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Post by rgs2001uk on Jun 26, 2021 20:54:30 GMT 7
This mornings contribution from Mr Bloomberg is, "The Cboe Volatility Index, or the VIX, tumbled to pre-pandemic levels". Stocks climb.....it's all you need to know. Wow, thats a beer or six I owe you, will sleep like a baby tonight, you have put my mind at rest, thanks. Cant wait for tomorrows hot news, 7-11 still selling beer, no need to panic says prime minister.
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chiangmai
Crazy Mango Extraordinaire
Posts: 6,232
Likes: 5,242
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Post by chiangmai on Jun 27, 2021 4:19:42 GMT 7
This mornings contribution from Mr Bloomberg is, "The Cboe Volatility Index, or the VIX, tumbled to pre-pandemic levels". Stocks climb.....it's all you need to know. Wow, thats a beer or six I owe you, will sleep like a baby tonight, you have put my mind at rest, thanks. Cant wait for tomorrows hot news, 7-11 still selling beer, no need to panic says prime minister. It's tomorrow, time for more hot news - it's confirmed, drinking beer causes early onset dementia, beer stocks fall on the news.
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Moobin
Crazy Mango
Posts: 81
Likes: 46
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Post by Moobin on Jun 7, 2022 15:06:25 GMT 7
Anyone know anything about this fund DWS Invest Enhanced Commodity Strategy LC? Was suggested by UOB today. I would have thought that it is a bit late for this one.
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AyG
Crazy Mango Extraordinaire
Posts: 5,871
Likes: 4,555
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Post by AyG on Jun 8, 2022 16:34:18 GMT 7
Anyone know anything about this fund DWS Invest Enhanced Commodity Strategy LC? Was suggested by UOB today. I would have thought that it is a bit late for this one. I'd never heard of it, but the top investments and their allocation are: Swap 0,9Bp/L-Bcom 132,4326 (Jpm) 18.05.22 64.75% Swap 0,09Bp/L-Gsowgc00 185,46310 (Gsi) 18.05.22 36.56% Swap 0,04Bp/S-Gsowcl00 180,5833 (Gsi) 18.05.22 26.42% Swap 0,8Bp/L-Bcomxal 164,7437 (Jpm) 18.05.22 18.12% Cash & Cash Equivalents 15.97% Swap 12Bp/L-Bcomf3 359,7914 (Gsi) 18.05.22 13.80% Swap 0,4Bp/S-Gsowho00 199,9708 (Gsi) 18.05.22 11.52% Swap 16Bp/L-Bcomf6 374,118 (Gsi) 18.05.22 9.16% Swap 0,12Bp/L-Gsowsi00 184,7248 (Gsi) 18.05.22 9.07% Swap 0,04Bp/S-Gsowbr00 209,5617 (Gsi) 18.05.22 7.85% (Sorry about the poor formatting. You can see the original at www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F000013L00&tab=3 ) If you don't know understand all those investments and can't explain how the allocation adds up to over 200% (and that's just the top few investments), then this is not for you. In fact, I think it's not for anyone. It's highly leveraged, and could collapse dramatically. And then there's counterparty risk ... This is yet another example of a Thai fund being offered which wraps a foreign fund with very high short term performance - performance that is very unlikely to continue.
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Moobin
Crazy Mango
Posts: 81
Likes: 46
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Post by Moobin on Jun 8, 2022 18:31:17 GMT 7
Anyone know anything about this fund DWS Invest Enhanced Commodity Strategy LC? Was suggested by UOB today. I would have thought that it is a bit late for this one. I'd never heard of it, but the top investments and their allocation are: Swap 0,9Bp/L-Bcom 132,4326 (Jpm) 18.05.22 64.75% Swap 0,09Bp/L-Gsowgc00 185,46310 (Gsi) 18.05.22 36.56% Swap 0,04Bp/S-Gsowcl00 180,5833 (Gsi) 18.05.22 26.42% Swap 0,8Bp/L-Bcomxal 164,7437 (Jpm) 18.05.22 18.12% Cash & Cash Equivalents 15.97% Swap 12Bp/L-Bcomf3 359,7914 (Gsi) 18.05.22 13.80% Swap 0,4Bp/S-Gsowho00 199,9708 (Gsi) 18.05.22 11.52% Swap 16Bp/L-Bcomf6 374,118 (Gsi) 18.05.22 9.16% Swap 0,12Bp/L-Gsowsi00 184,7248 (Gsi) 18.05.22 9.07% Swap 0,04Bp/S-Gsowbr00 209,5617 (Gsi) 18.05.22 7.85% (Sorry about the poor formatting. You can see the original at www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F000013L00&tab=3 ) If you don't know understand all those investments and can't explain how the allocation adds up to over 200% (and that's just the top few investments), then this is not for you. In fact, I think it's not for anyone. It's highly leveraged, and could collapse dramatically. And then there's counterparty risk ... This is yet another example of a Thai fund being offered which wraps a foreign fund with very high short term performance - performance that is very unlikely to continue. I thought it looked odd. And as I mentioned, I thought it too late to join the party. However, it is not a new UOB offering, but they are just pushing it now. I have noticed that with many new wrapped funds (the underlying foreign fund is not usually new) and old funds. The Thai fund managers seem to push when they are already high. Perhaps they think people will see that the funds are performing well and invest, whereas I would rather catch a drop before investing - but that doesn't always work either. I'll give it a miss.
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Post by rgs2001uk on Jun 8, 2022 21:10:57 GMT 7
Anyone know anything about this fund DWS Invest Enhanced Commodity Strategy LC? Was suggested by UOB today. I would have thought that it is a bit late for this one. , where do they dig these funds up from?
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Post by rgs2001uk on Jun 8, 2022 21:11:55 GMT 7
I'd never heard of it, but the top investments and their allocation are: Swap 0,9Bp/L-Bcom 132,4326 (Jpm) 18.05.22 64.75% Swap 0,09Bp/L-Gsowgc00 185,46310 (Gsi) 18.05.22 36.56% Swap 0,04Bp/S-Gsowcl00 180,5833 (Gsi) 18.05.22 26.42% Swap 0,8Bp/L-Bcomxal 164,7437 (Jpm) 18.05.22 18.12% Cash & Cash Equivalents 15.97% Swap 12Bp/L-Bcomf3 359,7914 (Gsi) 18.05.22 13.80% Swap 0,4Bp/S-Gsowho00 199,9708 (Gsi) 18.05.22 11.52% Swap 16Bp/L-Bcomf6 374,118 (Gsi) 18.05.22 9.16% Swap 0,12Bp/L-Gsowsi00 184,7248 (Gsi) 18.05.22 9.07% Swap 0,04Bp/S-Gsowbr00 209,5617 (Gsi) 18.05.22 7.85% (Sorry about the poor formatting. You can see the original at www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F000013L00&tab=3 ) If you don't know understand all those investments and can't explain how the allocation adds up to over 200% (and that's just the top few investments), then this is not for you. In fact, I think it's not for anyone. It's highly leveraged, and could collapse dramatically. And then there's counterparty risk ... This is yet another example of a Thai fund being offered which wraps a foreign fund with very high short term performance - performance that is very unlikely to continue. I thought it looked odd. And as I mentioned, I thought it too late to join the party. However, it is not a new UOB offering, but they are just pushing it now. I have noticed that with many new wrapped funds (the underlying foreign fund is not usually new) and old funds. The Thai fund managers seem to push when they are already high. Perhaps they think people will see that the funds are performing well and invest, whereas I would rather catch a drop before investing - but that doesn't always work either. I'll give it a miss. Correct answer.
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Moobin
Crazy Mango
Posts: 81
Likes: 46
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Post by Moobin on Sept 1, 2022 19:07:26 GMT 7
Seems that Innotech is about the only fund that is keeping me out of the red. If it wasn't for this one, I would be down a million or more (Baht not pounds )
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