But pulling money out of stocks is a mistake? Not agreed!

But pulling money out of real estate is a mistake? Maybe!

If you're keep on losing money in a particular shares, you still want to hold it? I believe there's must be a stop loss point.

Share a bad experience that I had with shares. I bought a penny stock at nearly peak price 2 to 3 year. Being hold it till recent months when the price rebounced back to the previous peak in 3 years ago. Sold it and make a profit of nearly 50 to 60. Am I stupid or what?

You're absolutely not wrong at all about the blue chips/dividend/defensive stocks.

This post has been edited by David83: Jul 25 2012, 11:25 PM

Chart Talk: Hwang Asia Quantum Fund


KEYPOINTS:

1. We Compared The Hwang Asia Quantum Fund Against Its Benchmark Since 2Q 2008, Covering A Period Of 17 Quarters
2. In Those 17 Quarters, It Outperformed In 13 Quarters And Underperformed In 4 Quarters
3. This Fund Has Benefited From Market Timing And Strategic Allocations Between Its Investable Regions And Asset Classes
4. nvestors Who Are Looking To Invest In Major Southeast Asian And Hong Kong Markets Should Consider Investing In This Fund

CONCLUSION

The Hwang Asia Quantum Fund is classified as a Malaysia-focus fund (rather than an Asia ex-Japan fund) on our platform because: 1) it is significantly overweight on Malaysian equities, and 2) technically, it invests in Malaysia, Indonesia, Singapore, Thailand and Hong Kong, rather than the entire Asia ex-Japan region. That said, the fund manager has proved its mettle over these past 4 years, seeing that the fund outperformed its benchmark by 91.9 percentage points from beginning 2Q 2008 till end 2Q 2012, and did so by making timely strategic allocations. A rather admirable point is that the fund manager is not hesitant to put investor's money to good use; although cash holdings hit a high of 51.5% at the end of September 2011 (see Chart 2), there are also times when cash holdings dwindled to as low as 2.7%, indicating that the fund manager is quick to react on its convictions.

In ending, the Hwang Asia Quantum Fund is not our Recommended Unit Trust for the 2012/2013 period but still, investors who are looking to invest in the major Southeast Asian and Hong Kong markets and can stomach volatility should consider investing in the Hwang Asia Quantum Fund.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2565

@yck1987, personally I have not much high confidence to China or Greater China region.

Very noticeable. OSK-UOB EMERGING MARKETS BOND FUND dropped to 0.5449 last Thursday.

Under my consideration list.

Malaysia: More Upside Ahead?

KEY POINTS:

1. Imports growth for major trading partners has been softening and this indicates that Malaysia’s exports are likely to slowdown given the poor external demand.
2. Domestic consumption and private investments are expected to remain as the only major contributors to economic growth.
3. Sturdier current income, better outlook for income and employment as well as easing in inflationary pressure are most likely to support the expansion in consumer spending going forward.
4. The roll-out of projects under the Economic Transformation programme is likely to sustain the private investment.
5. Putting this all together, Malaysia is expected to grow by 4.0%-4.5% in 2012 after expanding 5.1% in 2011.
6. Bank Negara Malaysia (BNM) is expected to maintain an accommodative interest environment to support the economic growth with Overnight Policy Rate (OPR) remains unchanged at 3.0% for the remainder of 2012.
7. We believe that the current level of FBM KLCI has priced in the negative impacts of economic slowdown and lower earnings growth.
8. With forward PE of 15.3x, 13.8x and 12.7x based on consensus estimated earnings for 2012, 2013 and 2014 (data as at 23 July 2012), the upside potential for 2012 seems to have normalised based on a fair PE of 16x.
9. In the near term, external headwinds from the European debt crisis as well as the uncertainties that may arise from the 13th General Election could create a short-term consolidation, especially given the strong recent run-up in the Malaysian market.
10. Our advice to investors: rebalance their portfolio and to consider switching some of their holdings into more attractive markets such as the Greater China region and South Korea.

OUR ADVICE: CONSIDER SWITCHING TO 5 STAR MARKETS

We believe that the current level of FBM KLCI has priced in the negative impacts of economic slowdown and lower earnings growth. With forward PE of 15.3x, 13.8x and 12.7x based on consensus estimated earnings for 2012, 2013 and 2014 (data as at 23 July 2012), the upside potential for 2012 seems to have normalised based on a fair PE of 16x. With a 3-year investment horizon, Malaysian equity market still could provide investor a decent 26.1% upside potential by end of 2014, if the market normalises to its fair level.

Having said that, Malaysia is now one of the markets with lowest 3-year upside potential as compared with the other 16 markets that we cover. As such, Malaysia equity market is rated as “3 stars – Attractive”, the second lowest rating after Indonesia to reflect its lower relative attractiveness as compared with 5 star markets such as China, Hong Kong and South Korea. In the near term, external headwinds from the European debt crisis as well as the uncertainties that may arise from the 13th General Election could create a short-term consolidation, especially given the strong recent run-up in the Malaysian market. We would thus advise investors who are currently invested in Malaysia equity market to rebalance their portfolio and to consider switch some of their holdings into more attractive markets such as the Greater China region and South Korea.

RECOMMENDED FUNDS:

1. OSK-UOB Big Cap China Enterprise Fund
2. Eastspring Investments Asia Pacific Equity MY Fund
3. Pheim Asia Ex-Japan Islamic

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2554

Bond price really under pressure. OSK-UOB EMERGING MARKETS BOND FUND dropped to RM 0.5438 last Friday.

0.6315 as of last Friday price.

Similar to AMBG page: http://www.ambankgroup.com/en/RatesFeesCha...rustPrices.aspx

The date is updated. 0.6315 is last Friday NAV which is 27 July 2012.

How you know? What is the today NAV?

I read a fascinating article just now.

Euro zone crisis heads for September crunch

URL: http://www.reuters.com/article/2012/07/30/...E86S05J20120730

Since AmDynamic Bond is closed, anybody consider to opt for:

AmBond: http://www.fundsupermart.com.my/main/fundi...number=MYAMBOND

Or AmDynamic Sukuk: http://www.fundsupermart.com.my/main/fundi...lnumber=MYAMDSK

I have Bloomberg Apps for my Android smartphone, not sure if it has the similar feature/capability.

I'll do that if I remembered. Usually several times a week to review my portfolio.

Got it. Under My Stocks.

Well, AmBond is an average bond fund. Matches EPF return at 5 to 6% p.a outbeats 1-year FD.

AmBond is investing heavily in AAA rated papers and maturity is up to 1 years compared to AmDynamic Bond that invests more in AA rated papers and longer maturity. Different objectives.

I have a spreadsheet to do it. All I need is just the latest NAV.

Back to the shopping list, I think I just add AmAsia Pacific REIT to my portfolio.

The rest can wait.