heheh - also gotta consider whether we can stay liquid longer OR the EU market irrational longer leh 
Unless just punting 5% or less of investable assets gua 

Cool - U'll be at the forefront for US & EU recovery.
Heheh - i've still ZERO exposure to US & EU, not on purpose, just lack focus

Not too late right?

Can consider some global exposure fund like EI Global Leaders or Pacific Global Stars.

Can just give the summary straight to the point.

Aiya, tak kan 12% become 0%, not direct stocks wor - basket cases

Anyhow, even if 12% really gone, aiya - your 88% still can easily make a recovery AND killing mar right?
U are a numbers guy, definitely something hedged or "counter-balanced" somewhere 

ASEAN.

For those who interested with AmAsia Pacific REIT fund:

AmMutual open to more REIT buys

KUALA LUMPUR: AmMutual, which is positive on the Asia-Pacific real estate investment trusts (REITs) market, is keeping its options open on buying more REITs in the region, but much will depend, among others, on the liberalisation of a country's REITs regulation.

URL: http://biz.thestar.com.my/news/story.asp?f...18&sec=business

That is what attracts. If not, I won't be keep on mentioning it since two to three weeks back.

hehe - are U now convinced that REITs or REITs focused funds deserve a bit of your $ allocation?

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Added on August 2, 2012, 8:24 am
$ is flowing into properties and dividend stocks - both of which are epitomized by REITs mar.
More demand = higher valuations.
Just make sure the areas that the fund is buying (REITs) into have good enough DY% for your taste.
Just a thought yar - U may have other additional criteria 

I'm not greedy. If the fund can constantly stream an average annual return of 10% is sufficient. The more it could generate, that would be bonus.

Ah.. the conundrum of how high is high & how low is low comes into play
Start with a 5 year plan lor - Value Cost Average or Dollar Cost Average or TwinVest it.

Anyone here remembers "people" telling them they are crazy to go into the market at end 2008 / early 2009?
"Market so lousy waffor"

Flash forward 2010
Anyone here remembers "people" telling them they are crazy to go into the market at 2010?
"This recovery's not real"

Flash forward 2011
Anyone here remembers "people" telling them they are crazy to go into the market at 2011?
"Market so high liao crazy ar"

Flash forward 2012
All time high for KLCI and generally REITs for SGX & KLSE (i only track those heheh sorry ar).

Interested... You bought in already?

er.. i dug only for SGX and KLSE hehe
http://reitdata.com/
http://mreit.reitdata.com/

er... subscription
cheap SGD7 pm only http://www.sharesinv.com/
http://www.equitiestracker.com.sg/
http://www.equitiestracker.com/

Currently having heck digging for ASX

Tax free too!  (we are non-resident mar)

same here 

wah.. you make decision so fast!!! haha

Registered my FSM account last few days, Waiting for approval.

Currently I aim for Manulife Investment - Global Resources Fund & AmAsia Pacific REITs.

Can i ask for your view points on these fund that i listed out?

No,I'm kinda new to UT.
50% of manulife equity fund & another 50% of AmAsia Pacific REITs.
Is that consider as portfolio as well??