hheheh - global equities too (me too) eh?
either "great minds think alike" or "fools flock together"

Backside itching for FSM's 0.5% day... arrgh

I still got my 1% referral coupon expiring in March 2013...most likely will use for a global equity fund.

Either topping up on my OSK-UOB Global Equity Yield Fund or buying into Pacific Global Stars

Sad sad.. bonus not in yet by that time!!!

Anyone noticed this for AmDynamic?

http://www.signalinvest.com/personal/funds/price/

Noticed what?

Anything to notice?

Nothing special

Hay guise,

Wanna ask lah.

Are there any effects on money market or sukuk fund considering the surrounding conditions? Election hype etc.

I can make self googling for the answer, but i prefer to know based on your guys POV.

What say you?

Last few weeks i asked about asset allocation, and u guys mostly put them in foreign fund and not local fund. How bout sukuk? Does it gives the same effects?

Most sukuk even those issued by foreign companies/entities are denominated in RM. If foreign investors foresee weakening of RM, they might dispose their holdings, dragging down sukuk prices.

^
I'm speaking from a finance perspective

Money market funds are mostly invested in short-dated securities, NAV impact due to movements in prices are mostly minimal

This post has been edited by Pink Spider: Jan 16 2013, 10:15 AM

I think I won't be switching for the GE. Will keep invested in equities.. As my profits are not much also.. Just do average down if really market is down.

Ya, if you're holding a MYR equity fund which have >10 stocks, the impact of GE won't be much I believe. I think only those who invest directly in equities with a small portfolio should be worried.

Cacat phone problem

??

Get an iPhone 5 bro... Hehe

Joking joking

Sorry ar - serong a bit off investing.
Samsung S3 & Note 2 - having a SD Card in it but CANT install into SDCard!
Only way is to ROOT it from what i read. Google it
I tells U.. if it was my cold hard cash...
Just sharing in case some fellow investors here thinking of buying & using SDCard with these.

Back to investing...
Kaka - whatcha aiming for this 26th?
Me, mainly to pump up my Asset Allocation in Equities as holding a wee bit too much Fixed Income assets
ManuLife - Global Resources, as a "value one-off buy", not as part of my DCA+VCA,
+ RHB GS BRIC (dunno what else to get which is down enough - Russia, Brazil & China is middle-ish in terms of 52 weeks hi/lo + this fund is currently below it's 25% percentile historical NAV)
+ Hwang Global Property (dunno what else to buy properties related asset class as i'm holding too much % in AmAP REITs comparatively)

Pink & other FSM users, any thoughts - especially on the properties related one?
aargh...
If dont get in now lelong 0.5% charges, dunno when to balance out my Asset Allocation to at least some semblance of balance (ie. not 23%+ out of whack)

Among property-focused funds, Hwang Global Property is quite ok, worth getting. But beware it's quite heavily exposed to US. I actually bought this fund in 2008 right before the freefall. Exited with a small loss and happily switched all to Hwang Select Income which have given me IRR of 10.8% since then.

Wong Seafood, u sure u want a BRIC fund as opposed to a GEM fund?
Narrow focus fund = roller coaster ride

Thanks for yr thoughts Pink (Hwang Global Prop).
Yes - i am aware of the US bit which i actually WANT heheh (ie. non-emerging markets' properties).
Like i said, have too much % in Asia in terms of REITs and property related + er.. to me lar, the run up till now for REITs in Asia is CRAZY!
With a tip of a hat to "reversion to mean" and all that overbought thing... time to go elsewhere fishing since i still need to pump up my % in this asset class (Real Estate & Properties related).

Now if only there are specific funds for non-emerging markets' (what's that word ar... memory & language skills going to the dogs) REITs

GEM = Gawd knows which Emerging Market
With BRICs i know what it's getting into
Anyhow, like i said, Russia, Brazil & China indices all middle-ish or lower (fall dagnabit, fall!)
4 major emerging countries wor, with very different economic systems. Cukup enough diversity - too much to me = die-worsify
Anyhow, BRIC to me is not just a punt - it's long run accumulation, thus since i'm "watching it" and the current NAV is "low-ish" comparatively to its median & 25% percentile + moving average & std deviation (my own cooking lar, not FSM's), might as well put in a bit more as it's relatively good value.

Now if only there are specific funds for Latin America, that would be a punt i'd take

Hwang Asia Quantum
AmAPAC REITs - but you guys said now REITS too overvalue pulak. Now I dellema...
Hwang select (Asia ex Japan) opportunity

Currently ini on my mind now...

Hehhe - thanks for sharing Kaka.

Aiya - AmAPac REITs ok mar if U not holding much and getting into the groove.
It's my main vehicle for DCA+VCA every quarter and if i think it's a bad ride, i'll scream here & now
Anyhow, current NAV is like.. way above median since inception leh. Don't go nuts with it ok lar.

IMHO, best to have a "super structure" to strategically (i hate that word..) or shd i say generally guide your investing focus, then only start picking funds for long term bit by bit accumulation OR opportunistic sniping / grabbing.
Without an over-arching plan, one may have strikers (soccer) + spikers (volleyball) + linebackers (American football) in one's team, trying to play basketball
ie. wrong mix / type of "players" for the wrong "game"

This post has been edited by wongmunkeong: Jan 17 2013, 11:39 PM

Well said Wong Seafood

AmAsia Pac REITs only make up 4% of my portfolio, I won't be shitting in my pants even if Asia Pac REITs experience a selldown (well, REITs being REITs, it won't be much also even if it happens).

Build up a portfolio, don't get overly concerned with under/overperformance of a particular fund or two. As long as your portfolio as a whole is heading up steadily, why fret?

This post has been edited by Pink Spider: Jan 17 2013, 11:46 PM