Been waiting for this for few weeks already.. Hehe

Dont have china funds.. so not so sure. Local, yea.. been eating bit by bit my profit each day since 2 weeks ago...

I just hope it will not eat until become negative until GE next year la... As whole portfolio, mainly being backup by bond fund. But trend is still downtrend...

I got too many funds... haha, but I hv decided to consolidate into only few funds to focus. You know la, last time PM agent as me to buy this buy that, so buy lo. Also OSKUOB officer ask buy this and that, hence got few funds also. So once I consolidate in to FSM, I will slowly focus on;

1) 3 Local funds (2 Equity + 1 Bond) (Kenanga Growth + AMB Dividend + AmDynamic)
2) 1 Asia ex-Jepun fund (Hwang Asia Quantum)
3) 1 GEM Fund (not yet decide)
4) 2 Alternative asset funds (OSK Gold and General + Energy)
5) 1 REIT fund (AmAsia PAC Reits)

Above just my direction, may change as well on the fund selection. But AmDynamic + Gold and General + Energy + AmAsia PAC Reits already got la.

What is your plan?

This post has been edited by Kaka23: Nov 26 2012, 03:26 PM

You are buying from PM right? Own agent?

I think this week you able to top up already.. now is already 1608.

alamak.. end month. No money to top up if going down below 1600

Aiyoyo... if keep going like this, I can say all my funds IRR will be going to be lower than FD 3.0%pa la...

Ah... still learning bro in this UT investment thingy. Planning to go in Hwang Asia Quantum, but no $$ yet. Need wait next month only I can go in. If I go in, I cannot to top up on my other funds lo.

GE, GEM, EM Bond.. still not considering..

AmAPAC REITs now onlu doing IRR 2.5%
AmDynamic also going lower and lower each day, now IRR 7.6%
Rest MY Funds, most still above FD% la, but keep on dropping at fast pace!

I got TWO double digit IRR. But they are NEGATIVE!!!!

OSKUOB Gold and General
OSKUOB Energy Fund

Based on my overall portfolio, I would go for Asia Quantum as it has more out of MY exposure. Their MY exposure Is approx 40%. I got too many MY funds. Select opportunity is 60% MY focus for now.

Today AmDynamc bond drop around 1%! This is the worst drop I ever seen...

http://www.bloomberg.com/quote/AMDYMIC:MK

Or if you have Bloomberg app for tablet, can also get it from there..

Bro.. the waiting again part for it to slowly climb up is painful ma..

Ya unlikely... My overall total portfolio XIRR drop 1.2% due to AmDynamic drop.

Mine overall portfolio IRR is now 4.52%

How much percentage both of the PM funds drop?

Anybody enter equity market lately?

Ah.. So this is the reason. Thanks..

AMB Dividend trust foreign exposure only on REITs?