#41;
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alacyl_SG 13-02-2015, 05:54:02 AM GMT



Joined Since: 13-12-2006
Nationality: NA
Posts: 765 times




My 2013 returns is 10%
My 2014 returns is 10%
My 2015 return is 1% as of to date.

I am hoping to just get 10% for 2015.

Any advice on the market condition now?
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oracle_MY 13-02-2015, 07:02:32 AM GMT



Joined Since: 27-01-2013
Nationality: NA
Posts: 176 times




hello alacyl_SG,

may I know how you calculate your each annual return 10&#37;? you base on each fund or total holding?

if your holding have good perform sure 10&#37; is no problem for year 2015.

wish you all the best in year 2015 in investment and bring more fortune and wealth. :&#41;
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alacyl_SG 13-02-2015, 12:26:11 PM GMT



Joined Since: 13-12-2006
Nationality: NA
Posts: 765 times




My 10% is total holding for my portfolio. And it is compounded.
Honestly it is no easy feat, at least to me, especially the second half of last year. My target is 10% every year. I see some achieving it so easily. But it was difficult, to me. To get 10% every year, I will be very happy.



last edited at 13-02-2015, 12:30:26 PM GMT
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princemk_MY 28-03-2015, 05:09:29 AM GMT



Joined Since: 14-12-2014
Nationality: NA
Posts: 52 times





alacyl_SG :
My 10&#37; is total holding for my portfolio. And it is compounded.
Honestly it is no easy feat, at least to me, especially the second half of last year. My target is 10&#37; every year. I see some achieving it so easily. But it was difficult, to me. To get 10&#37; every year, I will be very happy.




Hi Alacyl_SG..

I m also invested in FMS Sg. I went into few FI funds and one Equity fund :

a&#41; Allianz US HY fund, Schroder ISF Multiasset
b&#41; Natixis Loomis Multisector SGDH.
c&#41; United Asian Bond SGD
d&#41; First State Dividend Adv

was suggested by CIS to consider

a&#41; Aberdeen Global Opportunity

any suggestion on other equity funds?
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NthDimensions_SG 06-04-2015, 04:16:24 PM GMT



Joined Since: 15-08-2007
Nationality: N.A.
Posts: 298 times





tcfish_HK :
HI NthDimensions_SG,

Very good! But what is CPF(OA)? Is it something only in SG? Does "one basket" mean 1 fund?


CPF is something like HK's MPF
Yes, currently I only have 1 fund, and it just turned 1 year.
Currently unrealised floating profit of 14% p.a.
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